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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
EVOLUTION WEALTH ADVISORS, LLC
$981M
Top holdings
1
APPLE INC
$239M
2
STATE STR SPDR S&P 500 ETF T
$176M
3
SELECT SECTOR SPDR TR
$168M
ENCAP INVESTMENTS L.P.
$905M
Top holdings
1
DEVON ENERGY CORP NEW
$534M
2
PERMIAN RESOURCES CORP
$266M
3
KIMBELL RTY PARTNERS LP
$78.6M
EVERMAY WEALTH MANAGEMENT LLC
$902M
Top holdings
1
SPDR SERIES TRUST
$289M
2
SCHWAB STRATEGIC TR
$118M
3
ISHARES TR
$101M
EVELYN PARTNERS INVESTMENT MANAGEMENT SERVICES LTD
$850M
Top holdings
1
ASTRAZENECA PLC
$96.8M
2
ALPHABET INC
$47.8M
3
MICROSOFT CORP
$43.6M
EMBREE FINANCIAL GROUP
$849M
Top holdings
1
ISHARES TR
$87.2M
2
BLACKROCK ETF TRUST
$74.5M
3
SCHWAB STRATEGIC TR
$66.9M
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC
$845M
Top holdings
1
BROOKFIELD CORP
$38.1M
2
BERKSHIRE HATHAWAY INC DEL
$36.6M
3
COMCAST CORP NEW
$35.9M
EAGLE STRATEGIES LLC
$837M
Top holdings
1
ISHARES TR
$159M
2
SPDR SERIES TRUST
$123M
3
VANGUARD INDEX FDS
$99.9M
ENGINE CAPITAL MANAGEMENT, LP
$828M
Top holdings
1
AVANTOR INC
$155M
2
NCR ATLEOS CORPORATION
$113M
3
SUNOCOCORP LLC
$62.9M
EMERALD ADVISORS, LLC
$808M
Top holdings
1
COSTCO WHOLESALE CORPORATION
$620M
2
ISHARES TR
$27M
3
VANGUARD INDEX FDS
$21.7M
ECLECTIC ASSOCIATES INC
$753M
Top holdings
1
DIMENSIONAL ETF TRUST
$158M
2
VANGUARD INDEX FDS
$63.9M
3
PIMCO ETF TR
$53.4M
ELLENBECKER INVESTMENT GROUP
$743M
Top holdings
1
ISHARES TR
$413M
2
VANGUARD TAX-MANAGED FDS
$65.8M
3
VANGUARD INDEX FDS
$61.9M
ENCLAVE ADVISORS LLC
$729M
Top holdings
1
ISHARES TR
$194M
2
VANGUARD INDEX FDS
$70.7M
3
VANGUARD SPECIALIZED FUNDS
$53.1M
ELLEVEST, INC.
$719M
Top holdings
1
VANGUARD INDEX FDS
$112M
2
ISHARES TR
$102M
3
EA SERIES TRUST
$56.6M
EAGLECLAW CAPITAL MANAGMENT, LLC
$714M
Top holdings
1
TEXAS PACIFIC LAND CORPORATI
$72.1M
2
NVIDIA CORPORATION
$33M
3
APPLE INC
$25.2M
EAGLE ROCK INVESTMENT COMPANY, LLC
$688M
Top holdings
1
VANGUARD BD INDEX FDS
$70M
2
ALPHABET INC
$39.6M
3
BROADCOM INC
$33.7M
ESTABROOK CAPITAL MANAGEMENT
$685M
Top holdings
1
MICROSOFT CORP
$55.9M
2
JPMORGAN CHASE & CO
$47.7M
3
APPLE INC
$45.6M
ESSEX INVESTMENT MANAGEMENT CO LLC
$632M
Top holdings
1
TOWER SEMICONDUCTOR LTD
$20.3M
2
LINCOLN EDL SVCS CORP
$14.5M
3
STERLING INFRASTRUCTURE INC
$13.1M
EVEREST FINANCIAL GROUP LLC
$607M
Top holdings
1
ALPHABET INC
$35M
2
SCHWAB STRATEGIC TR
$34.2M
3
AMAZON COM INC
$30.8M
ELGETHUN CAPITAL MANAGEMENT
$605M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$67.7M
2
SCHWAB STRATEGIC TR
$59.7M
3
ELI LILLY & CO
$47.2M
ELK RIVER WEALTH MANAGEMENT, LLC
$602M
Top holdings
1
ISHARES TR
$110M
2
SPDR SERIES TRUST
$61.7M
3
INVESCO EXCHANGE TRADED FD T
$38.4M
