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Institutional Holdings

← SEC Filings

Funds Activity Sectors Common Holdings

13F filings are submitted 45 days after quarter-end, meaning holdings shown here can be up to 135 days old. Positions may have changed significantly since filing. Use as a directional signal, not a current snapshot.

AFFINITY WEALTH MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$50M

INVESCO EXCHANGE TRADED FD T$47M

FIRST TR EXCHANGE TRADED FD$45M

SELECT SECTOR SPDR TR$43M

INVESCO EXCH TRADED FD TR II$42M

Arosa Capital Management LP

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$156M

INVESCO QQQ TRPut$92M

QUANTA SVCS INCCall$77M

IREN LIMITEDCall$33M

SELECT SECTOR SPDR TRPut$32M

United Capital Management of KS, Inc.

Next filing ≈ Aug 14, 2026

PALANTIR TECHNOLOGIES INC$35M

FIDELITY WISE ORIGIN BITCOIN$33M

SCHWAB STRATEGIC TR$28M

Fulcrum Asset Management LLP

Next filing ≈ Aug 14, 2026

NVIDIA CORP$49M

MICROSOFT CORP COMP$25M

DARLING INGREDIENTS INC$22M

AMAZON.COM INC COMP$21M

BROADCOM INC COMP$21M

Chandler Asset Management, Inc.

Next filing ≈ Aug 14, 2026

ISHARES:CORE S&P 500$123M

VANGUARD TOT BD ETF$117M

ISHARES:CORE S&P MD-CP$62M

VANGUARD DEV MKT ETF$55M

VANGUARD EM ST I ETF$50M

Parker Investment Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$118M

INVESCO QQQ TR UNIT SER 1$99M

SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$74M

ALPHABET INC CAP STK CL C$59M

ALPHABET INC CAP STK CL A$47M

EQUITABLE TRUST CO

Next filing ≈ Aug 14, 2026

Alphabet Inc Cl A$21M

HCA Healthcare Inc$18M

iShares Gold Trust ETF$15M

Vanguard S&P 500 ETF$14M

Microsoft Corp$14M

Belmont Capital, LLC

Next filing ≈ Nov 14, 2025

NVIDIA CORPORATION$128M

META PLATFORMS INC$119M

MICROSOFT CORP$52M

CENCORA INC$33M

Virtue Capital Management, LLC

Next filing ≈ Aug 14, 2026

STATE STREET SPDR S&P 500 ETF TRUST$35M

FIRST TRUST SENIOR LOAN FUND$34M

STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF$31M

ISHARES 7-10 YEAR TREASURY BOND ETF$29M

BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF$28M

Retail Employees Superannuation Pty Ltd as trustee for Retai

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$70M

ALPHABET INC$47M

BROADCOM INC$40M

CFO4Life Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$86M

BLACKROCK ETF TRUST$42M

UNITED PARCEL SVCS INC$31M

Next filing ≈ Aug 14, 2026

ZETA GLOBAL HOLDINGS CORP$72M

UNITED AIRLS HLDGS INC$42M

BOYD GAMING CORP$38M

MOTOROLA SOLUTIONS INC$38M

META PLATFORMS INC$33M

Diversify Advisory Services, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$94M

META PLATFORMS INC$32M

BROADCOM INC$31M

ADVANCED MICRO DEVICES INC$30M

Palo Alto Investors LP

Next filing ≈ Aug 14, 2026

ACADIA PHARMACEUTICALS INC$64M

PTC THERAPEUTICS INC$63M

BIOMARIN PHARMACEUTICAL INC$39M

UNITED THERAPEUTICS CORP$37M

Round Rock Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD WHITEHALL FDS$46M

INVESCO QQQ TR$46M

J P MORGAN EXCHANGE TRADED F$46M

VANECK ETF TRUST$33M

Alibaba Group Holding Ltd

Next filing ≈ Aug 14, 2026

JOHNSON & JOHNSON

Next filing ≈ Aug 14, 2026

Protagonist Therapeutics Inc.$258M

Nanobiotix S.A.$174M

MeiraGTx Holdings plc$58M

Rapport Therapeutics, Inc.$56M

Hamilton Point Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$45M

VANGUARD CHARLOTTE FDS$43M

ALPHABET INC$25M

EMCOR GROUP INC$22M

Carrera Capital Advisors

Next filing ≈ Aug 14, 2026

BONDBLOXX ETF TRUST$142M

SPDR SERIES TRUST$31M

FIRST TR EXCHANGE TRAD FD VI$31M

AGF INVTS TR$24M

PROSHARES TR$24M

CIGNA INVESTMENTS INC /NEW

Next filing ≈ Aug 14, 2026

OMADA HEALTH, INC. COMMON STOCK$43M

NVIDIA CORP$39M

ISHARES CORE S P TOTAL US STOC$30M

MICROSOFT CORP$26M

Graticule Asia Macro Advisors LLC

Next filing ≈ Aug 14, 2026

BLOOM ENERGY CORP$616M

NVIDIA CORPORATION$33M

Tyche Wealth Partners LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$44M

PEPSICO INC$30M

EXXON MOBIL CORP$28M

FIDELITY COVINGTON TRUST$19M

APIS CAPITAL ADVISORS, LLC

Next filing ≈ Aug 14, 2026

ARIS MINING CORPORATION$65M

CELCUITY INC$59M

GARRETT MOTION INC$48M

SSR MINING IN$41M

SANDISK CORP$31M

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

Schwab US Large-Cap ETF$77M

Vanguard FTSE All-Wld ex-US ETF$45M

SPDR Portfolio Aggregate Bond ETF$43M

Hartford Total Return Bond ETF$34M

iShares Core S&P 500 ETF$29M

Rather & Kittrell, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$80M

DIMENSIONAL ETF TRUST$67M

DIMENSIONAL ETF TRUST$64M

DIMENSIONAL ETF TRUST$48M

DIMENSIONAL ETF TRUST$44M

Primavera Capital Management Ltd

Next filing ≈ Aug 14, 2026

YUM CHINA HLDGS INC.$587M

INSPIRE TRUST CO, N.A.

Next filing ≈ Aug 14, 2026

ISHARES CORE MSCI EMERGING$24M

ISHARES TR CORE MSCI EAFE$23M

BROADCOM INC.$18M

MICROSOFT CORP.$17M

Huber Capital Management LLC

Next filing ≈ Aug 14, 2026

GOLAR LNG LTD$52M

UPBOUND GROUP INC$31M

CITIGROUP INC$30M

2801–2828 of 7980 funds

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Source: SEC EDGAR 13F-HR filings. Data reflects the most recent quarterly report per fund.