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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
ER COLLECTIVE HOLDINGS, LLC
$326M
Top holdings
1
BILL HOLDINGS INC
$326M
EDENBROOK CAPITAL, LLC
$321M
Top holdings
1
FREQUENCY ELECTRS INC
$82.9M
2
COGNYTE SOFTWARE LTD
$66.8M
3
ISHARES TR
$51.5M
EATON-CAMBRIDGE INC.
$320M
Top holdings
1
DIMENSIONAL ETF TRUST
$191M
2
VANGUARD BD INDEX FDS
$44.7M
3
VANGUARD SCOTTSDALE FDS
$43.8M
EQUITA FINANCIAL NETWORK, INC.
$318M
Top holdings
1
DIMENSIONAL ETF TRUST
$94.2M
2
VANGUARD INDEX FDS
$50.7M
3
VANGUARD TAX-MANAGED FDS
$32.7M
ESSENTIAL PLANNING, LLC.
$315M
Top holdings
1
DIMENSIONAL ETF TRUST
$132M
2
VANGUARD BD INDEX FDS
$61.5M
3
VANGUARD INDEX FDS
$28M
ERTS WEALTH ADVISORS, LLC
$314M
Top holdings
1
ISHARES TR
$162M
2
SPDR SERIES TRUST
$122M
3
VANGUARD INDEX FDS
$27M
ETESIAN WEALTH ADVISORS, INC.
$313M
Top holdings
1
ISHARES TR
$44.5M
2
WISDOMTREE TR
$43M
3
J P MORGAN EXCHANGE TRADED F
$23.9M
ELYXIUM WEALTH, LLC
$312M
Top holdings
1
ISHARES TR
$51.4M
2
APPLE INC
$22.9M
3
CIENA CORP
$22.5M
ELITE WEALTH MANAGEMENT, INC.
$308M
Top holdings
1
MICROSOFT CORP
$87.5M
2
NVIDIA CORPORATION
$35.4M
3
ALPHABET INC
$30M
ELEVATED FINANCIAL GROUP LLC
$308M
Top holdings
1
ISHARES TR
$167M
2
BLACKROCK ETF TRUST
$25.6M
3
ISHARES INC
$13.3M
EATON FINANCIAL HOLDINGS COMPANY, LLC
$305M
Top holdings
1
GOLDMAN SACHS ETF TR
$46.2M
2
WISDOMTREE TR
$21.4M
3
ISHARES TR
$16.9M
EAST COAST ASSET MANAGEMENT, LLC.
$303M
Top holdings
1
ALPHABET INC
$49.2M
2
TESLA INC
$37.1M
3
PERIMETER SOLUTIONS INC
$33.2M
ENGAGED CAPITAL LLC
$303M
Top holdings
1
V F CORP
$79.5M
2
YETI HLDGS INC
$65.3M
3
BLACKLINE INC
$50.6M
ESSENTIAL PARTNERS LLC
$297M
Top holdings
1
SPROTT ASSET MANAGEMENT LP
$14.9M
2
SCHWAB STRATEGIC TR
$12.2M
3
ISHARES TR
$9.84M
ENGLE CAPITAL MANAGEMENT, L.P.
$293M
Top holdings
1
TERAWULF INC
$42.6M
2
LEGENCE CORP
$28.8M
3
BBB FOODS INC
$25.3M
EVELYN PARTNERS INVESTMENT MANAGEMENT EUROPE LTD
$291M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$36.6M
2
SPDR GOLD TR
$23.7M
3
CRH PLC
$23.2M
EVERPAR ADVISORS LLC
$290M
Top holdings
1
ISHARES TR
$32.6M
2
NVIDIA CORPORATION
$12.8M
3
APPLE INC
$12.2M
ENZI WEALTH
$288M
Top holdings
1
AMERICAN CENTY ETF TR
$85.9M
2
ISHARES TR
$66.6M
3
EXXON MOBIL CORP
$23.1M
ENCOMPASS WEALTH ADVISORS, LLC
$287M
Top holdings
1
ISHARES TR
$155M
2
J P MORGAN EXCHANGE TRADED F
$13.8M
3
VANGUARD INDEX FDS
$11.4M
EXTRACT ADVISORS LLC
$287M
Top holdings
1
ROYAL GOLD INC
$30.6M
2
COEUR MNG INC
$27.6M
3
STATE STR SPDR S&P 500 ETF T
$26M
