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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.

Pamplona Capital Management, LLC

Next filing ≈ Aug 14, 2026

LATHAM GROUP INC$278M

AMAZON COM INC$183M

BED BATH & BEYOND INC$2M

BED BATH & BEYOND INC$19K

Coyle Financial Counsel LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$64M

FIDELITY MERRIMACK STR TR$36M

EA SERIES TRUST$32M

INVESCO QQQ TR$28M

CoreView Capital Management Ltd

Next filing ≈ Aug 14, 2026

JD.COM INC$164M

KANZHUN LIMITED$140M

TAL EDUCATION GROUP$125M

KE HLDGS INC$38M

HELLO GROUP INC$5M

Bregal Sagemount IV General Partner Jersey Ltd

Next filing ≈ Aug 14, 2026

NEPTUNE INS HLDGS INC$472M

MSH Capital Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$15M

SPDR SERIES TRUST$13M

SCHWAB STRATEGIC TR$10M

SCHWAB STRATEGIC TR$9M

OLP CAPITAL MANAGEMENT Ltd

Next filing ≈ Aug 14, 2026

ATOUR LIFESTYLE HLDGS LTD$298M

FULL TRUCK ALLIANCE CO LTD$114M

RLX TECHNOLOGY INC$29M

Beacon Harbor Wealth Advisors, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$28M

VANGUARD INDEX FDS$27M

VANGUARD INDEX FDS$27M

LUMENTUM HLDGS INC$15M

WISDOMTREE TR$15M

Next filing ≈ Aug 14, 2026

Mobileye Global Inc.$344M

Joby Aviation Inc.$20M

Riverpoint Wealth Management Holdings, LLC

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$81M

SCHWAB STRATEGIC TR$58M

VANGUARD TAX-MANAGED FDS$55M

VANGUARD INDEX FDS$50M

SCHWAB STRATEGIC TR$38M

Granite Bay Wealth Management, LLC

Next filing ≈ Aug 14, 2026

JOHN HANCOCK EXCHANGE TRADED$45M

WISDOMTREE TR$38M

JOHN HANCOCK EXCHANGE TRADED$38M

INVESCO EXCHANGE TRADED FD T$35M

Astoria Portfolio Advisors LLC.

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$47M

EA SERIES TRUST$33M

INVESTMENT MANAGERS SER TR I$28M

SPDR INDEX SHS FDS$26M

NVIDIA CORPORATION$19M

Stonebrook Private Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$33M

BLACKROCK ETF TRUST$25M

SPDR SERIES TRUST$23M

SPDR SERIES TRUST$20M

CM WEALTH ADVISORS LLC

Next filing ≈ Aug 14, 2026

SPDR DOW JONES INDL AVERAGE$51M

LINCOLN ELEC HLDGS INC$34M

VANGUARD INDEX FDS$24M

Basecamp Wealth Advisors LLC

Next filing ≈ May 15, 2026

1,752 positions

VANGUARD INDEX FDS$89M

VANGUARD INTL EQUITY INDEX F$55M

MICROSOFT CORP$23M

ELI LILLY &CO$16M

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$43M

DIMENSIONAL ETF TRUST$12M

NVIDIA CORPORATION$12M

DIMENSIONAL ETF TRUST$11M

DIMENSIONAL ETF TRUST$11M

Sovereign Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

BNY MELLON ETF TRUST$33M

INVESCO QQQ TR$30M

STATE STR SPDR S&P 500 ETF T$27M

Regents Gate Capital LLP

Next filing ≈ Aug 14, 2026

AMAZON COM INC$31M

INGERSOLL RAND INC$25M

PARKER-HANNIFIN CORP$25M

Uniting Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

WALMART INC$100M

FIRST TR EXCHANGE TRADED FD$18M

ETF SER SOLUTIONS$14M

ETF SER SOLUTIONS$13M

ETF SER SOLUTIONS$13M

VOISARD ASSET MANAGEMENT GROUP, INC.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$66M

AMERICAN CENTY ETF TR$51M

SPDR SERIES TRUST$50M

J P MORGAN EXCHANGE TRADED F$37M

Mascoma Wealth Management LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$77M

ISHARES CORE U.S. AGGREGATE BOND ETF$50M

VANGUARD FTSE DEVELOPED MARKETS ETF$37M

FIDELITY TOTAL BOND ETF$35M

JPMORGAN CORE PLUS BOND ETF$26M

Stieven Capital Advisors, L.P.

Next filing ≈ Aug 14, 2026

COLUMBIA BKG SYS INC$33M

WESTERN ALLIANCE BANCORP$28M

ATLANTIC UN BANKSHARES CORP$26M

UMB FINL CORP$26M

SOUTHSTATE BK CORP$25M

Solel Partners LP

Next filing ≈ Aug 14, 2026

UNITEDHEALTH GROUP INC$56M

SYNCHRONY FINANCIAL$50M

TRAVEL PLUS LEISURE CO$38M

CVS HEALTH CORP$35M

Verde Capital Management

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$68M

VANECK ETF TRUST$64M

SCHWAB STRATEGIC TR$49M

INVESCO EXCH TRADED FD TR II$39M

BRAVE ASSET MANAGEMENT INC

Next filing ≈ Nov 14, 2026

SELECT SECTOR SPDR TR$52M

ZIFF DAVIS INC$25M

SILVERLAKE WEALTH MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$18M

VANGUARD INDEX FDS$14M

VANGUARD TAX-MANAGED FDS$10M

VANGUARD WHITEHALL FDS$9M

WESPAC Advisors SoCal, LLC

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$23M

ALPHABET INC$20M

BROADCOM INC$19M

WALMART INC$18M

Hartree Partners, LP

Next filing ≈ Aug 14, 2026

STAR GROUP LP$42M

VENTURE GLOBAL INC$27M

OVINTIV INC$27M

HUDSON TECHNOLOGIES INC$22M

CHENIERE ENERGY INC$22M

Jones Hill Capital LP

Next filing ≈ Aug 14, 2026

BIOMARIN PHARMACEUTICAL INC$72M

VERTEX PHARMACEUTICALS INC$48M

VAXCYTE INC$37M

NUVALENT INC$31M

CAPRICOR THERAPEUTICS INC$28M

3361–3388 of 7980 funds

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