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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.

Brick & Kyle, Associates

Next filing ≈ May 15, 2026

NVIDIA CORP$31M

MICROSOFT CORP$13M

AMAZON.COM INC$11M

J P MORGAN CHASE & CO$10M

Checkpoint Capital L.P.

Next filing ≈ Aug 14, 2026

RHYTHM PHARMACEUTICALS INC$107M

REVOLUTION MEDICINES INC$26M

DISC MEDICINE INC$18M

CYTOKINETICS INC$12M

Clarus Group, Inc.

Next filing ≈ Aug 14, 2026

ETF SER SOLUTIONS$45M

ETF SER SOLUTIONS$35M

J P MORGAN EXCHANGE TRADED F$23M

SPDR SERIES TRUST$22M

EXXON MOBIL CORP$15M

EXCALIBUR MANAGEMENT CORP

Next filing ≈ Aug 14, 2026

CARLISLE COS INC$24M

BERKSHIRE HATHAWAY INC DEL$11M

JPMORGAN CHASE & CO$10M

MICROSOFT CORP$9M

Quantum Financial Planning Services, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$68M

VANGUARD INDEX FDS$58M

SPDR SERIES TRUST$41M

VANGUARD MALVERN FDS$29M

DIMENSIONAL ETF TRUST$28M

Disciplined Investments, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$17M

DIMENSIONAL ETF TRUST$14M

DIMENSIONAL ETF TRUST$12M

DIMENSIONAL ETF TRUST$11M

VANGUARD SCOTTSDALE FDS$10M

Malaga Cove Capital, LLC

Next filing ≈ Aug 14, 2026

ON SEMICONDUCTOR CORP$11M

CATERPILLAR INC$9M

AMAZON COM INC$9M

QUANTA SVCS INC$8M

SPDR SERIES TRUST$8M

Arcus Capital Partners, LLC

Next filing ≈ Aug 14, 2026

COCA COLA CO$47M

EA SERIES TRUST$29M

TIDAL TRUST I$18M

T ROWE PRICE ETF INC$15M

SHAKER INVESTMENTS LLC/OH

Next filing ≈ Nov 14, 2026

Axos Financial Inc.$35M

Micron Technology$17M

NVIDIA Corp$15M

Alphabet Inc.$11M

Taiwan Semiconductor-Sp Adr$11M

Quad-Cities Investment Group, LLC

Next filing ≈ Nov 14, 2026

INVESCO EXCHANGE TRADED FD T$11M

FIRST TR EXCH TRADED FD III$10M

FNY Investment Advisers, LLC

Next filing ≈ Nov 14, 2026

NUVALENT CL A ORD$13M

NEXTERA ENERGY ORD$9M

CODERE ONLINE LUXEMBOURG ORD$6M

CANADIAN NATIONAL RAILWAY ORD$5M

PHILIP MORRIS INTERNATIONAL ORD$5M

Centennial Bank/AR/

Next filing ≈ Aug 14, 2026

DFA US Core Equity ETF$12M

iShares MSCI ACWI ETF$12M

Vanguard FTSE Developed Markets ETF$12M

iShares Russell 1000 ETF$10M

Technology Select Sector SPDR ETF$8M

Centerline Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$25M

FIDELITY COVINGTON TRUST$22M

J P MORGAN EXCHANGE TRADED F$21M

BLACKROCK ETF TRUST$16M

TCW ETF TRUST$15M

MAD RIVER INVESTORS

Next filing ≈ Aug 14, 2026

TEXAS PACIFIC LAND CORPORATI$135M

PERMIAN BASIN RTY TR$22M

HAWAIIAN ELEC INDS INC MTN B$20M

GRAYSCALE BITCOIN TRUST ETF$19M

LANDBRIDGE COMPANY LLC$18M

RBA Wealth Management, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$11M

CUMMINS INC$10M

BROADCOM INC$9M

APPLIED MATLS INC$9M

Armor Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$25M

FIDELITY COVINGTON TRUST$16M

FIDELITY COVINGTON TRUST$12M

BERKSHIRE CAPITAL HOLDINGS INC

Next filing ≈ Aug 14, 2026

NVIDIA Corp.$28M

Taiwan Semiconductor Manufacturing Company Ltd. ADR$25M

Lumentum Holdings Inc.$22M

Coherent Corp.$18M

GE Vernova Inc.$17M

Carmel Capital Partners, LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$29M

HOME DEPOT INC$24M

CAPITAL GRP FIXED INCM ETF T$10M

SERIES PORTFOLIOS TR$10M

Henry James International Management Inc.

Next filing ≈ Aug 14, 2026

Taiwan Semiconductor Manufactu$16M

ASML HOLDING NV$14M

Aercap Holdings N.V.$11M

UBS Group AG$11M

Shopify, Inc. Class A$10M

Resurgent Financial Advisors LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$13M

NVIDIA CORPORATION$12M

MICROSOFT CORP$12M

BERKSHIRE HATHAWAY INC DEL$7M

1 NORTH WEALTH SERVICES LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$16M

JANUS DETROIT STR TR$16M

VANGUARD SCOTTSDALE FDS$15M

SSGA ACTIVE ETF TR$14M

PGIM ETF TR$14M

Ranch Capital Advisors Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$15M

NVIDIA CORPORATION$9M

VANGUARD WHITEHALL FDS$8M

VANGUARD SPECIALIZED FUNDS$8M

ICW Investment Advisors LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$6M

CASEYS GEN STORES INC$6M

BROADCOM INC$6M

NVIDIA CORPORATION$6M

Tanglewood Legacy Advisors, LLC

Next filing ≈ Aug 14, 2026

ISHARES S&P$52M

ISHARES CORE$39M

INVESCO S&P$33M

ISHARES RUSSELL$9M

Five Oceans Advisors

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$31M

DIMENSIONAL ETF TRUST$19M

DIMENSIONAL ETF TRUST$19M

DIMENSIONAL ETF TRUST$17M

Envision Financial Planning, LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$26M

DIMENSIONAL ETF TRUST$24M

CAPITAL GROUP CONSERVATIVE E$19M

Alta Advisers Ltd

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$51M

NVIDIA CORPORATION$17M

VANGUARD SCOTTSDALE FDS$11M

MICROSOFT CORP$11M

Financial Partners Group, LLC

Next filing ≈ Nov 14, 2025

MICROSOFT CORP$14M

ALPHABET INC$14M

JPMORGAN CHASE & CO.$13M

BERKSHIRE HATHAWAY INC DEL$13M

PALO ALTO NETWORKS INC$13M

4565–4592 of 7980 funds

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