Tormere Analytics

Overview Stock Research Portfolio Lab Options Lab Watchlist

Screener Convergence

Learn Newsletter Pricing Developer

Newsletter Privacy Policy Terms of Service

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.

Iowa State Bank

Next filing ≈ Aug 14, 2026

iShares Core MSCI EAFE ETF$31M

iShares Core S&P Mid-Cap 400 Index ETF$26M

iShares Core MSCI Emerging Mkts ETF$19M

JP Morgan Chase & Co$19M

Marotta Asset Management

Next filing ≈ Aug 14, 2026

VANGUARD MID CAP VALUE ETF$40M

COLUMBIA EMRG MKTS CORE EX-CHINA ETF$36M

VANGUARD SHORT INFLATION-PROTECTED ETF$33M

VANGUARD SMALL CAP VALUE ETF$32M

VANGUARD TOTAL INTERNATIONAL BOND ETF$29M

Sunburst Financial Group, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$55M

FIDELITY MERRIMACK STR TR$52M

ETF SER SOLUTIONS$45M

VANGUARD SCOTTSDALE FDS$36M

VK Services, LLC

Next filing ≈ Aug 14, 2026

VELO3D INC$543M

Monaco Asset Management SAM

Next filing ≈ Aug 14, 2026

MICRON TECHNOLOGY INCPut$51M

MICRON TECHNOLOGY INCCall$51M

PATTERSON-UTI ENERGY INC$50M

COSTCO WHOLESALE CORPORATIONPut$28M

ISHARES SILVER TR$25M

Great Point Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$127M

DIMENSIONAL ETF TRUST$48M

J P MORGAN EXCHANGE TRADED F$37M

DIMENSIONAL ETF TRUST$36M

AMERICAN CENTY ETF TR$24M

Caitong International Asset Management Co., Ltd

Next filing ≈ Aug 14, 2026

2,559 positions

LUMENTUM HLDGS INC$18M

VENTURE GLOBAL INC$12M

MARVELL TECHNOLOGY INC$12M

PALANTIR TECHNOLOGIES INC$11M

FTV Management Company, L.P.

Next filing ≈ Aug 14, 2026

NEPTUNE INS HLDGS INC$541M

Regent Peak Wealth Advisors LLC

Next filing ≈ Nov 14, 2026

VANGUARD TOTAL STOCK MARKET ETF$91M

APPLE INC COM$31M

ISHARES CORE MSCI EAFE ETF$31M

ISHARES CORE DIVIDEND GROWTH ETF$25M

STATE STREET SPDR S&P DIVIDEND ETF$23M

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

Next filing ≈ Nov 14, 2025

VANGUARD WORLD FD$108M

VANGUARD INDEX FDS$50M

SCHWAB STRATEGIC TR$44M

VANGUARD INDEX FDS$30M

High Ground Investment Management LLP

Next filing ≈ Aug 14, 2026

ARCH CAPITAL GROUP LTD$172M

AERCAP HOLDINGS NV$166M

ELEVANCE HEALTH INC$101M

WARRIOR MET COAL INC$11M

Key FInancial Inc

Next filing ≈ Aug 14, 2026

1,380 positions

WISDOMTREE TR$22M

WISDOMTREE TR$19M

WISDOMTREE TR$17M

Bellecapital International Ltd.

Next filing ≈ Aug 14, 2026

ALPHABET INC$35M

TAIWAN SEMICONDUCTOR MFG LTD$31M

ADVANCED MICRO DEVICES INC$26M

TRIMAS CORP$25M

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$125M

VANGUARD SCOTTSDALE FDS$71M

VANGUARD TAX-MANAGED FDS$42M

VANGUARD INDEX FDS$38M

VANGUARD INDEX FDS$30M

MAGNOLIA GROUP, LLC

Next filing ≈ Aug 14, 2026

NELNET INC$215M

BOSTON OMAHA CORP$65M

CORE NATURAL RESOURCES INC$63M

ASBURY AUTOMOTIVE GROUP INC$56M

ALLIANCE RESOURCE PARTNERS L$39M

BANC FUNDS CO LLC

Next filing ≈ Aug 14, 2026

Private Bancorp of America, Inc.$21M

Old Second Bancorp, Inc.$21M

Unity Bancorp, Inc.$19M

Avidbank Holdings, Inc.$19M

American Business Bank$17M

Hazelview Securities Inc.

Next filing ≈ Aug 14, 2026

PROLOGIS INC.$64M

WELLTOWER INC$62M

EQUINIX INC$54M

DIGITAL RLTY TR INC$38M

SONIDA SENIOR LIVING INC$22M

Trust Co of Tennessee

Next filing ≈ Aug 14, 2026

Invesco S&P 500 Equal Weight ET$190M

Vanguard Growth Vipers ETF$100M

Vanguard Value Vipers ETF$93M

Vanguard Index Fd S&P 500 ETF$74M

IShares Core US REIT ETF$73M

CADINHA & CO LLC

Next filing ≈ Aug 14, 2026

iShares Gold Trust$46M

Costco Wholesale Corp$38M

Berkshire Hathaway Inc Cl B$36M

Alphabet Inc Cap Stock Cl A$30M

Johnson & Johnson$26M

Ritter Daniher Financial Advisory LLC / DE

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$32M

JANUS DETROIT STR TR$29M

Requisite Capital Management, LLC

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$116M

ISHARES TR$107M

GOLDMAN SACHS ETF TR$78M

INVESCO EXCHANGE TRADED FD T$38M

J P MORGAN EXCHANGE TRADED F$24M

Clayton, Dubilier & Rice, LLC

Next filing ≈ Aug 14, 2026

Resideo Technologies, Inc.$505M

Agilon Health, Inc.$32M

America First Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

JOHNSON & JOHNSON$34M

ALPHABET INC$30M

SLB LIMITED$29M

ENBRIDGE INC$28M

M. Kulyk & Associates, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$25M

NVIDIA CORPORATION$22M

TAIWAN SEMICONDUCTOR MANUFAC$19M

CORRECT CAPITAL WEALTH MANAGEMENT

Next filing ≈ Aug 14, 2026

AVANTIS INTERNATIONAL EQUITY ETF$68M

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF$65M

AVANTIS U.S. EQUITY ETF$40M

FIDELITY TOTAL BOND ETF$40M

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND$30M

Leonard Rickey Investment Advisors P.L.L.C.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$42M

DIMENSIONAL ETF TRUST$39M

VANGUARD MALVERN FDS$36M

VANGUARD INTL EQUITY INDEX F$35M

Community Financial Services Group, LLC

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$27M

MICROSOFT CORP$25M

ALPHABET INC$18M

CoreCommodity Management, LLC

Next filing ≈ Aug 14, 2026

ALPS CORECOMMODITY NTRL RES$337M

SM ENERGY CO$7M

MURPHY OIL CORP$5M

CHORD ENERGY CORP$5M

3109–3136 of 7980 funds

← Previous112 / 285Next →

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