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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.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$10M

PROSHARES TR$7M

JANUS DETROIT STR TR$6M

MICROSOFT CORP$6M

VANGUARD SCOTTSDALE FDS$5M

Robinson Value Management, Ltd.

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$13M

DIREXION SHARES ETF TRUST$12M

QUALCOMM INC$6M

M & T BK CORP$5M

NEWMONT CORP$5M

Financial Designs Corp

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRD SLF IDX FD$14M

LISTED FDS TR$13M

Dupree Financial Group, LLC

Next filing ≈ Aug 14, 2026

AGNC INVT CORP$14M

BERKSHIRE HATHAWAY INC DEL$12M

EVEREST GROUP LTD$11M

CHEVRON CORPORATION$11M

CONSCIOUS WEALTH INVESTMENTS, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$13M

HOME DEPOT INC$7M

NVIDIA CORPORATION$7M

VANGUARD SCOTTSDALE FDS$6M

SANTA MONICA PARTNERS LP

Next filing ≈ Aug 14, 2026

Texas Pacific Land Corp. - Common Stock$77M

Mastercard Incorporated - Common Stock$51M

Bel Fuse Inc. - Class B Common Stock$13M

Garmin Ltd. - Common Stock$9M

Balchem Corp. - Common Stock$9M

Pacific Asset Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$32M

DIMENSIONAL ETF TRUST$20M

DIMENSIONAL ETF TRUST$15M

DIMENSIONAL ETF TRUST$9M

AMERICAN CENTY ETF TR$8M

EJMK Ventures LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$29M

VANGUARD TAX-MANAGED FDS$15M

AMERICAN CENTY ETF TR$7M

VANGUARD BD INDEX FDS$6M

Semus Wealth Partners LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$7M

ALPHABET INC$7M

MICROSOFT CORP$6M

WISCONSIN CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$25M

ALPHABET INC$14M

MICROSOFT CORP$9M

Waterfall Asset Management, LLC

Next filing ≈ Aug 14, 2026

PENNYMAC CORP$62M

CAMDEN PPTY TR$13M

AVALONBAY CMNTYS INC$12M

APPLE HOSPITALITY REIT INC$11M

RITHM CAPITAL CORP$10M

Swisher Financial Concepts, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$15M

VANGUARD STAR FDS$15M

CAPITAL GROUP DIVIDEND VALUE$12M

BUSH INVESTMENT GROUP, LLC

Next filing ≈ May 15, 2026

VANGUARD INDEX FDS$34M

SCHWAB STRATEGIC TR$25M

SCHWAB STRATEGIC TR$11M

BLACKROCK ETF TRUST$8M

Winthrop Partners - WNY, LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$8M

Brookmont Capital Management

Next filing ≈ Aug 14, 2026

HOME DEPOT INC$53M

L3HARRIS TECHNOLOGIES INC$6M

GILEAD SCIENCES INC$5M

JPMORGAN CHASE & CO$5M

Rolek Wealth Management LLC

Next filing ≈ Nov 14, 2026

INVESCO EXCH TRADED FD TR II$73M

VANGUARD INDEX FDS$73M

VANGUARD INDEX FDS$11M

VANGUARD INDEX FDS$8M

VANGUARD WORLD FD$2M

Black Maple Capital Management LP

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$31M

STATE STR SPDR S&P 500 ETF T$27M

EXPAND ENERGY CORPORATION$8M

PINNACLE FINL PARTNERS INC$7M

INVESCO EXCHANGE TRADED FD T$7M

BFI Infinity Ltd.

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$19M

SPROTT FDS TR$13M

VANGUARD INDEX FDS$13M

FIRST TR EXCHANGE-TRADED FD$12M

Presima Securities ULC

Next filing ≈ Aug 14, 2026

EQUINIX INC$16M

BRIXMOR PPTY GROUP INC$13M

FIRST INDL RLTY TR INC$11M

GAMING & LEISURE P$10M

Counterweight Ventures, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$7M

Clay Northam Wealth Management, LLC

Next filing ≈ Aug 14, 2026

PACER FDS TR$17M

SCHWAB STRATEGIC TR$14M

SCHWAB STRATEGIC TR$12M

AMAZON COM INC$11M

Financial Advocates Investment Management

Next filing ≈ Feb 14, 2026

SPDR GOLD TR$8M

PIMCO ETF TR$6M

Ryan Investment Management, Inc.

Next filing ≈ Aug 14, 2026

ISHARES MSCI EAFE ETF$36M

PROSHARES SHORT QQQ$34M

PROSHARES SHORT S&P500$34M

ISHARES RUSSELL 1000 VALUE ETF$24M

ISHARES RUSSELL 1000 GROWTH ETF$12M

Ownership Capital B.V.

Next filing ≈ Feb 14, 2026

Sphera Management Technology Funds Ltd

Next filing ≈ Aug 14, 2026

AMAZON COM INC$13M

MICROSOFT CORP$11M

NVIDIA CORPORATION$11M

META PLATFORMS INC$10M

ALPHABET INC$9M

North Ridge Wealth Advisors, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$43M

DIMENSIONAL ETF TRUST$16M

VANGUARD SCOTTSDALE FDS$15M

VANGUARD WORLD FD$11M

DIMENSIONAL ETF TRUST$10M

Cornerstone Wealth, LLC/TN

Next filing ≈ Aug 14, 2026

CALAMOS ETF TR$19M

FIDELITY COVINGTON TRUST$12M

INNOVATOR ETFS TRUST$8M

INNOVATOR ETFS TRUST$8M

J P MORGAN EXCHANGE TRADED F$8M

Ararat Capital Management LP

Next filing ≈ Aug 14, 2026

BYLINE BANCORP INC$20M

EUROPEAN WAX CTR INC$18M

FLYWIRE CORPORATION$17M

REMITLY GLOBAL INC$16M

NATIONAL VISION HLDGS INC$15M

5769–5796 of 7980 funds

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