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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.

Ananym Capital Management, LP

Next filing ≈ Aug 14, 2026

MARRIOTT VACATIONS WORLDWIDE$53M

HENRY SCHEIN INC$50M

BAKER HUGHES COMPANY$33M

SOTERA HEALTH CO$25M

Traveka Wealth, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$15M

VANGUARD INDEX FDS$12M

VANGUARD INDEX FDS$9M

Global Trust Asset Management, LLC

Next filing ≈ Aug 14, 2026

LUMENTUM HLDGS INC$10M

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

Trinity Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$35M

INVESCO QQQ TR$20M

Luken Investment Analytics, LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE-TRADED FD$22M

FIRST TR EXCHANGE-TRADED FD$19M

SPDR SERIES TRUST$19M

SPDR INDEX SHS FDS$17M

Adaptive Financial Consulting, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$32M

Tribune Investment Group LP

Next filing ≈ Aug 14, 2026

ISHARES TRPut$62M

STATE STR SPDR S&P 500 ETF TPut$20M

ISHARES TRCall$12M

JOHNSON CONTROLS INTERNATION$10M

Gallacher Capital Management LLC

Next filing ≈ Aug 14, 2026

PEPSICO INC$16M

ALPS ETF TR$10M

J P MORGAN EXCHANGE TRADED F$7M

YUM BRANDS INC$7M

PENNEY FINANCIAL, LLC

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$60M

VANGUARD INDEX FDS$41M

VANGUARD TAX-MANAGED FDS$22M

SOUTHERN MICHIGAN BANK & TRUST

Next filing ≈ Aug 14, 2026

Schwab U.S. Large Cap Growth ETF$45M

Vanguard Intermediate Term Bond ETF$33M

Schwab U.S. Large Cap Value ETF$31M

iShares Intermediate Govt Credit Bond ETF$30M

Vanguard Mid Cap ETF$18M

NWK Group, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$23M

ALPHABET INC$20M

COSTCO WHOLESALE CORPORATION$15M

ELI LILLY & CO$14M

INTREPID CAPITAL MANAGEMENT INC

Next filing ≈ Aug 14, 2026

DIMENSIONAL US HIGH PROFITABILITY ETF$17M

Groupon Inc$16M

Cerence Inc$13M

ALPHABET INC CLASS CLASS A$11M

Bandwidth Inc$10M

THOMAS STORY & SON LLC

Next filing ≈ Aug 14, 2026

COSTCO WHOLESALE CORPORATION COM$17M

JOHNSON & JOHNSON COM$15M

VISA INC COM CL A$15M

WILLIAMS SONOMA INC COM$14M

ADVANCED MICRO DEVICES INC COM$14M

Owen LaRue, LLC

Next filing ≈ Aug 14, 2026

NEOS ETF TRUST$14M

INVESCO QQQ TR$14M

PACER FDS TR$11M

TEALWOOD ASSET MANAGEMENT INC

Next filing ≈ Nov 14, 2026

DELL TECHNOLOGIES INC$6M

ELI LILLY & CO$5M

ALPHABET INC$5M

WJ Interests, LLC

Next filing ≈ Aug 14, 2026

Return Stacked Stock and Bond$44M

Vanguard Total World Stock$42M

WisdomTree Intl Efficient Core$30M

WisdomTree U.S. Efficient Core Fund$26M

Avantis US Small Value ETF$23M

BIP Alliance, LLC

Next filing ≈ Nov 14, 2025

VANGUARD S&P 500 ETF$86M

VANGUARD FTSE DEVELOPED$28M

VANGUARD MUNI BND TAX$26M

VANGUARD TOTAL BOND$21M

VANGUARD EXTENDED MARKET$20M

ADAMS STREET PARTNERS LLC

Next filing ≈ Aug 14, 2026

BillionToOne, Inc.$135M

Rimini Street, Inc.$77M

Corvus Pharmaceuticals, Inc.$48M

SMITH SHELLNUT WILSON LLC /ADV

Next filing ≈ Feb 14, 2026

VANGUARD INDEX FDS$22M

ORACLE CORP$19M

INVESCO QQQ TR$13M

MBA Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$17M

ISHARES GOLD TR$11M

SCHWAB STRATEGIC TR$10M

SCHWAB STRATEGIC TR$10M

LETSON INVESTMENT MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

JOHNSON & JOHNSON$19M

ABBOTT LABORATORIES$11M

Silver Heights Capital Management Inc

Next filing ≈ Aug 14, 2026

Iridium Communications Inc.$143M

Heico Corp new$42M

Bull Oak Capital, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$20M

VANGUARD INDEX FDS$16M

Kaye Capital Management

Next filing ≈ Nov 14, 2025

VANGUARD INDEX FDS$28M

INVESCO QQQ TR$21M

INVESCO EXCHANGE TRADED FD T$21M

Three Seasons Wealth, LLC

Next filing ≈ Aug 14, 2026

PROSHARES TR$21M

SPDR GOLD TR$11M

SPDR SERIES TRUST$8M

GOLDMAN SACHS ETF TR$7M

J P MORGAN EXCHANGE TRADED F$7M

MILLER WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

AMAZON.COM INC$52M

EXXON MOBIL CORP$49M

ALPHABET INC$35M

ALPHABET INC$35M

Barbara Oil Co.

Next filing ≈ Aug 14, 2026

JOHNSON & JOHNSON$25M

JPMORGAN CHASE & CO$20M

WALMART INC$14M

BANK NEW YORK MELLON CORP$9M

GLOBE LIFE INC$9M

JDM Financial Group LLC

Next filing ≈ Aug 14, 2026

BNY MELLON US LARGE CAP CORE EQUITY ETF$30M

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$27M

BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF$27M

ISHARES 0-3 MONTH TREASURY BOND ETF$24M

VANGUARD S&P 500 ETF$18M

4733–4760 of 7980 funds

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