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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
SOUTHERNSUN ASSET MANAGEMENT, LLC
$690M
Top holdings
1
DARLING INGREDIENTS INC
$48.2M
2
MURPHY USA INC
$41.9M
3
BOOT BARN HLDGS INC
$39.9M
SIERRA SUMMIT ADVISORS LLC
$688M
Top holdings
1
NVIDIA CORPORATION
$39.8M
2
APPLE INC
$28.3M
3
ALPHABET INC
$26.5M
STRATEGIC POINT INVESTMENT ADVISORS, LLC
$688M
Top holdings
1
ISHARES TR
$379M
2
STATE STR SPDR S&P 500 ETF T
$97.9M
3
SELECT SECTOR SPDR TR
$49M
SECURITY NATIONAL BANK
$687M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$77.7M
2
NVIDIA CORPORATION
$74M
3
APPLE INC
$28.3M
SENTINEL PENSION ADVISORS, LLC
$676M
Top holdings
1
BNY MELLON ETF TRUST
$182M
2
STATE STR SPDR S&P 500 ETF T
$93.1M
3
J P MORGAN EXCHANGE TRADED F
$59.8M
SMITHBRIDGE ASSET MANAGEMENT INC
$674M
Top holdings
1
ISHARES TR
$49.8M
2
J P MORGAN EXCHANGE TRADED F
$47.1M
3
APPLE INC
$33.2M
STABLEPOINT PARTNERS, LLC
$673M
Top holdings
1
ISHARES TR
$32.1M
2
SSGA ACTIVE ETF TR
$27.9M
3
FIRST TR EXCHANGE-TRADED FD
$19.9M
S-BANK FUND MANAGEMENT LTD
$671M
Top holdings
1
NVIDIA CORPORATION
$55.7M
2
MICROSOFT CORP
$38.9M
3
APPLE INC
$35.8M
SUMMIT PARTNERS L P
$670M
Top holdings
1
KLAVIYO INC
$367M
2
LIFESTANCE HEALTH GROUP INC
$186M
3
A K A BRANDS HLDG CORP
$62.4M
SAWGRASS ASSET MANAGEMENT LLC
$664M
Top holdings
1
APPLE INC
$39M
2
ALPHABET INC
$36.6M
3
MICROSOFT CORP
$34.8M
SC&H FINANCIAL ADVISORS, INC.
$663M
Top holdings
1
DIMENSIONAL ETF TRUST
$374M
2
AMERICAN CENTY ETF TR
$142M
3
ISHARES TR
$39.3M
SAGEGUARD FINANCIAL GROUP, LLC
$646M
Top holdings
1
APPLE INC
$36.2M
2
J P MORGAN EXCHANGE TRADED F
$32.3M
3
SELECT SECTOR SPDR TR
$31.6M
SEVENBRIDGE FINANCIAL GROUP, LLC
$640M
Top holdings
1
ETF SER SOLUTIONS
$43.9M
2
ISHARES TR
$33.3M
3
ALPHABET INC
$32.6M
STAMOS CAPITAL PARTNERS, L.P.
$640M
Top holdings
1
ISHARES TR
$100M
2
MERCK & CO INC
$20.5M
3
VANGUARD MUN BD FDS
$17.8M
ST. JAMES INVESTMENT COMPANY, LLC
$638M
Top holdings
1
GOLDMAN SACHS ETF TR
$166M
2
BERKSHIRE HATHAWAY INC DEL
$67.7M
3
FRANCO NEV CORP
$52.9M
SFE INVESTMENT COUNSEL
$635M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$68.1M
2
NVIDIA CORPORATION
$23.8M
3
ALPHABET INC
$22.7M
SILVEROAK WEALTH MANAGEMENT LLC
$632M
Top holdings
1
VANGUARD INDEX FDS
$187M
2
ISHARES TR
$169M
3
SPDR SERIES TRUST
$98.6M
SECURITY FINANCIAL SERVICES, INC.
$632M
Top holdings
1
ISHARES TR
$122M
2
BLACKROCK ETF TRUST
$87.3M
3
SPDR SERIES TRUST
$76.9M
SECURE ASSET MANAGEMENT, LLC
$632M
Top holdings
1
ISHARES TR
$49.8M
2
VANGUARD SCOTTSDALE FDS
$37.4M
3
VANGUARD INDEX FDS
$29.4M
SUMMIT WEALTH PARTNERS, LLC
$632M
Top holdings
1
ISHARES TR
$285M
2
J P MORGAN EXCHANGE TRADED F
$41.1M
3
INVESCO QQQ TR
$20M
