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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
FIDELIS CAPITAL PARTNERS, LLC
$1.4B
Top holdings
1
ISHARES TR
$222M
2
VANGUARD INDEX FDS
$71.5M
3
APPLE INC
$61.4M
EDGAR LOMAX CO
$1.4B
Top holdings
1
TARGET CORP
$76.7M
2
FEDEX CORP
$76.2M
3
CHEVRON CORPORATION
$69.2M
ROCKWOOD WEALTH MANAGEMENT, LLC
$1.4B
Top holdings
1
DIMENSIONAL ETF TRUST
$658M
2
AMERICAN CENTY ETF TR
$371M
3
ISHARES U S ETF TR
$115M
ATOM INVESTORS LP
$1.4B
Top holdings
1
VANGUARD INDEX FDS
$40.1M
2
BIO-TECHNE CORP
$16.7M
3
EQUINIX INC
$11.7M
TRUST ASSET MANAGEMENT LLC
$1.4B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$783M
2
SELECT SECTOR SPDR TR
$152M
3
NVIDIA CORPORATION
$47.5M
YHB INVESTMENT ADVISORS, INC.
$1.39B
Top holdings
1
ISHARES TR
$166M
2
APPLE INC
$82.6M
3
ALPHABET INC
$82.5M
STEELHEAD PARTNERS LLC
$1.39B
Top holdings
1
AKAMAI TECHNOLOGIES INC
$134M
2
BRIDGEBIO PHARMA INC
$127M
3
ON SEMICONDUCTOR CORP
$126M
HEITMAN REAL ESTATE SECURITIES LLC
$1.39B
Top holdings
1
WELLTOWER INC
$161M
2
EQUINIX INC
$135M
3
PROLOGIS INC.
$130M
SCHEER, ROWLETT & ASSOCIATES INVESTMENT MANAGEMENT LTD.
$1.39B
Top holdings
1
ROYAL BK CDA
$168M
2
TORONTO DOMINION BK ONT
$128M
3
SUNCOR ENERGY INC NEW
$89.1M
PROVISE MANAGEMENT GROUP, LLC
$1.39B
Top holdings
1
ISHARES TR
$237M
2
ALPHABET INC
$67M
3
VANGUARD INDEX FDS
$54.1M
TRANS-CANADA CAPITAL INC.
$1.39B
Top holdings
1
VANGUARD INDEX FDS
$1.27B
2
STATE STR SPDR S&P 500 ETF T
$111M
3
ISHARES TR
$4.36M
SAGEFIELD CAPITAL LP
$1.39B
Top holdings
1
EXPAND ENERGY CORPORATION
$82.1M
2
PERMIAN RESOURCES CORP
$81.1M
3
MATADOR RES CO
$56M
BLUE CHIP PARTNERS, LLC
$1.39B
Top holdings
1
FIDELITY MERRIMACK STR TR
$136M
2
SELECT SECTOR SPDR TR
$57.8M
3
ALPHABET INC
$57.5M
TRIVEST ADVISORS LTD
$1.39B
Top holdings
1
MICRON TECHNOLOGY INC
$265M
2
LAM RESEARCH CORP
$174M
3
LUMENTUM HLDGS INC
$149M
OPTI CAPITAL MANAGEMENT, LP
$1.39B
Top holdings
1
ETSY INC
$112M
2
LIVE NATION ENTERTAINMENT IN
$90.7M
3
BLACKLINE INC
$85.2M
1607 CAPITAL PARTNERS, LLC
$1.39B
Top holdings
1
ISHARES TR
$304M
2
SPDR INDEX SHS FDS
$146M
3
J P MORGAN EXCHANGE TRADED F
$104M
NICHOLAS INVESTMENT PARTNERS, LP
$1.39B
Top holdings
1
BWX TECHNOLOGIES INC
$53.5M
2
BRIDGEBIO PHARMA INC
$32.4M
3
INSMED INC
$29.8M
FAIRMOUNT FUNDS MANAGEMENT LLC
$1.38B
Top holdings
1
DAMORA THERAPEUTICS INC
$226M
2
DIANTHUS THERAPEUTICS INC
$213M
3
COGENT BIOSCIENCES INC
$212M
OWL CREEK ASSET MANAGEMENT, L.P.
$1.38B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$473M
2
ISHARES TR
$220M
3
ANTERIX INC
$207M
ALGEBRIS UK LTD
$1.38B
Top holdings
1
BANK AMERICA CORP
$82.7M
2
ALKAMI TECHNOLOGY INC
$80.4M
3
EQUITABLE HLDGS INC
$75.5M
