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Institutional Holdings

← SEC Filings

Funds 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.

NINE MASTS CAPITAL Ltd

Next filing ≈ Aug 14, 2026

ALIBABA GROUP HLDG LTD$147M

ALPHABET INC$69M

HDFC BANK LTD$47M

WARNER BROS DISCOVERY INC$29M

Harbor Group, Inc.

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$50M

FIDELITY MERRIMACK STR TR$50M

FRANKLIN TEMPLETON ETF TR$50M

BNY MELLON ETF TRUST$48M

VANECK ETF TRUST$47M

CALTON & ASSOCIATES, INC.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$33M

NORTHERN LTS FD TR II$29M

SPDR SERIES TRUST$21M

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

FIDELITY COVINGTON TRUST$17M

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$40M

ALPHABET INC$28M

EMCOR GROUP INC$22M

BERKSHIRE HATHAWAY INC DEL$21M

Capital Planning Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$54M

WORLD GOLD TR$41M

WISDOMTREE TR$41M

ISHARES INC$33M

INVESCO EXCHANGE TRADED FD T$31M

Gratus Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$60M

INVESCO EXCHANGE TRADED FD T$40M

INVESCO QQQ TR$37M

Northstar Group, Inc.

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$113M

VANGUARD INDEX FDS$77M

SPDR SERIES TRUST$48M

ALPHABET INC$30M

SIERRA SUMMIT ADVISORS LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$40M

ALPHABET INC$25M

LUMENTUM HLDGS INC$18M

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$52M

VANGUARD INDEX FDS$47M

Crews Bank & Trust

Next filing ≈ Aug 14, 2026

State Street SPDR Port S&P 500 Large Cap ETF$88M

iShares 0-5 Year Investment Grade ETF$38M

Vanguard Dividend Appreciation ETF$38M

Vanguard High Dividend Yield ETF$36M

Vanguard Growth ETF$30M

Sendero Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$187M

2023 ETF SERIES TRUST$83M

AMERICAN BEACON SELECT FUNDS$75M

TOUCHSTONE ETF TRUST$25M

Estabrook Capital Management

Next filing ≈ Aug 14, 2026

MICROSOFT CORPORATION$56M

J.P. MORGAN CHASE & CO$48M

APPLE COMPUTER INC$46M

COSTCO WHOLESALE CORP$33M

JOHNSON & JOHNSON$22M

FIRST CITIZENS BANK & TRUST CO

Next filing ≈ Aug 14, 2026

FIRST CTZNS BANCSHARES INC D$142M

VANGUARD MUN BD FDS$30M

VANGUARD INDEX FDS$28M

BERKSHIRE HATHAWAY INC DEL$22M

HORAN Wealth, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$134M

AMERICAN CENTY ETF TR$25M

VICTORY PORTFOLIOS II$19M

Independent Solutions Wealth Management, LLC

Next filing ≈ Aug 14, 2026

LISTED FDS TR$119M

NVIDIA CORPORATION$18M

Ripple Effect Asset Management LP

Next filing ≈ Aug 14, 2026

ISHARES TRCall$347M

XPLR INFRASTRUCTURE LPPut$44M

KODIAK GAS SVCS INCPut$43M

XPLR INFRASTRUCTURE LP$27M

KODIAK GAS SVCS INC$27M

LAFFER TENGLER INVESTMENTS, INC.

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS GROUP INC$25M

LAM RESEARCH CORP$24M

BROADCOM INC$24M

MICROSOFT CORP$22M

ALPHABET INC$21M

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

Next filing ≈ Aug 14, 2026

APPLIED MATERIALS$69M

GENERAL ELECTRIC$34M

ISHARES RUSSELL 2000 VALUE INDEX FUND$19M

YPF S.A.-SPONSORED ADR$11M

KOSMOS ENERGY LTD$11M

Dream Peak Capital Ltd

Next filing ≈ Aug 14, 2026

SYNOPSYS INC$183M

VIKING HOLDINGS LTD$148M

CARVANA CO$143M

COUPANG INC$94M

ADVANCED MICRO DEVICES INC$92M

Mountain Capital Investment Advisors Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$148M

VANGUARD INDEX FDS$131M

VANGUARD INDEX FDS$127M

SCHWAB STRATEGIC TR$51M

HARTFORD FDS EXCHANGE TRADED$42M

Alpine Global Management, LLC

Next filing ≈ Aug 14, 2026

IMMUNOVANT INC$66M

CORNERSTONE STRATEGIC INVEST$50M

RIVIAN AUTOMOTIVE INC$40M

ARCHER AVIATION INC$29M

CORNERSTONE TOTAL RETURN FD$21M

Marquette Asset Management, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$124M

DIMENSIONAL ETF TRUST$86M

AMERICAN CENTY ETF TR$50M

MainStreet Investment Advisors LLC

Next filing ≈ Aug 14, 2026

iShares Core S&P Mid-Cap ETF$43M

iShares MSCI EAFE ETF$40M

Vanguard Short-Term Treasury E$29M

Microsoft Corp$25M

Golden State Wealth Management, LLC

Next filing ≈ Aug 14, 2026

1,588 positions

STATE STREET$47M

ISHARES CORE$25M

FIRST TRUST$23M

ALPHABET INC$19M

INVESCO QQQ$18M

Decheng Capital LLC

Next filing ≈ Aug 14, 2026

CG ONCOLOGY INC$431M

Nuvation Bio Inc.$111M

Upstream Bio Inc.$25M

Aclaris Therapeutics, Inc.$15M

AARDVARK THERAPEUTICS INC$15M

ACADEMY CAPITAL MANAGEMENT

Next filing ≈ Aug 14, 2026

AMAZON.COM INC$54M

TAIWAN SEMI$51M

META PLATFORMS$50M

GLOBEFLEX CAPITAL L P

Next filing ≈ Aug 14, 2026

INTERCORP FINANCIAL SERVICES INC$22M

PHIBRO ANIMAL HEALTH CL A ORD$12M

BLUE BIRD CORP$11M

EXELIXIS INC$11M

CATALYST PHARMACEUTICALS INC$11M

Diversify Advisory Services, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$94M

META PLATFORMS INC$32M

BROADCOM INC$31M

ADVANCED MICRO DEVICES INC$30M

589–616 of 2162 funds

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