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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.

Mystic Asset Management, Inc.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$19M

NVIDIA CORPORATION$18M

BROADCOM INC$14M

JPMORGAN CHASE & CO$13M

Operose Advisors LLC

Next filing ≈ Aug 14, 2026

Vanguard Total Stock Market ETF$79M

Vanguard High Dividend Yield ETF$49M

Vanguard FTSE Developed Markets ETF$38M

Schwab International Equity ETF$36M

Vanguard S&P 500 ETF$28M

Berkeley Capital Partners, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$85M

VANGUARD WHITEHALL FDS$32M

VANGUARD SCOTTSDALE FDS$27M

VANGUARD SCOTTSDALE FDS$17M

VANGUARD INTL EQUITY INDEX F$14M

Uncommon Cents Investing LLC

Next filing ≈ Aug 14, 2026

ASA GOLD AND PRECIOUS MTLS L$26M

RTX CORPORATION$10M

WELLS FARGO & CO$9M

JPMORGAN CHASE & CO$8M

Capital Management Associates, Inc

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$67M

SCHWAB STRATEGIC TR$45M

VANGUARD INDEX FDS$41M

INVESCO QQQ TR$23M

ABRDN SILVER ETF TRUST$20M

BOS Asset Management, LLC

Next filing ≈ Nov 14, 2026

AB ACTIVE ETFS INC$47M

PGIM ETF TR$18M

STATE STR SPDR S&P 500 ETF T$16M

DIMENSIONAL ETF TRUST$15M

PKS Advisory Services, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$29M

INVESCO QQQ TR$28M

Generali Investments, Management Co LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$34M

AMAZON COM INC$29M

ALPHABET INC$29M

MICROSOFT CORP$28M

GREAT OAK CAPITAL PARTNERS, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$93M

DIMENSIONAL ETF TRUST$40M

DIMENSIONAL ETF TRUST$40M

DIMENSIONAL ETF TRUST$35M

DIMENSIONAL ETF TRUST$35M

Laura & John Arnold Foundation

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$193M

ISHARES TR$118M

ALPHABET INC$93M

AMAZON COM INC$25M

Palidye Holdings (Caymans) Ltd

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$148M

META PLATFORMS INC$123M

MICROSOFT CORP$114M

PENN ENTERTAINMENT INC$21M

Main Street Group, LTD

Next filing ≈ Nov 14, 2026

1,544 positions

INVESCO QQQ TR$6M

PROSHARES ULTRAPRO S& P500$6M

PROSHARES ULTRA QQQ$5M

SCHWAB SHORT-TERM U.S. TREASURY ETF$2M

NORFOLK SOUTHN CORP$2M

ENDEAVOUR CAPITAL ADVISORS INC

Next filing ≈ Aug 14, 2026

QCR HLDGS INC$35M

SOUTHERN FIRST BANCSHARES$33M

CALIFORNIA BANCORP$32M

NATIONAL BK HLDGS CORP$23M

OLD NATL BANCORP IND$22M

High Net Worth Advisory Group LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$28M

NVIDIA CORPORATION$19M

VANGUARD SPECIALIZED FUNDS$17M

VANGUARD WHITEHALL FDS$15M

Gimbel Daniel Scott

Next filing ≈ Aug 14, 2026

CALIFORNIA RES CORP$426M

TEXAS CAP BANCSHARES INC$3M

Pinion Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$83M

EA SERIES TRUST$16M

VANGUARD INDEX FDS$15M

Crow's Nest Holdings LP

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$76M

ENSIGN GROUP INC$62M

AMAZON COM INC$56M

LOUISIANA PAC CORP$41M

ALPHABET INC$37M

GENWORTH FINANCIAL INC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 INDEX ETF$393M

POWERSHARES S&P 500 LOW VOLATILITY$35M

Next filing ≈ May 15, 2026

SPDR S&P 500 ETF TRPut$239M

INVESCO QQQ TRPut$31M

ANGIODYNAMICS INC$19M

AVADEL PHARMACEUTICALS PLCCall$19M

AURINIA PHARMACEUTICALS INC$16M

Navigation Group, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$47M

VANGUARD INDEX FDS$43M

SPDR SERIES TRUST$31M

PGIM ETF TR$29M

VANECK ETF TRUST$26M

OAK HARBOR WEALTH PARTNERS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$33M

VANGUARD INDEX FDS$17M

CATERPILLAR INC$11M

Grandeur Peak Global Advisors, LLC

Next filing ≈ Aug 14, 2026

MAREX GROUP PLC$59M

MONOLITHIC PWR SYS INC$56M

BBB FOODS INC$36M

Paulson Wealth Management Inc.

Next filing ≈ Aug 14, 2026

Hunter Perkins Capital Management, LLC

Next filing ≈ Aug 14, 2026

CASEYS GEN STORES INC$26M

EQUITY LIFESTYLE PROPERTIES$24M

BERKSHIRE HATHAWAY INC DEL$24M

LABCORP HOLDINGS INC$24M

ALPHABET INC$17M

Warther Private Wealth, LLC

Next filing ≈ Aug 14, 2026

UNITEDHEALTH GROUP INC COM$32M

ALIBABA GROUP HLDG LTD SPONSORED ADS$30M

EXXON MOBIL CORP COM$30M

NU HLDGS LTD ORD SHS CL A$21M

SCHWAB CHARLES CORP COM$20M

J. Derek Lewis & Associates Inc.

Next filing ≈ Aug 14, 2026

CAPITAL GROUP CORE BALANCED$41M

CAPITAL GROUP DIVIDEND VALUE$31M

CAPITAL GROUP GROWTH ETF$21M

CAPITAL GRP FIXED INCM ETF T$21M

CAPITAL GROUP GBL GROWTH EQT$20M

PARADIGM ASSET MANAGEMENT CO LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC. CL A$9M

JPMORGAN CHASE & CO$9M

SAMSUNG ELECTRONICS CO LTD$6M

Plan Group Financial, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$15M

PACER FDS TR$14M

JPMORGAN CHASE & CO$12M

VANGUARD INDEX FDS$12M

3557–3584 of 7980 funds

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