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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.

Financial Council, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP GBL GROWTH EQT$52M

CAPITAL GROUP GROWTH ETF$20M

SPDR SERIES TRUST$13M

TOEWS CORP /ADV

Next filing ≈ Aug 14, 2026

ISHARES TR$245M

NORTHERN LIGHTS FD TR$3M

BLACKROCK ETF TRUST II$2M

POTENTIA WEALTH

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$55M

PGIM ETF TR$23M

SPDR SERIES TRUST$18M

GLOBAL X FDS$11M

BLUESTEM FINANCIAL ADVISORS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$53M

VANGUARD INTL EQUITY INDEX F$33M

VANGUARD INDEX FDS$32M

VANGUARD INDEX FDS$14M

Heritage Trust Co

Next filing ≈ Aug 14, 2026

STATE STREET SPDR S&P 500$29M

2023 ETF SERIES TRUST II$7M

HEWLETT PACKARD ENTERPRISE CO$6M

T ROWE PRICE$5M

PNC FINANCIAL SERVICES GROUP INC$4M

COLRAIN CAPITAL LLC

Next filing ≈ Aug 14, 2026

CHEVRON CORPORATION$24M

NEWMONT CORP$20M

ANTERO RESOURCES CORP$17M

VISTRA CORP$16M

NewGen Asset Management Ltd

Next filing ≈ Aug 14, 2026

STATE STREET SPDR S&P 500 ETFPut$65M

HIGHLANDER SILVER CORP$29M

ISHARES IBOXX USD HIGH YIELD CORPORATE BOND ETFPut$24M

AMERICAS GOLD AND SILVER CORPORTATION$23M

MDA SPACE LTD$16M

Codex Capital Asset Management L.L.C.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$40M

LILLY ELI & CO$17M

GENERAL ELECTRIC CO$15M

BERKSHIRE HATHAWAY INC DEL$15M

Glass Wealth Management Co LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$28M

ALPHABET INC$13M

EXXON MOBIL CORP$12M

MICROSOFT CORP$12M

Quartz Partners, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$11M

BROADCOM INC$8M

NVIDIA CORPORATION$8M

OMC Financial Services LTD

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$31M

MASTERCARD INCORPORATED$16M

SPDR GOLD TR$15M

Stash Investments, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$103M

VANGUARD INTL EQUITY INDEX F$17M

Carroll Advisory Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$23M

INVESCO EXCHANGE TRADED FD T$20M

INVESCO EXCH TRADED FD TR II$15M

Next filing ≈ Aug 14, 2026

VANGUARD 500 INDEX FUND ETF$43M

VANGUARD FTSE DEVELOPED MARKETS$26M

INVESCO QQQ TRUST$20M

JPMORGAN MORTGAGE BACKED$13M

ISHARES IBOXX $ INVESTMENT GRADE$13M

Vert Asset Management LLC

Next filing ≈ Aug 14, 2026

EQUINIX INC$29M

PROLOGIS INC.$23M

WELLTOWER INC$23M

AMERICAN TOWER CORP$22M

Cruiser Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$61M

FTAI AVIATION LTD$34M

API GROUP CORP$10M

Next filing ≈ Aug 14, 2026

iShares Core MSCI EAFE ETF$36M

Microsoft Corp$30M

Broadcom Inc$27M

Union Pacific Corp$25M

New England Research & Management, Inc.

Next filing ≈ Nov 14, 2026

ALPHABET INC$15M

UNITED RENTALS INC$10M

QUANTA SVCS INC$10M

GE VERNOVA INC$8M

GATE CITY CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

HARLEY DAVIDSON INC$46M

ENTRAVISION COMMUNICATIONS C$31M

INGLES MKTS INC$20M

JAKKS PAC INC$19M

HMV Wealth Advisors, LLC

Next filing ≈ Nov 14, 2026

AMERICAN CENTY ETF TR$25M

EA SERIES TRUST$19M

AMERICAN CENTY ETF TR$18M

DIMENSIONAL ETF TRUST$15M

Eagle Bluffs Wealth Management LLC

Next filing ≈ Aug 14, 2026

BLACKROCK TAX MUNICPAL BD TR$36M

ISHARES INC$16M

NUVEEN TAXABLE MUNICPAL INM$14M

VERTIV HOLDINGS CO$11M

IVC Wealth Advisors LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$24M

PUTNAM ETF TRUST$16M

J P MORGAN EXCHANGE TRADED F$13M

J P MORGAN EXCHANGE TRADED F$9M

Grunden Financial Advisory, Inc.

Next filing ≈ May 15, 2026

DIMENSIONAL ETF TRUST$55M

DIMENSIONAL ETF TRUST$38M

DIMENSIONAL ETF TRUST$35M

DIMENSIONAL ETF TRUST$25M

DIMENSIONAL ETF TRUST$19M

Corigliano Investment Advisers, LLC

Next filing ≈ Aug 14, 2026

ANTERO RESOURCES CORP$26M

DIAMONDBACK ENERGY INC$25M

SM ENERGY COMPANY$17M

GULFPORT ENERGY CORP$17M

SUNCOR ENERGY INC NEW$15M

Maltin Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$12M

USCF ETF TR$12M

FIRST TR EXCHNG TRADED FD VI$10M

GMO ETF TRUST$9M

VANGUARD INTL EQUITY INDEX F$9M

CUMBERLAND ADVISORS INC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$59M

STATE STR SPDR S&P MIDCAP 40$28M

SPDR SERIES TRUST$19M

BERKSHIRE HATHAWAY INC DEL$11M

Western Financial Corp/CA

Next filing ≈ Aug 14, 2026

ARROWHEAD PHARMACEUTICALS IN$51M

ENTERPRISE FINL SVCS CORP$31M

WELLS FARGO & CO$8M

GE AEROSPACE$6M

Agate Pass Investment Management, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$14M

VANGUARD INDEX FDS$11M

VANGUARD INDEX FDS$11M

4761–4788 of 7980 funds

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