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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.

Northeast Financial Group, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$55M

SCHWAB STRATEGIC TR$25M

SCHWAB STRATEGIC TR$22M

SCHWAB STRATEGIC TR$20M

SCHWAB STRATEGIC TR$17M

Bridgefront Capital, LLC

Next filing ≈ Aug 14, 2026

TAKE-TWO INTERACTIVE SOFTWAR$4M

CONSTELLATION BRANDS INC$3M

BROADCOM INC$3M

United Wealth Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$146M

DIMENSIONAL ETF TRUST$35M

DIMENSIONAL ETF TRUST$35M

DIMENSIONAL ETF TRUST$32M

DIMENSIONAL ETF TRUST$28M

PIER 88 INVESTMENT PARTNERS LLC

Next filing ≈ Aug 14, 2026

GLOBAL PMTS INC$25M

PPL CAP FDG INC$25M

NEXTERA ENERGY INC$24M

MERITAGE HOMES CORP$19M

BEAM WEALTH ADVISORS, INC.

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$29M

ISHARES INC$23M

DOUBLELINE ETF TRUST$17M

G.F.W. Energy XII, L.P.

Next filing ≈ Feb 14, 2026

NET POWER INC$357M

OPAL FUELS INC$44M

Fruth Investment Management

Next filing ≈ Aug 14, 2026

GRAINGER WW INC$18M

EXXON MOBIL CORP$14M

LINDE PLC COM$13M

CHEVRONTEXACO CORP$11M

MASTERCARD INC$10M

Yelin Lapidot Holdings Management Ltd.

Next filing ≈ Aug 14, 2026

ZIM INTEGRATED SHIPPING SERV$86M

ALPHABET INC$22M

STATE STR SPDR S&P 500 ETF T$20M

META PLATFORMS INC$18M

AMAZON COM INC$17M

Next filing ≈ Aug 14, 2026

RAPPORT THERAPEUTICS, INC.$223M

SEPTERNA, INC.$149M

MAZE THERAPEUTICS, INC.$28M

CITIZENS & NORTHERN CORP

Next filing ≈ Aug 14, 2026

Vanguard Russell 1000 Growth ETF$42M

Fidelity MSCI Real Estate Index ETF$30M

iShares North American Natural Resources ETF$30M

iShares Core MSCI Emerging Mkts ETF$23M

iShares S&P MidCap 400 Index Fd$17M

Copperwynd Financial, LLC

Next filing ≈ Nov 14, 2025

VANGUARD INDEX FDS$32M

VANGUARD WORLD FD$27M

VANGUARD INDEX FDS$24M

VANGUARD TAX-MANAGED FDS$22M

Strengthening Families & Communities, LLC

Next filing ≈ Aug 14, 2026

TIDAL TRUST I$13M

NVIDIA CORP$13M

FIDELITY MSCI HEALTH CARE$11M

VANGUARD SECTOR INDEX FDS$10M

Alpine Investment Management Ltd

Next filing ≈ Aug 14, 2026

FULL TRUCK ALLIANCE CO LTD$92M

PDD HOLDINGS INCCall$77M

ALIBABA GROUP HLDG LTDPut$66M

ALIBABA GROUP HLDG LTD$66M

SANDISK CORPPut$52M

Joseph Group Capital Management

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$39M

DIMENSIONAL ETF TRUST$31M

VANGUARD STAR FDS$28M

SCHWAB STRATEGIC TR$28M

FINANCIAL INVS TR$17M

Elmwood Wealth Management, Inc.

Next filing ≈ Nov 14, 2026

BLACKROCK ETF TRUST II$12M

INNOVATOR ETFS TRUST$11M

VANGUARD TAX-MANAGED FDS$11M

DUMONT & BLAKE INVESTMENT ADVISORS LLC

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF Trust$35M

Invesco QQQ Trust Series 1$20M

Invesco S&P 500 Equal Weight E$15M

SPDR S&P MidCap 400 ETF Trust$11M

Mokosak Advisory Group, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$92M

VANGUARD INDEX FDS$71M

SCHWAB STRATEGIC TR$35M

SCHWAB STRATEGIC TR$35M

SCHWAB STRATEGIC TR$35M

One Charles Private Wealth Services, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$46M

TEXAS PACIFIC LAND CORPORATI$36M

LISTED FDS TR$26M

VANGUARD INDEX FDS$20M

LANDBRIDGE COMPANY LLC$16M

Capital Innovations LLC

Next filing ≈ Aug 14, 2026

Williams Ord Shs$30M

SLB Ord Shs$27M

NextEra Energy Ord Shs$22M

Vistra Ord Shs$19M

Constellation Energy Ord Shs$18M

Monument Capital Management

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$11M

CATERPILLAR INC$10M

COMFORT SYS USA INC$8M

KETTLE HILL CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

CHURCHILL DOWNS INC$27M

VAIL RESORTS INC$27M

ROCKET COS INC$22M

FRANKLIN RESOURCES INC$22M

NXP SEMICONDUCTORS N V$20M

Legacy Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$23M

PW Nova Financial Services LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$19M

Ironsides Asset Advisors, LLC

Next filing ≈ Aug 14, 2026

LOWES COS INC$106M

SPDR S&P 500 ETF TR$34M

VANGUARD INDEX FDS$18M

BROWN, LISLE/CUMMINGS, INC.

Next filing ≈ Aug 14, 2026

1,018 positions

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

ALPHABET INC$15M

AMAZON COM INC$11M

MICROSOFT CORP$11M

NovaPoint Capital, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$15M

NVIDIA CORPORATION$13M

SPDR INDEX SHS FDS$12M

Fosun International Ltd

Next filing ≈ Aug 14, 2026

LANVIN GROUP HOLDINGS LIMITED$136M

CHAGEE HLDGS LTD$86M

BUTTERFLY NETWORK INC$43M

KKR & CO INC$20M

FORTEM FINANCIAL GROUP, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$15M

GLOBAL X FDS$15M

SSGA ACTIVE ETF TR$14M

PALANTIR TECHNOLOGIES INC$14M

ALPS ETF TR$13M

3697–3724 of 7980 funds

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