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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
EVOLUTION ADVISERS, INC.
$237M
Top holdings
1
VANGUARD INDEX FDS
$68.8M
2
VANGUARD BD INDEX FDS
$38.9M
3
VANGUARD TAX-MANAGED FDS
$38.3M
TRADEWELL SECURITIES, LLC.
$237M
Top holdings
1
VANGUARD INDEX FDS
$64.3M
2
APPLE INC
$39.1M
3
SELECT SECTOR SPDR TR
$21.3M
FREEGULLIVER LLC
$237M
Top holdings
1
JPMORGAN CHASE & CO
$47M
2
ISHARES TR
$42.5M
3
GOLDMAN SACHS ETF TR
$15.1M
ONE PLUS ONE WEALTH MANAGEMENT, LLC
$237M
Top holdings
1
ETF SER SOLUTIONS
$27.7M
2
LISTED FDS TR
$23.4M
3
PROSHARES TR
$23.1M
INTEGRATED CAPITAL MANAGEMENT, LLC
$237M
Top holdings
1
ISHARES TR
$58.2M
2
INVESCO EXCH TRADED FD TR II
$41.3M
3
VANGUARD INDEX FDS
$30.6M
FORESITE CAPITAL MANAGEMENT IV, LLC
$237M
Top holdings
1
PHARVARIS N V
$135M
2
CYTOKINETICS INC
$33.2M
3
EIKON THERAPEUTICS INC
$20.6M
BIRMINGHAM CAPITAL MANAGEMENT CO INC
$237M
Top holdings
1
CATERPILLAR INC
$27.7M
2
DEERE & CO
$17.7M
3
RTX CORPORATION
$9.96M
BAYSHORE CAPITAL ADVISORS, LLC
$237M
Top holdings
1
USA RARE EARTH INC
$132M
2
SPDR GOLD TR
$27.1M
3
LISTED FDS TR
$17.2M
GUARDIAN FINANCIAL PARTNERS, LLC
$237M
Top holdings
1
SCHWAB STRATEGIC TR
$84.8M
2
JANUS DETROIT STR TR
$27.3M
3
SERIES PORTFOLIOS TR
$18.7M
PALOGIC VALUE MANAGEMENT, L.P.
$237M
Top holdings
1
APPLE INC
$11.5M
2
ALPHABET INC
$10.3M
3
BROADCOM INC
$9.15M
MID-AMERICAN WEALTH ADVISORY GROUP, INC.
$237M
Top holdings
1
PIMCO ETF TR
$69.1M
2
SIMPLIFY EXCHANGE TRADED FUN
$44.8M
3
ISHARES TR
$30.4M
TEKNE CAPITAL MANAGEMENT, LLC
$237M
Top holdings
1
GDS HLDGS LTD
$204M
2
ACM RESH INC
$28.1M
3
PROEM ACQUISITION CORP I
$5.01M
WINDLE WEALTH, LLC
$237M
Top holdings
1
NVIDIA CORPORATION
$14.3M
2
EXXON MOBIL CORP
$12.3M
3
JOHNSON & JOHNSON
$11M
NEW ENGLAND RESEARCH & MANAGEMENT, INC.
$237M
Top holdings
1
ALPHABET INC
$14.7M
2
APPLE INC
$9.61M
3
UNITED RENTALS INC
$8.07M
BOYD WEALTH MANAGEMENT, LLC
$236M
Top holdings
1
VANGUARD INDEX FDS
$81.6M
2
ISHARES TR
$68.8M
3
SCHWAB STRATEGIC TR
$32.9M
KAIZEN FINANCIAL STRATEGIES
$236M
Top holdings
1
SCHWAB STRATEGIC TR
$39.7M
2
STATE STR SPDR S&P 500 ETF T
$18.4M
3
APPLE INC
$15.2M
STONECREST WEALTH MANAGEMENT, INC.
$236M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$39.5M
2
ISHARES TR
$13.9M
3
NVIDIA CORPORATION
$13.7M
JOHNSON & WHITE WEALTH MANAGEMENT, LLC
$236M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$46.8M
2
ISHARES TR
$28.3M
3
INVESCO EXCHANGE TRADED FD T
$23.8M
SIGHTLINE WEALTH ADVISORS, LLC
$236M
Top holdings
1
SCHWAB STRATEGIC TR
$65.4M
2
VANGUARD INDEX FDS
$35.4M
3
VANGUARD BD INDEX FDS
$27.3M
KEELER THOMAS MANAGEMENT LLC
$236M
Top holdings
1
ISHARES TR
$55.5M
2
FIRST TR EXCHANGE-TRADED FD
$12M
3
GLOBAL X FDS
$11.4M
