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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.

SOROS CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

RANPAK HOLDINGS CORP$17M

COMFORT SYS USA INC$16M

GE VERNOVA INC$16M

PROPETRO HLDG CORP$16M

CATERPILLAR INC$12M

Roehl & Yi Investment Advisors, LLC

Next filing ≈ Feb 14, 2026

PIMCO ETF TR$20M

VANGUARD INDEX FDS$13M

VANGUARD INSTL INDEX FD$13M

BERKSHIRE HATHAWAY INC DEL$11M

Franchise Capital Ltd

Next filing ≈ Feb 14, 2026

NVIDIA CORPORATION$68M

PDD HOLDINGS INC$66M

TAIWAN SEMICONDUCTOR MFG LTD$33M

META PLATFORMS CL A ORD$18M

LUCKIN COFFEE ADR REP 8 ORD$16M

BARNES PETTEY FINANCIAL ADVISORS, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP GROWTH ETF$33M

FIRST TR EXCHANGE-TRADED FD$12M

CAPITAL GROUP DIVIDEND VALUE$10M

AMPLIFY ETF TR$7M

DIMENSIONAL ETF TRUST$7M

Cloud Capital Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL U.S. CORE EQUITY 2 ETF$34M

APPLE INC COM$12M

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF$11M

AVANTIS U.S. EQUITY ETF$9M

SCHWAB INTERMEDIATE-TERM US TREASURY ETF$9M

Alternative Investment Advisors, LLC.

Next filing ≈ Aug 14, 2026

ISHARES TR$131M

BLACKROCK ETF TRUST II$9M

BLACKROCK ETF TRUST$8M

Next filing ≈ Aug 14, 2026

ALIBABA GROUP HLDG LTD$59M

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

TOTALENERGIES SE$16M

ISHARES INC$11M

BERKSHIRE HATHAWAY INC DEL$9M

Keyframe Capital Partners, L.P.

Next filing ≈ Aug 14, 2026

ESG Planning DBA Harper Investing

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$20M

VANGUARD BD INDEX FDS$19M

SPDR SERIES TRUST$11M

Taconic Capital Advisors LP

Next filing ≈ Aug 14, 2026

ISHARES TRPut$68M

BRISTOW GROUP INC$49M

CBL & ASSOC PPTYS INC$23M

HOLOGIC INC$20M

ECHOSTAR CORP$16M

Two Point Capital Management, Inc.

Next filing ≈ Aug 14, 2026

ALPHABET INC$18M

D R HORTON INC$18M

MICROSOFT CORP$17M

CUMMINS INC$15M

MONEYWISE, INC.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$18M

STATE STR SPDR S&P 500 ETF T$16M

VANGUARD INDEX FDS$14M

ABOUND FINANCIAL, LLC

Next filing ≈ Aug 14, 2026

STATE STREET$26M

OAKMARK U S$26M

STATE STREET$23M

STATE STREET$23M

STATE STREET$23M

Paul R. Ried Financial Group, LLC

Next filing ≈ Nov 14, 2026

MFS ACTIVE EXCHANGE TRADED F$33M

SPROTT FDS TR$29M

GOLDMAN SACHS ETF TR$22M

GOLDMAN SACHS ETF TR$20M

MICROSOFT CORP$19M

CARL STUART INVESTMENT ADVISOR, INC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$108M

ISHARES GOLD TR$47M

VANGUARD STAR FDS$29M

VANGUARD INDEX FDS$25M

BERKSHIRE HATHAWAY INC DEL$3M

Persistent Asset Partners Ltd

Next filing ≈ Aug 14, 2026

LUMENTUM HLDGS INC$14M

TOWER SEMICONDUCTOR LTD$12M

SANDISK CORP$9M

NBZ Investment Advisors LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$31M

AMPLIFY ETF TR$24M

INNOVATOR ETFS TRUST$16M

JANUS DETROIT STR TR$14M

INVESCO EXCHANGE TRADED FD T$14M

Cosmic Management, LLC

Next filing ≈ Aug 14, 2026

SAMSARA INC$40M

BIOAGE LABS INC$9M

GeoSphere Capital Management, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$32M

INVESCO QQQ TRPut$31M

CORE NATURAL RESOURCES INC$14M

NATIONAL ENERGY SERVICES REU$12M

Allie Family Office LLC

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TR$47M

VANGUARD INDEX FDS$17M

SPDR GOLD TR$11M

My Personal CFO, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$35M

MICROSOFT CORP$18M

AMERICAN CENTY ETF TR$13M

DIMENSIONAL ETF TRUST$13M

Prairie Wealth Advisors, Inc.

Next filing ≈ Aug 14, 2026

LINDSAY CORP$46M

NVIDIA CORPORATION$24M

SPDR GOLD TR$17M

ISHARES GOLD TR$10M

AMAZON COM INC$8M

Chris Bulman Inc

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$17M

FIRST TR EXCHANGE TRADED FD$15M

INVESCO QQQ TR$13M

FIRST TR EXCHNG TRADED FD VI$8M

Conrad N. Hilton Foundation

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$199M

ISHARES CORE MSCI EAFE ETF$29M

RiverPark Advisors, LLC

Next filing ≈ Aug 14, 2026

CONFLUENT INC$44M

ZIFF DAVIS INC$16M

LIVE OAK ACQUISITION CORP V$11M

INFLECTION PT ACQUISITION CO$10M

CANTOR EQUITY PARTNERS III I$9M

Financial Planning Navigators CORP

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$53M

VANGUARD TAX-MANAGED FDS$46M

SCHWAB STRATEGIC TR$23M

DIMENSIONAL ETF TRUST$17M

Peak Planning Group, LLC

Next filing ≈ Feb 14, 2025

INVESCO QQQ TR$20M

BERKSHIRE HATHAWAY INC DEL$16M

MICROSOFT CORP$13M

HMS Capital Management, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$34M

INVESCO QQQ TR$12M

NVIDIA CORPORATION$7M

5069–5096 of 7980 funds

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