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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.

Islander Capital Partners, L.P.

Next filing ≈ Aug 14, 2026

SPOTIFY TECHNOLOGY S A$50M

AFFIRM HLDGS INCCall$36M

AFFIRM HLDGS INC$26M

ROBLOX CORP$26M

SPHERE ENTERTAINMENT CO$26M

Alliance Wealth Advisors, LLC

Next filing ≈ Nov 14, 2026

INTEL CORPCall$28M

VICTORY PORTFOLIOS II$28M

INVESCO QQQ TR$16M

LAZARD ACTIVE ETF TR$16M

Argyle Capital Management, LLC

Next filing ≈ Aug 14, 2026

Microsoft Corp$10M

Lilly Eli & Co$10M

McKesson Corp$9M

JP Morgan Chase & Co$9M

RTX Corporation$8M

Omega Financial Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$18M

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$13M

VANGUARD INDEX FDS$12M

VANGUARD INTL EQUITY INDEX F$12M

Elevated Financial Group LLC

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$20M

Capital Planning LLC

Next filing ≈ Aug 14, 2026

iShares Core S&P 500 ETF$44M

Schwab US Large-Cap Growth ETF$26M

Microsoft Corp$20M

iShares Core Dividend Growth ETF$18M

Vanguard Large-Cap ETF$12M

Alta Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$36M

SPDR SERIES TRUST$34M

SPDR SERIES TRUST$17M

NVIDIA CORPORATION$13M

TPG Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$24M

SPDR SERIES TRUST$21M

SPDR SERIES TRUST$16M

DOUBLELINE ETF TRUST$15M

Hayek Kallen Investment Management

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$22M

BERKSHIRE HATHAWAY INC DEL$17M

ALPHABET INC$16M

WALMART INC$15M

Hibernia Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$48M

AMPLIFY ETF TR$39M

STATE STR SPDR S&P 500 ETF T$35M

FIRST TR EXCHNG TRADED FD VI$33M

SSGA ACTIVE TR$23M

Global Assets Advisory, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$22M

FIDELITY NATL INFORMATION SV$18M

EXXON MOBIL CORP$16M

AMAZON COM INC$10M

J P MORGAN EXCHANGE TRADED F$10M

Medallion Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

12,534 positions

VANGUARD INDEX FDS$4M

VANGUARD INDEX FDS$2M

JANUS DETROIT STR TR$2M

AMAZON COM INC$2M

Family Capital Trust Co

Next filing ≈ Aug 14, 2026

ALPHABET INC CAP STK CL A$19M

JPMORGAN CHASE & CO$15M

ISHARES CORE U.S.AGGREGATE BOND ETF$14M

APPLE INCORPORATED$13M

Lifestyle Asset Management, Inc.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$41M

SPDR SERIES TRUST$13M

INVESCO EXCH TRADED FD TR II$11M

FEARNLEY ASSET MANAGEMENT AS

Next filing ≈ Aug 14, 2026

SM ENERGY COMPANY$43M

PETROLEO BRASILEIRO S A$36M

MATADOR RES CO$33M

BRISTOW GROUP INC$30M

Aster Capital Management (DIFC) Ltd

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$9M

SPDR SERIES TRUST$9M

SELECT SECTOR SPDR TR$8M

SELECT SECTOR SPDR TR$8M

THREADGILL FINANCIAL, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$38M

VANGUARD INTL EQUITY INDEX F$37M

Investidor Profissional Gestao de Recursos Ltda.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TRPut$83M

SPDR S&P 500 ETF TRPut$62M

MASTERCARD INCORPORATED$18M

META PLATFORMS INC$17M

BOOKING HOLDINGS INC$15M

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$19M

VANGUARD INDEX FDS$14M

ETF SER SOLUTIONS$7M

BROADCOM INC$7M

MORTON COMMUNITY BANK

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$18M

LAM RESEARCH CORP$10M

Broadcom Inc$8M

SELECT SECTOR SPDR TR$8M

Demars Financial Group, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$47M

INVESCO EXCHANGE TRADED FD T$42M

BERKSHIRE HATHAWAY INC DEL$16M

Boundless Plain Holdings Ltd

Next filing ≈ Aug 14, 2026

PDD HOLDINGS INC$132M

NVIDIA CORPORATION$22M

DINGDONG CAYMAN LTD$21M

WATERDROP INC$18M

Aspiring Ventures, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$27M

STRATEGY INC$21M

ECHOSTAR CORP$8M

ASML HLDG NV$7M

East Coast Asset Management, LLC.

Next filing ≈ Aug 14, 2026

ALPHABET INC$48M

PERIMETER SOLUTIONS INC$33M

TRANSDIGM GROUP INC$27M

ECHOSTAR CORP$16M

Engaged Capital LLC

Next filing ≈ Aug 14, 2026

YETI HLDGS INC$65M

BLACKLINE INC$51M

GXO LOGISTICS INCORPORATED$43M

COGNEX CORP$24M

Tejara Capital Ltd

Next filing ≈ Aug 14, 2026

DIVERSIFIED ENERGY CO$29M

ESTABLISHMENT LABS HLDGS INC$18M

TELEFLEX INCORPORATED$15M

GLOBAL PMTS INC$11M

OneAscent Wealth Management LLC

Next filing ≈ Aug 14, 2026

UNIFIED SER TR$58M

UNIFIED SER TR$41M

UNIFIED SER TR$40M

UNIFIED SER TR$18M

UNIFIED SER TR$17M

4313–4340 of 7980 funds

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