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Institutional Holdings

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Funds 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.

Soundwatch Capital LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$355M

STATE STR SPDR S&P 500 ETF T$354M

VANGUARD INDEX FDS$13M

VANGUARD INDEX FDS$8M

ASHTON THOMAS SECURITIES, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$51M

INVESCO EXCH TRD SLF IDX FD$23M

NVIDIA CORPORATION$21M

INVESCO EXCHANGE TRADED FD T$19M

Atlas Venture Life Science Advisors, LLC

Next filing ≈ Aug 14, 2026

Kymera Therapeutics, Inc.$381M

Dyne Therapeutics, Inc.$166M

Sionna Therapeutics, Inc.$120M

Disc Medicine, Inc.$97M

Q32 Bio, Inc.$13M

JT Stratford LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$25M

INVESCO QQQ TR$25M

SPDR INDEX SHS FDS$23M

McGowan Group Asset Management, Inc.

Next filing ≈ Aug 14, 2026

NUVEEN GLOBAL HIGH INCOME FD SHS$46M

EXXON MOBIL CORP COM$42M

BLACKROCK CORPOR HI YLD FD INC COM$39M

ALLIANCEBERNSTEIN GLOBAL HIGH COM$38M

COHEN & STEERS INFRASTRUCTURE COM$36M

Nellore Capital Management LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$225M

MERCADOLIBRE INC$124M

APPFOLIO INC$100M

VEEVA SYS INC$79M

ALPHABET INC$73M

McMillan Office, Inc.

Next filing ≈ Aug 14, 2026

ALPHABET INC$94M

ALPHABET INC$52M

INVESCO QQQ TR$44M

MICROSOFT CORP$43M

High Probability Advisors, LLC

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$99M

DIMENSIONAL ETF TRUST$56M

BLACKROCK ETF TRUST$48M

GOLDMAN SACHS ETF TR$43M

Technology Crossover Management X, Ltd.

Next filing ≈ Aug 14, 2026

Nu Holdings Limited$612M

Rocket Companies Inc.$63M

Klarna Group PLC$50M

Gitlab, Inc.$42M

Peloton Interactive, Inc.$11M

Lifeworks Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR INDEX SHS FDS$53M

ISHARES GOLD TR$18M

VANGUARD CHARLOTTE FDS$18M

TWIN CAPITAL MANAGEMENT INC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$48M

MICROSOFT CORP$39M

ALPHABET INC CAP STOCK CL A$31M

BROADCOM INC$24M

Cardinal Capital Management

Next filing ≈ Aug 14, 2026

JOHNSON & JOHNSON$28M

ELI LILLY & CO$25M

COSTCO WHOLESALE CORPORATION$21M

EXXON MOBIL CORP$20M

Onyx Bridge Wealth Group LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$29M

CAPITAL GROUP DIVIDEND VALUE$26M

VANGUARD INDEX FDS$24M

WISDOMTREE TR$19M

PLANNING ALTERNATIVES LTD /ADV

Next filing ≈ Aug 14, 2026

ISHARES TR$271M

INVESCO EXCH TRADED FD TR II$83M

VANGUARD TAX-MANAGED FDS$79M

CONFLUENCE INVESTMENT MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

iShares MBS ETF$32M

iShares iBonds Dec 2033 Term T$26M

General Dynamics Corp.$24M

EOG Resources Inc.$24M

Ecolab Inc.$24M

CenterStar Asset Management, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TCall$120M

INVESCO QQQ TR$18M

STATE STR SPDR S&P 500 ETF T$18M

UNITED STS OIL FD LPPut$15M

STATE STR SPDR S&P 500 ETF TPut$15M

Premier Path Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$28M

SELECT SECTOR SPDR TR$24M

MICROSOFT CORP$20M

Revolve Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$114M

EA SERIES TRUST$42M

EA SERIES TRUST$28M

CAMBRIA ETF TR$27M

Ranmore Fund Management Ltd

Next filing ≈ Aug 14, 2026

VERSANT MEDIA GROUP INC$63M

COMCAST CORP NEW$51M

THE CIGNA GROUP$47M

UNIVERSAL HLTH SVCS INC$47M

KASPI KZ JSC$46M

JOHN G ULLMAN & ASSOCIATES INC

Next filing ≈ Aug 14, 2026

CORNING INC$43M

TAIWAN SEMICONDUCTOR M F SPONS$41M

EMERSON ELEC CO$33M

CISCO SYSTEMS INC$25M

OGE ENERGY CORP$23M

RESOURCES MANAGEMENT CORP /CT/ /ADV

Next filing ≈ Aug 14, 2026

AMPHENOL CORP CLASS A$39M

MICROSOFT CORP$33M

JPMORGAN CHASE & CO$33M

ALPHABET INC CLASS A$22M

Blue Edge Capital, LLC

Next filing ≈ Aug 14, 2026

Vanguard Growth$64M

Vanguard Value$62M

Ishares Core Msci Europe$36M

Vanguard Mega Cap Growth$34M

Ishares S&P 500 Growth$33M

ABC ARBITRAGE SA

Next filing ≈ Aug 14, 2026

VODAFONE GROUP PLC$50M

NATIONAL GRID PLC$30M

Technology Crossover Management IX, Ltd.

Next filing ≈ Aug 14, 2026

Sportradar Group AG$489M

Zillow Group, Inc.$126M

LegalZoom.com$93M

TripAdvisor, Inc.$24M

Peloton Interactive, Inc.$16M

ECLECTIC ASSOCIATES INC /ADV

Next filing ≈ Aug 14, 2026

VANGUARD CHARLOTTE FDS$51M

CAPITAL GROUP INTL FOCUS EQT$50M

VANGUARD SPECIALIZED FUNDS$46M

DIMENSIONAL ETF TRUST$42M

DIMENSIONAL ETF TRUST$33M

CENTRAL TRUST Co

Next filing ≈ Aug 14, 2026

1,547 positions

GLOBAL X FDS$43M

NVIDIA CORPORATION$18M

CATERPILLAR INC$15M

BROADCOM INC$14M

Conversant Capital LLC

Next filing ≈ Aug 14, 2026

SONIDA SENIOR LIVING ORD$471M

INVITATION HOMES ORD$31M

JANUS LIVING CL A 1 ORD$29M

CROWN CASTLE ORD$27M

SMARTSTOP SELF STORAGE REIT ORD$26M

Lineweaver Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$38M

ALPS ETF TR$38M

533–560 of 2162 funds

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