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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
SCHUBERT & CO
$123M
Top holdings
1
DIMENSIONAL ETF TRUST
$60.9M
2
FISERV INC
$15.4M
3
APPLE INC
$9.19M
SANKALA GROUP LLC
$122M
Top holdings
1
ISHARES TR
$25.5M
2
WISDOMTREE TR
$7.7M
3
SPDR SERIES TRUST
$5.85M
SEMITAM BONAM LLC
$122M
Top holdings
1
ISHARES TR
$43.8M
2
DIMENSIONAL ETF TRUST
$20.8M
3
VANGUARD INDEX FDS
$17.1M
SIERRA OCEAN, LLC
$122M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$16.8M
2
INVESCO EXCHANGE TRADED FD T
$16.1M
3
ISHARES TR
$16M
SECTORAL ASSET MANAGEMENT INC
$121M
Top holdings
1
EVOMMUNE INC
$13.5M
2
CONTINEUM THERAPEUTICS INC
$9.5M
3
SHOULDER INNOVATIONS INC
$6.25M
SANTA CLARA VALLEY TRANSPORTATION AUTHORITY
$120M
Top holdings
1
ISHARES TR
$76.2M
2
ISHARES INC
$44M
SKERRYVORE ASSET MANAGEMENT LTD
$120M
Top holdings
1
FRANCO NEV CORP
$45.8M
2
FOMENTO ECONOMICO MEXICANO S
$30.8M
3
COCA-COLA FEMSA SAB DE CV
$27.9M
SCIENTECH RESEARCH LLC
$120M
Top holdings
1
THEMES ETF TR
$2.34M
2
DIREXION SHARES ETF TRUST
$1.79M
3
APPLIED DIGITAL CORP
$1.63M
SJBENEN ADVISORY, LLC
$120M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$40.7M
2
ISHARES TR
$25.3M
3
ISHARES BITCOIN TRUST ETF
$11M
SHEPHERD KAPLAN KROCHUK, LLC
$119M
Top holdings
1
ISHARES TR
$24.3M
2
VANGUARD INDEX FDS
$16.9M
3
VANECK ETF TRUST
$8.15M
SCHAEFFER FINANCIAL LLC
$119M
Top holdings
1
SCHWAB STRATEGIC TR
$55.7M
2
ISHARES TR
$34.7M
3
SPDR INDEX SHS FDS
$19M
STONEBRIDGE FINANCIAL GROUP, LLC MO
$119M
Top holdings
1
ISHARES TR
$13.9M
2
NVIDIA CORPORATION
$5.45M
3
APPLE INC
$5.03M
STEGENT EQUITY ADVISORS, INC.
$117M
Top holdings
1
FIRST TR EXCHANGE TRADED FD
$9.6M
2
AMERICAN CENTY ETF TR
$8.45M
3
ETF SER SOLUTIONS
$7.04M
SMITH ASSET MANAGEMENT CO., LLC
$117M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$7.45M
2
NUVEEN PFD & INCOME OPPORTUN
$6.87M
3
VANGUARD WORLD FD
$6.5M
SEVERIN INVESTMENTS, LLC
$116M
Top holdings
1
VANGUARD TAX-MANAGED FDS
$7M
2
ISHARES TR
$6.82M
3
VANGUARD SCOTTSDALE FDS
$4.08M
SHERMAN WEALTH MANAGEMENT LLC
$116M
Top holdings
1
ISHARES TR
$13M
2
VANGUARD WORLD FD
$12.5M
3
J P MORGAN EXCHANGE TRADED F
$12.1M
SIDOXIA CAPITAL MANAGEMENT, LLC
$116M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$10.3M
2
ISHARES TR
$8.23M
3
STERLING INFRASTRUCTURE INC
$6.52M
SILCHESTER INTERNATIONAL INVESTORS LLP
$116M
Top holdings
1
NUTRIEN LTD
$98.8M
2
COCA-COLA EUROPACIFIC PARTNE
$6.48M
3
RYANAIR HOLDINGS PLC
$5.92M
SPWM ADVISORS LLC
$115M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$12.9M
2
FIDELITY MERRIMACK STR TR
$11.4M
3
DIMENSIONAL ETF TRUST
$11.2M
SUMMERHILL CAPITAL MANAGEMENT LNC.
$115M
Top holdings
1
ALPHABET INC
$14.4M
2
JPMORGAN CHASE & CO
$9.41M
3
ROYAL BK CDA
$9.23M
