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.

Virtus Wealth Solutions LLC

Next filing ≈ Aug 14, 2026

ADVISORSHARES TR$80M

ADVISORSHARES TR$66M

INVESCO QQQ TR$40M

SANDISK CORP$27M

Columbia Asset Management

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$33M

ALPHABET INC$21M

ERIE INDTY CO$18M

AMAZON COM INC$18M

Harbour Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$22M

ELI LILLY & CO$14M

Drake & Associates, LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$47M

COLUMBIA ETF TR I$45M

PUTNAM ETF TRUST$41M

JANUS DETROIT STR TR$36M

Greenfield FTC, Inc.

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TR$452M

MSCI EMERGING MKTS (EEM)$45M

MSCI EAFE ETF (EFA)$28M

Shannon River Fund Management LLC

Next filing ≈ Aug 14, 2026

TOWER SEMICONDUCTOR LTD$88M

MARVELL TECHNOLOGY INC$56M

LIVE NATION ENTERTAINMENT IN$45M

RAMBUS INC DEL$29M

Wilkinson Global Asset Management LLC

Next filing ≈ Aug 14, 2026

JPMORGAN CHASE & CO$89M

SHERWIN WILLIAMS CO$58M

TEXAS INSTRS INC$57M

UNION PAC CORP$54M

Conifer Management, L.L.C.

Next filing ≈ Aug 14, 2026

GROUP 1 AUTOMOTIVE INC$250M

EQUITABLE HLDGS INC$156M

LITHIA MTRS INC$53M

MONDAY COM LTD$28M

RIMINI STR INC DEL$19M

WestHill Financial Advisors, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$92M

VANGUARD SCOTTSDALE FDS$72M

VANGUARD SCOTTSDALE FDS$70M

VANGUARD TAX-MANAGED FDS$70M

FIDELITY MERRIMACK STR TR$41M

Wiser Wealth Management, Inc

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$166M

J P MORGAN EXCHANGE TRADED F$62M

VANGUARD TAX-MANAGED FDS$45M

VANGUARD WORLD FD$36M

Curbstone Financial Management Corp

Next filing ≈ Aug 14, 2026

SPDR Bloomberg Inter Floating$39M

Schwab International Equity ET$20M

SPDR S&P Mid Cap 400 ETF (MDY)$19M

Vanguard Short Ter Corp Bd ETF$17M

Schwab US Mid Cap ETF (SCHM)$16M

GWN SECURITIES INC.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$11M

INNOVATOR ETFS TRUST$8M

STATE STR SPDR S&P 500 ETF T$8M

Wealth Group Ltd

Next filing ≈ Nov 14, 2026

JMAC ENTERPRISES LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$29M

KEB ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$85M

AMERICAN CENTY ETF TR$47M

DIMENSIONAL ETF TRUST$47M

DIMENSIONAL ETF TRUST$43M

DIMENSIONAL ETF TRUST$41M

TruNorth Capital Management, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$131M

SCHWAB STRATEGIC TR$55M

SCHWAB STRATEGIC TR$48M

SCHWAB STRATEGIC TR$30M

DIMENSIONAL ETF TRUST$27M

Solidarity Wealth, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$36M

ALLISON TRANSMISSION HLDGS I$35M

ALPHABET INC$35M

AMAZON COM INC$34M

Perkins Coie Trust Co

Next filing ≈ Aug 14, 2026

VANGUARD FTSE DEVELOPED MKTS ETF$49M

VANGUARD MID-CAP ETF$41M

MICROSOFT CORP$24M

VANGUARD RUSSELL 1000 GROWTH ETF$22M

Spectrum Financial Alliance Ltd LLC

Next filing ≈ Aug 14, 2026

CITIGROUP INC$75M

LOCKHEED MARTIN CORP$63M

BANK AMERICA CORP$59M

Great Diamond Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$28M

VANGUARD INDEX FDS$13M

SIMPLIFY EXCHANGE TRADED FUN$12M

Churchill Financial Advisors, LLC

Next filing ≈ Nov 14, 2026

WALMART INC$113M

APPLIED MATLS INC$21M

STATE STR SPDR S&P 500 ETF T$19M

Grant Street Asset Management, Inc.

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$83M

HARBOR ETF TRUST$65M

JANUS DETROIT STR TR$45M

OKABENA INVESTMENT SERVICES INC

Next filing ≈ Aug 14, 2026

Vanguard Ftse Developed Markets Etf$35M

Vanguard S&P 500 Etf$35M

Ishares Core S&P 500 Etf$33M

Vanguard Total International Stock Etf$30M

Target Corp Com$25M

Platform Technology Partners

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$23M

MICROSOFT CORP$16M

AMAZON COM INC$14M

MORGAN STANLEY ETF TRUST$13M

Next filing ≈ Aug 14, 2026

IHS HOLDING LIMITED$518M

WHALEROCK POINT PARTNERS, LLC

Next filing ≈ Aug 14, 2026

NVIDIA Corp$55M

Alphabet Inc class A$34M

Microsoft Corp$23M

Amazon.com Inc$17M

Lodge Hill Capital, LLC

Next filing ≈ Aug 14, 2026

OWENS CORNING NEW$39M

OSHKOSH CORP$35M

BLOCK H & R INC$33M

WealthPLAN Partners, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$32M

INVESCO QQQ TR$11M

NVIDIA CORPORATION$10M

3165–3192 of 7980 funds

← Previous114 / 285Next →

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