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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
RIVERFRONT INVESTMENT GROUP, LLC
$6.46B
Top holdings
1
ISHARES TR
$1.42B
2
J P MORGAN EXCHANGE TRADED F
$678M
3
SELECT SECTOR SPDR TR
$511M
GRADIENT INVESTMENTS LLC
$6.45B
Top holdings
1
SPDR SERIES TRUST
$550M
2
BONDBLOXX ETF TRUST
$305M
3
AMERICAN CENTY ETF TR
$252M
CONFLUENCE INVESTMENT MANAGEMENT LLC
$6.44B
Top holdings
1
ISHARES TR
$425M
2
SPDR SERIES TRUST
$201M
3
ANALOG DEVICES INC
$172M
BRADLEY FOSTER & SARGENT INC
$6.44B
Top holdings
1
ALPHABET INC
$333M
2
JPMORGAN CHASE & CO
$283M
3
MICROSOFT CORP
$272M
PGIM CUSTOM HARVEST LLC
$6.4B
Top holdings
1
VANGUARD WORLD FD
$2.08B
2
SELECT SECTOR SPDR TR
$1.88B
3
ISHARES TR
$1.75B
BLEAKLEY FINANCIAL GROUP, LLC
$6.39B
Top holdings
1
ISHARES TR
$1.12B
2
VANGUARD INDEX FDS
$633M
3
SPROTT ASSET MANAGEMENT LP
$291M
ETHIC INC.
$6.39B
Top holdings
1
NVIDIA CORPORATION
$427M
2
APPLE INC
$379M
3
ALPHABET INC
$337M
GLENVIEW TRUST CO
$6.37B
Top holdings
1
ISHARES TR
$883M
2
NVIDIA CORPORATION
$545M
3
APPLE INC
$279M
EVERCORE WEALTH MANAGEMENT, LLC
$6.36B
Top holdings
1
ALPHABET INC
$460M
2
APPLE INC
$382M
3
NVIDIA CORPORATION
$381M
ECP CONTROLCO, LLC
$6.34B
Top holdings
1
CONSTELLATION ENERGY CORP
$6.16B
2
PG&E CORP
$125M
3
SHENANDOAH TELECOMMUNICATION
$53.3M
CAMBRIDGE ASSOCIATES LLC
$6.31B
Top holdings
1
VANGUARD INDEX FDS
$2.28B
2
VANGUARD INTL EQUITY INDEX F
$1.35B
3
VANGUARD SCOTTSDALE FDS
$687M
OLD MISSION CAPITAL LLC
$6.3B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$1.73B
2
ISHARES INC
$1.02B
3
ISHARES TR
$764M
CAPITAL ADVISORS INC
$6.22B
Top holdings
1
ISHARES TR
$644M
2
PEPSICO INC
$345M
3
NVIDIA CORPORATION
$258M
ENERGY INCOME PARTNERS, LLC
$6.22B
Top holdings
1
ENTERPRISE PRODS PARTNERS L
$520M
2
ENERGY TRANSFER L P
$487M
3
MPLX LP
$294M
PROSPERA FINANCIAL SERVICES INC
$6.21B
Top holdings
1
ISHARES TR
$530M
2
FIRST TR EXCHANGE-TRADED FD
$234M
3
APPLE INC
$218M
LETKO, BROSSEAU & ASSOCIATES INC
$6.2B
Top holdings
1
ROGERS COMMUNICATIONS INC
$250M
2
BANK NOVA SCOTIA B C
$243M
3
ALPHABET INC
$239M
NORTHROCK PARTNERS, LLC
$6.2B
Top holdings
1
ISHARES TR
$1.4B
2
SPDR SERIES TRUST
$1.23B
3
J P MORGAN EXCHANGE TRADED F
$574M
WORLD INVESTMENT ADVISORS
$6.2B
Top holdings
1
ISHARES TR
$895M
2
VANGUARD INDEX FDS
$333M
3
SCHWAB STRATEGIC TR
$222M
BARINGS LLC
$6.19B
Top holdings
1
ISHARES TR
$3.08B
2
JANUS DETROIT STR TR
$650M
3
INVESCO QQQ TR
$503M
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.
$6.18B
Top holdings
1
ISHARES TR
$1.44B
2
BERKSHIRE HATHAWAY INC DEL
$497M
3
VANGUARD INDEX FDS
$298M
