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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
ESTUARY CAPITAL MANAGEMENT LP
$598M
Top holdings
1
CREDO TECHNOLOGY GROUP HOLDI
$38.7M
2
ORACLE CORP
$38.6M
3
BLUE OWL CAPITAL INC
$38.3M
ENCOMPASS MORE ASSET MANAGEMENT
$597M
Top holdings
1
SPDR SERIES TRUST
$84.5M
2
WISDOMTREE TR
$63.7M
3
SELECT SECTOR SPDR TR
$33.5M
ENDURANCE SERVICES LTD
$594M
Top holdings
1
ISHARES TR
$405M
2
INVESCO EXCHANGE TRADED FD T
$98.1M
3
DIREXION SHARES ETF TRUST
$34.2M
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
$589M
Top holdings
1
VANGUARD INDEX FDS
$117M
2
VANGUARD TAX-MANAGED FDS
$89.6M
3
AMERICAN CENTY ETF TR
$72.9M
EDGE WEALTH MANAGEMENT LLC
$585M
Top holdings
1
ISHARES TR
$63.3M
2
SIMPLIFY EXCHANGE TRADED FUN
$53M
3
ALPHABET INC
$46.6M
ELLIS INVESTMENT PARTNERS, LLC
$576M
Top holdings
1
ISHARES TR
$163M
2
VANGUARD INDEX FDS
$49.8M
3
APPLE INC
$27.1M
EAGLE HEALTH INVESTMENTS LP
$572M
Top holdings
1
SPDR SERIES TRUST
$93.2M
2
ARGENX SE
$55.7M
3
ICON PLC
$39.7M
ESSEX LLC
$566M
Top holdings
1
SCHWAB STRATEGIC TR
$89.3M
2
SELECT SECTOR SPDR TR
$76.3M
3
VANGUARD SCOTTSDALE FDS
$46.7M
ELLSWORTH ADVISORS, LLC
$532M
Top holdings
1
SPDR GOLD TR
$20.1M
2
HARBOR ETF TRUST
$17.9M
3
NVIDIA CORPORATION
$14.1M
ERN FINANCIAL, LLC
$532M
Top holdings
1
SPDR SERIES TRUST
$133M
2
ISHARES TR
$72.4M
3
SPDR INDEX SHS FDS
$42.4M
ELEMENT POINTE ADVISORS, LLC
$530M
Top holdings
1
ISHARES TR
$308M
2
STATE STR SPDR S&P 500 ETF T
$47M
3
J P MORGAN EXCHANGE TRADED F
$21.8M
ESL TRUST SERVICES, LLC
$524M
Top holdings
1
ISHARES TR
$273M
2
AMERICAN CENTY ETF TR
$131M
3
WISDOMTREE TR
$38.4M
EVERNEST FINANCIAL ADVISORS, LLC
$481M
Top holdings
1
ISHARES TR
$69M
2
APPLE INC
$36.2M
3
SPDR SERIES TRUST
$32.3M
ELDRIDGE INVESTMENT ADVISORS, INC.
$456M
Top holdings
1
ISHARES TR
$117M
2
SPDR SERIES TRUST
$60.8M
3
J P MORGAN EXCHANGE TRADED F
$41.7M
ENTRUST GLOBAL PARTNERS L L C
$456M
Top holdings
1
DEUTSCHE BK AG
$352M
2
FLYEXCLUSIVE INC
$54.8M
3
STUBHUB HLDGS INC
$30.3M
ESSEX SAVINGS BANK
$452M
Top holdings
1
ISHARES TR
$30.3M
2
EXXON MOBIL CORP
$29.6M
3
CHEVRON CORPORATION
$27.4M
E&G ADVISORS, LP
$449M
Top holdings
1
ISHARES TR
$72.5M
2
VANGUARD SPECIALIZED FUNDS
$43.1M
3
VANGUARD INDEX FDS
$24.5M
EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC
$442M
Top holdings
1
ETF SER SOLUTIONS
$21.1M
2
APPLE INC
$13.9M
3
PACER FDS TR
$12.9M
ENDEAVOUR CAPITAL ADVISORS INC
$441M
Top holdings
1
QCR HLDGS INC
$35M
2
SOUTHERN FIRST BANCSHARES
$33.1M
3
CALIFORNIA BANCORP
$32.2M
EWA, LLC
$441M
Top holdings
1
ISHARES TR
$184M
2
BLACKROCK ETF TRUST
$32.8M
3
ISHARES INC
$20.7M
