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.

STEINBERG ASSET MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

GOLAR LNG LTD SHS$77M

ALPHABET INC CAP STK CL C$10M

MADISON SQUARE GRDN SPRT CORP CL A$7M

ARCH CAP GROUP LTD ORD$7M

BROOKFIELD RENEWABLE CORP CL A EX SUB VTG$4M

Equity Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$17M

SCHWAB STRATEGIC TR$13M

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

AMERICAN CENTY ETF TR$10M

American Institute for Advanced Investment Management, LLP

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$6M

PIMCO ETF TR$4M

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$13M

SPDR SERIES TRUST$11M

SPDR GOLD TR$9M

PERSPECTIVE WEALTH ADVISORS LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$22M

SPDR SERIES TRUST$8M

INVESCO QQQ TR$8M

Sheets Smith Investment Management

Next filing ≈ Feb 14, 2026

J P MORGAN EXCHANGE TRADED F$12M

SPDR SERIES TRUST$4M

APPLOVIN CORP$4M

PUTNAM MASTER INTER INCOME T$4M

NVIDIA CORPORATION$4M

Fidato Wealth LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$76M

VANGUARD INDEX FDS$40M

DIMENSIONAL ETF TRUST$13M

VANGUARD BD INDEX FDS$11M

SILVER OAK WEALTH ADVISORS SERVICES, LLC

Next filing ≈ Aug 14, 2026

VANGUARD MALVERN FDS$31M

GOLDMAN SACHS ETF TR$31M

VANGUARD WORLD FD$17M

DIMENSIONAL ETF TRUST$11M

AMERICAN CENTY ETF TR$9M

Cedar Point Capital Partners, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$11M

VANGUARD WORLD FD$11M

VANGUARD INDEX FDS$11M

DIMENSIONAL ETF TRUST$10M

J P MORGAN EXCHANGE TRADED F$10M

Creegan & Nassoura Financial Group, LLC

Next filing ≈ May 15, 2026

JPMORGAN CHASE & CO.$9M

MICROSOFT CORP$8M

BLACKSTONE INC$7M

BERKSHIRE HATHAWAY INC DEL$6M

BROADCOM INC$5M

Cravens & Co Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$16M

DIMENSIONAL ETF TRUST$13M

DIMENSIONAL ETF TRUST$12M

VANGUARD SCOTTSDALE FDS$10M

VANGUARD SCOTTSDALE FDS$10M

Rare Wolf Capital LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$16M

ALPHABET INC$15M

MICROSOFT CORP$10M

AMAZON COM INC$6M

NVIDIA CORPORATION$6M

Safir Wealth Advisors, LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$64M

VANGUARD BD INDEX FDS$17M

VANGUARD INDEX FDS$17M

VANGUARD INDEX FDS$13M

VANGUARD SPECIALIZED FUNDS$13M

7G CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

Alphabet Inc$47M

Taiwan Semiconfuctor Mfg LTD$33M

Berkshire Hathaway Inc Del$22M

Berkley W R Corp$7M

SageOak Financial, LLC

Next filing ≈ Nov 14, 2026

DIMENSIONAL ETF TRUST$33M

DIMENSIONAL ETF TRUST$22M

DIMENSIONAL ETF TRUST$20M

DIMENSIONAL ETF TRUST$14M

DIMENSIONAL ETF TRUST$13M

H PARTNERS MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

SIX FLAGS ENTERTAINMENT CORP$83M

ADVANCE AUTO PARTS INC$71M

Valpey Financial Services, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$9M

VANGUARD INDEX FDS$7M

SCHWAB STRATEGIC TR$7M

VANGUARD CHARLOTTE FDS$7M

SCHWAB STRATEGIC TR$6M

RWQ Financial Management Services, Inc.

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$14M

TAIWAN SEMICONDUCTOR MANUFAC$13M

GE VERNOVA INC$12M

NVIDIA CORPORATION$12M

BRIGHT VALLEY CAPITAL Ltd

Next filing ≈ Aug 14, 2026

INTEL CORPCall$45M

VIPSHOP HOLDINGS LTD$28M

PDD HOLDINGS INCCall$11M

DOHENY ASSET MANAGEMENT /CA

Next filing ≈ Aug 14, 2026

NVIDIA CORP$15M

BROADCOM INC$13M

ALPHABET INC CLASS CLASS C$9M

EXXON MOBIL CORP$9M

Next filing ≈ Aug 14, 2026

1,074 positions

INVESCO QQQ TR$26M

SPDR INDEX SHS FDS$15M

FIDELITY MERRIMACK STR TR$9M

WISDOMTREE TR$4M

Pacific Park Financial, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$28M

VANGUARD INTL EQUITY INDEX F$16M

SCHWAB STRATEGIC TR$15M

ISHARES GOLD TR$7M

VANGUARD BD INDEX FDS$6M

Warner Group LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$17M

NVIDIA CORPORATION$10M

INVESCO QQQ TR$9M

WISDOMTREE TR$9M

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

Blue Capital, Inc.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$9M

SPDR SERIES TRUST$7M

SPDR SERIES TRUST$6M

VANGUARD SCOTTSDALE FDS$5M

JPMORGAN CHASE & CO$4M

WASHINGTON GROWTH STRATEGIES LLC

Next filing ≈ Aug 14, 2026

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

INVESCO QQQ TR$9M

SELECT SECTOR SPDR TR$9M

GLOBAL X FDS$6M

McGinn Penninger Investment Management, Inc.

Next filing ≈ Aug 14, 2026

META PLATFORMS INC.$11M

JP MORGAN CHASE & CO$10M

MICROSOFT CORPORATION$10M

GOLDMAN SACHS GROUP INC$7M

Atlantic Private Wealth, LLC

Next filing ≈ Aug 14, 2026

SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)$43M

Vanguard Idx Fund$17M

Vanguard Total (international Stock Index Fund)$8M

iShares iBonds Dec 2034 Term Treasury ETF$6M

Vanguard Extended (markets Index Fund)$6M

Bravias Capital Group, LLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$26M

J P MORGAN EXCHANGE TRADED F$13M

CAMBRIA ETF TR$10M

VANGUARD WORLD FD$8M

BERKSHIRE HATHAWAY INC DEL$7M

6161–6188 of 7980 funds

← Previous221 / 285Next →

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