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.

Next filing ≈ Aug 14, 2026

Vanguard 500 Index ETF$44M

Schwab U.S. Large-Cap Growth ETF$10M

Vanguard Value Index ETF$10M

Fidelity Enhanced International ETF$8M

Fidelity SMID Multifactor ETF$7M

Archer Investment Management, LLC

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$13M

BLACKROCK ETF TRUST$11M

AVISO WEALTH MANAGEMENT

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$12M

ALPHABET INC$12M

META PLATFORMS INC CL A$8M

SEAMOUNT FINANCIAL GROUP INC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVIDEND VALUE$10M

AMAZON COM INC$10M

J P MORGAN EXCHANGE TRADED F$10M

CAPITAL GROUP CORE BALANCED$8M

DELPHI FINANCIAL GROUP, INC.

Next filing ≈ Aug 14, 2026

JANUS HENDERSON AAA CLO ETF$33M

ENERGY TRANSFER LP$27M

XTRACKERS HARVEST CSI 300 CHI$19M

ISHARES CHINA LARGE-CAP ETF$17M

ELLINGTON FINANCIAL INC$17M

BONTEMPO OHLY CAPITAL MGMT LLC

Next filing ≈ Aug 14, 2026

iShares MSCI EAFE ETF$55M

iShares Core S&P 500 ETF$54M

Verizon Communications Inc$6M

Merck & Co Inc$5M

FORMULA GROWTH LTD

Next filing ≈ Aug 14, 2026

MICRON TECHNOLOGY INC$7M

LATHAM GROUP INC$7M

STRATASYS LTD$6M

FOX FACTORY HLDG CORP$5M

JAMES HARDIE INDS PLC$4M

Redwood Wealth Management Group, LLC

Next filing ≈ Aug 14, 2026

SCHWAB PRIME ADVANTAGE MONEY INVESTOR$22M

BARON PARTNERS RETAIL$14M

SCHWAB GOVERNMENT MONEY INV$11M

ALPHABET INC CLASS CLASS C$5M

Capital Wealth Alliance, LLC

Next filing ≈ Aug 14, 2026

SPROTT ASSET MANAGEMENT LP$54M

SPROTT ASSET MANAGEMENT LP$34M

SPDR SERIES TRUST$13M

VANECK MERK GOLD ETF$7M

Fortitude Advisory Group L.L.C.

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$27M

NVIDIA CORPORATION$22M

MICROSOFT CORP$10M

STATE STR SPDR S&P 500 ETF T$6M

Meritas Wealth Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$27M

DIMENSIONAL ETF TRUST$25M

AMERICAN CENTY ETF TR$25M

DIMENSIONAL ETF TRUST$22M

AMERICAN CENTY ETF TR$19M

Bandera Partners LLC

Next filing ≈ Aug 14, 2026

STAR GROUP L P$34M

AMKOR TECHNOLOGY INC$31M

ALPHABET INC$26M

SKYWEST INC$16M

Socorro Asset Management LP

Next filing ≈ Aug 14, 2026

NEXTERA ENERGY INC$10M

AIR PRODUCTS AND CHEMICALS I$9M

TEXAS INSTRS INC$9M

COCA COLA CO$9M

Ausbil Investment Management Ltd

Next filing ≈ Nov 14, 2026

Entergy Corp$15M

H2O America$12M

Cheniere Energy Inc$12M

NextEra Energy Inc$12M

Ariadne Wealth Management, LP

Next filing ≈ Aug 14, 2026

ISHARES SILVER TR$15M

DIMENSIONAL ETF TRUST$8M

AMERICAN CENTY ETF TR$7M

DIMENSIONAL ETF TRUST$7M

AMERICAN CENTY ETF TR$6M

Georgetown University

Next filing ≈ Aug 14, 2026

ALPHABET INC$55M

INVESCO QQQ TR$36M

BERKSHIRE HATHAWAY INC DEL$25M

MICROSOFT CORP$21M

GRANITE RIDGE RESOURCES INC$19M

IRIDIAN ASSET MANAGEMENT LLC/CT

Next filing ≈ Aug 14, 2026

HERBALIFE LTD$24M

HILTON GRAND VACATIONS INC$19M

POST HLDGS INC$18M

LITHIA MTRS INC$16M

PRECIGEN INC$14M

AMARILLO NATIONAL BANK

Next filing ≈ Aug 14, 2026

iShares Core MSCI Intl Dev Mkts ETF$50M

iShares Core International Aggt Bd ETF$30M

iShares iBoxx $ High Yield Corp Bd ETF$17M

iShares MSCI Emerging Markets ETF$9M

BankPlus Trust Department

Next filing ≈ Aug 14, 2026

Apple Computer Inc.$10M

Eli Lilly & Co.$5M

The Progressive Corporation$5M

Mosley Wealth Management

Next filing ≈ Aug 14, 2026

JPMORGAN EQUITY PREMIUM INCOME ETF$14M

SPDR SSGA U.S. SECTOR ROTATION ETF$12M

ISHARES CORE S&P 500 ETF$11M

ISHARES CORE TOTAL USD BOND MARKET ETF$10M

APPLE INC COM$8M

Leicht Financial Planning & Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$49M

SPDR SERIES TRUST$46M

SPDR SERIES TRUST$27M

SPDR INDEX SHS FDS$21M

SPDR SERIES TRUST$21M

Elios Financial Group Inc.

Next filing ≈ Nov 14, 2025

FIRST TR EXCHNG TRADED FD VI$21M

VANGUARD INDEX FDS$18M

SPDR S&P 500 ETF TR$11M

VANGUARD WHITEHALL FDS$10M

INVESCO EXCH TRADED FD TR II$8M

Hilltop National Bank

Next filing ≈ Nov 14, 2026

INVESCO EXCHANGE TRADED FD T$8M

NVIDIA CORPORATION$5M

SEAGATE TECHNOLOGY HLDNGS PL$5M

VANGUARD INTL EQUITY INDEX F$5M

Long Path Partners LP

Next filing ≈ Aug 14, 2026

MESA LABS INC$36M

ALKAMI TECHNOLOGY INC$28M

TYLER TECHNOLOGIES INC$21M

Lake Hills Wealth Management, LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$23M

SPDR GOLD TR$16M

SPDR SERIES TRUST$16M

INVESCO EXCH TRADED FD TR II$13M

ISHARES INC$11M

STONEBRIDGE CAPITAL MANAGEMENT INC

Next filing ≈ Aug 14, 2026

SCHWAB FAMILY FDS VL$22M

APPLE COMPUTER INC$18M

MICROSOFT CORP$16M

PRIMECAP ODYSSEY FUND$9M

Radcliff Management LLC

Next filing ≈ Aug 14, 2026

SPORTRADAR GROUP AG$220M

E Fund Management (Hong Kong) Co., Ltd.

Next filing ≈ Aug 14, 2026

iShares Core S&P 500 ETF$29M

PDD Holdings Inc$29M

NVIDIA Corp$11M

State Street SPDR S&P 500 ETF$11M

5181–5208 of 7980 funds

← Previous186 / 285Next →

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