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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
EVERGREEN ADVISORS, LLC
$426M
Top holdings
1
SCHWAB STRATEGIC TR
$267M
2
VANGUARD SCOTTSDALE FDS
$118M
3
ISHARES TR
$24.9M
EVELYN PARTNERS ASSET MANAGEMENT LTD
$406M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$33.9M
2
SPDR GOLD TR
$26.5M
3
VANECK ETF TRUST
$17.4M
ELEVATED CAPITAL ADVISORS, LLC
$397M
Top holdings
1
SIMPLIFY EXCHANGE TRADED FUN
$54.8M
2
VANGUARD INDEX FDS
$24.3M
3
AIM ETF PRODUCTS TRUST
$24M
EMG HOLDINGS, L.P.
$397M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$267M
2
ISHARES TR
$29.3M
3
INVESCO EXCH TRADED FD TR II
$17.2M
ELDRED ROCK PARTNERS, LLC
$393M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$21.5M
2
ALPHABET INC
$20.4M
3
ASML HLDG NV
$18.3M
EUCLIDEAN CAPITAL LLC
$392M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$244M
2
VANGUARD INDEX FDS
$102M
3
ISHARES TR
$17.3M
ETF PORTFOLIO PARTNERS, INC.
$381M
Top holdings
1
ISHARES TR
$101M
2
VANGUARD INDEX FDS
$93.1M
3
VANGUARD WORLD FD
$59M
EMPIRICAL ASSET MANAGEMENT, LLC
$379M
Top holdings
1
ISHARES TR
$53.2M
2
APPLE INC
$19.4M
3
STATE STR SPDR S&P 500 ETF T
$12.4M
ENRICH FINANCIAL PARTNERS LLC
$377M
Top holdings
1
DIMENSIONAL ETF TRUST
$203M
2
VANGUARD INDEX FDS
$51.9M
3
AMERICAN CENTY ETF TR
$26.3M
EDGEROCK CAPITAL LLC
$370M
Top holdings
1
FIDELITY COVINGTON TRUST
$69.7M
2
INVESCO EXCH TRADED FD TR II
$39.7M
3
J P MORGAN EXCHANGE TRADED F
$27.7M
EPG WEALTH MANAGEMENT LLC
$369M
Top holdings
1
ISHARES TR
$55.2M
2
NVIDIA CORPORATION
$15.3M
3
APPLE INC
$13.7M
EVEXIA WEALTH LLC
$364M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$24.8M
2
KLA CORP
$22.2M
3
BROADCOM INC
$21.6M
ELMWOOD WEALTH MANAGEMENT, INC.
$362M
Top holdings
1
ISHARES TR
$47.4M
2
INNOVATOR ETFS TRUST
$30.6M
3
J P MORGAN EXCHANGE TRADED F
$22.4M
EQ LLC
$355M
Top holdings
1
ISHARES TR
$149M
2
BLACKROCK ETF TRUST
$101M
3
ISHARES INC
$28.8M
ELMIND CAPITAL, LP
$352M
Top holdings
1
COGENT BIOSCIENCES INC
$45.1M
2
SYNDAX PHARMACEUTICALS INC
$43.3M
3
CELLDEX THERAPEUTICS INC NEW
$27.4M
ENAVATE SCIENCES GP, LLC
$352M
Top holdings
1
SIONNA THERAPEUTICS INC
$99.3M
2
IMMUNOME INC
$79M
3
ZENAS BIOPHARMA INC
$76.6M
ENDEAVOR PRIVATE WEALTH, INC.
$349M
Top holdings
1
ISHARES TR
$113M
2
AMERICAN CENTY ETF TR
$32M
3
BLACKROCK ETF TRUST
$26.2M
ELEVA CAPITAL SAS
$343M
Top holdings
1
CRH PLC
$279M
2
AMER SPORTS INC
$9.84M
3
NVIDIA CORPORATION
$9.07M
ENTRYPOINT CAPITAL, LLC
$341M
Top holdings
1
DOLBY LABORATORIES INC
$1.59M
2
SCHRODINGER INC
$1.57M
3
ROPER TECHNOLOGIES INC
$1.55M
EDENTREE ASSET MANAGEMENT LTD
$332M
Top holdings
1
ALPHABET INC
$32.5M
2
MICROSOFT CORP
$25.6M
3
ASTRAZENECA PLC
$22.7M
