Trending
Tree map
Stacked
Scatter
Network
Map
Fund Manager Reports
Learn about the top fund managers in the U.S. stock market through reports generated from Form 13F.
Form 13F is a quarterly report that institutional investment managers in the U.S. are required to file with the Securities and Exchange Commission (SEC) if they manage over $100 million in assets. These filings provide insights into institutional managers' investment holdings, revealing the composition of their portfolios, market positions, and strategic trends.
$70T
Total reported value
8,726
Fund managers
13,294
Securities held
Q1 2026
Latest report
All fund managers
RENASANT BANK
$141M
Top holdings
1
ISHARES TR
$25.8M
2
ETF SER SOLUTIONS
$25.4M
3
VANGUARD TAX-MANAGED FDS
$4.4M
REXFORD CAPITAL INC
$140M
Top holdings
1
VANGUARD INDEX FDS
$5.8M
2
BERKSHIRE HATHAWAY INC DEL
$4.74M
3
KLA CORP
$4.24M
RIDGELINE WEALTH, LLC
$140M
Top holdings
1
AMERICAN CENTY ETF TR
$69.9M
2
DIMENSIONAL ETF TRUST
$22M
3
ISHARES TR
$17.8M
ROLEK WEALTH MANAGEMENT LLC
$139M
Top holdings
1
VANGUARD INDEX FDS
$77.6M
2
INVESCO EXCH TRADED FD TR II
$51.1M
3
VANGUARD WORLD FD
$2.7M
RMR CAPITAL MANAGEMENT, LLC
$138M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$27.6M
2
ISHARES TR
$23.5M
3
VANGUARD INDEX FDS
$6.7M
RENAISSANCE CAPITAL LLC
$138M
Top holdings
1
COREWEAVE INC
$15.8M
2
ARM HOLDINGS PLC
$12.4M
3
KENVUE INC
$12.1M
RUBICON FOUNDERS LLC
$138M
Top holdings
1
PRIVIA HEALTH GROUP INC
$122M
2
EVOLENT HEALTH INC
$13.3M
3
AGILON HEALTH INC
$1.99M
RIDGELINE WEALTH PLANNING, LLC
$137M
Top holdings
1
SPDR SERIES TRUST
$35.8M
2
J P MORGAN EXCHANGE TRADED F
$19.9M
3
BLACKROCK ETF TRUST
$11.7M
RAHLFS CAPITAL, LLC
$136M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$15.4M
2
APPLE INC
$9.37M
3
BERKSHIRE HATHAWAY INC DEL
$7.18M
ROUNDANGLE ADVISORS LLC
$134M
Top holdings
1
ISHARES TR
$18.4M
2
VANGUARD INDEX FDS
$15.1M
3
VANGUARD SCOTTSDALE FDS
$10.9M
RF&L WEALTH MANAGEMENT, LLC
$134M
Top holdings
1
DIMENSIONAL ETF TRUST
$66.2M
2
VANGUARD INDEX FDS
$15.8M
3
ISHARES TR
$12.3M
REICON WEALTH ADVISORS, LLC
$132M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$58M
2
INVESCO EXCHANGE TRADED FD T
$49.6M
3
ISHARES TR
$4.7M
RICHARD YOUNG ASSOCIATES, LTD.
$132M
Top holdings
1
DIMENSIONAL ETF TRUST
$119M
2
NVIDIA CORPORATION
$3.04M
3
APPLE INC
$1.94M
RIK SAYLOR FINANCIAL, INC.
$132M
Top holdings
1
ISHARES TR
$62.3M
2
SPDR SERIES TRUST
$13.1M
3
INVESCO QQQ TR
$7.72M
RICHWOOD INVESTMENT ADVISORS, LLC
$130M
Top holdings
1
ISHARES TR
$52.6M
2
ELI LILLY & CO
$6.32M
3
VISA INC
$3.3M
R.H. INVESTMENT GROUP, LLC
$130M
Top holdings
1
ALPHABET INC
$8.85M
2
WALMART INC
$8M
3
PHILIP MORRIS INTL INC
$7.09M
RYDAR EQUITIES, INC.
$129M
Top holdings
1
APPLE INC
$9.92M
2
AMAZON COM INC
$6.89M
3
ALPHABET INC
$6.35M
REDSTONE WEALTH MANAGEMENT, LLC
$125M
Top holdings
1
ISHARES TR
$31.9M
2
VANGUARD WORLD FD
$24.4M
3
INVESCO EXCH TRADED FD TR II
$14M
ROBERT WOOD JOHNSON FOUNDATION
$125M
Top holdings
1
KARMAN HLDGS INC
$78.2M
2
BLUE OWL CAPITAL CORPORATION
$46.7M
R.H. DINEL INVESTMENT COUNSEL, INC.
$124M
Top holdings
1
MICROSOFT CORP
$16.9M
2
META PLATFORMS INC
$9.05M
3
THERMO FISHER SCIENTIFIC INC
$8.81M
