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.

SOUTHERN CAPITAL SERVICES INC /ADV

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$23M

FIRST TR EXCHANGE-TRADED FD$15M

J P MORGAN EXCHANGE TRADED F$11M

VANGUARD WORLD FD$10M

SELECT SECTOR SPDR TR$9M

Providence Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

ELI LILLY AND CO$12M

CATERPILLAR INC$8M

MICROSOFT CORP$8M

BROADCOM INC$7M

Clearview Wealth Management LLC

Next filing ≈ Nov 14, 2026

INVESCO EXCHANGE TRADED FD T$36M

INVESCO EXCHANGE TRADED FD T$14M

JANUS DETROIT STR TR$11M

SPDR SERIES TRUST$6M

Good Steward Wealth Advisors,LLC

Next filing ≈ Aug 14, 2026

PGIM ETF TR$14M

VANGUARD INDEX FDS$13M

VANECK ETF TRUST$11M

VANGUARD INDEX FDS$10M

Summit Portfolio Management, LTD.

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$37M

AMERICAN CENTY ETF TR$18M

AMERICAN CENTY ETF TR$14M

AMERICAN CENTY ETF TR$14M

DeLarme Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$20M

DIMENSIONAL ETF TRUST$16M

DIMENSIONAL ETF TRUST$11M

DIMENSIONAL ETF TRUST$7M

CAPSTONE CAPITAL LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$71M

DIMENSIONAL ETF TRUST$37M

DIMENSIONAL ETF TRUST$18M

VANGUARD SCOTTSDALE FDS$12M

VANGUARD MUN BD FDS$9M

Wilkins Miller Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$15M

SCHWAB STRATEGIC TR$9M

SPDR INDEX SHS FDS$6M

INVESCO EXCH TRD SLF IDX FD$6M

Kuhn & Co Investment Counsel

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$7M

VANGUARD INDEX FDS$7M

CAPITAL GROUP GROWTH ETF$5M

VANGUARD INDEX FDS$5M

NVIDIA CORPORATION$5M

Bulwark Capital Corp

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL STOCK MARKET ETF$16M

PGIM ULTRA SHORT BOND ETF$16M

JPMORGAN LIMITED DURATION BOND ETF$12M

ISHARES CORE S&P 500 ETF$10M

SCHWAB INTERMEDIATE-TERM US TREASURY ETF$9M

RETIREMENT PLANNING GROUP, LLC / NY

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$14M

INVESCO QQQ TR$11M

INVESCO EXCH TRADED FD TR II$9M

SCHWAB STRATEGIC TR$6M

GLOBAL X FDS$6M

Future Financial Wealth Managment LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$17M

VANGUARD INDEX FDS$17M

JANUS DETROIT STR TR$7M

CAPITAL GROUP DIVIDEND VALUE$7M

Legend Financial Advisors, Inc.

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$15M

INVESCO QQQ TR$14M

SCHWAB STRATEGIC TR$11M

VANGUARD ADMIRAL FDS INC$10M

Everstar Asset Management, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$13M

VANGUARD INDEX FDS$4M

INVESCO EXCHANGE TRADED FD T$4M

CANADA PENSION PLAN INVESTMENT BOARD

Next filing ≈ Aug 14, 2026

1,680 positions

NVIDIA CORPORATION$9M

MICROSOFT CORP$6M

AMAZON COM INC$4M

ALPHABET INC$4M

Archvest Wealth Advisors, Inc.

Next filing ≈ Aug 14, 2026

FLEXSHARES TR$39M

DIMESIONAL ETF TRUST$15M

VANGUARD INDEX FDS$10M

Next filing ≈ Aug 14, 2026

TEJON RANCH CO$72M

STEALTHGAS INC$25M

SAGA COMMUNICATIONS INC$14M

ALBERTSONS COS INC COM$12M

SIRIUS XM HOLDINGS INC COM$8M

CYBER HORNET ETFs LLC

Next filing ≈ Aug 14, 2026

NVIDIA Corp.$12M

Apple, Inc.$10M

Microsoft Corp.$8M

Amazon.com, Inc.$6M

Alphabet, Inc.$5M

Next filing ≈ Aug 14, 2026

ISHARES INC$19M

AtlasMark Financial, Inc

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$31M

Mountain Lake Investment Management LLC

Next filing ≈ Aug 14, 2026

SPROTT ASSET MANAGEMENT LP$16M

ETFS GOLD TR$14M

ALLISON TRANSMISSION HLDGS I$13M

VIPER ENERGY INC$12M

AUTONATION INC$11M

LeConte Wealth Management, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$19M

VANGUARD SCOTTSDALE FDS$9M

DIREXION SHARES ETF TRUST$6M

Meadow Creek Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

ISHARES TR CORE S&P500 ETF$15M

SONOCO PRODUCTS COMPANY$13M

COCA COLA COMPANY$11M

NVIDIA CORPORATION$6M

APPLE INCORPORATED$6M

DecisionMap Wealth Management, LLC

Next filing ≈ Aug 14, 2026

Collar Capital Management, LLC

Next filing ≈ Aug 14, 2026

MICRON TECHNOLOGY INC$7M

WESTERN DIGITAL CORP$5M

ALPHABET INC$4M

LEIGH BALDWIN & CO., LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$7M

CAPITAL GROUP GROWTH ETF$6M

CAPITAL GRP FIXED INCM ETF T$5M

Grantvest Financial Group LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$3M

VANGUARD WORLD FD$3M

VANECK ETF TRUST$2M

INVESCO QQQ TR$2M

ALBERT D MASON INC

Next filing ≈ Aug 14, 2026

Alphabet Inc. Class C$6M

Lam Research Corp.$4M

Novartis AG ADR$4M

Snap-on Inc.$3M

6133–6160 of 7980 funds

← Previous220 / 285Next →

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