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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.

MAC Alpha Capital Management, LP

Next filing ≈ Aug 14, 2026

B2GOLD CORP$22M

CLOROX CO DEL$14M

TECHNIPFMC PLC$13M

AXALTA COATING SYS LTD$12M

SCIENCE APPLICATIONS INTL CO$12M

Tranquilli Financial Advisor LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$11M

DIMENSIONAL ETF TRUST$10M

SPDR SERIES TRUST$5M

DIMENSIONAL ETF TRUST$5M

Guardian Asset Advisors, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$9M

SPDR SERIES TRUST$9M

INVESCO EXCH TRADED FD TR II$9M

AMAZON COM INC$9M

Pillar Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$21M

DIMENSIONAL ETF TRUST$19M

DIMENSIONAL ETF TRUST$19M

DIMENSIONAL ETF TRUST$17M

DIMENSIONAL ETF TRUST$16M

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$30M

PGIM ETF TR$13M

PIMCO ETF TR$10M

CHANNING GLOBAL ADVISORS, LLC

Next filing ≈ Aug 14, 2026

ASTRAZENECA PLC$32M

UBS GROUP AG$26M

TAIWAN SEMICONDUCTOR MFG LTD$16M

CANADIAN PACIFIC KANSAS CITY$15M

ALPHABET INC$8M

EQ WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND$17M

CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF$17M

BERKSHIRE HATHAWAY INC DEL CL B NEW$13M

DIMENSIONAL INTERNATIONAL VALUE ETF$11M

CAPITAL GROUP GROWTH ETF$10M

Milestone Asset Management Group, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$8M

VANGUARD INDEX FDS$7M

RTX CORPORATION$6M

VANGUARD WORLD FD$5M

Longview Financial Advisors, Inc.

Next filing ≈ Nov 14, 2026

ISHARES MSCI INTL QUALITY FACTOR ETF$16M

CAMBRIA FOREIGN SHAREHOLDER YIELD ETF$15M

PACER US CASH COWS 100 ETF$14M

INVESCO S&P 500 GARP ETF$14M

PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF$14M

Ridgeline Wealth, LLC

Next filing ≈ Nov 14, 2026

AMERICAN CENTY ETF TR$41M

DIMENSIONAL ETF TRUST$14M

SPDR SERIES TRUST$13M

AMERICAN CENTY ETF TR$11M

DIMENSIONAL ETF TRUST$8M

Strategic Financial Planning, Inc.

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$18M

AMERICAN CENTY ETF TR$17M

AMERICAN CENTY ETF TR$16M

VANGUARD CHARLOTTE FDS$11M

ENGLISH CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

ARROW ELECTRS INC$11M

AERCAP HOLDINGS NV$9M

SYNCHRONY FINANCIAL$8M

GLOBE LIFE INC$7M

HCA HEALTHCARE INC$7M

Ervin Investment Management, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$39M

SPDR SERIES TRUST$13M

MICROSOFT CORP$12M

BROOKFIELD CORP$9M

SBE LLC DBA CEDAR COVE WEALTH PARTNERS

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$36M

TOUCHSTONE ETF TRUST$14M

VANECK ETF TRUST$5M

DEFINED WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$9M

VANGUARD INDEX FDS$7M

STATE STR SPDR S&P 500 ETF T$6M

TLW Wealth Management, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$25M

BERKSHIRE HATHAWAY INC DEL$19M

WALMART INC$19M

MICROSOFT CORP$13M

LBJ Family Wealth Advisors, Ltd.

Next filing ≈ Aug 14, 2026

ISHARES TR RUS 1000 GRW ETF$39M

ISHARES RUSSELL 1000 VALUE ETF$33M

ISHARES RUSSELL MID-CAP VALUE ETF$18M

ISHARES TR RUS MD CP GR ETF$16M

ISHARES RUSSELL 2000 VALUE ETF$11M

Rareview Capital LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$26M

VANGUARD TAX-MANAGED FDS$18M

INVESCO QQQ TR$15M

VANGUARD INTL EQUITY INDEX F$7M

VANGUARD INDEX FDS$7M

CATHY PARETO & ASSOCIATES, INC

Next filing ≈ Nov 14, 2026

SCHWAB STRATEGIC TR$14M

WISDOMTREE TR$9M

SCHWAB STRATEGIC TR$9M

VANGUARD INDEX FDS$7M

AMERICAN FINANCIAL GROUP INC

Next filing ≈ Aug 14, 2026

VOYAGER TECHNOLOGIES INC$21M

ALBERTSONS COS INC$13M

BLUE OWL CAPITAL INC$11M

ENTERPRISE PRODS PARTNERS L$10M

KIMBERLY-CLARK CORP$10M

Karnit Road Accident Victims Compensation Fund

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF T TR$99M

VANGUARD INDEX FDS$56M

WISDOMTREE TR$3M

SPDR INDEX SHS FDS$3M

VANGUARD INTL EQUITY INDEX F$2M

Argo Wealth Advisory, LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$12M

J P MORGAN EXCHANGE TRADED F$12M

PACER FDS TR$12M

DIMENSIONAL ETF TRUST$11M

WISDOMTREE TR$9M

Shotwell Rutter Baer Inc

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$24M

AMERICAN CENTY ETF TR$17M

DIMENSIONAL ETF TRUST$14M

VANGUARD SCOTTSDALE FDS$14M

AMERICAN CENTY ETF TR$12M

ARP Global Capital Ltd

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$21M

ISHARES INC$20M

SPDR SERIES TRUST$11M

RiverGlades Family Offices LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$14M

VANGUARD INTL EQUITY INDEX F$8M

ISHARES GOLD TR$8M

Dickmeyer Boyce Financial Management, Inc.

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$11M

SCHWAB STRATEGIC TR$7M

WISDOMTREE TR$6M

Binnacle Investments Inc

Next filing ≈ Feb 14, 2026

1,513 positions

DIMENSIONAL ETF TRUST$19M

DIMENSIONAL ETF TRUST$19M

DIMENSIONAL ETF TRUST$15M

DIMENSIONAL ETF TRUST$12M

DIMENSIONAL ETF TRUST$10M

BRANDYWINE MANAGERS, LLC

Next filing ≈ Aug 14, 2026

THE CAMPBELLS COMPANY$74M

CROWDSTRIKE HLDGS INC$13M

NVIDIA CORPORATION$3M

5881–5908 of 7980 funds

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