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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.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$22M

PROCTER & GAMBLE CO$19M

NETFLIX INC.$17M

CATERPILLAR INC$15M

360 Financial, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$85M

INVESCO EXCH TRADED FD TR II$34M

INVESCO EXCHANGE TRADED FD T$20M

GLOBAL X FDS$19M

EDENTREE ASSET MANAGEMENT Ltd

Next filing ≈ Aug 14, 2026

ALPHABET INC$27M

MICROSOFT CORP$26M

ASTRAZENECA PLC$23M

MEDTRONIC PLC$17M

Crestview Partners IV GP, L.P.

Next filing ≈ Aug 14, 2026

Pursuit Attractions and Hospitality, Inc.$245M

FIDELIS INSURANCE HOLDINGS LIMITED$86M

PL Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

FINANCIAL INSTITUTIONS$58M

BANC OF CALIFORNIA$52M

ENTERPRISE FINL SERVICES$40M

HORIZON BANCORP$30M

FIRST MERCHANTS$27M

Citizens Business Bank

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$58M

BROADCOM INC$18M

QUANTA SVCS INC$15M

XPONENTIAL FITNESS INC$12M

Greenfield Seitz Capital Management, LLC

Next filing ≈ Aug 14, 2026

CENOVUS ENERGY INC$35M

ANTERO RESOURCES CORP$16M

NVIDIA CORPORATION$13M

SUNCOR ENERGY INC NEW$13M

BARRICK MNG CORP$12M

Snider Financial Group

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$20M

MICROSOFT CORP$14M

PENOBSCOT WEALTH MANAGEMENT

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$61M

DIMENSIONAL ETF TRUST$49M

VANGUARD TAX-MANAGED FDS$40M

VANGUARD INTL EQUITY INDEX F$13M

Fiduciary Planning LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$45M

FIRST TR EXCHNG TRADED FD VI$28M

VANGUARD MALVERN FDS$25M

INVESCO ACTIVELY MANAGED EXC$25M

HARTFORD FDS EXCHANGE TRADED$25M

QUATTRO FINANCIAL ADVISORS LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$22M

MICROSOFT CORP$21M

INVESCO EXCHANGE TRADED FD T$18M

INVESCO QQQ TR$17M

STATE STR SPDR S&P 500 ETF T$15M

Hidden Lake Asset Management LP

Next filing ≈ Aug 14, 2026

ISHARES TRPut$63M

MICROSOFT CORPCall$44M

ZOOM COMMUNICATIONS INCCall$23M

ISHARES TRCall$22M

WAYFAIR INC$17M

Reliant Wealth Planning

Next filing ≈ Aug 14, 2026

AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF$47M

VANGUARD INTERMEDIATE-TERM BOND ETF$47M

ISHARES TR CORE S&P TTL STK$36M

INNOVATOR DEFINED WEALTH SHLD ETF$34M

ISHARES TR RUS TOP 200 ETF$33M

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

Next filing ≈ Aug 14, 2026

ALPHABET INC$18M

NVIDIA CORPORATION$15M

MICROSOFT CORP$13M

BROADCOM INC$12M

Payne Capital Management, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$38M

GLOBAL X FDS$31M

VANGUARD TAX-MANAGED FDS$22M

VANGUARD INTL EQUITY INDEX F$22M

Provident Wealth Management, LLC

Next filing ≈ Aug 14, 2026

T ROWE PRICE ETF INC$56M

PACER FDS TR$51M

SCHWAB STRATEGIC TR$37M

SCHWAB STRATEGIC TR$28M

HT Partners LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$155M

VANGUARD INDEX FDS$23M

VANGUARD TAX-MANAGED FDS$21M

Next Capital Management LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$46M

MIDCAP FINL INVESTME$21M

BLUE OWL CAP CORP$16M

ISHARES CORE MSCI EAFE ETF$14M

INVESCO QQQ TR$12M

Impact Capital Partners LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$15M

MICROSOFT CORP$14M

WISDOMTREE TR$10M

BROADCOM INC$10M

Norman Fields, Gottscho Capital Management, LLC

Next filing ≈ Nov 14, 2026

Costco Whsl Corp$54M

Berkshire Hathaway B$48M

Visa Inc. Class A$32M

Micron Technology Inc.$14M

Next filing ≈ Aug 14, 2026

Slide Insurance Holdings, Inc.$25M

FIRST TR EXCHANGE-TRADED FD$7M

FIRST TR EXCHANGE-TRADED FD$7M

TCV Trust & Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

BROADCOM INC$18M

MICROSOFT CORP$14M

VANGUARD INDEX FDS$10M

VANGUARD INDEX FDS$9M

Atlas Brown,Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION COM$22M

APPLE INC COM$17M

VANGUARD TOTAL STOCK MARKET ETF$11M

MICROSOFT CORP COM$8M

JOHNSON & JOHNSON COM$8M

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$25M

DIMENSIONAL ETF TRUST$23M

COMFORT SYS USA INC$17M

ANCHYRA PARTNERS LLC

Next filing ≈ Aug 14, 2026

PRICE T ROWE GROUP INC$42M

NVIDIA CORPORATION$22M

MICROSOFT CORP$12M

ALPHABET INC$8M

CLIENT 1ST ADVISORY GROUP, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$46M

SPDR SERIES TRUST$45M

DIMENSIONAL ETF TRUST$15M

DIMENSIONAL ETF TRUST$15M

DIMENSIONAL ETF TRUST$14M

BCS Private Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

2023 ETF SERIES TRUST$41M

BERKSHIRE HATHAWAY INC DEL$12M

MICROSOFT CORP$12M

JPMORGAN CHASE & CO$11M

GRAYBILL WEALTH MANAGEMENT, LTD.

Next filing ≈ Aug 14, 2026

ALPHABET INC$15M

SPDR GOLD SHARES$14M

ISHARES CORE EMERGING MARKETS ETF$10M

ISHARES 1-3 YEAR TREASURY BOND ETF$9M

4145–4172 of 7980 funds

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