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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.

HAHN CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

Keysight Technologies, Inc.$11M

Virtu Financial$10M

Intercontinental Exchange, Inc.$7M

6th Street Advisors, LLC

Next filing ≈ Aug 14, 2026

ETF SER SOLUTIONS$27M

ETF SER SOLUTIONS$21M

ETF SER SOLUTIONS$14M

ETF SER SOLUTIONS$11M

ETF SER SOLUTIONS$11M

Objectivity Squared, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$14M

AMERICAN CENTY ETF TR$13M

Blue Door Asset Management, LLC

Next filing ≈ Aug 14, 2026

FLEXTRONICS INTL LTD$28M

NEXTPOWER INC$18M

WAYSTAR HLDG CORP$17M

CHAMPION HOMES INC$17M

AGILENT TECHNOLOGIES INC$12M

Oppenheimer & Close, LLC

Next filing ≈ Aug 14, 2026

SEACOR MARINE HLDGS INC$10M

AGNICO EAGLE MINES LTD$9M

TAYLOR DEVICES INC$6M

ALAMOS GOLD INC$6M

Fairbanks Capital Management, Inc.

Next filing ≈ Aug 14, 2026

TRANSDIGM GROUP INC$11M

QUALCOMM INC$10M

ALLIANCE RES PARTNER L P$8M

TAIWAN SEMICONDUCTOR MFG LTD$8M

MICROSOFT CORP$7M

Bank & Trust Co

Next filing ≈ Nov 14, 2026

Lilly Eli & Co Com$13M

Otter Tail Corp Com$11M

Microsoft Corp Com$6M

Alphabet Inc Cap Stk Cl A$5M

Citigroup Inc Com New$5M

ELEVATE WEALTH ADVISORY, INC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$13M

VANGUARD BD INDEX FDS$12M

VANGUARD SCOTTSDALE FDS$12M

Martin Capital Advisors, LLP

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$12M

INTUITIVE SURGICAL INC$9M

INVESCO QQQ TR$8M

VANGUARD INDEX FDS$6M

Genesis Financial Group, LLC

Next filing ≈ Aug 14, 2026

PALANTIR TECHNOLOGIES INC$9M

GE VERNOVA INC$8M

VANGUARD INTL EQUITY INDEX F$7M

META PLATFORMS INC$7M

TPG Advisors LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$14M

SCHWAB STRATEGIC TR$13M

VANGUARD INDEX FDS$10M

VANECK ETF TRUST$8M

Christian Investment Advisors, Inc.

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$32M

TIMOTHY PLAN$25M

NORTHERN LTS FD TR IV$24M

TIMOTHY PLAN$17M

VANGUARD CHARLOTTE FDS$16M

Kopion Asset Management, LLC

Next filing ≈ Nov 14, 2026

VARONIS SYS INC$16M

TRUPANION INC$13M

MAGNITE INC$13M

CERTARA INC$12M

Kastel Capital Advisors, LLC

Next filing ≈ Nov 14, 2026

FIDELITY MERRIMACK STR TR$22M

VANGUARD ADMIRAL FDS INC$10M

SCHWAB STRATEGIC TR$8M

Vannoy Advisory Group, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$46M

DIMENSIONAL ETF TRUST$22M

VANGUARD BD INDEX FDS$18M

DIMENSIONAL ETF TRUST$11M

VANGUARD INDEX FDS$9M

LifeSteps Financial, Inc.

Next filing ≈ Aug 14, 2026

STATE STREET SPDR S&P 500 ETF$24M

INVESCO QQQ TRUST SERIES I$24M

NVIDIA CORPORATION COM$9M

APPLE INC COM$7M

MICROSOFT CORP COM$5M

IRON Financial LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$11M

SPDR SERIES TRUST$10M

SCHWAB STRATEGIC TR$10M

STATE STR SPDR S&P 500 ETF T$8M

DEEPWATER ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

STERLING INFRASTRUCTURE INC$8M

NU HLDGS LTD$8M

CREDO TECHNOLOGY GROUP HOLDI$7M

UBER TECHNOLOGIES INC$6M

LAVELLE CAPITAL LP

Next filing ≈ May 15, 2026

SPDR S&P 500 ETF TR$25M

STRATEGY INC$15M

VANGUARD INDEX FDS$10M

ALPHABET INC$9M

WISDOMTREE TR$8M

4D Advisors, LLC

Next filing ≈ Aug 14, 2026

WASTE MGMT INC DEL$9M

AMERICAN PUB ED INC$9M

HUNT J B TRANS SVCS INC$8M

OLD DOMINION FREIGHT LINE IN$8M

PERMIAN RESOURCES CORP$6M

Dougherty Wealth Advisers LLC

Next filing ≈ Aug 14, 2026

VANGUARD VALUE ETF$40M

VANGUARD GROWTH ETF$32M

VANGUARD MID-CAP VALUE ETF$17M

VANGUARD S&P SMALL-CAP 600 GROWTH ETF$12M

VANGUARD FTSE EMERGING MARKETS ETF$9M

Sarissa Capital Management LP

Next filing ≈ Aug 14, 2026

INNOVIVA INC$50M

IRONWOOD PHARMACEUTICALS INC$32M

AMARIN CORP PLC$24M

NEUROCRINE BIOSCIENCES INC$15M

CYTOKINETICS INC$15M

Efficient Frontier Advisors LLC

Next filing ≈ Nov 14, 2025

DIMENSIONAL ETF TRUST$32M

DIMENSIONAL ETF TRUST$25M

DIMENSIONAL ETF TRUST$25M

VANGUARD INDEX FDS$11M

RIHO Partners, LLC

Next filing ≈ Aug 14, 2026

MURPHY USA INC$27M

PROGRESSIVE CORP$26M

OREILLY AUTOMOTIVE INC$19M

HEICO CORP NEW$12M

NVIDIA CORPORATION$11M

FWG Investments, LLC.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$17M

VANGUARD INDEX FDS$13M

CAPITOL SER TR$6M

AIM ETF PRODUCTS TRUST$5M

Livet Wealth, LLC

Next filing ≈ Aug 14, 2026

VANGUARD CHARLOTTE FDS$13M

SCHWAB STRATEGIC TR$12M

VANGUARD SCOTTSDALE FDS$12M

SCHWAB STRATEGIC TR$9M

CDC Financial, Inc.

Next filing ≈ Aug 14, 2026

AMPLIFY ENERGY CORP NEW$16M

CENTURY ALUM CO$14M

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

VOX ROYALTY CORP$9M

INHIBRX BIOSCIENCES INC$8M

SYNTAX RESEARCH, INC.

Next filing ≈ Aug 14, 2026

6077–6104 of 7980 funds

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