Tormere Analytics

Overview Stock Research Portfolio Lab Options Lab Watchlist

Pricing Developer

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.

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$29M

WISDOMTREE TR$23M

WISDOMTREE TR$12M

JOHN HANCOCK EXCHANGE TRADED$10M

LANE BROTHERS & CO INC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$18M

VANECK ETF TRUST$16M

AMERICAN CENTY ETF TR$8M

VANGUARD TAX-MANAGED FDS$7M

AMERICAN CENTY ETF TR$7M

Northern Financial Advisors Inc

Next filing ≈ Aug 14, 2026

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

BROADCOM INC$5M

MICROSOFT CORP$5M

Polaris Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$9M

Ridgeline Wealth Planning, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$34M

J P MORGAN EXCHANGE TRADED F$20M

CAPITAL GROUP GBL GROWTH EQT$11M

CAPITAL GROUP DIVIDEND VALUE$11M

BLACKROCK ETF TRUST$11M

Transmarket Holdings LP

Next filing ≈ May 15, 2026

SMITH & NEPHEW PLC$8M

ING GROEP N.V.$7M

Schwallier Wealth Management LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$28M

VANGUARD INDEX FDS$20M

SCHWAB STRATEGIC TR$19M

SCHWAB STRATEGIC TR$6M

FIDELITY MERRIMACK STR TR$6M

Generation Capital Management LLC

Next filing ≈ Aug 14, 2026

JANUS DETROIT STR TR$9M

ALPHABET INC$8M

EVOLUTION WEALTH MANAGEMENT INC.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$8M

INNOVATOR ETFS TRUST$8M

PACER FDS TR$8M

SIMPLIFY EXCHANGE TRADED FUN$5M

SIMPLIFY EXCHANGE TRADED FUN$4M

URS Advisory LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$21M

NEOS ETF TRUST$13M

INVESCO EXCH TRADED FD TR II$12M

NEOS ETF TRUST$11M

VANECK ETF TRUST$9M

Fulcrum Equity Management

Next filing ≈ Nov 14, 2026

TESLA INCPut$10M

SELECT SECTOR SPDR TR$6M

ONEOK INC NEW$5M

Tenere Capital LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORP$13M

META PLATFORMS INC$13M

ASML HOLDING N.V. NEW YORK REGISTRY SHAR$11M

TAIWAN SEMI ADR$10M

Seros Financial, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$14M

SCHWAB STRATEGIC TR$12M

LEGG MASON ETF INVT$11M

BERKSHIRE HATHAWAY INC DEL$10M

FIRST TR EXCHNG TRADED FD VI$10M

Leibman Financial Services, Inc.

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$12M

WISDOMTREE TR$6M

AMERICAN CENTY ETF TR$5M

BERKSHIRE HATHAWAY INC DEL$5M

TECK RESOURCES LTD$4M

ARROW FINANCIAL CORP

Next filing ≈ Aug 14, 2026

ARROW FINANCIAL CORPORATION$63M

AB NEW YORK INTERMEDIATE MUNI ETF$6M

ISHARES CORE U.S. AGGREGATE$6M

ISHARES NEW YORK MUNI BOND ETF$5M

BROADCOM INC$2M

RAHLFS CAPITAL, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$13M

BERKSHIRE HATHAWAY INC DEL$7M

EXXON MOBIL CORP$6M

Flagship Capital Management Inc.

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$19M

ALPHABET INC$13M

Pollock Investment Advisors, LLC

Next filing ≈ May 15, 2026

SEI EXCHANGE TRADED FUNDS$52M

FIRST TR EXCHANGE-TRADED FD$33M

DIMENSIONAL ETF TRUST$14M

TJX COS INC NEW$2M

OREILLY AUTOMOTIVE INC$2M

Aurora Investment Managers, LLC.

Next filing ≈ Aug 14, 2026

Kraneshares Tr Csi China Inter$12M

ALIBABA GROUP HLDG LTD$10M

Meta Platforms Inc$9M

MICROSOFT CORP$8M

Gagnon Advisors, LLC

Next filing ≈ Aug 14, 2026

ENTERPRISE PRODS PARTNERS L P$13M

AMERESCO INC$12M

EQUINIX INC$11M

NAVIGATOR HLDGS LTD$10M

Womack Financial LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$15M

SCHWAB STRATEGIC TR$11M

SCHWAB STRATEGIC TR$8M

SCHWAB STRATEGIC TR$6M

VANGUARD BD INDEX FDS$6M

Sovereign's Capital Management, LLC

Next filing ≈ Aug 14, 2026

GRAND CANYON ED INC$6M

MOLINA HEALTHCARE INC$6M

PAYCOM SOFTWARE INC$5M

AGH Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$14M

J P MORGAN EXCHANGE TRADED F$9M

AMERICAN CENTY ETF TR$8M

SPDR GOLD TR$7M

INVESCO EXCH TRADED FD TR II$4M

Black Diamond Capital Management I, LLLP

Next filing ≈ Aug 14, 2026

CONSUMER PORTFOLIO SVCS INC$40M

KVH INDS INC$31M

VERIZON COMMUNICATIONS INC$31M

CANTERBURY PK HLDG CORP$13M

WYNN RESORTS LTD$10M

Lionshead Wealth Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$9M

JANUS DETROIT STR TR$8M

VANGUARD BD INDEX FDS$6M

DIMENSIONAL ETF TRUST$5M

New Vernon Capital Holdings II LLC

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MFG LTD$17M

ISHARES INC$17M

VANGUARD INTL EQUITY INDEX F$15M

ISHARES INC$10M

ICICI BANK LIMITED$10M

Vantus Wealth LLC

Next filing ≈ May 15, 2026

MICROSOFT CORP$4M

NVIDIA CORPORATION$3M

ALPHABET INC$3M

Wishbone Management, LP

Next filing ≈ Aug 14, 2026

COPA HOLDINGS SA$54M

ROPER TECHNOLOGIES INC$32M

MICROCHIP TECHNOLOGY INC.$10M

6497–6524 of 7980 funds

← Previous233 / 285Next →

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