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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

PATTERN GROUP INC$325M

DSC Meridian Capital LP

Next filing ≈ Aug 14, 2026

GRUPO AEROMEXICO SAB DE CV$40M

CORE SCIENTIFIC INC NEW$34M

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

Investor's Fiduciary Advisor Network, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$13M

MICROSOFT CORP$13M

INVESCO QQQ TR$10M

SPDR SERIES TRUST$7M

Wellington Grp LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$25M

VANGUARD INDEX FDS$20M

INVESCO EXCH TRADED FD TR II$17M

Taylor Hoffman Capital Management LLC

Next filing ≈ Aug 14, 2026

LAM RESEARCH CORP$19M

ARISTA NETWORKS INC$16M

APPLIED MATLS INC$16M

ALPHABET INC$12M

Next filing ≈ Aug 14, 2026

VANGUARD STAR FDS$55M

VANGUARD SCOTTSDALE FDS$31M

VANGUARD INDEX FDS$29M

VANGUARD INDEX FDS$27M

VANGUARD INDEX FDS$26M

ONE Advisory Partners, LLC

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$20M

Athos Capital Ltd

Next filing ≈ Aug 14, 2026

WARNER BROS DISCOVERY INC$48M

HELLO GROUP INC$43M

KE HLDGS INC$34M

VIPSHOP HLDGS LTD$23M

JOURNEY STRATEGIC WEALTH LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$39M

SPDR SERIES TRUST$32M

INVESCO EXCHANGE TRADED FD T$20M

BLACKROCK ETF TRUST$4M

Quantum Private Wealth, LLC

Next filing ≈ Aug 14, 2026

META PLATFORMS INC$26M

AMAZON COM INC$26M

NVIDIA CORPORATION$19M

MICROSOFT CORP$16M

AIMZ Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

META PLATFORMS INC$14M

ALPHABET INC$12M

ALPHABET INC$11M

MICROSOFT CORP$10M

UNIVERSITY OF CHICAGO

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$204M

VANGUARD INTL EQUITY INDEX F$39M

VANGUARD INDEX FDS$30M

SELECT SECTOR SPDR TR$29M

Wealth Advisors of Iowa, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$35M

SPDR INDEX SHS FDS$30M

INVESCO EXCHANGE TRADED FD T$29M

SPDR SERIES TRUST$25M

Bayberry Capital Partners LP

Next filing ≈ Aug 14, 2026

LIONSGATE STUDIOS CORP$22M

CONSTELLIUM SE$21M

SENSIENT TECHNOLOGIES CORP$21M

CHURCHILL DOWNS INC$19M

WESCO INTL INC$17M

Gold Investment Management Ltd.

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MFG LTD$14M

TORONTO DOMINION BK ONT$11M

APPLIED MATLS INC$11M

SUNCOR ENERGY INC NEW$10M

BANK NOVA SCOTIA HALIFAX$10M

Tikvah Management LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$62M

ALPHABET INC$58M

RESOLUTE HLDGS MGMT INC$32M

BIO RAD LABS INC$27M

STATE STR SPDR S&P 500 ETF T$22M

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$23M

SPDR SERIES TRUST$22M

VANGUARD SCOTTSDALE FDS$22M

ISHARES INC$22M

Bluescape Energy Partners LLC

Next filing ≈ Aug 14, 2026

EVERGY INC$218M

NRG ENERGY INC$50M

RILEY EXPLORATION PERMIAN IN$36M

5E ADVANCED MATERIALS INC$17M

VERDE CLEAN FUELS INC$1M

Whelan Financial

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$54M

INVESCO EXCH TRADED FD TR II$51M

VANGUARD INDEX FDS$34M

VANGUARD INDEX FDS$23M

VANGUARD SCOTTSDALE FDS$21M

Balance Wealth, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$29M

VANGUARD INDEX FDS$24M

J P MORGAN EXCHANGE TRADED F$19M

VANGUARD MALVERN FDS$15M

SELECT SECTOR SPDR TR$14M

Glassy Mountain Advisors, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$25M

ALPHABET INC$15M

APPLIED MATLS INC$13M

BROADCOM INC$13M

HALL LAURIE J TRUSTEE

Next filing ≈ Nov 14, 2026

APPLIED MATERIALS INC COM$19M

MICROSOFT CORP COM$13M

APPLE COMPUTER INC COM$11M

VANGUARD TOTAL STOCK MARKET ETF$10M

AMPHENOL CORP CL A$9M

Hixon Zuercher, LLC

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$22M

GOLDMAN SACHS ETF TR$12M

JOHNSON & JOHNSON$12M

JOHN HANCOCK EXCHANGE TRADED$10M

EXXON MOBIL CORP$10M

FINANCIAL LIFE ADVISORS

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$35M

SPDR SERIES TRUST$23M

BLACKROCK ETF TRUST$19M

Santori & Peters, Inc.

Next filing ≈ Aug 14, 2026

JANUS DETROIT STR TR$12M

FIRST TR EXCHNG TRADED FD VI$10M

INVESCO EXCHANGE TRADED FD T$9M

WATERSHED PRIVATE WEALTH LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$16M

VANGUARD INDEX FDS$15M

Windmill Hill Asset Management Ltd

Next filing ≈ Aug 14, 2026

SPDR SER TR$214M

SPDR INDEX SHS FDS$49M

SPDR INDEX SHS FDS$11M

GENERAL ELECTRIC CO$9M

BRADY FAMILY WEALTH, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$17M

MICROSOFT CORP$15M

BROADCOM INC$13M

LOWES COS INC$9M

4201–4228 of 7980 funds

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