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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
EMPLOYEES RETIREMENT FUND OF THE CITY OF FORT WORTH
$230M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$77.4M
2
ISHARES TR
$33.9M
3
VANECK ETF TRUST
$24.4M
ESG PLANNING DBA HARPER INVESTING
$229M
Top holdings
1
VANGUARD WORLD FD
$36.6M
2
ISHARES TR
$24.6M
3
NVIDIA CORPORATION
$19.7M
EAGLE WEALTH STRATEGIES LLC
$228M
Top holdings
1
VANGUARD INDEX FDS
$53M
2
AMERICAN CENTY ETF TR
$29.5M
3
FRANKLIN TEMPLETON ETF TR
$24.1M
ECIO, INC.
$228M
Top holdings
1
ISHARES TR
$79.1M
2
SCHWAB STRATEGIC TR
$57.6M
3
VANGUARD BD INDEX FDS
$19M
ERGAWEALTH ADVISORS, INC.
$226M
Top holdings
1
FIRST TR EXCHANGE TRADED FD
$61.1M
2
CAPITAL GROUP GROWTH ETF
$30.8M
3
CAPITAL GROUP DIVIDEND VALUE
$27M
ENDOWMENT WEALTH MANAGEMENT, INC.
$226M
Top holdings
1
ISHARES TR
$61M
2
INVESCO EXCHANGE TRADED FD T
$20.3M
3
VANGUARD INDEX FDS
$11.5M
EUKLES ASSET MANAGEMENT
$224M
Top holdings
1
ISHARES TR
$31.5M
2
NVIDIA CORPORATION
$18.8M
3
APPLE INC
$12M
ENTREWEALTH, LLC
$223M
Top holdings
1
DIMENSIONAL ETF TRUST
$76.5M
2
SPDR SERIES TRUST
$28.5M
3
AMERICAN CENTY ETF TR
$22.5M
EWING MORRIS & CO. INVESTMENT PARTNERS LTD.
$222M
Top holdings
1
COMPASS MINERALS INTL INC
$40.4M
2
ISHARES TR
$30.6M
3
BANDWIDTH INC
$10.9M
E FUND MANAGEMENT HONG KONG CO., LTD.
$220M
Top holdings
1
ISHARES TR
$29M
2
PDD HOLDINGS INC
$28.6M
3
NVIDIA CORPORATION
$11.3M
ENSTAR GROUP LTD
$217M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$87.2M
2
EAGLE POINT INCOME COMPANY I
$36.1M
3
KKR & CO INC
$24.3M
ECON FINANCIAL SERVICES CORP
$215M
Top holdings
1
SELECT SECTOR SPDR TR
$19.1M
2
J P MORGAN EXCHANGE TRADED F
$17.1M
3
PIMCO ETF TR
$17M
EPIQ PARTNERS, LLC
$214M
Top holdings
1
ISHARES TR
$51.9M
2
JANUS DETROIT STR TR
$24M
3
ALPHABET INC
$7.52M
EURIZON SLJ CAPITAL LTD
$210M
Top holdings
1
NETFLIX INC.
$12.3M
2
NVIDIA CORPORATION
$11.9M
3
ALPHABET INC
$11.5M
ELCO MANAGEMENT CO., LLC
$208M
Top holdings
1
WILLIAMS COS INC
$13.2M
2
CHENIERE ENERGY INC
$13.1M
3
TARGA RES CORP
$12.4M
ESTATE PLANNERS GROUP, LLC
$208M
Top holdings
1
GUGGENHEIM STRATEGIC OPPORTU
$26.1M
2
PIMCO DYNAMIC INCOME FD
$22.4M
3
SERIES PORTFOLIOS TR
$19.9M
EADS & HEALD WEALTH MANAGEMENT
$201M
Top holdings
1
NVIDIA CORPORATION
$6.47M
2
ALPHABET INC
$4.34M
3
WALMART INC
$4.14M
EVEREST MANAGEMENT CORP.
$197M
Top holdings
1
DIMENSIONAL ETF TRUST
$54.2M
2
EA SERIES TRUST
$25.5M
3
ALPHABET INC
$25.1M
ENTERPRISE FINANCIAL SERVICES CORP
$197M
Top holdings
1
ENTERPRISE FINL SVCS CORP
$18M
2
APPLE INC
$12.2M
3
PEPSICO INC
$10.5M
ELWOOD CAPITAL PARTNERS LP
$197M
Top holdings
1
AMAZON COM INC
$35.4M
2
STATE STR SPDR S&P 500 ETF T
$32.5M
3
UNITEDHEALTH GROUP INC
$32.5M
