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
WNY ASSET MANAGEMENT, LLC
$967M
Top holdings
1
DIMENSIONAL ETF TRUST
$126M
2
CAPITAL GRP FIXED INCM ETF T
$98.8M
3
J P MORGAN EXCHANGE TRADED F
$94.5M
WELLESLEY ASSET MANAGEMENT
$953M
Top holdings
1
AKAMAI TECHNOLOGIES INC
$53.6M
2
BOX INC
$45.3M
3
VISHAY INTERTECHNOLOGY INC
$39.6M
WESTERKIRK CAPITAL INC.
$929M
Top holdings
1
ISHARES TR
$167M
2
VANGUARD INTL EQUITY INDEX F
$75.7M
3
VANGUARD SCOTTSDALE FDS
$35M
WENDELL DAVID ASSOCIATES INC
$919M
Top holdings
1
APPLE INC
$64M
2
TJX COS INC NEW
$57.6M
3
MASTERCARD INCORPORATED
$53.7M
WEALTHSHIELD PARTNERS, LLC
$898M
Top holdings
1
ISHARES TR
$220M
2
SCHWAB STRATEGIC TR
$69.7M
3
SPDR SERIES TRUST
$45.3M
WATER ISLAND CAPITAL LLC
$896M
Top holdings
1
ELECTRONIC ARTS INC
$81.5M
2
WARNER BROS DISCOVERY INC
$73.2M
3
JANUS HENDERSON GROUP PLC
$55.3M
WALLACE CAPITAL MANAGEMENT INC.
$871M
Top holdings
1
WHITE MTNS INS GROUP LTD
$173M
2
GRAHAM HLDGS CO
$164M
3
BERKSHIRE HATHAWAY INC DEL
$126M
WALMART INC.
$840M
Top holdings
1
SYMBOTIC INC
$798M
2
KLARNA GROUP PLC
$31.4M
3
GREEN DOT CORP
$10.9M
WEALTH ENHANCEMENT TRUST SERVICES, INC.
$826M
Top holdings
1
ISHARES TR
$82.2M
2
TWO RDS SHARED TR
$60.5M
3
INVESCO EXCHANGE TRADED FD T
$48.2M
WOODTRUST FINANCIAL CORP
$775M
Top holdings
1
ISHARES TR
$151M
2
VANGUARD INDEX FDS
$79.6M
3
BERKSHIRE HATHAWAY INC DEL
$39.7M
WAHED INVEST LLC
$770M
Top holdings
1
APPLE INC
$95.7M
2
ALPHABET INC
$77M
3
MICROSOFT CORP
$69.6M
WALKNER CONDON FINANCIAL ADVISORS LLC
$759M
Top holdings
1
ISHARES TR
$98M
2
SPDR SERIES TRUST
$72M
3
SPDR INDEX SHS FDS
$69.7M
WALLINGTON ASSET MANAGEMENT, LLC
$752M
Top holdings
1
VANGUARD TAX-MANAGED FDS
$80.3M
2
LINDE PLC
$35.1M
3
TJX COS INC NEW
$34.1M
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC.
$721M
Top holdings
1
VANGUARD INDEX FDS
$183M
2
ISHARES TR
$141M
3
VANGUARD WHITEHALL FDS
$58.2M
WERBA RUBIN PAPIER WEALTH MANAGEMENT
$718M
Top holdings
1
AMERICAN CENTY ETF TR
$280M
2
DIMENSIONAL ETF TRUST
$69.9M
3
VANGUARD INDEX FDS
$65.1M
WILKINS INVESTMENT COUNSEL INC
$698M
Top holdings
1
NEWMONT CORP
$41M
2
MERCK & CO INC
$29.7M
3
CORTEVA INC
$26.7M
WEXFORD CAPITAL LP
$690M
Top holdings
1
MAKO MNG CORP
$258M
2
MAMMOTH ENERGY SVCS INC
$54.1M
3
STATE STR SPDR S&P 500 ETF T
$46.2M
WARWICK INVESTMENT MANAGEMENT, INC.
$690M
Top holdings
1
VANGUARD INDEX FDS
$144M
2
DIMENSIONAL ETF TRUST
$125M
3
SCHWAB STRATEGIC TR
$122M
WELL DONE, LLC
$681M
Top holdings
1
ISHARES TR
$266M
2
BERKSHIRE HATHAWAY INC DEL
$105M
3
DIMENSIONAL ETF TRUST
$37.6M
WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC
$666M
Top holdings
1
ALPHABET INC
$61.5M
2
MICROSOFT CORP
$45.8M
3
APPLE INC
$27M
