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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.

Disciplined Equity Management, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$39M

DIMENSIONAL ETF TRUST$37M

DIMENSIONAL ETF TRUST$26M

DIMENSIONAL ETF TRUST$25M

DIMENSIONAL ETF TRUST$21M

Patrick Mauro Investment Advisor, INC.

Next filing ≈ Aug 14, 2026

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF$17M

CME GROUP INC CLASS CLASS A$14M

VERIZON COMMUNICATIONS I$12M

Pennant Select, LLC

Next filing ≈ Aug 14, 2026

ECHOSTAR CORP$49M

AMAZON COM INC$25M

MICROSOFT CORP$25M

ASML HLDG NV$16M

Mendel Capital Management LLC

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$20M

SCHWAB STRATEGIC TR$15M

VANGUARD INDEX FDS$13M

VANGUARD SPECIALIZED FUNDS$13M

Gray Private Wealth, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$8M

SAGE PRIVATE WEALTH GROUP, LLC

Next filing ≈ Aug 14, 2026

First Trust - American Industrial Renaissance ETF$22M

FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND$19M

Capital Group Dividend Value ETF$18M

iShares Gold Trust$16M

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF$16M

Edenbrook Capital, LLC

Next filing ≈ Aug 14, 2026

FREQUENCY ELECTRS INC$71M

STATE STR SPDR S&P 500 ETF TPut$28M

MAGNITE INC$27M

MARCHEX INC$21M

INVESCO QQQ TRPut$14M

Smith Thornton Advisors LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVIDEND VALUE$10M

CAPITAL GROUP GROWTH ETF$8M

VICTORY PORTFOLIOS II$7M

VICTORY PORTFOLIOS II$7M

CAPITAL GRP FIXED INCM ETF T$6M

Four Tree Island Advisory LLC

Next filing ≈ Aug 14, 2026

LAM RESEARCH CORP$49M

MUELLER INDS INC$25M

JACKSON FINANCIAL INC$25M

APPLIED MATLS INC$20M

WILLIS LEASE FIN CORP$18M

Kent Lake PR LLC

Next filing ≈ Feb 14, 2026

PENNANT GROUP INC$22M

INTEGRA LIFESCIENCES HLDGS C$11M

NEUROPACE INC$10M

NCR VOYIX CORPORATION$9M

True Light Capital Pte. Ltd.

Next filing ≈ Aug 14, 2026

PDD HOLDINGS INC$64M

H WORLD GROUP LTD$34M

ALIBABA GROUP HOLDING$34M

YUM CHINA HOLDINGS INC$26M

TRIP COM GROUP LTD$19M

Comprehensive Wealth Management, LLC

Next filing ≈ Aug 14, 2026

GUINNESS ATKINSON FDS$34M

SPDR INDEX SHS FDS$25M

FIRST TR EXCHANGE TRADED FD$25M

SELECT SECTOR SPDR TR$23M

SELECT SECTOR SPDR TR$17M

SPRING CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

EATON CORP PLC$11M

JOHNSON & JOHNSON$11M

WALMART INC$11M

Next filing ≈ Nov 14, 2026

AGNICO EAGLE MINES LTD$11M

CORNING INC$11M

EXXON MOBIL CORP$10M

COHERENT CORP$9M

PLANNING DIRECTIONS INC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$15M

VANGUARD SPECIALIZED FUNDS$15M

VICTORY PORTFOLIOS II$14M

AMERIFLEX GROUP, INC.

Next filing ≈ Aug 14, 2026

1,142 positions

NVIDIA CORPORATION$11M

VANGUARD INDEX FDS$5M

ALPHABET INC$4M

AMAZON COM INC$4M

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$20M

SCHWAB STRATEGIC TR$15M

INVESCO QQQ TR$14M

Clarity Asset Management, Inc.

Next filing ≈ Aug 14, 2026

SPDR SER TR$22M

VANGUARD BD INDEX FDS$11M

NUSHARES ETF TR$10M

AMERICAN CENTY ETF TR$10M

Everest Management Corp.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$46M

EA SERIES TRUST$18M

ALPHABET INC$13M

ALPHABET INC$13M

NVIDIA CORPORATION$8M

Cross Staff Investments Inc

Next filing ≈ Aug 14, 2026

NVIDIA CORP$27M

COSTCO WHSL CORP NEW$19M

PROFESIONALLY MANAGED PORTFO$15M

BERKSHIRE HATHAWAY CLASS B$8M

STONEHILL CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

ECHOSTAR CORP CL A COMMON$97M

USA TODAY CO INC COMMON$21M

MANPOWERGROUP INC COMMON$16M

MASTERBRAND INC COMMON$12M

HOLOGIC INC COMMON$12M

Steelhead Wealth Management LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$31M

SCHWAB STRATEGIC TR$14M

STATE STR SPDR DOW JONES IND$12M

BLACKROCK ETF TRUST$11M

Gildi - lifeyrissjodur

Next filing ≈ Aug 14, 2026

JBT MAREL CORPORATION$133M

OCULIS HOLDING AG$64M

ELWOOD CAPITAL PARTNERS LP

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$33M

UNITEDHEALTH GROUP INCCall$27M

AMAZON COM INC$18M

AMAZON COM INCCall$18M

TAIWAN SEMICONDUCTOR MANUFAC$12M

Socha Financial Group, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$46M

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

FIDELITY COVINGTON TRUST$30M

TIDAL TRUST I$29M

SCHWAB STRATEGIC TR$19M

Brucke Financial, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$23M

PGIM ROCK ETF TR$19M

VANGUARD SCOTTSDALE FDS$7M

NVIDIA CORPORATION$7M

VANGUARD SCOTTSDALE FDS$6M

Barnes Wealth Management Group, Inc

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$6M

ISLAY CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$17M

SCHWAB STRATEGIC TR$15M

ANGEL OAK FUNDS TRUST$9M

AMERICAN CENTY ETF TR$8M

PIMCO ETF TR$8M

5489–5516 of 7980 funds

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