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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.

Hilton Head Capital Partners, LLC

Next filing ≈ Aug 14, 2026

FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT$16M

FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF$5M

FT VEST LADDERED BUFFER ETF$5M

SCHWAB US DIVIDEND EQUITY ETF$4M

ELI LILLY & COMPANY$4M

Element Squared LLC

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$39M

INVESCO EXCHANGE TRADED FD T$19M

STATE STR SPDR S&P 500 ETF T$16M

INVESCO QQQ TR$13M

NVIDIA CORPORATION$10M

Ledgewood Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$15M

PROVIDENT FINL SVCS INC$14M

MIDDLESEX WTR CO$13M

DIMENSIONAL ETF TRUST$11M

INVESCO EXCH TRD SLF IDX FD$11M

Wealth Forward, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$19M

INVESCO EXCHANGE TRADED FD T$19M

VANGUARD TAX-MANAGED FDS$17M

SCHWAB STRATEGIC TR$16M

Holcombe Financial, Inc.

Next filing ≈ Nov 14, 2026

SCHWAB STRATEGIC TR$25M

LISTED FDS TR$15M

SCHWAB STRATEGIC TR$12M

DOUBLELINE ETF TRUST$12M

CAP Partners, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$13M

SCHWAB STRATEGIC TR$11M

NVIDIA CORPORATION$5M

VANGUARD INDEX FDS$5M

Alden Global Capital LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$35M

ENERGY TRANSFER L P$26M

DELL TECHNOLOGIES INC$26M

CITIGROUP INC$19M

ORACLE CORP$13M

USCF Advisers LLC

Next filing ≈ Aug 14, 2026

PROSHARES ULTRA BITCOIN ETF$177M

Andera Partners

Next filing ≈ Aug 14, 2026

KESTRA MED TECHNOLOGIES LTD$54M

EVOMMUNE INC$44M

MINERALYS THERAPEUTICS INC$43M

AGOMAB THERAPEUTICS NV$16M

INVENTIVA SA$10M

Cetera Trust Company, N.A

Next filing ≈ Aug 14, 2026

LAM RESEARCH CORP$8M

MCKESSON CORP$5M

MICROSOFT CORP$5M

Oxford Wealth Group, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$20M

INVESCO EXCH TRADED FD TR II$10M

INVESCO QQQ TR$8M

PACER FDS TR$7M

EA SERIES TRUST$7M

SECURED RETIREMENT ADVISORS, LLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$8M

NVIDIA CORPORATION$7M

PIMCO ETF TR$5M

PARAGON FINANCIAL PARTNERS, INC.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$23M

NVIDIA CORPORATION$20M

VANGUARD WHITEHALL FDS$17M

EATON VANCE TAX-MANAGED BUY-$14M

Harvest Investment Advisors, LLC

Next filing ≈ May 15, 2026

PowerShares QQQ Trust$34M

iShares MSCI EAFE Fund$13M

iShares Russell 2000 Fund$11M

Fidelity NASDAQ Composite Index Fund$8M

iShares MSCI Emerging Markets Fund$6M

MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC

Next filing ≈ Aug 14, 2026

APPLIED MATLS INC$13M

MARATHON PETE CORP$12M

MICROSOFT CORP$12M

NEWMONT CORP$8M

Cornerstone Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$52M

DIMENSIONAL ETF TRUST$22M

AMERICAN CENTY ETF TR$20M

AMERICAN CENTY ETF TR$20M

AMERICAN CENTY ETF TR$15M

Dayah Capital LLC

Next filing ≈ Aug 14, 2026

RAMACO RES INC$47M

SIGMA LITHIUM CORPORATION$19M

HALLADOR ENERGY COMPANY$11M

Farrow Financial, Inc.

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$10M

Beacon Financial Strategies CORP

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$31M

DIMENSIONAL ETF TRUST$31M

VANGUARD SCOTTSDALE FDS$24M

VANGUARD INDEX FDS$17M

VANGUARD TAX-MANAGED FDS$15M

Align Financial, LLC

Next filing ≈ Aug 14, 2026

AVANTIS U.S. EQUITY ETF$37M

AVANTIS INTERNATIONAL EQUITY ETF$14M

FIDELITY BLUE CHIP GROWTH ETF$14M

AVANTIS CORE FIXED INCOME ETF$14M

VANGUARD VALUE ETF$11M

Draper Asset Management, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$29M

NVIDIA CORPORATION$26M

AMAZON COM INC$25M

META PLATFORMS INC$20M

Lifetime Wealth Management P.C.

Next filing ≈ Aug 14, 2026

PETROLEO BRASILEIRO S A$12M

SPDR SERIES TRUST$11M

CANADIAN NAT RES LTD MED TER$9M

KASPI KZ JSC$9M

Taylor Frigon Capital Management LLC

Next filing ≈ Aug 14, 2026

CARDINAL INFRASTRUCTURE GROU$3M

CLOUDFLARE INC$3M

GE VERNOVA INC$3M

QUANTA SVCS INC$3M

TOWER SEMICONDUCTOR LTD$3M

BOYAR ASSET MANAGEMENT INC.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$15M

JPMORGAN CHASE & CO$14M

AMERIPRISE FINL INC$9M

HOME DEPOT INC$8M

MADISON SQUARE GRDN SPRT COR$8M

RESOLUTE WEALTH ADVISOR, INC.

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$4M

BLACKROCK ETF TRUST$3M

BLACKROCK ETF TRUST$3M

Tevis Investment Management

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$21M

BERKSHIRE HATHAWAY INC DEL$10M

COCA-COLA EUROPACIFIC PARTNE$7M

JOHNSON & JOHNSON$6M

FLYWHEEL PRIVATE WEALTH LLC

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$22M

QUANTA SVCS INC$19M

VANGUARD INDEX FDS$13M

ISHARES INC$12M

Providence Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$56M

AMERICAN CENTY ETF TR$17M

PALMER SQUARE FUNDS TR$10M

J P MORGAN EXCHANGE TRADED F$9M

5797–5824 of 7980 funds

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