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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.

Arini Captial Management Ltd

Next filing ≈ Aug 14, 2026

ECHOSTAR CORP$404M

CAESARS ENTERTAINMENT INC NE$102M

ARDAGH METAL PACKAGING S A$46M

CLARITEV CORPORATION$25M

GRIES FINANCIAL LLC

Next filing ≈ Feb 14, 2026

BLACKROCK ETF TRUST$34M

FIRST TR EXCHNG TRADED FD VI$29M

BLACKROCK ETF TRUST II$22M

WFM ASIA (BVI) Ltd

Next filing ≈ Aug 14, 2026

GRAB HOLDINGS LIMITED$158M

ATOUR LIFESTYLE HLDGS LTD$135M

FULL TRUCK ALLIANCE CO LTD$122M

GDS HLDGS LTD$51M

Security Financial Services, INC.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$52M

BLACKROCK ETF TRUST$30M

BLACKROCK ETF TRUST$24M

American Money Management, LLC

Next filing ≈ Aug 14, 2026

Vanguard Short-Term Treasury ETF$41M

Vanguard Short-Term Corporate Bond ETF$36M

Apple Computer Inc$31M

Microsoft Corp$23M

Vanguard FTSE Developed Markets$22M

Secure Asset Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$37M

NVIDIA CORPORATION$25M

VANGUARD INDEX FDS$17M

INVESCO EXCH TRADED FD TR II$16M

ESSEX INVESTMENT MANAGEMENT CO LLC

Next filing ≈ Aug 14, 2026

TOWER SEMICONDUCTOR LTD$20M

LINCOLN EDL SVCS CORP$14M

STERLING INFRASTRUCTURE INC$13M

KINIKSA PHARMACEUTICALS INTL P$12M

LIGAND PHARMACEUTICALS INC$12M

Summit Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$20M

BLACKROCK ETF TRUST II$18M

CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD

Next filing ≈ Aug 14, 2026

CLEAN HARBORS INC$631M

Financial Advisory Corp

Next filing ≈ Aug 14, 2026

ISHARES TR$120M

ISHARES TR$100M

VANGUARD INDEX FDS$62M

VANGUARD TAX-MANAGED FDS$49M

KEYWISE CAPITAL MANAGEMENT (HK) Ltd

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$213M

ALPHABET INC$127M

CIRCLE INTERNET GROUP INC$127M

PALANTIR TECHNOLOGIES INC$47M

SEAGATE TECHNOLOGY HLDNGS PL$40M

Vancity Investment Management Ltd

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$57M

ALPHABET INC-CL C$43M

AMAZON.COM INC$41M

VISA INC-CLASS A SHARES$34M

Caldwell Trust Co

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$22M

INVESCO EXCHANGE TRADED FD T$15M

FIRST COMMONWEALTH FINANCIAL CORP /PA/

Next filing ≈ Aug 14, 2026

PIMCO ETF Trust$22M

iShares Core U.S. Aggregate Bo$18M

Vanguard Core-Plus Bond ETF$17M

Vanguard Total Bond Market ETF$14M

Fidelity Total Bond ETF$14M

PETTYJOHN, WOOD & WHITE, INC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$31M

ALPHABET INC$27M

MICROSOFT CORP$26M

WALMART INC$20M

Cornerstone Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$150M

J P MORGAN EXCHANGE TRADED F$104M

VANGUARD INDEX FDS$102M

CENTRAL BANK & TRUST CO

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$66M

ALPHABET CL A$26M

FRANKLIN DYNAMIC ETF$19M

STATE STREET SPDR S&P 500 ETF$19M

Bell Investment Advisors, Inc

Next filing ≈ Aug 14, 2026

1,851 positions

GOLDMAN SACHS ETF TR$65M

SCHWAB STRATEGIC TR$61M

VANGUARD SCOTTSDALE FDS$49M

FLEXSHARES TR$48M

Madison Wealth Partners, Inc

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST II$45M

FIDELITY COVINGTON TRUST$44M

BLACKROCK ETF TRUST$35M

VICTORY PORTFOLIOS II$35M

LJI Wealth Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$174M

FIDELITY COMWLTH TR$33M

XY Planning Network, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$37M

VANGUARD INDEX FDS$34M

VANGUARD INDEX FDS$28M

DIMENSIONAL ETF TRUST$18M

VANGUARD TAX-MANAGED FDS$18M

Ascent Group, LLC

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$24M

SPDR SERIES TRUST$18M

Strategic Global Advisors, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$35M

ALPHABET INC$25M

SPOTIFY TECHNOLOGY S A$25M

BROADCOM INC$21M

DSG Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$33M

ELI LILLY & CO$31M

ALPHABET INC$31M

MICROSOFT CORP$30M

SPRUCEGROVE INVESTMENT MANAGEMENT LTD

Next filing ≈ Aug 14, 2026

RYANAIR HLDGS PLC$222M

COPA HOLDINGS$193M

SAMSUNG ELECTRONIC$92M

DONALDSON INC$6M

MARKEL GROUP INC$6M

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$41M

SPDR SERIES TRUST$36M

VANGUARD INDEX FDS$35M

SPDR SERIES TRUST$33M

Marshall Financial Group, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$36M

SPDR SERIES TRUST$27M

SSGA ACTIVE TR$26M

SPROTT ASSET MANAGEMENT LP$26M

MFS ACTIVE EXCHANGE TRADED F$24M

Al Mehwar Commercial Investments LLC

Next filing ≈ May 15, 2026

VISTA ENERGY S.A.B. DE C.V.$624M

2857–2884 of 7980 funds

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