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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.

Parkside Financial Bank & Trust

Next filing ≈ Aug 14, 2026

2,680 positions

ROIVANT SCIENCES LTD$37M

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

SPDR SERIES TRUST$12M

TORTOISE CAPITAL SERIES TRUS$12M

Prosperity Planning, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$21M

AMERICAN CENTY ETF TR$18M

VANGUARD MALVERN FDS$18M

Sicart Associates LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$37M

SPDR GOLD TR$36M

GUARDANT HEALTH INC$21M

ALPHABET INC$15M

BROWN WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$28M

VANGUARD BD INDEX FDS$27M

VANGUARD INDEX FDS$19M

VANGUARD INDEX FDS$19M

AIGEN INVESTMENT MANAGEMENT, LP

Next filing ≈ Aug 14, 2026

HOME DEPOT INC$6M

HUNTINGTON BANCSHARES INC$5M

AIR PRODUCTS AND CHEMICALS I$5M

Trinity Financial Advisors LLC

Next filing ≈ Nov 14, 2026

SPDR S&P 500 ETF TR$44M

DIMENSIONAL ETF TRUST$36M

DIMENSIONAL INTERN CORE EQT MKT ETF$34M

DIMENSIONAL ETF TRUST$25M

BERKSHIRE HATHAWAY INC DEL$21M

Patriot Financial Partners GP II, L.P.

Next filing ≈ Aug 14, 2026

Metropolitan Bank Holding Corp.$64M

Equity Bancshares, Inc.$53M

Amerant Bancorp Inc.$50M

USCB Financial Holdings, Inc.$34M

Ruedi Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$89M

DIMENSIONAL ETF TRUST$54M

DIMENSIONAL ETF TRUST$53M

DIMENSIONAL ETF TRUST$19M

DIMENSIONAL ETF TRUST$16M

Semmax Financial Advisors Inc.

Next filing ≈ Nov 14, 2025

VANGUARD INDEX FDS$10M

JPMORGAN CHASE & CO.$10M

VANGUARD INDEX FDS$9M

JANUS DETROIT STR TR$9M

Next filing ≈ Nov 14, 2026

BERKSHIRE HATHAWAY INCORPORATE$20M

JPMORGAN CHASE & COMPANY$18M

APPLE INCORPORATED$17M

ALPHABET INCORPORATED CAP STK$16M

GOLDMAN SACHS GROUP INCORPORAT$13M

Hudson Capital Management LLC

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$40M

INVESCO EXCH TRD SLF IDX FD$26M

WP Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$32M

ALPHABET INC$30M

META PLATFORMS INC$23M

BERKSHIRE HATHAWAY INC DEL$23M

Truffle Hound Capital, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$130M

ISHARES INCCall$27M

SELECT SECTOR SPDR TRPut$25M

ISHARES TRPut$17M

ALPS ETF TR$13M

PCG Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVIDEND VALUE$28M

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

INVESCO EXCHANGE TRADED FD T$15M

CAPITAL GROUP CORE BALANCED$12M

SPDR GOLD TR$10M

Bay Harbor Wealth Management, LLC

Next filing ≈ Aug 14, 2026

1,301 positions

DIMENSIONAL US CORE EQUITY MARKET ETF$32M

ISHARES CORE TOTAL USD BOND MARKET ETF$21M

VANGUARD GROWTH ETF$21M

VANGUARD FTSE DEVELOPED MARKETS ETF$21M

ISHARES CORE S&P 500 ETF$20M

Goodman Advisory Group, LLC

Next filing ≈ Aug 14, 2026

STATE STREET$48M

STATE STREET$23M

JPMORGAN US$18M

INVESCO FTSE$18M

STATE STREET$18M

Polunin Capital Partners Ltd

Next filing ≈ Aug 14, 2026

ALIBABA GROUP HLDG LTD$106M

PAGSEGURO DIGITAL LTD$53M

STONECO LTD$48M

DAQO NEW ENERGY CORP$36M

VectorGlobal IAG, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$6M

MICROSOFT CORP$6M

META PLATFORMS INC$5M

ALPHABET INC$5M

GSG Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$88M

VANGUARD WHITEHALL FDS$32M

SCHWAB STRATEGIC TR$27M

SCHWAB STRATEGIC TR$15M

Diametric Capital, LP

Next filing ≈ Aug 14, 2026

PRECIGEN INC$26M

BITMINE IMMERSION TECNOLOGIE$9M

ALT5 SIGMA CORP$7M

LIQUIDIA CORPORATION$6M

FULGENT GENETICS INC$6M

Windsor Capital Management, LLC

Next filing ≈ Nov 14, 2026

SPDR SERIES TRUST$20M

SPDR SERIES TRUST$20M

Garda Capital Partners LP

Next filing ≈ Aug 14, 2026

AMAZON COM INCCall$62M

NUTRIEN LTDCall$53M

MARATHON PETE CORPCall$41M

ISHARES TRPut$36M

CF INDUSTRIES HOLDCall$31M

Brand Asset Management Group, Inc.

Next filing ≈ Aug 14, 2026

ISHARES INC$35M

VANGUARD INDEX FDS$16M

VANGUARD SCOTTSDALE FDS$15M

DIMENSIONAL ETF TRUST$15M

HWG Holdings LP

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$62M

CURTISS WRIGHT CORP$30M

ALPHABET INC. CLASS A$28M

ISHARES MSCI EMERGING MARKETS$27M

ISHARES INC MSCI BRAZIL ETF$25M

Scott & Selber, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$30M

BROADCOM INC$20M

ALPHABET INC$20M

MICROSOFT CORP$17M

WORLD EQUITY GROUP, INC.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$14M

MICROSOFT CORP$11M

NVIDIA CORPORATION$10M

STATE STR SPDR S&P 500 ETF T$8M

Next filing ≈ Aug 14, 2026

NVIDIA CORP$13M

ALPHABET INC-CL A$11M

CONSOLIDATED EDISON INC$8M

PINNBROOK CAPITAL MANAGEMENT LP

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR IIPut$92M

WESTERN DIGITAL CORPCall$40M

VANECK ETF TRUSTPut$21M

CORNING INCCall$19M

GE VERNOVA INCCall$17M

3781–3808 of 7980 funds

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