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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.

INTERACTIVE FINANCIAL ADVISORS, INC.

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$11M

FLEXSHARES TR$10M

INVESCO QQQ TR$7M

Mountaineer Partners Management, LLC

Next filing ≈ Aug 14, 2026

CENTURY ALUM CO$32M

CONSTELLIUM SE$14M

FREEPORT MCMORAN INC$12M

CARPENTER TECHNOLOGY CORP$12M

Fiduciary Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$49M

VANGUARD FTSE DEVELOPED MARKETS ETF$35M

VANGUARD SMALL CAP ETF$14M

VANGUARD MID CAP ETF$6M

PETRA FINANCIAL ADVISORS INC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$12M

SPDR GOLD TR$10M

VANECK ETF TRUST$7M

VANECK MERK GOLD ETF$6M

Arvest Bank Trust Division

Next filing ≈ Aug 14, 2026

VANGUARD STAR FDS$6M

ONEOK INC NEW$3M

CHEVRON CORPORATION$3M

SeaTown Holdings Pte. Ltd.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$16M

BROADCOM INC$13M

SYNOPSYS INC$11M

CARPENTER TECHNOLOGY CORP$11M

AMAZON COM INC$10M

Climber Capital SA

Next filing ≈ Aug 14, 2026

SPDR Gold Trust$17M

Vanguard S&P 500 ETF$12M

iShares Short Treasury Bond ETF$7M

SPDR Portfolio Short Term Corporate Bond ETF$5M

Vanguard Short-Term Corporate Bond ETF$5M

Bruce G. Allen Investments, LLC

Next filing ≈ Aug 14, 2026

1,083 positions

ISHARES MSCI EAFE VALUE ETF$24M

VANGUARD VALUE ETF$17M

SCHWAB US DIVIDEND EQUITY ETF$13M

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF$11M

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF$10M

ELLERSON GROUP INC /ADV

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$16M

PALANTIR TECHNOLOGIES INC$12M

ALPHABET INC$7M

REGENERON PHARMACEUTICALS$6M

Marshall & Sterling Wealth Advisors Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INTERMEDIATE$12M

WISDOMTREE US$10M

VANECK MORNINGSTAR$7M

FIDELITY HIGH$6M

Sellaronda Global Management LP

Next filing ≈ Aug 14, 2026

LIBERTY MEDIA CORP DEL$34M

VEEVA SYS INC$19M

AMAZON COM INC$18M

Comprehensive Money Management Services LLC

Next filing ≈ Aug 14, 2026

VANGUARD MALVERN FDS$4M

VANGUARD INTL EQUITY INDEX F$4M

VANGUARD WORLD FD$3M

VANGUARD WHITEHALL FDS$3M

Forest Hill Capital, LLC

Next filing ≈ Aug 14, 2026

SPROTT ASSET MANAGEMENT LP$51M

VANECK ETF TRUST$25M

NEWMONT CORP$21M

FRANCO NEV CORP$20M

ISHARES SILVER TR$14M

Integras Partners LLC

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$9M

CAPITAL GRP FIXED INCM ETF T$7M

DIMENSIONAL ETF TRUST$6M

DIMENSIONAL ETF TRUST$5M

MOULTON WEALTH MANAGEMENT, INC

Next filing ≈ Nov 14, 2026

SPDR SERIES TRUST$18M

WISDOMTREE TR$14M

VANGUARD INDEX FDS$13M

Ibex Investors LLC

Next filing ≈ Aug 14, 2026

ITURAN LOCATION AND CONTROL$44M

MONDAY COM LTD$34M

ETORO GROUP LTD$31M

GLOBAL E ONLINE LTD$13M

E L F BEAUTY INC$6M

Prota Financial, LLC

Next filing ≈ Nov 14, 2026

J P MORGAN EXCHANGE TRADED F$12M

INVESCO EXCH TRADED FD TR II$11M

SCHWAB STRATEGIC TR$9M

SCHWAB STRATEGIC TR$7M

Uptown Financial Advisors LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$16M

VANGUARD INDEX FDS$11M

INVESCO QQQ TRPut$10M

SPDR SERIES TRUST$10M

Point Nemo Capital, LLC

Next filing ≈ Aug 14, 2026

VANGUARD MALVERN FDS$7M

VANECK ETF TRUST$7M

SPDR GOLD TR$7M

VANECK ETF TRUST$7M

U S WEALTH GROUP, LLC.

Next filing ≈ May 15, 2026

Alphabet Inc.$11M

Ishares Tr Lehman Bd Fd$10M

FSA Advisors, Inc.

Next filing ≈ Aug 14, 2026

NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF$5M

NEOS S&P 500 HIGH INCOME ETF$3M

NEOS NASDAQ-100(R) HIGH INCOME ETF$3M

SIMPLIFY EXCHANGE TRADED FUN$3M

Hoffman, Alan N Investment Management

Next filing ≈ Aug 14, 2026

AMAZON COM INC$22M

MICROSOFT CORP$18M

ALPHABET INC$11M

COSTCO WHOLESALE CORPORATION$8M

Guided Capital Wealth Management, LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE-TRADED FD$33M

CAPITAL GROUP CORE EQUITY ET$9M

FIRST TR EXCHNG TRADED FD VI$9M

J P MORGAN EXCHANGE TRADED F$9M

CASCADE INVESTMENT GROUP, INC.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$23M

SPDR SERIES TRUST$8M

VANGUARD STAR FDS$4M

FIRST TR EXCHANGE-TRADED FD$4M

Morgan Creek Capital Management, LLC

Next filing ≈ Aug 14, 2026

FIGURE TECHNOLOGY SOLUTIO$132M

GEMINI SPACE STA INC$12M

UBER TECHNOLOGIES INC$3M

FULL TRUCK ALLIANCE CO LTD$1M

TOWER TRUST & INVESTMENT Co

Next filing ≈ Aug 14, 2026

SPDR S&P GLOBAL INFRASTRUCTURE ETF$15M

NVIDIA CORP$12M

MICROSOFT CORP$7M

ALPHABET INC CLASS C$6M

LANDMARK WEALTH MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

SPDR INDEX SHS FDS$26M

STATE STR SPDR S&P 500 ETF T$20M

SPDR INDEX SHS FDS$14M

Key Capital Management, INC

Next filing ≈ Aug 14, 2026

CAPITOL SER TR$26M

STERLING CAP FDS$6M

SIMPLIFY EXCHANGE TRADED FUN$6M

6189–6216 of 7980 funds

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