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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.

SummerHaven Investment Management, LLC

Next filing ≈ Aug 14, 2026

CENTURY ALUM CO$2M

TACTILE SYS TECHNOLOGY INC$2M

LIBERTY ENERGY INC$2M

VICTORIAS SECRET AND CO$2M

PROPETRO HLDG CORP$2M

Index Venture Growth Associates IV Ltd

Next filing ≈ Aug 14, 2026

SERVICETITAN INC$109M

CANNELL CAPITAL LLC

Next filing ≈ Aug 14, 2026

NORTH AMERN CONSTR GROUP LTD$13M

ATEGRITY SPECIALTY IN CO HO$10M

NPK INTERNATIONAL INC$9M

ETON PHARMACEUTICALS INC$8M

Occam Crest Management LP

Next filing ≈ Aug 14, 2026

TG THERAPEUTICS INC$19M

PRECIGEN INC$17M

FTAI AVIATION LTD$16M

NATIONAL ENERGY SERVICES REU$14M

SHIFT4 PMTS INC$10M

WESTCO ADVISORY SERVICES INC /ADV

Next filing ≈ May 15, 2026

SPDR S&P 500 ETF TR$28M

GOLDMAN SACHS GROUP INC$14M

JPMORGAN CHASE & CO.$10M

MICROSOFT CORP$7M

INSTRUMENTAL WEALTH, LLC

Next filing ≈ Aug 14, 2026

DAHRING {-} CUSMANO LLC

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$19M

FIDELITY COVINGTON TRUST$15M

SCHWAB STRATEGIC TR$13M

FIDELITY COVINGTON TRUST$12M

VANGUARD MALVERN FDS$10M

Rochester Wealth Strategies, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$29M

VANGUARD INDEX FDS$22M

VANGUARD TAX-MANAGED FDS$16M

VANGUARD INTL EQUITY INDEX F$16M

SPDR SERIES TRUST$13M

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$18M

DIMENSIONAL ETF TRUST$7M

DIMENSIONAL ETF TRUST$7M

INVESCO QQQ TR$6M

Buttonwood Financial Group, LLC

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$31M

AMERICAN CENTY ETF TR$20M

SPDR SERIES TRUST$17M

AMERICAN CENTY ETF TR$14M

BLACKROCK ETF TRUST$12M

Millennium Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$12M

META PLATFORMS INC$6M

AMAZON COM INC$6M

Invariant Investment Management

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$23M

AMERICAN CENTY ETF TR$18M

AMERICAN CENTY ETF TR$18M

AMERICAN CENTY ETF TR$13M

Traction Financial Partners, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$18M

ALPS ETF TR$17M

INVESCO QQQ TR$16M

FIRST TR EXCHANGE TRADED FD$16M

VANGUARD INDEX FDS$15M

Kingstone Capital Partners Texas, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$24M

ALPHABET INC$10M

EATON VANCE TAX ADVT DIV INC$8M

Accel XI Associates L.L.C.

Next filing ≈ Aug 14, 2026

Circle Internet Group, Inc.$162M

Panoramic Capital Partners, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GRP FIXED INCM ETF T$22M

Sebold Capital Management, Inc.

Next filing ≈ Nov 14, 2025

INVESCO EXCHANGE TRADED FD T$27M

VANGUARD INDEX FDS$12M

VANGUARD SPECIALIZED FUNDS$12M

SCHWAB STRATEGIC TR$9M

VANGUARD TAX-MANAGED FDS$8M

M3 Advisory Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$14M

VANGUARD INDEX FDS$9M

VANGUARD INDEX FDS$8M

INVESCO QQQ TR$8M

VANGUARD INDEX FDS$7M

Lagoda Investment Management, L.P.

Next filing ≈ Aug 14, 2026

TEXAS PACIFIC LAND CORPORATI$41M

ALPHABET INC$11M

TAIWAN SEMICONDUCTOR MANUFAC$9M

Themes Management Co LLC

Next filing ≈ Aug 14, 2026

GE AEROSPACE$8M

LOCKHEED MARTIN CORP$6M

HONEYWELL INTL INC$6M

NORTHROP GRUMMAN CORP$5M

Investment Partners Asset Management, Inc.

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$6M

GLOBAL X FDS$6M

ALPHABET INC$5M

MICROSOFT CORP$5M

Manuka Financial, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$37M

VANGUARD STAR FDS$28M

NVIDIA CORPORATION$13M

VANGUARD TAX-MANAGED FDS$6M

VANGUARD BD INDEX FDS$6M

Collaborative Fund Advisors, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$5M

VANECK J. P. MORGAN EM LO$4M

JANUS HENDERSON AAA CLO E$4M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Next filing ≈ Aug 14, 2026

4,053 positions

VANGUARD BD INDEX FDS$10M

SCHWAB STRATEGIC TR$7M

Stillwater Wealth Management Group

Next filing ≈ Aug 14, 2026

AMPLIFY ETF TR$6M

BROADCOM INC$5M

Greenhouse Wealth Management, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$57M

VANGUARD INDEX FDS$13M

VANGUARD INDEX FDS$9M

VANGUARD INDEX FDS$8M

Carter Financial Group, INC.

Next filing ≈ Aug 14, 2026

Berkshire Hathaway Inc Class B$20M

Invesco NASDAQ 100 ETF$11M

Amplify CWP Enhanced Dividend Income ETF$8M

Xtrackers MSCI EAFE Hedged Equity ETF$7M

Galilei Investment Office LLP

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$50M

VANGUARD INDEX FDS$42M

PROSHARES TR$9M

6021–6048 of 7980 funds

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