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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
EVOLVE PRIVATE WEALTH, LLC
$1.87B
Top holdings
1
ISHARES TR
$224M
2
APPLE INC
$76.1M
3
NVIDIA CORPORATION
$49.2M
EVANSON ASSET MANAGEMENT, LLC
$1.86B
Top holdings
1
DIMENSIONAL ETF TRUST
$890M
2
VANGUARD INSTL INDEX FD
$142M
3
SPROTT ASSET MANAGEMENT LP
$137M
ESSEX FINANCIAL SERVICES, INC.
$1.78B
Top holdings
1
ISHARES TR
$141M
2
APPLE INC
$82.1M
3
VANGUARD INDEX FDS
$68.3M
EMPIRE LIFE INVESTMENTS INC.
$1.65B
Top holdings
1
VANGUARD INDEX FDS
$96M
2
ALPHABET INC
$81.8M
3
AMAZON COM INC
$72.4M
EARNED WEALTH ADVISORS, LLC
$1.5B
Top holdings
1
DIMENSIONAL ETF TRUST
$435M
2
ISHARES TR
$233M
3
FIRST TR EXCHANGE-TRADED FD
$95.5M
EVERGREEN WEALTH SOLUTIONS, LLC
$1.41B
Top holdings
1
ISHARES TR
$288M
2
EA SERIES TRUST
$110M
3
J P MORGAN EXCHANGE TRADED F
$95.7M
EFFICIENT ADVISORS, LLC
$1.41B
Top holdings
1
VANGUARD INDEX FDS
$518M
2
VANGUARD BD INDEX FDS
$273M
3
VANGUARD INTL EQUITY INDEX F
$206M
EDGAR LOMAX CO
$1.4B
Top holdings
1
TARGET CORP
$76.7M
2
FEDEX CORP
$76.2M
3
CHEVRON CORPORATION
$69.2M
ETHOS FINANCIAL GROUP, LLC
$1.37B
Top holdings
1
ISHARES TR
$161M
2
EA SERIES TRUST
$147M
3
SCHWAB STRATEGIC TR
$143M
EASTERLY INVESTMENT PARTNERS LLC
$1.31B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$444M
2
ISHARES TR
$33.3M
3
JPMORGAN CHASE & CO
$24M
EDGEMOOR INVESTMENT ADVISORS, INC.
$1.27B
Top holdings
1
ALPHABET INC
$103M
2
APPLE INC
$86.6M
3
MICROSOFT CORP
$77.4M
ELEQUIN CAPITAL, LP
$1.19B
Top holdings
1
DUKE ENERGY CORP NEW
$511M
2
NVIDIA CORPORATION
$144M
3
H WORLD GROUP LTD
$93.6M
EVERHART FINANCIAL GROUP, INC.
$1.17B
Top holdings
1
VANGUARD INDEX FDS
$425M
2
DIMENSIONAL ETF TRUST
$62.7M
3
NVIDIA CORPORATION
$43.7M
ESTATE COUNSELORS, LLC
$1.12B
Top holdings
1
ETF SER SOLUTIONS
$696M
2
ISHARES TR
$126M
3
SELECT SECTOR SPDR TR
$66.2M
EMERALD INVESTMENT ADVISERS, LLC
$1.11B
Top holdings
1
NVIDIA CORPORATION
$55.1M
2
APPLE INC
$49.7M
3
MICROSOFT CORP
$35.7M
ELECTRUM GROUP LLC
$1.08B
Top holdings
1
NOVAGOLD RESOURCES INC
$834M
2
TRILOGY METALS INC NEW
$113M
3
INTERNATIONAL TOWER HILL MIN
$73.4M
E20 CAPITAL LTD
$1.07B
Top holdings
1
LUMENTUM HLDGS INC
$131M
2
AXT INC
$118M
3
TOWER SEMICONDUCTOR LTD
$108M
ELEMENT CAPITAL MANAGEMENT LLC
$1.05B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$488M
2
META PLATFORMS INC
$80.1M
3
QNITY ELECTRONICS INC
$68.1M
E-L FINANCIAL CORP LTD
$1.04B
Top holdings
1
VANGUARD INDEX FDS
$1.04B
EQT FUND MANAGEMENT S.A R.L.
$1.02B
Top holdings
1
WAYSTAR HLDG CORP
$600M
2
OCULIS HOLDING AG
$157M
3
EVOMMUNE INC
$113M
