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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.

Soapstone Management L.P.

Next filing ≈ Aug 14, 2026

ALAMOS GOLD INC$33M

PUBLIC STORAGE OPER CO$20M

CONSTELLIUM SE$20M

TELEFLEX INCORPORATED$14M

CITIZENS FINL GROUP INC$13M

Vann Equity Management LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$11M

MICROSOFT CORP$7M

ALPHABET INC$6M

AMAZON COM INC$5M

CFC Planning Co LLC

Next filing ≈ Aug 14, 2026

CISCO SYS INC$9M

SOUTHERN COPPER CORP$6M

DISNEY WALT CO$5M

AMERICAN EXPRESS CO$5M

J Digital 6 LLC

Next filing ≈ Aug 14, 2026

Figure Technology Solutions Inc.$105M

Forward Industries Inc.$35M

WealthTrak Capital Management LLC

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$16M

SPDR SERIES TRUST$13M

SPDR INDEX SHS FDS$7M

SPDR INDEX SHS FDS$7M

TIDAL TRUST II$6M

Northwest Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$15M

SPDR SERIES TRUST$11M

SUPERSTRING CAPITAL MANAGEMENT LP

Next filing ≈ Aug 14, 2026

SUMMIT THERAPEUTICS INC$17M

IMMUNOVANT INC$9M

COGENT BIOSCIENCES INC$9M

UROGEN PHARMA LTD$7M

Guild Investment Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD MALVERN FDS$17M

GLOBAL X FDS$13M

SPROTT ASSET MANAGEMENT LP$13M

SPDR SERIES TRUST$10M

NVIDIA CORPORATION$8M

HAMILTON LANE ADVISORS LLC

Next filing ≈ Aug 14, 2026

Granite Ridge Resources, Inc.$43M

Blue Owl Capital Corporation$38M

Nu Holdings Ltd.$19M

Toast, Inc.$11M

WaterBridge Infrastructure LLC$7M

MFG WEALTH MANAGEMENT, INC.

Next filing ≈ Nov 14, 2026

PROSHARES TR$5M

INTERNATIONAL BUSINESS MACHS$4M

SCHWAB STRATEGIC TR$4M

SELECT SECTOR SPDR TR$4M

ROCKET COS INC$4M

Summit Financial Consulting LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$18M

KG&L Capital Management,LLC

Next filing ≈ Aug 14, 2026

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

JPMORGAN CHASE & CO$9M

EXXON MOBIL CORP$7M

SPDR SERIES TRUST$6M

VANGUARD INDEX FDS$4M

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$64M

SPDR GOLD TR$26M

FIDELITY WISE ORIGIN BITCOIN$5M

FIRST TR EXCHANGE-TRADED FD$5M

VANGUARD WHITEHALL FDS$4M

FOREFRONT WEALTH MANAGEMENT INC.

Next filing ≈ May 15, 2026

J P MORGAN EXCHANGE TRADED F$10M

MICROSOFT CORP$10M

AMAZON COM INC$8M

TAIWAN SEMICONDUCTOR MFG LTD$8M

LANDMARK INVESTMENT PARTNERS, L.P.

Next filing ≈ Aug 14, 2026

HILTON WORLDWIDE HLDGS INC$13M

COSTAR GROUP INCCall$12M

APARTMENT INVT & MGMT CO$10M

COHEN & STEERS INC$10M

CBRE GROUP INC$9M

CHARTIST INC /CA/

Next filing ≈ Aug 14, 2026

SPDR S&P 500$56M

Invesco QQQ TRUST$31M

SPDR Dow Jones Ind$28M

Ishares Russell$14M

SPDR S&P Mid-Cap 4$3M

Black Cypress Capital Management, LLC

Next filing ≈ Aug 14, 2026

FLOOR & DECOR HLDGS INC$17M

US BANCORP DEL$16M

META PLATFORMS INC$15M

AMAZON COM INC$12M

DISNEY WALT CO$12M

Buckley Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

LIQUIDIA CORPORATION$24M

LIQUIDIA CORPORATIONPut$21M

ACADIA HEALTHCARE CO$16M

SUPER GROUP SGHC LIMITED$14M

Welch Financial Planning, LLC

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$12M

J P MORGAN EXCHANGE TRADED F$12M

MANAGED PORTFOLIO SERIES$8M

Marathon Strategic Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST MID CAP$19M

SPDR SERIES TRUST LARGE CAP$12M

SPDR INDEX SHS EMERGING MARKETS$12M

SPDR INDEX SHS DEV WORLD EX US$11M

ISHARES TR CORE S&P500 ETF$10M

Potrero Capital Research LLC

Next filing ≈ Aug 14, 2026

SEAGATE TECHNOLOGY HLDNGS PL$11M

BIRKENSTOCK HOLDING PLC$11M

YETI HLDGS INC$9M

Center for Wealth Management Advisory

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$26M

FIRST TR EXCHANGE-TRADED FD$14M

FIRST TR EXCHANGE-TRADED FD$8M

VANECK ETF TRUST$7M

GraniteShares Advisors LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$4M

ALPHABET INC-CL A$4M

CVR Partners LP and CVR Nitrogen Finance Corporation$3M

Dorchester Minerals$3M

META PLATFORMS INC$3M

Bluegrass Capital Partners LP

Next filing ≈ Aug 14, 2026

TRANSDIGM GROUP INC$23M

MOODYS CORP$23M

GE AEROSPACE$23M

MASTERCARD INCORPORATED$22M

AMAZON COM INC$22M

Parvin Asset Management, LLC

Next filing ≈ Aug 14, 2026

NEWMONT CORP$4M

AGNICO EAGLE MINES LTD F$4M

COEUR MNG INC$4M

HECLA MNG CO$4M

CHESAPEAKE CAPITAL CORP /IL/

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$4M

LUMENTUM HLDGS INC$3M

SPDR SERIES TRUST$3M

Paladin Partners, LLC

Next filing ≈ Aug 14, 2026

STATE STREET$15M

NVIDIA CORPORATION$12M

Seelaus Asset Management LLC

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TR$7M

MICROSOFT CORP$3M

ALPHABET INC$3M

6441–6468 of 7980 funds

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