Tormere Analytics

Overview Stock Research Portfolio Lab Options Lab Watchlist

Screener Convergence

Learn Newsletter Pricing Developer

Newsletter Privacy Policy Terms of Service

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.

Wind River Trust Co

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$87M

SPDR S&P 500 ETF TR$33M

BUCKHEAD CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$11M

ALPHABET INC$9M

AMAZON COM INC$8M

CHEVRON CORPORATION$6M

Next filing ≈ Aug 14, 2026

NVIDIA Corp$14M

Vanguard Total Stock Market ETF$9M

Vanguard Short Duration Tax-Exm Bd ETF$9M

iShares Core S&P 500 ETF$8M

Vanguard S&P 500 ETF$7M

BEACON INVESTMENT ADVISORS LLC

Next filing ≈ Aug 14, 2026

APPLIED MATLS INC$13M

BERKSHIRE HATHAWAY INC DEL$13M

MICROSOFT CORP$11M

CONSTELLIUM SE$8M

NYL Investors LLC

Next filing ≈ Aug 14, 2026

VANGUARD LONG TERM CORPORATE BOND$48M

ING SPDR BLOOMBERG BARCLAYS LONG TERM ET$32M

ISHARES IBOXX INVESTMENT GRADE$29M

ISHARES 10 YEAR INVEST GRADE CORP$20M

ISHARES CORE INTL AGGREGATE BND ET$18M

RETIREMENT CAPITAL STRATEGIES

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$30M

VANGUARD INDEX FDS$28M

VANGUARD BD INDEX FDS$20M

VANGUARD INDEX FDS$14M

AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD

Next filing ≈ Nov 14, 2025

SPDR SER TR$65M

VANGUARD INDEX FDS$41M

KRANESHARES TRUST$11M

NVIDIA CORPORATION$9M

FIDELIS iM, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$41M

VANGUARD SPECIALIZED FUNDS$38M

VANGUARD SCOTTSDALE FDS$38M

SCHWAB STRATEGIC TR$25M

WISDOMTREE TR$24M

Saiph Capital, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$23M

STATE STR SPDR S&P 500 ETF T$18M

S Squared Technology, LLC

Next filing ≈ Aug 14, 2026

LATTICE SEMICONDUCTOR CORP$32M

KRYSTAL BIOTECH INC$22M

SYMBOTIC INC$20M

IPG PHOTONICS CORP$18M

PROTO LABS INC$17M

Corecam Pte. Ltd.

Next filing ≈ Nov 14, 2026

SPDR GOLD TR$36M

ISHARES INC$19M

MICROSOFT CORP$14M

AMPLIFY ETF TR$11M

INVESCO EXCHANGE TRADED FD T$10M

Brown Financial Advisors

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$16M

DOUBLELINE ETF TRUST$10M

AMAZON COM INC$6M

AMERICAN CENTY ETF TR$6M

NVIDIA CORPORATION$6M

Fourth Dimension Wealth, LLC

Next filing ≈ Aug 14, 2026

VANGUARD GROWTH$5M

STATE STREET$5M

VANGUARD VALUE$4M

STATE STREET$3M

VANGUARD TOTAL$3M

Wela Strategies, Inc.

Next filing ≈ Feb 14, 2026

SPDR SERIES TRUST$30M

VANGUARD BD INDEX FDS$14M

Ashoka WhiteOak Capital Pte Ltd

Next filing ≈ Aug 14, 2026

ICICI BANK LIMITED$122M

COGNIZANT TECHNOLOGY SOLUTIO$28M

HDFC BANK LTD$15M

ASML HLDG NV$13M

WARRIOR MET COAL INC$12M

Cherokee Insurance Co

Next filing ≈ Aug 14, 2026

CHEVRON CORPORATION$11M

ELI LILLY & CO$10M

MARATHON PETE CORP$9M

Militia Capital Partners, LP

Next filing ≈ May 15, 2026

ENERGY TRANSFER L P$10M

AMAZON COM INC$10M

GRUPO AEROPORTUARIO DEL CENT$9M

AXOS FINANCIAL INC$9M

WESTERN MIDSTREAM PARTNERS L$8M

Meridian Financial Partners LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$27M

J P MORGAN EXCHANGE TRADED F$23M

Next filing ≈ Aug 14, 2026

ISHARES BITCOIN TRUST ETF$263M

Sagil Capital LLP

Next filing ≈ Aug 14, 2026

UNITED STS OIL FD LPPut$25M

ISHARES TRPut$24M

VISTA ENERGY S.A.B. DE C.V.$19M

BARRICK MNG CORP$16M

NEXA RES S A$14M

DoubleLine ETF Adviser LP

Next filing ≈ Aug 14, 2026

AMAZON COM INC$15M

META PLATFORMS INC$12M

ELI LILLY & CO$9M

JOHNSON & JOHNSON$7M

Trellis Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$55M

DIMENSIONAL ETF TRUST$38M

VANGUARD INDEX FDS$27M

AMERICAN CENTY ETF TR$23M

AMERICAN CENTY ETF TR$21M

Legacy Capital Group California, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$9M

SPDR SERIES TRUST$5M

SPDR SERIES TRUST$5M

VICTORY PORTFOLIOS II$4M

Kerrisdale Advisers, LLC

Next filing ≈ Aug 14, 2026

MERCADOLIBRE INC$15M

TELEPHONE & DATA SYS INC$13M

AMAZON COM INC$12M

MARVELL TECHNOLOGY INC$11M

Melone Private Wealth, LLC

Next filing ≈ Nov 14, 2026

DAVIS FUNDAMENTAL ETF TR$18M

CAPITAL GROUP DIVIDEND VALUE$18M

WISDOMTREE TR$17M

SPDR SERIES TRUST$15M

Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insuran

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$28M

AMAZON COM INC$19M

ALPHABET INC$19M

PAYMENTUS HOLDINGS INC$19M

PAN AMERN SILVER CORP$16M

Legacy Bridge, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$11M

GE VERNOVA INC$10M

PALANTIR TECHNOLOGIES INC$9M

STERLING INFRASTRUCTURE INC$8M

BROADCOM INC$7M

FIRST CITIZENS INVESTOR SERVICES, INC.

Next filing ≈ May 15, 2026

iShares Russell Top 200 Growth ETF$76M

iShares Russell Top 200 Value ETF$41M

iShares Core US Aggregate Bond ETF$30M

Vanguard Core Bond ETF$30M

iShares Core MSCI EAFE ETF$20M

4705–4732 of 7980 funds

← Previous169 / 285Next →

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