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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.

JIM SAULNIER & ASSOCIATES, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INSTL INDEX FD$14M

VANGUARD TAX-MANAGED FDS$8M

VANGUARD INDEX FDS$4M

Fort Vancouver Investment Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$28M

VANGUARD INDEX FDS$24M

AMERICAN CENTY ETF TR$21M

DIMENSIONAL ETF TRUST$15M

AMERICAN CENTY ETF TR$13M

RLH Capital LLC

Next filing ≈ Aug 14, 2026

D Boral ARC Acquisition I Corp$19M

Cantor Equity Partners III Inc$16M

Inflection Point Acquisition C$13M

Legato Merger Corp III$7M

Cantor Equity Partners I Inc$7M

Inherent Management Corp.

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$75M

ISHARES INC$29M

NEXTERA ENERGY INC$26M

SOTERA HEALTH CO$24M

TRANSDIGM GROUP INC$12M

Torren Management, LLC

Next filing ≈ Nov 14, 2026

Avantis Total Equity Markets ETF$68M

Avantis U.S. Equity ETF$25M

Avantis International Equity ETF$21M

Avantis U.S. Quality ETF$13M

Avantis Emerging Markets Equity ETF$12M

Piedmont Capital Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WHITEHALL FDS$24M

SPDR INDEX SHS FDS$24M

PUTNAM ETF TRUST$23M

WORLD GOLD TR$21M

Cunning Capital Partners, LP

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$17M

CELESTICA INC$11M

APPLOVIN CORP$11M

ALPHABET INC$8M

Darden Wealth Group Inc

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$30M

ALPHABET INC$10M

ROCKET LAB CORP$7M

AMAZON COM INC$7M

Fortune Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$7M

ALPHABET INC$6M

VANGUARD SCOTTSDALE FDS$5M

CYRUS CAPITAL PARTNERS, L.P.

Next filing ≈ Aug 14, 2026

ECHOSTAR CORP$67M

ECHOSTAR CORP$46M

GARRETT MOTION INC$39M

CAESARS ENTERTAINMENT INC NE$38M

METHANEX CORP$5M

SWP FINANCIAL LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$19M

VANGUARD INDEX FDS$14M

CHB Investment Group, LLC

Next filing ≈ Nov 14, 2025

VANGUARD BD INDEX FDS$13M

VANECK ETF TRUST$9M

VANGUARD SCOTTSDALE FDS$7M

NRG ENERGY INC$4M

Navis Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$14M

INVESCO QQQ TR$13M

VANGUARD INDEX FDS$10M

TIDAL TRUST II$8M

WRIGHT INVESTORS SERVICE INC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$16M

MICROSOFT CORP$13M

ALPHABET INC$5M

CONTINENTAL ADVISORS LLC

Next filing ≈ Aug 14, 2026

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

VIATRIS INC$12M

WESTERN UN CO$12M

TEVA PHARMACEUTICAL INDS LTD$7M

AUA CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$55M

AMAZON COM INC$7M

Legacy Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$19M

STATE STR SPDR S&P 500 ETF T$17M

BERKSHIRE HATHAWAY INC DEL$14M

AB ACTIVE ETFS INC$7M

Cerity Partners Retirement Plan Advisors LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$58M

VANGUARD INDEX FDS$47M

VANGUARD BD INDEX FDS$34M

VANGUARD TAX-MANAGED FDS$12M

VANGUARD INTL EQUITY INDEX F$10M

SCHOLTZ & COMPANY, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORPORATION$15M

ALPHABET INCORPORATED CAP STK$13M

AMAZON COM INCORPORATED$13M

MASTERCARD INCORPORATED$12M

META PLATFORMS INC$9M

Mission Hills Financial Advisory, LLC

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$17M

VANECK ETF TRUST$16M

PIMCO CORPORATE & INCM STRG$15M

GLOBAL X FDS$14M

COHEN & STEERS QUALITY INCOM$13M

Revere Asset Management, Inc

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$93M

PROSHARES TR$36M

PROSHARES TR$18M

PROSHARES TR$10M

International City Management Association Retirement Corp

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$8M

Yardley Wealth Management LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$32M

AMERICAN CENTY ETF TR$26M

DIMENSIONAL ETF TRUST$15M

EA SERIES TRUST$15M

DIMENSIONAL ETF TRUST$12M

Crestview Partners III GP, L.P.

Next filing ≈ Aug 14, 2026

FIDELIS INSURANCE HOLDINGS LIMITED$186M

Lantern Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$9M

INVESCO EXCHANGE TRADED FD T$8M

AMERICAN CENTY ETF TR$5M

VANGUARD BD INDEX FDS$5M

ALETHEA CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

AXSOME THERAPEUTICS INC.$110M

SPDR SERIES TRUST$59M

KURA ONCOLOGY INC$12M

STATE STR SPDR S&P 500 ETF TPut$9M

WestCap Management, LLC

Next filing ≈ Aug 14, 2026

STUBHUB HLDGS INC$181M

KLARNA GROUP PLC$14M

Constitution Capital LLC

Next filing ≈ Nov 14, 2026

MICROSOFT CORP$26M

JPMORGAN CHASE & CO$12M

ELI LILLY & CO$11M

SELECT SECTOR SPDR TR$9M

5517–5544 of 7980 funds

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