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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.

Orion Capital Management LLC

Next filing ≈ Aug 14, 2026

JANUS DETROIT STR TR$24M

AMERICAN CENTY ETF TR$15M

Fairfield Financial Advisors, LTD

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$29M

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$26M

PARNASSUS CORE EQUITY INVESTOR$15M

T. ROWE PRICE CAPITAL APPRECIATION I$15M

ALPHABET INC CLASS CLASS A$14M

SAXON INTERESTS, INC.

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$24M

VANGUARD INDEX FDS$8M

ETF SER SOLUTIONS$8M

Planned Solutions, Inc.

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF$32M

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF$29M

VANECK MORNINGSTAR WIDE MOAT ETF$28M

JPMORGAN INCOME ETF$25M

ISHARES S&P 500 GROWTH ETF$15M

Powell Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$18M

Glass Jacobson Investment Advisors llc

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$10M

DIMENSIONAL ETF TRUST$9M

VANGUARD BD INDEX FDS$7M

FIRST TR EXCH TRADED FD III$7M

DIMENSIONAL ETF TRUST$6M

Wealth Management Associates, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$9M

Blue Water Asset Management

Next filing ≈ Aug 14, 2026

PGIM ETF TR$34M

J P MORGAN EXCHANGE TRADED F$21M

VICTORY PORTFOLIOS II$21M

INVESCO EXCHANGE TRADED FD T$20M

SPDR SERIES TRUST$19M

LeClair Wealth Partners LLC

Next filing ≈ Aug 14, 2026

PGIM ETF TR$34M

J P MORGAN EXCHANGE TRADED F$21M

VICTORY PORTFOLIOS II$21M

INVESCO EXCHANGE TRADED FD T$20M

SPDR SERIES TRUST$19M

Windward Private Wealth Management Inc.

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$66M

VANGUARD TAX-MANAGED FDS$40M

VANGUARD SCOTTSDALE FDS$33M

VANGUARD SCOTTSDALE FDS$29M

VANGUARD BD INDEX FDS$25M

PineBridge Investments Asia Ltd

Next filing ≈ Aug 14, 2026

ISHARES TR 1 3 YR TREAS BD$226M

YUM CHINA HLDGS INC COM$57M

VNET GROUP INC SPONSORED ADS A$4M

TENCENT MUSIC ENTMT GROUP SPON ADS$1M

PDD HOLDINGS INC SPONSORED ADS$736K

FCG Investment Co

Next filing ≈ Nov 14, 2026

NVIDIA CORPORATION$19M

STATE STR SPDR S&P 500 ETF T$17M

ALPHABET INC$16M

INVESCO EXCH TRADED FD TR II$13M

Goodlander Investment Management, LLC

Next filing ≈ Aug 14, 2026

FORGENT POWER SOLUTIONS INC$40M

CORE SCIENTIFIC INC NEW$34M

MP MATERIALS CORP$32M

CENTURI HOLDINGS INC$32M

Key Client Fiduciary Advisors, LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE TRADED FD$19M

GALAXY DIGITAL INC.$16M

PUTNAM ETF TRUST$10M

FIRST TR EXCHANGE-TRADED FD$10M

Lion Street Advisors, LLC

Next filing ≈ Feb 14, 2026

GENERAL MLS INC$101M

DARDEN RESTAURANTS INC$8M

VANGUARD INDEX FDS$6M

VANGUARD INDEX FDS$5M

Evelyn Partners Investment Management (Europe) Ltd

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$24M

ISHARES INC$19M

FIRST TR EXCHANGE-TRADED FD$16M

STATE STR SPDR S&P 500 ETF T$14M

New Perspectives, Inc

Next filing ≈ Aug 14, 2026

NORTHERN LTS FD TR II$73M

SPDR SERIES TRUST$56M

INVESCO QQQ TR$26M

WISDOMTREE TR$21M

COMMUNITY TRUST & INVESTMENT CO

Next filing ≈ Aug 14, 2026

COMMUNITY TR BANCORP INC$127M

ISHARES 3-7 YEAR TREASURY BOND$9M

PEOPLES BANCORP INC$6M

MCDONALDS CORP$5M

COMMERCIAL BANCGROUP INC.$5M

Lumbard & Kellner, LLC

Next filing ≈ Aug 14, 2026

PETROLEO BRASILEIRO S A SPONSORED ADR$15M

ALPHABET INC CAP STK CL C$14M

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF$12M

HUDBAY MINERALS INC COM$11M

STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF$10M

Realta Investment Advisors

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$17M

AMAZON COM INC$10M

FIRST MAJESTIC SILVER CORP$9M

ALPHABET INC$8M

NEW WAVE WEALTH ADVISORS LLC

Next filing ≈ Aug 14, 2026

WALMART INC$35M

FIRST TR EXCHANGE-TRADED ALP$10M

STATE STR SPDR S&P 500 ETF T$10M

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$50M

AMERICAN CENTY ETF TR$34M

EXXON MOBIL CORP$23M

INVESCO QQQ TR$17M

Obsidian Personal Planning Solutions LLC

Next filing ≈ Feb 14, 2026

SPDR SERIES TRUST$23M

VANGUARD INDEX FDS$16M

J P MORGAN EXCHANGE TRADED F$14M

FIRST UNITED BANK & TRUST

Next filing ≈ Aug 14, 2026

Invesco QQQ Unit Series 1$19M

Vanguard Value ETF$17M

iShares Select Dividend ETF$11M

Vanguard Index FDS S&P 500 ETF Shs$11M

Vanguard Mid-Cap ETF$10M

First International Bank & Trust

Next filing ≈ Feb 14, 2026

INVESCO EXCHANGE TRADED FD TR$40M

STATE STREET SPDR S&P 500 INDEX$17M

ANFIELD CAPITAL US EQUITY SECTOR ROTATION$14M

INVESCO S&P MID-CAP QUALITY$11M

FIRST TRUST LOW DURATION OPPORTUNITIES$10M

Next filing ≈ Aug 14, 2026

SCORPIO TANKERS INC$14M

ARDMORE SHIPPING CORP$12M

Costello Asset Management, INC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$23M

NVIDIA CORPORATION$21M

ALPHABET INC$17M

MICROSOFT CORP$15M

Plum Street Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$28M

SCHWAB STRATEGIC TR$23M

VANGUARD INDEX FDS$17M

VANGUARD INDEX FDS$16M

DIMENSIONAL ETF TRUST$12M

4453–4480 of 7980 funds

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