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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
KOVITZ INVESTMENT GROUP PARTNERS, LLC
$4.31B
Top holdings
1
ISHARES TR
$742M
2
STATE STR SPDR S&P 500 ETF T
$295M
3
APPLE INC
$253M
ELEVATION POINT WEALTH PARTNERS, LLC
$4.31B
Top holdings
1
ISHARES TR
$479M
2
VANGUARD INDEX FDS
$207M
3
APPLE INC
$150M
GENEOS WEALTH MANAGEMENT INC.
$4.31B
Top holdings
1
ISHARES TR
$840M
2
SPDR SERIES TRUST
$337M
3
VANGUARD INDEX FDS
$144M
ITAU UNIBANCO HOLDING S.A.
$4.31B
Top holdings
1
PETROLEO BRASILEIRO S A
$553M
2
STATE STR SPDR S&P 500 ETF T
$381M
3
ISHARES TR
$306M
CREATIVEONE WEALTH, LLC
$4.31B
Top holdings
1
ISHARES TR
$565M
2
VANGUARD INDEX FDS
$313M
3
BLACKROCK ETF TRUST
$185M
IHT WEALTH MANAGEMENT, LLC
$4.3B
Top holdings
1
ISHARES TR
$622M
2
SPDR SERIES TRUST
$392M
3
SELECT SECTOR SPDR TR
$143M
CHILTON INVESTMENT CO INC.
$4.26B
Top holdings
1
MICROSOFT CORP
$352M
2
COSTCO WHOLESALE CORPORATION
$335M
3
SHERWIN WILLIAMS CO
$315M
SUMITOMO LIFE INSURANCE CO
$4.25B
Top holdings
1
SCHWAB STRATEGIC TR
$1.42B
2
ISHARES TR
$1.14B
3
INVESCO EXCHANGE TRADED FD T
$137M
ADVENT INTERNATIONAL, L.P.
$4.24B
Top holdings
1
NIQ GLOBAL INTELLIGENCE PLC
$1.7B
2
OLAPLEX HLDGS INC
$1.01B
3
WAYSTAR HLDG CORP
$267M
MIZUHO SECURITIES USA LLC
$4.24B
Top holdings
1
NVIDIA CORPORATION
$256M
2
APPLE INC
$225M
3
ALPHABET INC
$182M
NEARWATER CAPITAL MARKETS, LTD
$4.24B
Top holdings
1
ISHARES TR
$288M
2
VANECK ETF TRUST
$280M
3
SPDR INDEX SHS FDS
$276M
ASHTON THOMAS PRIVATE WEALTH, LLC
$4.23B
Top holdings
1
ISHARES TR
$646M
2
SPDR SERIES TRUST
$276M
3
SELECT SECTOR SPDR TR
$202M
DV TRADING LLC
$4.22B
Top holdings
1
INVESCO QQQ TR
$1B
2
ISHARES TR
$830M
3
ALPHABET INC
$540M
ALPHACORE CAPITAL LLC
$4.22B
Top holdings
1
ISHARES TR
$652M
2
SCHWAB STRATEGIC TR
$492M
3
VANGUARD INDEX FDS
$295M
BELLEVUE GROUP AG
$4.2B
Top holdings
1
VERTEX PHARMACEUTICALS INC
$304M
2
ARGENX SE
$229M
3
REGENERON PHARMACEUTICALS
$215M
WILMINGTON SAVINGS FUND SOCIETY, FSB
$4.2B
Top holdings
1
ISHARES TR
$895M
2
VANGUARD TAX-MANAGED FDS
$263M
3
COMCAST CORP NEW
$229M
VALEO FINANCIAL ADVISORS, LLC
$4.18B
Top holdings
1
ISHARES TR
$879M
2
STATE STR SPDR S&P 500 ETF T
$601M
3
ISHARES INC
$214M
HUB INVESTMENT PARTNERS, LLC
$4.18B
Top holdings
1
NVIDIA CORPORATION
$404M
2
APPLE INC
$348M
3
VANGUARD INDEX FDS
$245M
BANQUE TRANSATLANTIQUE SA
$4.17B
Top holdings
1
NVIDIA CORPORATION
$454M
2
ALPHABET INC
$408M
3
MICROSOFT CORP
$387M
SACHEM HEAD CAPITAL MANAGEMENT LP
$4.15B
Top holdings
1
TALEN ENERGY CORP
$494M
2
ECHOSTAR CORP
$352M
3
GDS HLDGS LTD
$350M
