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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
ELEVATION WEALTH PARTNERS, LLC
$279M
Top holdings
1
ISHARES TR
$77.4M
2
SCHWAB STRATEGIC TR
$50.8M
3
AMERICAN CENTY ETF TR
$28.1M
EXCALIBUR MANAGEMENT CORP
$278M
Top holdings
1
CARLISLE COS INC
$23.8M
2
APPLE INC
$14.9M
3
BERKSHIRE HATHAWAY INC DEL
$11.2M
ELEY FINANCIAL MANAGEMENT, INC
$277M
Top holdings
1
ISHARES TR
$131M
2
ALPHABET INC
$9.79M
3
FIDELITY COVINGTON TRUST
$9.38M
ENVISION FINANCIAL PLANNING, LLC
$276M
Top holdings
1
DIMENSIONAL ETF TRUST
$117M
2
ISHARES TR
$66.8M
3
FIDELITY MERRIMACK STR TR
$25.6M
EMPOWER ANNUITY INSURANCE CO
$268M
Top holdings
1
ISHARES TR
$268M
EMORY UNIVERSITY
$267M
Top holdings
1
ISHARES GOLD TR
$104M
2
INVESCO EXCHANGE TRADED FD T
$94.6M
3
GRAYSCALE BITCOIN MINI TR ET
$40.6M
EXCELSIOR ADVISOR NETWORK LLC
$263M
Top holdings
1
VANGUARD INDEX FDS
$31.9M
2
ISHARES TR
$27.1M
3
DIMENSIONAL ETF TRUST
$15M
EAGLE BLUFFS WEALTH MANAGEMENT LLC
$257M
Top holdings
1
BLACKROCK TAX MUNICPAL BD TR
$35.6M
2
ISHARES TR
$16.9M
3
ISHARES INC
$16.6M
ESSEX WOODLANDS MANAGEMENT, INC.
$251M
Top holdings
1
BIOVENTUS INC
$119M
2
MIMEDX GROUP INC
$111M
3
EYEPOINT INC
$14M
EVR RESEARCH LP
$250M
Top holdings
1
ISHARES TR
$74.4M
2
WORLD KINECT CORPORATION
$21.7M
3
COOPER-STANDARD HOLDINGS INC
$12.1M
EMPRISE BANK
$249M
Top holdings
1
DIMENSIONAL ETF TRUST
$41.1M
2
VANGUARD SCOTTSDALE FDS
$35M
3
AMERICAN CENTY ETF TR
$33M
EVERGREEN PRIVATE WEALTH LLC
$247M
Top holdings
1
ISHARES TR
$36.8M
2
APPLIED MATLS INC
$13.1M
3
FIDELITY COVINGTON TRUST
$10.3M
EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC
$245M
Top holdings
1
KOSMOS ENERGY LTD
$57.5M
2
GRAN TIERRA ENERGY INC
$57.2M
3
NEW PAC METALS CORP
$27.8M
EXETER FINANCIAL, LLC
$245M
Top holdings
1
ISHARES TR
$13M
2
DIMENSIONAL ETF TRUST
$12.9M
3
FIRST TR ENHANCED EQUITY
$11.8M
ELEMENT WEALTH, LLC
$242M
Top holdings
1
ISHARES TR
$83.7M
2
SCHWAB STRATEGIC TR
$17.5M
3
FIDELITY COVINGTON TRUST
$8.27M
EVOLUTION ADVISERS, INC.
$237M
Top holdings
1
VANGUARD INDEX FDS
$68.8M
2
VANGUARD BD INDEX FDS
$38.9M
3
VANGUARD TAX-MANAGED FDS
$38.3M
ELEVATION CAPITAL ADVISORY, LLC
$235M
Top holdings
1
SPDR SERIES TRUST
$43.9M
2
ISHARES TR
$41.5M
3
INVESCO EXCHANGE TRADED FD T
$14.4M
ELEMENTAL CAPITAL PARTNERS LLC
$235M
Top holdings
1
BLOOM ENERGY CORP
$150M
2
INDIE SEMICONDUCTOR INC
$40.7M
3
CREDO TECHNOLOGY GROUP HOLDI
$21.9M
EASTOVER INVESTMENT ADVISORS LLC
$233M
Top holdings
1
JABIL INC
$13M
2
APPLE INC
$12.5M
3
BROADCOM INC
$12.2M
EOS MANAGEMENT, L.P.
$233M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$72M
2
BERKSHIRE HATHAWAY INC DEL
$15.9M
3
ALPHABET INC
$12.4M
