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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.

Anson Capital, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$11M

VANECK ETF TRUST$9M

FIDELITY MERRIMACK STR TR$9M

PACER FDS TR$7M

Sippican Capital Advisors

Next filing ≈ Aug 14, 2026

Ge Aerospace$4M

Triumph Financial Inc$4M

Exxon Mobil Corp$4M

Bristol-Myers Squibb Co$4M

Bright Futures Wealth Management, LLC.

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$4M

INNOVATOR ETFS TRUST$4M

BERKSHIRE HATHAWAY INC DEL$4M

Aspetuck Financial Management LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION COM$18M

STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF$10M

ALPHABET INC CAP STK CL A$6M

FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF$6M

ISHARES CORE S&P SMALL CAP ETF$6M

Next filing ≈ Aug 14, 2026

FOSTER L B CO$30M

NEKTAR THERAPEUTICS$20M

LIFECORE BIOMEDICAL INC$19M

INSPERITY INC$13M

MINERALYS THERAPEUTICS INC$12M

TRB Advisors LP

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$46M

KKR & CO INC$26M

TREMBLANT GLOBAL ETF$14M

Nautilus Advisors LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$7M

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

ALPHABET INC$6M

NETFLIX INC.$5M

Apex Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$9M

VANGUARD INDEX FDS$8M

VANGUARD INDEX FDS$8M

SENTRY INVESTMENT MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

VANGUARD EXTENDED MKT INDEX FU$146M

Aspire Growth Partners LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$16M

VANGUARD ADMIRAL FDS INC$11M

INVESCO EXCH TRADED FD TR II$7M

CAPITAL GROUP CORE EQUITY ET$6M

Tenzing Financial LLC

Next filing ≈ Nov 14, 2026

J P MORGAN EXCHANGE TRADED F$18M

J P MORGAN EXCHANGE TRADED F$9M

SCHWAB STRATEGIC TR$9M

SPDR SERIES TRUST$8M

Next filing ≈ May 15, 2026

FIDELITY COVINGTON TRUST$11M

VANGUARD INDEX FDS$8M

FIDELITY MERRIMACK STR TR$7M

S&A Financial Services, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$10M

SCHWAB STRATEGIC TR$8M

VANGUARD WORLD FD$7M

AMERICAN CENTY ETF TR$6M

Crestwood Capital Management, L.P.

Next filing ≈ Aug 14, 2026

VIKING HOLDINGS LTD$23M

ICICI BANK LIMITED$18M

DUTCH BROS INC$16M

THE REALREAL INC$13M

Seed Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$36M

JANUS DETROIT STR TR$8M

SCHWAB STRATEGIC TR$6M

EA SERIES TRUST$6M

Paladin Wealth, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$12M

DOUBLELINE ETF TRUST$5M

AMERICAN CENTY ETF TR$4M

SPDR INDEX SHS FDS$4M

JANUS DETROIT STR TR$4M

Greenhaven Road Investment Management, L.P.

Next filing ≈ Aug 14, 2026

HAGERTY INC$25M

CELLEBRITE DI LTD$21M

KINGSWAY FINL SVCS INC$19M

AST SPACEMOBILE INC$19M

LIFECORE BIOMEDICAL INC$13M

Axecap Investments, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$7M

LAM RESEARCH CORP$7M

ALPHABET INC$7M

Kopp Family Office, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$28M

INVESCO EXCHANGE TRADED FD T$20M

STATE STR SPDR S&P 500 ETF T$19M

VANGUARD INTL EQUITY INDEX F$12M

Gambit Capital Management, LLC

Next filing ≈ Aug 14, 2026

ELI LILLY & CO$24M

VANGUARD INDEX FDS$12M

STATE STR SPDR S&P 500 ETF T$11M

SPDR SERIES TRUST$11M

SCHWAB STRATEGIC TR$6M

AMARA FINANCIAL, LLC.

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$23M

VANGUARD WORLD FD$23M

VANGUARD SPECIALIZED FUNDS$20M

VANGUARD WORLD FD$11M

SCHWAB STRATEGIC TR$9M

Teca Partners, LP

Next filing ≈ Aug 14, 2026

VIKING HOLDINGS LTD$23M

ACADIA HEALTHCARE COMPANY INCall$20M

OPTION CARE HEALTH INC$19M

THERMO FISHER SCIENTIFIC INC$16M

CHIPOTLE MEXICAN GRILL INC$16M

Copia Wealth Management

Next filing ≈ Aug 14, 2026

STRIVE ENHANCED INCOME SHORT MATURITY ETF$10M

ELDRIDGE AAA CLO ETF$7M

SPDR GOLD SHARES$5M

STATE STREET SPDR PORTFOLIO S&P 500 ETF$5M

VANGUARD RUSSELL 2000 ETF$4M

WEALTHGARDEN F.S. LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$4M

BLACKROCK ETF TRUST$4M

BLACKROCK ETF TRUST$3M

Enstar Group LTD

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$49M

KKR & CO INC$24M

BLACKSTONE INC$19M

APOLLO GLOBAL MGMT INC$19M

JAMES RIV GROUP LTD$16M

Nicholas Wealth, LLC.

Next filing ≈ Aug 14, 2026

TIDAL TRUST II$18M

TIDAL TRUST II$11M

NVIDIA CORPORATION$4M

MICROSOFT CORP$3M

Paradigm, Strategies in Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$20M

SCHWAB STRATEGIC TR$19M

J P MORGAN EXCHANGE TRADED F$13M

Creative Planning

Next filing ≈ Aug 14, 2026

4,053 positions

VANGUARD BD INDEX FDS$9M

VANGUARD TAX-MANAGED FDS$8M

SPDR INDEX SHS FDS$6M

SPDR SERIES TRUST$6M

6329–6356 of 7980 funds

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