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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
EXIT WEALTH ADVISORS, LLC.
$195M
Top holdings
1
WISDOMTREE TR
$42.2M
2
ISHARES TR
$20.9M
3
ISHARES GOLD TR
$10.6M
EVERGREEN WEALTH MANAGEMENT, LLC
$194M
Top holdings
1
VANGUARD BD INDEX FDS
$21.6M
2
VANGUARD INDEX FDS
$18.7M
3
VANGUARD SPECIALIZED FUNDS
$14.6M
EXOME ASSET MANAGEMENT LLC
$193M
Top holdings
1
PRAXIS PRECISION MEDICINES I
$14.6M
2
CYTOKINETICS INC
$10.8M
3
COGENT BIOSCIENCES INC
$10.7M
ELEVATUS WELATH MANAGEMENT
$191M
Top holdings
1
ISHARES TR
$16.5M
2
VANGUARD INDEX FDS
$15.1M
3
NVIDIA CORPORATION
$9.84M
EVERSTAR ASSET MANAGEMENT, LLC
$188M
Top holdings
1
ISHARES TR
$31.5M
2
SELECT SECTOR SPDR TR
$21.2M
3
SPDR SERIES TRUST
$16.6M
EQUITEC PROPRIETARY MARKETS, LLC
$187M
Top holdings
1
HOLOGIC INC
$56.1M
2
ARCELLX INC
$33M
3
ELECTRONIC ARTS INC
$23.6M
ENVISION FINANCIAL LLC
$186M
Top holdings
1
SCHWAB STRATEGIC TR
$52.5M
2
VANGUARD INDEX FDS
$41.4M
3
WISDOMTREE TR
$24.9M
ELIOT FINKEL INVESTMENT COUNSEL, LLC
$184M
Top holdings
1
CORNING INC
$19.2M
2
EATON CORP PLC
$13.1M
3
DEERE & CO
$12.1M
ELEFANTE MARK B
$182M
Top holdings
1
ALPHABET INC
$12.3M
2
APPLE INC
$9.92M
3
NVIDIA CORPORATION
$9.75M
EJMK VENTURES LLC
$179M
Top holdings
1
VANGUARD INDEX FDS
$29.3M
2
AMERICAN CENTY ETF TR
$17.2M
3
VANGUARD TAX-MANAGED FDS
$14.8M
ECHO45 ADVISORS LLC
$178M
Top holdings
1
VANGUARD TAX-MANAGED FDS
$22.6M
2
INVESCO EXCHANGE TRADED FD T
$16.3M
3
VANGUARD INDEX FDS
$15.9M
ELEMENT SQUARED LLC
$177M
Top holdings
1
INNOVATOR ETFS TRUST
$53M
2
INVESCO EXCHANGE TRADED FD T
$18.6M
3
STATE STR SPDR S&P 500 ETF T
$16.1M
EHRLICH FINANCIAL GROUP
$174M
Top holdings
1
ISHARES TR
$40.6M
2
BLACKROCK ETF TRUST
$22.8M
3
VANGUARD ADMIRAL FDS INC
$14.8M
ECHO WEALTH MANAGEMENT, LLC
$174M
Top holdings
1
AMERICAN CENTY ETF TR
$91.2M
2
J P MORGAN EXCHANGE TRADED F
$43.3M
3
FIRST TR EXCHANGE-TRADED FD
$7.85M
EQ WEALTH ADVISORS, LLC
$171M
Top holdings
1
DIMENSIONAL ETF TRUST
$32.4M
2
CAPITAL GRP FIXED INCM ETF T
$31M
3
SCHWAB STRATEGIC TR
$22.2M
ENGLISH CAPITAL MANAGEMENT LLC
$171M
Top holdings
1
ARROW ELECTRS INC
$11.3M
2
ALPHABET INC
$10.2M
3
AERCAP HOLDINGS NV
$9.46M
ERVIN INVESTMENT MANAGEMENT, LLC
$171M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$38.9M
2
SPDR SERIES TRUST
$13.1M
3
APPLE INC
$12.9M
EMERGENT WEALTH ADVISORS, LLC
$169M
Top holdings
1
ISHARES TR
$53.2M
2
VANGUARD INDEX FDS
$17.6M
3
ISHARES INC
$7.78M
EIGHT 31 FINANCIAL, LLC
$166M
Top holdings
1
ISHARES TR
$104M
2
VANGUARD INDEX FDS
$13.1M
3
EXXON MOBIL CORP
$9.21M
ERICKSON FINANCIAL GROUP, LLC
$160M
Top holdings
1
ISHARES TR
$46.7M
2
CAPITAL GROUP DIVIDEND VALUE
$45.1M
3
VANGUARD WORLD FD
$27.2M
