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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.

VAUGHAN & Co SECURITIES, INC.

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$23M

Keystone Financial Group, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$27M

VANGUARD MALVERN FDS$21M

SCHWAB STRATEGIC TR$12M

VANGUARD SPECIALIZED FUNDS$10M

Client First Investment Management LLC

Next filing ≈ Aug 14, 2026

SERIES PORTFOLIOS TR$100M

EA SERIES TRUST$47M

PROSHARES TR$8M

PROSHARES TR$6M

Gross & Hartman Investments LLC

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES$42M

ISHARES SHORT-TERM NATIONAL MUNI BOND ETF$29M

VANGUARD CORE BOND ETF$21M

VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES$13M

VANGUARD 0-3 MONTH TREASURY BILL ETF$12M

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

Next filing ≈ Aug 14, 2026

ALERIAN MLP ETF$13M

GOLDMAN SACHS GROWTH OPPORTUNITIES ETF$9M

INTERNATIONAL BUSINESS MACHINES$7M

DUKE ENERGY CORPORATION NEW COM NEW$6M

SOUTHERN COMPANY$6M

Clayton Financial Group LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$25M

VANGUARD INDEX FDS$25M

SOUTHERN MO BANCORP INC$18M

VANGUARD INDEX FDS$16M

VANGUARD INDEX FDS$13M

Westview Management dba Westview Investment Advisors

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$12M

JANUS DETROIT STR TR$8M

FIRST TR EXCH TRADED FD III$7M

Legacy Investment Solutions, LLC

Next filing ≈ Nov 14, 2025

PROSHARES TR$11M

SPDR SERIES TRUST$8M

VOLATILITY SHS TR$6M

SPDR S&P 500 ETF TRPut$3M

FIRST TR EXCHNG TRADED FD VI$3M

Kintayl Capital LP

Next filing ≈ Aug 14, 2026

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

ESSENTIAL UTILS INC$14M

NORTHWESTERN ENERGY GROUP IN$11M

Sharp Capital Gestora de Recursos Ltda.

Next filing ≈ Aug 14, 2026

NU HLDGS LTD$95M

MERCADOLIBRE INC$37M

INTER & CO INC$30M

STONECO LTD$25M

KRM WEALTH MANAGEMENT L.L.C.

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$28M

SCHWAB STRATEGIC TR$25M

SCHWAB STRATEGIC TR$24M

VANGUARD TAX-MANAGED FDS$23M

VANECK ETF TRUST$20M

Intelligent Financial Strategies

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$59M

VANGUARD INDEX FDS$24M

VANGUARD INTL EQUITY INDEX F$22M

VANGUARD INDEX FDS$14M

VANGUARD STAR FDS$11M

RIVERCHASE WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$23M

J P MORGAN EXCHANGE TRADED F$18M

PIMCO ETF TR$17M

DIMENSIONAL ETF TRUST$17M

DIMENSIONAL ETF TRUST$16M

4Thought Financial Group Inc.

Next filing ≈ Aug 14, 2026

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

VANGUARD INDEX FDS$12M

Arch Global Advisors, LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHNG TRADED FD VI$15M

INVESCO QQQ TR$12M

SPDR GOLD TR$11M

RCS Financial Planning, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$27M

DIMENSIONAL ETF TRUST$17M

FIDELITY MERRIMACK STR TR$17M

DIMENSIONAL ETF TRUST$11M

DIMENSIONAL ETF TRUST$10M

McCarthy Asset Management, Inc.

Next filing ≈ May 15, 2026

VANGUARD SPECIALIZED FUNDS$27M

VANGUARD SCOTTSDALE FDS$27M

SCHWAB STRATEGIC TR$22M

T ROWE PRICE ETF INC$22M

VANGUARD STAR FDS$13M

Whipplewood Advisors, LLC

Next filing ≈ Aug 14, 2026

1,062 positions

JANUS DETROIT STR TR$17M

ELEVATION SERIES TRUST$11M

J P MORGAN EXCHANGE TRADED F$8M

INNOVATOR ETFS TRUST$5M

WESTERN ASSET PREMIER BD FD$4M

CINCINNATI CASUALTY CO

Next filing ≈ Aug 14, 2026

MICROSOFT ORD$30M

CUMMINS ORD$25M

ENBRIDGE ORD$17M

AUTOMATIC DATA PROCESSING ORD$15M

Lynx Investment Advisory

Next filing ≈ Aug 14, 2026

INVESCO S&P 500 QUALITY ETF$11M

ISHARES INTL DIVIDEND GROWTH ETF$8M

ISHARES CORE S&P MID-CAP ETF$8M

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF$7M

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST$7M

Prime Buchholz LLC

Next filing ≈ Aug 14, 2026

The Vanguard Group$27M

The Vanguard Group$21M

The Vanguard Group$19M

ATMOS ADVISORY, LLC

Next filing ≈ Nov 14, 2026

VANGUARD TAX-MANAGED INTL FD$23M

VANGUARD BD INDEX FDS$23M

VANGUARD MUN BD FDS$23M

VANGUARD INDEX FDS$22M

VANGUARD INDEX FDS$18M

GRANVILLE CAPITAL, INC.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$22M

INVESCO QQQ TR$22M

SPDR SERIES TRUST$22M

VANGUARD STAR FDS$16M

Pennsylvania State University

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$139M

VANGUARD INDEX FDS$53M

WMG Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$56M

AMERICAN CENTY ETF TR$32M

AMERICAN CENTY ETF TR$17M

AMERICAN CENTY ETF TR$10M

AMERICAN CENTY ETF TR$10M

TFB Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$14M

VANGUARD WORLD FD$8M

FIDELITY MERRIMACK STR TR$6M

VANGUARD WORLD FD$6M

Friedenthal Financial

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$7M

WISDOMTREE TR$5M

Mill Road Capital Management LLC

Next filing ≈ Aug 14, 2026

ENVIRI CORP$41M

MISTRAS GROUP INC$28M

ALTA EQUIPMENT GROUP INC$23M

GROCERY OUTLET HLDG$17M

BEAZER HOMES USA INC$16M

5573–5600 of 7980 funds

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