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Institutional Holdings

← SEC Filings

Funds 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.

DARK FOREST CAPITAL MANAGEMENT LP

Next filing ≈ Aug 14, 2026

POPULAR INC$12M

AXIS CAPITAL HOLDINGS LTD$11M

COEUR MINING INC$11M

UNION PACIFIC CORP$9M

FISHMAN JAY A LTD/MI

Next filing ≈ Aug 14, 2026

APPLE INC COM$228M

ALPHABET INC CAP STK CL A$110M

AMAZON COM INC COM$88M

XPO INC COM$55M

MICROSOFT CORP COM$55M

EFG International AG

Next filing ≈ Aug 14, 2026

1,034 positions

NVIDIA CORPORATION$38M

JOHNSON & JOHNSON$28M

TAIWAN SEMICONDUCTOR MANUFAC$26M

MASTERCARD INCORPORATED$25M

JPMORGAN CHASE & CO$24M

LRI Investments, LLC

Next filing ≈ Aug 14, 2026

1,412 positions

ARES MANAGEMENT CORPORATION CL A COM STK$227M

DIMENSIONAL U.S. CORE EQUITY 2 ETF$90M

DIMENSIONAL US CORE EQUITY 1 ETF$71M

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF$53M

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND$39M

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Next filing ≈ Aug 14, 2026

HOME DEPOT INC$83M

STARBUCKS CORP$82M

PROCTER & GAMBLE CO$60M

ALPHABET INC$57M

EXXON MOBIL CORP$57M

KEYSTONE INVESTORS PTE LTD

Next filing ≈ May 15, 2026

ALPHABET INC$151M

NVIDIA CORPORATION$101M

AMAZON COM INC$75M

VANECK ETF TRUST$57M

Rockbridge Investment Management, LCC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$225M

DIMENSIONAL ETF TRUST$148M

DIMENSIONAL ETF TRUST$78M

VANGUARD SCOTTSDALE FDS$75M

SPDR SERIES TRUST$74M

Next filing ≈ Aug 14, 2026

MASTERCARD INCORPORATED$78M

MOODYS CORP$76M

MICROSOFT CORP$61M

DLD Asset Management, LP

Next filing ≈ Aug 14, 2026

ECHOSTAR CORP$143M

ADVANCED ENERGY INDS$84M

IONIS PHARMACEUTICALS INC$83M

BOFA FIN LLC$45M

Legato Capital Management LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$15M

NVIDIA CORP$14M

STONEX GROUP INC$14M

DELTA ASSET MANAGEMENT LLC/TN

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$154M

GOLDMAN SACHS GROUP INC$65M

WALMART INC$60M

S&P GLOBAL INC$54M

LOWES COS INC$53M

Abacus Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

DFA Dimensional Glbl Sustainability Fx Inc ETF$135M

Vert Global Sustainable Real Estate ETF$131M

Dimensional U S Targeted Value ETF$85M

Figure Technology Soluti Class A$65M

Nuveen ESG Small-Cap ETF$65M

Khrom Capital Management LLC

Next filing ≈ Aug 14, 2026

CAPITAL ONE FINL CORP$150M

ACADIA HEALTHCARE COMPANY IN$122M

GXO LOGISTICS INCORPORATED$103M

DOORDASH INC$102M

TD SYNNEX CORPORATION$102M

Corebridge Financial, Inc.

Next filing ≈ Aug 14, 2026

ISHARES TR$846M

PGIM ETF TR$206M

MMBG INVESTMENT ADVISORS CO.

Next filing ≈ Aug 14, 2026

ALPHABET INC$92M

AMAZON COM INC$82M

MICROSOFT CORP$72M

BETTERWARE DE MEXC S A P I D$58M

SORA INVESTORS LLC

Next filing ≈ Aug 14, 2026

ASML HLDG NV$49M

AMAZON COM INC$44M

MICROSOFT CORP$42M

ADVANCED ENERGY INDS$39M

Electrum Group LLC

Next filing ≈ Aug 14, 2026

NOVAGOLD RESOURCES INC$834M

TRILOGY METALS INC NEW$113M

INTERNATIONAL TOWER HILL MIN$73M

AMPLIFY ETF TR$23M

GLOBAL X FDS$23M

Altshuler Shaham Ltd

Next filing ≈ Aug 14, 2026

EXPAND ENERGY CORPORATION$162M

RIO TINTO PLC$107M

TRIMBLE INC$74M

SOCIEDAD QUIMICA Y MINERA DE$50M

IBEX WEALTH ADVISORS

Next filing ≈ Aug 14, 2026

NVIDIA CORP$119M

BROADCOM INC$45M

MICROSOFT CORP$27M

PALANTIR TECHNOLOGIES$27M

SIR Capital Management, L.P.

Next filing ≈ Aug 14, 2026

ANTERO RESOURCES CORP$53M

DEVON ENERGY CORP NEW$52M

PERMIAN RESOURCES CORP$47M

EXPAND ENERGY CORPORATION$45M

CENOVUS ENERGY INC$39M

Passaic Partners LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$316M

ISHARES TR$184M

ISHARES TRPut$182M

ISHARES INC$78M

Diameter Capital Partners LP

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$325M

ECHOSTAR CORP$172M

ISHARES TRPut$99M

UNITI GROUP LLC$53M

NEBIUS GROUP N.V.$39M

Clark Asset Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$164M

VANGUARD INDEX FDS$100M

VANGUARD INDEX FDS$97M

VANGUARD INTL EQUITY INDEX F$57M

VANGUARD INDEX FDS$43M

LVM CAPITAL MANAGEMENT LTD/MI

Next filing ≈ Aug 14, 2026

EXXON MOBIL$42M

Boussard & Gavaudan Investment Management LLP

Next filing ≈ Aug 14, 2026

WESTERN DIGITAL CORP$186M

WARNER BROS DISCOVERY INC$63M

ADVANCED ENERGY INDS$57M

ELECTRONIC ARTS INC$53M

EQUINOX GOLD CORP$50M

Shepherd Financial Partners LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$66M

SPDR SERIES TRUST$59M

BLACKROCK ETF TRUST$48M

Royal Fund Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$35M

INVESCO QQQ TR$33M

SPDR SERIES TRUST$21M

NVIDIA CORPORATION$21M

AMERICAN NATIONAL BANK & TRUST

Next filing ≈ Aug 14, 2026

Alphabet Inc$67M

Apple Computer Inc$49M

Amazon Com Inc$41M

GS ActiveBeta US Small Cap$39M

Microsoft Corp Com$37M

393–420 of 2152 funds

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