Tormere Analytics

Overview Stock Research Portfolio Lab Options Lab Watchlist

Screener Convergence

Learn Newsletter Pricing Developer

Newsletter Privacy Policy Terms of Service

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.

Park Capital Management, LLC / WI

Next filing ≈ Nov 14, 2026

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

INVESCO QQQ TR$16M

NVIDIA CORPORATION$12M

SANDISK CORP$7M

Coppell Advisory Solutions LLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$84M

AMAZON COM INC$10M

ALPHABET INC$9M

ALLISON TRANSMISSION HLDGS I$5M

Financial Harvest, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$32M

DIMENSIONAL ETF TRUST$26M

DIMENSIONAL ETF TRUST$20M

DIMENSIONAL ETF TRUST$14M

DIMENSIONAL ETF TRUST$13M

Rayburn West Financial Services LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$14M

MICROSOFT CORP$10M

LOCKHEED MARTIN CORP$8M

Matisse Capital

Next filing ≈ Aug 14, 2026

ASCENDIS PHARMA A/S$6M

MICROSOFT CORP$5M

PIMCO NEW YORK MUN FD II$4M

Financial Planning Hawaii, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$10M

VANGUARD INDEX FDS$9M

VANGUARD INDEX FDS$7M

MICROSOFT CORP$7M

Live Oak Investment Partners

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$13M

MORGAN STANLEY ETF TRUST$12M

PGIM ETF TR$10M

HARTFORD FDS EXCHANGE TRADED$9M

FIRST TR EXCHNG TRADED FD VI$9M

Madrid Financial Services

Next filing ≈ Aug 14, 2026

GLOBAL X FDS$25M

VANECK ETF TRUST$14M

SPDR SERIES TRUST$10M

SPDR SERIES TRUST$10M

Upper Left Wealth Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$14M

SPDR SERIES TRUST$9M

VANGUARD CHARLOTTE FDS$7M

SPDR SERIES TRUST$7M

Sherrill & Hutchins Financial Advisory, Inc

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$46M

FIDELITY MERRIMACK STR TR$41M

AMERICAN CENTY ETF TR$34M

AMERICAN CENTY ETF TR$28M

FRANKLIN TEMPLETON ETF TR$13M

Optimus Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$23M

DIMENSIONAL ETF TRUST$22M

EA SERIES TRUST$16M

DIMENSIONAL ETF TRUST$15M

PIMCO ETF TR$11M

Thoma Capital Management LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$43M

SELECT SECTOR SPDR TR$9M

Daviman Financial, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$15M

BLACKROCK ETF TRUST$9M

SCHWAB STRATEGIC TR$9M

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$20M

DIMENSIONAL ETF TRUST$16M

DIMENSIONAL ETF TRUST$14M

DIMENSIONAL ETF TRUST$14M

DIMENSIONAL ETF TRUST$13M

STANCE CAPITAL LLC

Next filing ≈ Aug 14, 2026

BRISTOL MYERS SQUIBB CO$5M

AUTOZONE INC$4M

HOME DEPOT INC$4M

WESTERN DIGITAL CORP$4M

MASTERCARD INCORPORATED$4M

William Allan Corp

Next filing ≈ Aug 14, 2026

APPLIED MATLS INC$15M

ALPHABET INC$10M

MASTERCARD INCORPORATED$7M

Emergent Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$8M

Alpha Financial Partners, LLC

Next filing ≈ Aug 14, 2026

SSGA ACTIVE TR$6M

ONE WEALTH CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$9M

Tacita Capital Inc

Next filing ≈ Aug 14, 2026

ISHARES INC$11M

VANGUARD INDEX FDS$7M

BROOKFIELD CORP$7M

ROYAL BK CDA$6M

Hatteras Investment Partners, LP

Next filing ≈ Nov 14, 2025

BENEFICIENT$169M

McClarren Financial Advisors, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$19M

VANGUARD BD INDEX FDS$15M

VANGUARD INDEX FDS$15M

VANGUARD INDEX FDS$13M

VANGUARD INDEX FDS$10M

Mountain Hill Investment Partners Corp.

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$14M

VISTRA CORP$11M

NVIDIA CORPORATION$11M

EVERPURE INC$10M

Pingora Partners LLC

Next filing ≈ Aug 14, 2026

FTAI AVIATION LTD$47M

CRESCENT ENERGY COMPANY$15M

FTAI INFRASTRUCTURE INC$10M

COTERRA ENERGY INC$5M

ALIBABA GROUP HLDG LTD$4M

Wall Street Financial Group, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$11M

INVESCO EXCH TRADED FD TR II$10M

NVIDIA CORPORATION$7M

MORGAN STANLEY ETF TRUST$7M

INCOME RESEARCH & MANAGEMENT

Next filing ≈ Aug 14, 2026

BOFA FIN LLC$12M

AKAMAI TECHNOLOGIES INC$12M

CAPITAL SOUTHWEST CORP$10M

UBER TECHNOLOGIES INC$10M

EURONET WORLDWIDE INC$10M

Crystal Rock Capital Management

Next filing ≈ Aug 14, 2026

ALPHABET INC$18M

META PLATFORMS INC - CL A$16M

VERTIV HOLDINGS CO$16M

AMAZON.COM INC$10M

ALPHABET INC$8M

Little Harbor Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TR$140M

INVESCO QQQ TR$19M

5909–5936 of 7980 funds

← Previous212 / 285Next →

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