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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
EDENTREE ASSET MANAGEMENT LTD
$332M
Top holdings
1
ALPHABET INC
$32.5M
2
MICROSOFT CORP
$25.6M
3
ASTRAZENECA PLC
$22.7M
CRESTVIEW PARTNERS IV GP, L.P.
$332M
Top holdings
1
PURSUIT ATTRACTIONS AND HOSP
$245M
2
FIDELIS INSURANCE HOLDINGS L
$86.2M
PL CAPITAL ADVISORS, LLC
$332M
Top holdings
1
FINANCIAL INSTITUTIONS INC
$57.6M
2
BANC OF CALIFORNIA INC
$51.8M
3
ENTERPRISE FINL SVCS CORP
$39.7M
GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC
$332M
Top holdings
1
CENOVUS ENERGY INC
$34.6M
2
ANTERO RESOURCES CORP
$15.6M
3
NVIDIA CORPORATION
$13.2M
SNIDER FINANCIAL GROUP
$331M
Top holdings
1
ISHARES TR
$116M
2
VANGUARD SPECIALIZED FUNDS
$19.8M
3
MICROSOFT CORP
$13.5M
FIDUCIARY PLANNING LLC
$331M
Top holdings
1
WISDOMTREE TR
$45.1M
2
ISHARES TR
$28.4M
3
FIRST TR EXCHNG TRADED FD VI
$28.1M
QUATTRO FINANCIAL ADVISORS LLC
$331M
Top holdings
1
ISHARES TR
$37M
2
INVESCO EXCHANGE TRADED FD T
$31.4M
3
AMAZON COM INC
$21.6M
HIDDEN LAKE ASSET MANAGEMENT LP
$331M
Top holdings
1
ISHARES TR
$84.9M
2
MICROSOFT CORP
$44.4M
3
ZOOM COMMUNICATIONS INC
$30.3M
RELIANT WEALTH PLANNING
$331M
Top holdings
1
ISHARES TR
$91.7M
2
AMPLIFY ETF TR
$47.8M
3
VANGUARD BD INDEX FDS
$47.2M
IMPACT CAPITAL PARTNERS LLC
$331M
Top holdings
1
ISHARES TR
$23.9M
2
WISDOMTREE TR
$17.1M
3
APPLE INC
$15.6M
PROVIDENT WEALTH MANAGEMENT, LLC
$331M
Top holdings
1
SCHWAB STRATEGIC TR
$65.4M
2
T ROWE PRICE ETF INC
$56.1M
3
PACER FDS TR
$51.2M
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
$331M
Top holdings
1
ALPHABET INC
$19.7M
2
APPLE INC
$18.1M
3
NVIDIA CORPORATION
$14.8M
PAYNE CAPITAL MANAGEMENT, LLC
$331M
Top holdings
1
VANGUARD INDEX FDS
$89.4M
2
SCHWAB STRATEGIC TR
$78.5M
3
VANGUARD INTL EQUITY INDEX F
$34.5M
HT PARTNERS LLC
$330M
Top holdings
1
SCHWAB STRATEGIC TR
$155M
2
ISHARES TR
$60.8M
3
VANGUARD INDEX FDS
$23.6M
NEXT CAPITAL MANAGEMENT LLC
$330M
Top holdings
1
ISHARES TR
$112M
2
VANGUARD INDEX FDS
$21.1M
3
MIDCAP FINANCIAL INVSTMNT CO
$21M
MANIRO LTD
$330M
Top holdings
1
QXO INC
$212M
2
SLIDE INS HLDGS INC
$25.2M
3
FIRST TR EXCHANGE-TRADED FD
$13.2M
ASPIRING VENTURES, LLC
$330M
Top holdings
1
TESLA INC
$185M
2
STRATEGY INC
$29.7M
3
NVIDIA CORPORATION
$27.7M
GUARDIAN WEALTH MANAGEMENT, LLC
$330M
Top holdings
1
DIMENSIONAL ETF TRUST
$296M
2
VANGUARD WORLD FD
$16.4M
3
VANGUARD SCOTTSDALE FDS
$8.88M
BLUESHIFT ASSET MANAGEMENT, LLC
$330M
Top holdings
1
ISHARES TR
$29.5M
2
STATE STR SPDR S&P 500 ETF T
$8.06M
3
ETSY INC
$4.52M
ANCHYRA PARTNERS LLC
$330M
Top holdings
1
PRICE T ROWE GROUP INC
$41.7M
2
NVIDIA CORPORATION
$22.2M
3
ISHARES TR
$18M
