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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
SAWYER & COMPANY, INC
$260M
Top holdings
1
ALPHABET INC
$16.5M
2
APPLE INC
$13.5M
3
NVIDIA CORPORATION
$13.2M
STASH INVESTMENTS, LLC
$258M
Top holdings
1
ISHARES TR
$138M
2
VANGUARD INDEX FDS
$103M
3
VANGUARD INTL EQUITY INDEX F
$16.8M
SELBY WEALTH MANAGEMENT, LLC
$254M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$51.2M
2
ISHARES TR
$28.5M
3
SCHWAB STRATEGIC TR
$22.5M
SELLWOOD INVESTMENT PARTNERS LLC
$254M
Top holdings
1
VANGUARD WORLD FD
$64.7M
2
VANGUARD INDEX FDS
$51.7M
3
PIMCO EQUITY SER
$20.8M
SHORE POINT ADVISORS, LLC
$253M
Top holdings
1
DIMENSIONAL ETF TRUST
$56.7M
2
ISHARES TR
$44.9M
3
J P MORGAN EXCHANGE TRADED F
$41.4M
SHIRA RIDGE WEALTH MANAGEMENT
$253M
Top holdings
1
ISHARES TR
$112M
2
DIMENSIONAL ETF TRUST
$52.9M
3
BLACKROCK ETF TRUST
$15.8M
STONEHEARTH CAPITAL MANAGEMENT, LLC
$252M
Top holdings
1
ISHARES TR
$82.1M
2
DIMENSIONAL ETF TRUST
$23.6M
3
SCHWAB STRATEGIC TR
$19.7M
SILVER LAKE ADVISORY, LLC
$252M
Top holdings
1
ISHARES TR
$15.2M
2
VANGUARD WHITEHALL FDS
$11.2M
3
BERKSHIRE HATHAWAY INC DEL
$10.9M
SENECA HOUSE ADVISORS
$252M
Top holdings
1
ISHARES TR
$28.2M
2
INVESCO EXCHANGE TRADED FD T
$21.3M
3
ALPHABET INC
$17.2M
STONEPINE CAPITAL MANAGEMENT, LLC
$250M
Top holdings
1
SPDR SERIES TRUST
$102M
2
VERASTEM INC
$17.5M
3
ADMA BIOLOGICS INC
$17M
STEP CAPITAL MANAGEMENT PTE. LTD.
$249M
Top holdings
1
MICRON TECHNOLOGY INC
$54.2M
2
ADVANCED MICRO DEVICES INC
$39.2M
3
MODERNA INC
$32.8M
SEGRA CAPITAL MANAGEMENT, LLC
$248M
Top holdings
1
CONSTELLATION ENERGY CORP
$70.7M
2
VISTRA CORP
$54.9M
3
AMENTUM HOLDINGS INC
$47.3M
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO
$245M
Top holdings
1
ISHARES GOLD TR
$134M
2
ISHARES TR
$59.9M
3
ALPS ETF TR
$26.7M
SHARED VISION WEALTH GROUP LLC
$245M
Top holdings
1
ISHARES TR
$118M
2
APPLE INC
$44.2M
3
BLACKROCK ETF TRUST
$16.7M
SOLSTEIN CAPITAL, LLC
$244M
Top holdings
1
ISHARES TR
$42.1M
2
STATE STR SPDR S&P 500 ETF T
$20M
3
APPLE INC
$15.3M
SCHULHOFF & CO INC
$243M
Top holdings
1
PROCTER & GAMBLE CO
$22.2M
2
EXXON MOBIL CORP
$13.4M
3
JPMORGAN CHASE & CO
$13.1M
SFG WEALTH MANAGEMENT, LLC.
$243M
Top holdings
1
SPDR SERIES TRUST
$66M
2
STATE STR SPDR S&P 500 ETF T
$29.5M
3
MFS ACTIVE EXCHANGE TRADED F
$25M
SUMMA CORP.
$242M
Top holdings
1
NVIDIA CORPORATION
$111M
2
ADVANCED MICRO DEVICES INC
$24.9M
3
ISHARES TR
$22.1M
SHERBORNE INVESTORS MANAGEMENT LP
$241M
Top holdings
1
NAVIENT CORPORATION
$241M
SMARTHARVEST PORTFOLIOS, LLC
$240M
Top holdings
1
NVIDIA CORPORATION
$15.9M
2
APPLE INC
$13.7M
3
ALPHABET INC
$12.3M
