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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.

Grand Alliance Asset Management Ltd

Next filing ≈ Aug 14, 2026

LUMENTUM HLDGS INC$37M

CELESTICA INC$25M

SANDISK CORP$20M

BROADCOM INC$15M

Charter Oak Advisors LP

Next filing ≈ Aug 14, 2026

TALEN ENERGY CORP$35M

MODINE MFG CO$28M

SONOCO PRODS CO$24M

GOLAR LNG LTD$20M

CLEAN HARBORS INC$18M

Buckland Partners Management Co LLC

Next filing ≈ Aug 14, 2026

SYNOPSYS, INC$13M

CARPENTER TECHNOLOGY INC$11M

W.R. BERKLEY CORPORATION$10M

TRACTOR SUPPLY COMPANY$6M

CAPITAL & PLANNING, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$21M

MICROSOFT CORP$16M

SOUTHERN COMPANY$14M

Sugar Maple Asset Management, LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$16M

BITTERROOT CAPITAL ADVISORS LLC

Next filing ≈ Aug 14, 2026

Better Money Decisions, LLC

Next filing ≈ Nov 14, 2025

SPDR SERIES TRUST$15M

SPDR INDEX SHS FDS$11M

DIMENSIONAL ETF TRUST$10M

Pandora Wealth, Inc.

Next filing ≈ May 15, 2026

APPLE INC COM$18M

ISHARES CORE S&P 500 ETF$15M

APTUS COLLARED INVESTMENT OPPORTUNITY ETF$14M

META PLATFORMS INC CL A$12M

APTUS DEFINED RISK ETF$11M

Sender Co & Partners, Inc.

Next filing ≈ Aug 14, 2026

ELI LILLY & COCall$14M

KIMBERLY-CLARK CORP$12M

ELI LILLY & CO$12M

Addis & Hill, Inc

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$63M

VANGUARD INDEX FDS$20M

VANGUARD INTL EQUITY INDEX F$19M

VANGUARD INDEX FDS$11M

Cannon Advisors, Inc.

Next filing ≈ Nov 14, 2026

INVESCO QQQ TR$11M

STATE STR SPDR S&P 500 ETF T$9M

SPDR SERIES TRUST$7M

SELECT SECTOR SPDR TR$6M

Bullseye Investment Management, LLC

Next filing ≈ Feb 14, 2026

INNOVATOR US EQUITY 5 TO 15 BUFFER QUARTERLY ETF$27M

US BANCORP DEL DEP SHS REPSTG 1/100TH PERP$8M

FIRST TR EXCHANGE TRADED FD CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TGT INC ETF$7M

FIRST TRUST VEST LADDERED MODERATE BUFFER ETF$6M

FT VEST US EQUITY QUARTERLY 2.5$6M

Teton Advisors, Inc.

Next filing ≈ Nov 14, 2025

DUCOMMUN INC$7M

NATHAN'S FAMOUS INC$6M

MYERS INDUSTRIES INC$5M

ASTRONICS CORP$4M

GENCOR INDUSTRIES INC$4M

Optivise Advisory Services LLC

Next filing ≈ Aug 14, 2026

ISHARES U S ETF TR$8M

NORTHERN LTS FD TR III$6M

NORTHERN LTS FD TR III$6M

WISDOMTREE TR$5M

Clutterbuck Capital Management LLC

Next filing ≈ Aug 14, 2026

Newport Capital Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$13M

VANGUARD SCOTTSDALE FDS$13M

VANGUARD TAX-MANAGED FDS$11M

PPS&V ASSET MANAGEMENT CONSULTANTS, INC.

Next filing ≈ Aug 14, 2026

iShares S&P 500 Index$45M

Invesco QQQ Trust$30M

Schwab US Large Cap Growth$17M

Vanguard High Dividend Yield$12M

iShares Core S&P Small-Cap$11M

VMS Asset Management Limited

Next filing ≈ Aug 14, 2026

CORNING INC$13M

COHERENT CORP$12M

LUMENTUM HLDGS INC$12M

TAIWAN SEMICONDUCTOR MFG LTD$11M

Chico Wealth RIA

Next filing ≈ Aug 14, 2026

Dimensional US Core Equity 2 ETF$70M

Dimensional International Cr Eq Mkt ETF$39M

Dimensional Emerging Core Equity Mkt ETF$16M

Dimensional US Core Equity Market ETF$7M

Dimensional SHRT DRT FXD Incm ETF$4M

Gridiron Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$43M

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

VANGUARD INDEX FDS$9M

PIMCO MUN INCOME FD II$5M

Arbor Wealth Advisors LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$37M

VANGUARD STAR FDS$27M

VANGUARD INDEX FDS$15M

VANGUARD INDEX FDS$9M

VANGUARD INDEX FDS$8M

Baring Financial LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$11M

VANGUARD WORLD FD$8M

SCHWAB STRATEGIC TR$7M

DIMENSIONAL ETF TRUST$7M

International Private Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$10M

DIMENSIONAL ETF TRUST$8M

SPDR INDEX SHS FDS$5M

Del-Sette Capital Management, LLC

Next filing ≈ Aug 14, 2026

ALPS ETF TR$19M

ALPS ETF TR$18M

ALPS ETF TR$15M

FIRST TR EXCHANGE-TRADED FD$15M

BASSO CAPITAL MANAGEMENT, L.P.

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$33M

STATE STREET SPDR S&P 500 ETF$17M

VANGUARD TOTAL STOCK MARKET ETF$16M

SPDR GOLD SHARES$10M

ISHARES RUSSELL 2000 ETF$10M

Hudson Canyon Capital Management

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$13M

ALPHABET INC$8M

MICROSOFT CORP$7M

AMAZON COM INC$5M

KRS Capital Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$41M

ADVANCED MICRO DEVICES INC$6M

BROADCOM INC$5M

ELI LILLY & CO$5M

Brindle & Bay Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$17M

VANGUARD INTL EQUITY INDEX F$14M

WORLD GOLD TR$12M

VANGUARD BD INDEX FDS$8M

VANGUARD INDEX FDS$7M

5993–6020 of 7980 funds

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