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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
EVOKE WEALTH, LLC
$5.57B
Top holdings
1
ISHARES TR
$1.14B
2
WORLD GOLD TR
$693M
3
VANGUARD INDEX FDS
$415M
DONALD SMITH & CO., INC.
$5.56B
Top holdings
1
AERCAP HOLDINGS NV
$432M
2
CENTERRA GOLD INC
$281M
3
IAMGOLD CORP
$272M
ALTSHULER SHAHAM LTD
$5.54B
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$493M
2
ELBIT SYS LTD
$380M
3
TEVA PHARMACEUTICAL INDS LTD
$336M
PERIGON WEALTH MANAGEMENT, LLC
$5.51B
Top holdings
1
ISHARES TR
$741M
2
NVIDIA CORPORATION
$301M
3
APPLE INC
$288M
SESSA CAPITAL IM, L.P.
$5.51B
Top holdings
1
WARNER BROS DISCOVERY INC
$878M
2
HUMANA INC
$646M
3
PG&E CORP
$432M
GREAT VALLEY ADVISOR GROUP, INC.
$5.5B
Top holdings
1
SPDR SERIES TRUST
$462M
2
ISHARES TR
$424M
3
J P MORGAN EXCHANGE TRADED F
$354M
SAGESPRING WEALTH PARTNERS, LLC
$5.49B
Top holdings
1
ISHARES TR
$1.27B
2
BLACKROCK ETF TRUST
$613M
3
J P MORGAN EXCHANGE TRADED F
$490M
DOUGLASS WINTHROP ADVISORS, LLC
$5.46B
Top holdings
1
ALPHABET INC
$511M
2
BERKSHIRE HATHAWAY INC DEL
$496M
3
MICROSOFT CORP
$265M
RFG ADVISORY, LLC
$5.44B
Top holdings
1
EXCHANGE TRADED CONCEPTS TRU
$2.16B
2
ISHARES TR
$278M
3
SPDR SERIES TRUST
$250M
WEDGE CAPITAL MANAGEMENT L L P
$5.42B
Top holdings
1
TD SYNNEX CORPORATION
$65.3M
2
DELL TECHNOLOGIES INC
$65.1M
3
CURTISS WRIGHT CORP
$61.3M
DIVERSIFIED TRUST CO
$5.39B
Top holdings
1
VANGUARD INDEX FDS
$715M
2
VANGUARD INTL EQUITY INDEX F
$424M
3
ISHARES TR
$331M
EXOR N.V.
$5.38B
Top holdings
1
KONINKLIJKE PHILIPS N V
$5B
2
VIA TRANSN INC
$212M
3
CLARIVATE PLC
$170M
LINONIA PARTNERSHIP LP
$5.38B
Top holdings
1
GUIDEWIRE SOFTWARE INC
$1.14B
2
VEEVA SYS INC
$865M
3
LIBERTY LIVE HOLDINGS INC
$812M
CATALYST CAPITAL ADVISORS LLC
$5.37B
Top holdings
1
ISHARES TR
$2.67B
2
VANGUARD INDEX FDS
$622M
3
VANGUARD INTL EQUITY INDEX F
$389M
KOHLBERG KRAVIS ROBERTS & CO. L.P.
$5.35B
Top holdings
1
BRIGHTSPRING HEALTH SVCS INC
$1.78B
2
SCHEIN HENRY INC
$1.15B
3
BRIDGEBIO PHARMA INC
$985M
ANNEX ADVISORY SERVICES, LLC
$5.34B
Top holdings
1
AMERICAN CENTY ETF TR
$482M
2
ISHARES TR
$480M
3
DIMENSIONAL ETF TRUST
$479M
DANICA PENSION, LIVSFORSIKRINGSAKTIESELSKAB
$5.33B
Top holdings
1
NVIDIA CORPORATION
$433M
2
ALPHABET INC
$314M
3
APPLE INC
$306M
UNITED SUPER PTY LTD IN ITS CAPACITY AS TRUSTEE FOR THE CONSTRUCTION & BUILDING UNIONS SUPERANNUATION FUND
$5.31B
Top holdings
1
NVIDIA CORPORATION
$327M
2
AMAZON COM INC
$306M
3
ALPHABET INC
$305M
WIT, LLC
$5.3B
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$2.25B
2
ISHARES INC
$1.37B
3
VANGUARD TAX-MANAGED FDS
$439M
DEPRINCE RACE & ZOLLO INC
$5.29B
Top holdings
1
BRUNSWICK CORP
$119M
2
WERNER ENTERPRISES INC
$89.8M
3
RAYONIER INC
$85.8M
