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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.

RPg Family Wealth Advisory, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED FD ULTRA SHRT$15M

Amazon.com Inc$14M

EXXON MOBIL CORP$13M

Catalio Capital Management, LP

Next filing ≈ Aug 14, 2026

DIANTHUS THERAPEUTICS INC$47M

BRIDGEBIO PHARMA INC$32M

ASCENDIS PHARMA A/S$30M

BRISTOL-MYERS SQUIBB CO$26M

SYNDAX PHARMACEUTICALS INC$24M

Frisch Financial Group, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$38M

INVESCO EXCHANGE TRADED FD T$31M

SPDR SERIES TRUST$25M

BLACKROCK ETF TRUST II$25M

BLACKROCK ETF TRUST$24M

Clare Market Investments LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$49M

MICROSOFT CORP$38M

ALPHABET INC$29M

ALPHABET INC$24M

Riggs Asset Managment Co. Inc.

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$29M

COMMUNITY FINANCIAL SYSTEM I$24M

GLOBAL X FDS$17M

NVIDIA CORPORATION$15M

Towneley Capital Management, Inc / DE

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$149M

VANGUARD STAR FDS$63M

VANGUARD SCOTTSDALE FDS$36M

HARBOR ETF TRUST$32M

JANUS DETROIT STR TR$28M

Medina Value Partners, LLC

Next filing ≈ Aug 14, 2026

THERMON GROUP HLDGS INC$49M

KENNAMETAL INC$40M

MSC INDL DIRECT INC$27M

WESTPAC BANKING CORP

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$32M

MICROSOFT CORP$19M

BROADCOM INC$11M

AMPHENOL CORP$9M

Frontier Asset Management, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$66M

J P MORGAN EXCHANGE TRADED F$30M

ADVISORS INNER CIRCLE FD II$21M

JACKSON SQUARE CAPITAL, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$36M

MICRON TECHNOLOGY INC$35M

BROADCOM INC$23M

LUMENTUM HLDGS INC$18M

Rossby Financial, LCC

Next filing ≈ Aug 14, 2026

2,251 positions

CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF$27M

CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF$18M

ISHARES RUSSELL 2500 ETF$10M

FREEDOM 100 EMERGING MARKETS ETF$9M

NVIDIA CORPORATION COM$8M

Aisling Capital Management LP

Next filing ≈ Aug 14, 2026

BridgeBio Pharma Inc. (BBIO)$378M

Syndax Pharmaceuticals, Inc. (SNDX)$31M

Monte Rosa Therapeutics Inc (GLUE)$26M

Bicara Therapeutics Inc. (BCAX)$11M

BridgeBio Oncology Therapeutics (BBOT)$9M

Paragon Capital Management Ltd

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$65M

INVESCO EXCHANGE TRADED FD T$54M

PACER FDS TR$27M

Crumly & Associates Inc.

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$21M

FIRST TR EXCHANGE TRADED FD$21M

ETF SER SOLUTIONS$21M

ETF SER SOLUTIONS$20M

Vickerman Investment Advisors, Inc.

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$68M

PIMCO ETF TR$43M

SELECT SECTOR SPDR TR$42M

PGIM ETF TR$34M

DEVON ENERGY CORP/DE

Next filing ≈ Aug 14, 2026

WATERBRIDGE INFRASTRUCTURE L$476M

Rempart Asset Management Inc.

Next filing ≈ Aug 14, 2026

COSTCO WHOLESALE$28M

CANADIAN NATURAL RESOURCES$27M

SUNCOR ENERGY$27M

ROYAL BANK OF CANADA$27M

BANK OF MONTREAL$26M

Accel Leaders 4 Associates L.P.

Next filing ≈ Aug 14, 2026

Nebius Group N.V.$475M

Leading Edge Financial Planning LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$70M

DIMENSIONAL ETF TRUST$70M

DIMENSIONAL ETF TRUST$44M

SCHWAB STRATEGIC TR$41M

DIMENSIONAL ETF TRUST$34M

Newman Dignan & Sheerar, Inc.

Next filing ≈ Aug 14, 2026

Schwab Dow Jones US Large Cap ETF$40M

Applied Finance Valuation Lg Cap ETF$30M

Schwab Dow Jones US Div Eq ETF$29M

VictoryShares Core Intermediate Bond ETF$22M

abrdn Physical Gold Shares ETF$15M

KICKSTAND VENTURES, LLC.

Next filing ≈ Aug 14, 2026

STATE STREET SPDR PORTFOLIO S&P 500 ETF$63M

VANGUARD S&P 500 ETF$46M

JPMORGAN CORE PLUS BOND ETF$24M

SCHWAB INTERNATIONAL EQUITY ETF$18M

VANGUARD MEGA CAP VALUE ETF$18M

Hobart Private Capital, LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE TRADED FD$35M

STATE STR SPDR S&P 500 ETF T$28M

VANGUARD BD INDEX FDS$21M

SPDR SERIES TRUST$17M

FIRST TR EXCHANGE-TRADED FD$16M

Rivermont Capital Management LP

Next filing ≈ Aug 14, 2026

SEAGATE TECHNOLOGY HLDNGS PL$48M

SENSIENT TECHNOLOGIES CORP$48M

WESTERN DIGITAL CORP$31M

SPOTIFY TECHNOLOGY S A$31M

WILLIAMS COS INC$27M

Teramo Advisors, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$193M

STATE STR SPDR S&P 500 ETF T$176M

STATE STR SPDR S&P 500 ETF TPut$104M

ETF SER SOLUTIONS$2M

REVERENCE CAPITAL PARTNERS, L.P.

Next filing ≈ Aug 14, 2026

FLAGSTAR BANK NATIONAL ASSOC$474M

Keenan Capital, LLC

Next filing ≈ Aug 14, 2026

APPLOVIN CORP$76M

DYNATRACE INC$61M

GLOBAL E ONLINE LTD$58M

SAILPOINT INC$57M

ACCELERANT HOLDINGS$53M

Hedeker Wealth, LLC

Next filing ≈ Aug 14, 2026

PALANTIR TECHNOLOGIES INC$31M

BROADCOM INC$30M

MICROSOFT CORP$19M

NVIDIA CORPORATION$17M

F&V Capital Management, LLC

Next filing ≈ Aug 14, 2026

RTX CORPORATION$29M

CHEVRON CORPORATION$25M

PHILLIPS 66$25M

APPLIED MATLS INC$23M

3333–3360 of 7980 funds

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