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
ADDENDA CAPITAL INC.
$3.55B
Top holdings
1
AGNICO EAGLE MINES LTD
$178M
2
TORONTO DOMINION BK ONT
$169M
3
ROYAL BK CDA
$168M
ARAX ADVISORY PARTNERS
$3.54B
Top holdings
1
ISHARES TR
$466M
2
VANGUARD INDEX FDS
$405M
3
BLACKROCK ETF TRUST
$155M
AVIOR WEALTH MANAGEMENT, LLC
$3.53B
Top holdings
1
VANGUARD INDEX FDS
$602M
2
ISHARES TR
$525M
3
J P MORGAN EXCHANGE TRADED F
$174M
ANCHOR CAPITAL ADVISORS LLC
$3.51B
Top holdings
1
ISHARES TR
$189M
2
MCKESSON CORP
$84.8M
3
CBOE GLOBAL MKTS INC
$81.7M
ASPIRIANT, LLC
$3.51B
Top holdings
1
ISHARES TR
$1.29B
2
VANGUARD INDEX FDS
$577M
3
ISHARES INC
$368M
AQUATIC CAPITAL MANAGEMENT LLC
$3.48B
Top holdings
1
META PLATFORMS INC
$43.5M
2
TAIWAN SEMICONDUCTOR MANUFAC
$40.8M
3
TESLA INC
$40.6M
ANALYST IMS INVESTMENT MANAGEMENT SERVICES LTD.
$3.3B
Top holdings
1
INVESCO QQQ TR
$1.03B
2
STATE STR SPDR S&P 500 ETF T
$562M
3
ISHARES TR
$549M
AMERITAS INVESTMENT PARTNERS, INC.
$3.25B
Top holdings
1
ISHARES TR
$188M
2
NVIDIA CORPORATION
$120M
3
APPLE INC
$107M
ARGENT CAPITAL MANAGEMENT LLC
$3.17B
Top holdings
1
ALPHABET INC
$207M
2
NVIDIA CORPORATION
$201M
3
AMAZON COM INC
$181M
AVIDIAN WEALTH ENTERPRISES, LLC
$3.16B
Top holdings
1
ISHARES TR
$1.2B
2
J P MORGAN EXCHANGE TRADED F
$224M
3
SCHWAB STRATEGIC TR
$177M
AXXCESS WEALTH MANAGEMENT, LLC
$3.12B
Top holdings
1
ISHARES TR
$475M
2
J P MORGAN EXCHANGE TRADED F
$177M
3
APPLE INC
$136M
ARGA INVESTMENT MANAGEMENT, LP
$3.05B
Top holdings
1
XP INC
$394M
2
PETROLEO BRASILEIRO S A
$367M
3
BANCO BRADESCO S A
$274M
ARGENT TRUST CO
$2.95B
Top holdings
1
ISHARES TR
$296M
2
APPLE INC
$139M
3
ALPHABET INC
$118M
ASCENT GROUP, LLC
$2.89B
Top holdings
1
ISHARES TR
$681M
2
SPDR SERIES TRUST
$192M
3
BLACKROCK ETF TRUST
$185M
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP
$2.86B
Top holdings
1
ISHARES TR
$1.36B
2
BONDBLOXX ETF TRUST
$467M
3
VANGUARD BD INDEX FDS
$438M
ATLAS INFRASTRUCTURE PARTNERS UK LTD.
$2.84B
Top holdings
1
PINNACLE WEST CAP CORP
$511M
2
EMERA INC
$465M
3
CONSOLIDATED EDISON INC
$345M
ADAMS DIVERSIFIED EQUITY FUND, INC.
$2.84B
Top holdings
1
NVIDIA CORPORATION
$221M
2
APPLE INC
$195M
3
ALPHABET INC
$154M
AVISO FINANCIAL INC.
$2.82B
Top holdings
1
TORONTO DOMINION BK ONT
$158M
2
ALPHABET INC
$136M
3
BANK MONTREAL MEDIUM
$135M
ALTRINSIC GLOBAL ADVISORS LLC
$2.79B
Top holdings
1
CHUBB LTD SWITZ
$386M
2
TOTALENERGIES SE
$285M
3
EVEREST GROUP LTD
$254M
ARIZONA PSPRS TRUST
$2.72B
Top holdings
1
ISHARES TR
$1.22B
2
VANGUARD BD INDEX FDS
$727M
3
SSGA ACTIVE ETF TR
$339M
