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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.

Coston, McIsaac & Partners

Next filing ≈ Aug 14, 2026

VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES$22M

SCHWAB US TREASURY MONEY INVESTOR$18M

VANGUARD ULTRA-SHORT TREASURY ETF$18M

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES$18M

DFA GLOBAL EQUITY I$17M

Next Level Private LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$37M

FIRST TR EXCHANGE TRADED FD$25M

FIRST TR EXCHANGE TRADED FD$25M

DAVIS FUNDAMENTAL ETF TR$22M

Militia Capital Management LLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$15M

AMAZON COM INC$13M

TAIWAN SEMICONDUCTOR MFG LT$12M

ENERGY TRANSFER L P$12M

ISHARES BITCOIN TRUST ETF$10M

Empire Financial Management Company, LLC

Next filing ≈ Aug 14, 2026

ETF SERIES SOLUTIONS$15M

AMAZON.COM INC$12M

JPMORGAN CHASE & CO$12M

ELI LILLY & CO$11M

Beacon Financial Advisory LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$20M

CAPITAL GROUP DIVIDEND VALUE$18M

TCW ETF TRUST$11M

J P MORGAN EXCHANGE TRADED F$11M

FIRST TR EXCHANGE-TRADED FD$11M

J. W. Coons Advisors, LLC

Next filing ≈ Nov 14, 2025

ZURN ELKAY WATER SOLNS CORP$25M

MICROSOFT CORP$24M

SPDR S&P 500 ETF TR$11M

Performa Ltd (US), LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FUNDS - VANGUARD S&P 500 ETF$118M

VANGUARD INDEX FUNDS - VANGUARD MID-CAP ETF$72M

DBX ETF TRUST - XTRACKERS USD HIGH YIELD CORPORATE BOND ETF$59M

STATE STREET SPDR S&P 500 ETF TRUST$53M

VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VANGUARD FTSE ALL-WORLD EX-US ETF$39M

DOLIVER ADVISORS, LP

Next filing ≈ Nov 14, 2026

EXXON MOBIL CORP$144M

TIDAL TRUST II$19M

ALPHABET INC$10M

Avidity Partners Management LP

Next filing ≈ Aug 14, 2026

DIANTHUS THERAPEUTICS INC$185M

ORUKA THERAPEUTICS INC$52M

JADE BIOSCIENCES INC$34M

PERSPECTIVE THERAPEUTICS INC$24M

ENLIVEN THERAPEUTICS INC$16M

DE BURLO GROUP INC

Next filing ≈ Aug 14, 2026

ALPHABET INC$27M

ELI LILLY & CO$24M

ADVANCED MICRO DEVICES INC$22M

MCKESSON CORP$20M

Triangle Securities Wealth Management

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$18M

SCHWAB STRATEGIC TR$16M

VANGUARD WORLD FD$14M

SPDR SERIES TRUST$12M

ALPHABET INC$11M

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$24M

ISHARES INC$19M

Credential Securities Inc.

Next filing ≈ Nov 14, 2018

TORONTO DOMINION BK ONT$31M

CANADIAN NAT RES LTD$29M

BANK N S HALIFAX$25M

CANADIAN NATL RY CO$17M

Cove Private Wealth, LLC

Next filing ≈ Aug 14, 2026

UNITED PARCEL SVCS INC$66M

NVIDIA CORPORATION$31M

MICROSOFT CORP$21M

AMAZON COM INC$17M

Cape Ann Asset Management Ltd

Next filing ≈ Aug 14, 2026

KINROSS GOLD CORP$115M

VISTA ENERGY S.A.B. DE C.V.$70M

ERO COPPER CORP$52M

CREDICORP LTD$37M

SailingStone Capital Partners LLC

Next filing ≈ Aug 14, 2026

COMPASS MINERALS INTL INC$113M

RANGE RES CORP$44M

ENTERPRISE PRODS PARTNERS L$43M

VANHOE ELECTRIC INC$36M

FOUNDERS GROVE WEALTH PARTNERS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$35M

SPDR SERIES TRUST$24M

VANGUARD INDEX FDS$19M

VANGUARD WORLD FD$18M

ELI LILLY & CO$16M

MSOP GP, L.L.C.

Next filing ≈ May 15, 2026

CHIME FINL INC$439M

SENTI BIOSCIENCES INC$37K

Creek Drive Management Group LLC

Next filing ≈ Aug 14, 2026

ISHARES TRPut$198M

VODAFONE GROUP PLCCall$59M

GAMESTOP CORPCall$11M

CORE SCIENTIFIC INC NEW$9M

SPEECE THORSON CAPITAL GROUP INC

Next filing ≈ Aug 14, 2026

WHITE MOUNT INS GRP LTD$21M

COMMERCE BANCSHARES INC$17M

HEXCEL CORP NEW$17M

SONOCO PRODUCTS$17M

CASS INFORMATION SYS INC$16M

HARVEY CAPITAL MANAGEMENT INC

Next filing ≈ Aug 14, 2026

NVIDIA CORP$70M

ALPHABET INC$37M

AMAZON.COM INC$33M

APPLE COMPUTER INC$25M

MICROSOFT CORP$17M

WHITENER CAPITAL MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

ALPHABET INC$27M

WALMART INC$23M

JPMORGAN CHASE & CO$23M

NVIDIA CORPORATION$22M

Winch Advisory Services, LLC

Next filing ≈ Aug 14, 2026

STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF$47M

NVIDIA CORP$33M

VANGUARD SHORT TERM TREASURY ETF$29M

VANGUARD INTERMEDIATE TERM CORP BOND ETF$27M

Detalus Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$67M

BLACKROCK ETF TRUST$25M

BLACKROCK ETF TRUST$24M

Global Frontier Investments LLC

Next filing ≈ Aug 14, 2026

JPMORGAN CHASE$92M

AMERICAN EXPRESS CO$71M

ACCENTURE PLC CL A$43M

PROGRESSIVE CORP$36M

MASTERCARD INC A$34M

Strategic Investment Solutions, Inc. /IL

Next filing ≈ Nov 14, 2026

8,449 positions

CRH PUBLIC LIMITED CO F$852K

WINTRUST FINL CORP$731K

ELI LILLY AND CO$558K

OLD NATL BANCORP IND$485K

ASTRAZENECA PLC F$434K

Bank of New Hampshire

Next filing ≈ Aug 14, 2026

iShares Core S&P 500 ETF$19M

SPDR Gold Shares ETF$18M

Alphabet Inc CL A$12M

Vanguard Mid Cap ETF$11M

3Chopt Investment Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$55M

NVIDIA CORPORATION$27M

VANGUARD INDEX FDS$26M

ALPHABET INC$14M

3501–3528 of 7980 funds

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