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.

Lloyd Harbor Capital Management, LLC

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$37M

EXXON MOBIL CORPPut$29M

VANECK ETF TRUST$25M

PETROLEO BRASILEIRO S A$15M

NEXGEN ENERGY LTD$14M

Ridgewood Investments LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$23M

ALPHABET INC$8M

VANGUARD BD INDEX FDS$5M

JNE Partners LLP

Next filing ≈ Aug 14, 2026

LIBERTY LIVE HOLDINGS INC$110M

NIQ GLOBAL INTELLIGENCE PLC$42M

LIBERTY LIVE HOLDINGS INC$34M

LIBERTY BROADBAND CORP$32M

BIO RAD LABS INC$26M

O'Connor Financial Group LLC

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$27M

PIMCO ENHANCED LOW DURATION ACTIVE ETF$22M

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND$22M

AVANTIS U.S. SMALL CAP VALUE ETF$14M

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$13M

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

Next filing ≈ Aug 14, 2026

EQUIFAX INC$16M

JPMORGAN CHASE & CO$8M

ELI LILLY & CO$6M

EURONET WORLDWIDE INC$6M

Signature Wealth Management Group

Next filing ≈ Aug 14, 2026

SOUTHERN CO$12M

KIMBERLY-CLARK CORP$8M

VALERO ENERGY CORP$7M

VANGUARD BD INDEX FDS$7M

JOHNSON & JOHNSON$7M

Cresta Advisors, Ltd.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$35M

VANGUARD INDEX FDS$23M

WISDOMTREE TR$21M

VANGUARD INDEX FDS$21M

INVESCO EXCHANGE TRADED FD T$17M

Bawa N Mallick Trust

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$70M

INVESCO QQQ TR$38M

VANGUARD INDEX FDS$8M

VANGUARD INDEX FDS$8M

Burford Brothers, Inc.

Next filing ≈ Aug 14, 2026

CAPITAL GROUP CORE EQUITY ET$14M

JANUS DETROIT STR TR$11M

BERKSHIRE HATHAWAY INC DEL$11M

GE INVESTMENT MANAGEMENT CORP.

Next filing ≈ Aug 14, 2026

GE AEROSPACE$243M

SSGA ACTIVE ETF TR$443K

SPDR SERIES TRUST$389K

Red Spruce Capital, LLC

Next filing ≈ Aug 14, 2026

Alphabet Inc. - Class A Common Stock$16M

Applied Materials, Inc. - Common Stock$10M

Invesco BulletShares 2027 Corporate Bond ETF$10M

AbbVie Inc. Common Stock$10M

Invesco BulletShares 2028 Corporate Bond ETF$9M

JW Asset Management, LLC

Next filing ≈ Aug 14, 2026

ESTABLISHMENT LABS HLDGS INC$174M

VITA COCO CO INC$10M

CATALYST PHARMACEUTICALS INC$10M

ALPHABET INC$8M

IREN LIMITED$6M

Solstein Capital, LLC

Next filing ≈ Aug 14, 2026

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

VANECK MERK GOLD ETF$12M

MICROSOFT CORP$8M

HUTNER CAPITAL MANAGEMENT INC

Next filing ≈ Aug 14, 2026

Berkshire Hathaway Inc Cl A$29M

Berkshire Hathaway Inc Cl B$20M

Costco Whsl Corp$14M

Philip Morris International In$12M

Coca-Cola Company$12M

HOWARD BAILEY SECURITIES, LLC

Next filing ≈ Aug 14, 2026

CAPITOL SER TR$30M

AMERICAN CENTY ETF TR$11M

QUARRY HILL ADVISORS, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$49M

DIMENSIONAL ETF TRUST$35M

AMERICAN CENTY ETF TR$25M

DIMENSIONAL ETF TRUST$19M

DIMENSIONAL ETF TRUST$11M

Independent Family Office, LLC

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$33M

STATE STR SPDR S&P 500 ETF T$30M

VANGUARD INDEX FDS$16M

Visualize Group LP

Next filing ≈ Aug 14, 2026

REPUBLIC SVCS INC$30M

RBC BEARINGS INC$28M

CURTISS WRIGHT CORP$28M

CLEAN HARBORS INC$28M

STATE STR SPDR S&P 500 ETF T$27M

SFG Wealth Management, LLC.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$36M

STATE STR SPDR S&P 500 ETF T$30M

MFS ACTIVE EXCHANGE TRADED F$25M

AMERICAN CENTY ETF TR$16M

SPDR SERIES TRUST$16M

LGL PARTNERS, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$64M

Creekside Partners

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$13M

SCHWAB STRATEGIC TR$9M

VANGUARD TAX-MANAGED FDS$9M

VANGUARD INDEX FDS$8M

WealthCollab, LLC

Next filing ≈ Aug 14, 2026

1,059 positions

VANGUARD INDEX FDS$22M

VANGUARD STAR FDS$18M

AMERICAN CENTY ETF TR$12M

GUARDIAN POINT CAPITAL, LP

Next filing ≈ Aug 14, 2026

APOLLO GLOBAL MGMT INC$56M

ALPHABET INC$29M

ETFS GOLD TR$27M

AMAZON COM INC$26M

ONTO INNOVATION INC$23M

Macro Advisors, Inc.

Next filing ≈ Aug 14, 2026

FIRST TR EXCHNG TRADED FD VI$67M

BLACKROCK ETF TRUST$31M

VANGUARD INDEX FDS$11M

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$16M

MICROSOFT CORP$13M

ALPHABET INC$12M

AMAZON COM INC$9M

ADVANCED MICRO DEVICES INC$7M

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$111M

ADVANCED MICRO DEVICES INC$25M

MICROSOFT CORP$8M

STATE STR SPDR S&P 500 ETF T$7M

Optiver Holding B.V.

Next filing ≈ Aug 14, 2026

2,293 positions

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

STATE STR SPDR S&P 500 ETF TCall$44M

SPDR GOLD TRCall$13M

ISHARES TRPut$11M

SPDR GOLD TRPut$8M

TKG Advisors, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$21M

VANGUARD INDEX FDS$16M

SPDR SERIES TRUST$12M

INVESCO QQQ TR$10M

STATE STR SPDR S&P MIDCAP 40$8M

4901–4928 of 7980 funds

← Previous176 / 285Next →

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