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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.

Advocate Investing Services LLC

Next filing ≈ Aug 14, 2026

INVESCO ACTIVELY MANAGED EXC$14M

T ROWE PRICE ETF INC$10M

SELECT SECTOR SPDR TR$5M

INVESCO EXCH TRADED FD TR II$4M

Oceanic Investment Management LTD

Next filing ≈ Aug 14, 2026

TEEKAY TANKERS LTD$14M

EXPAND ENERGY CORPORATION$12M

ANTERO RESOURCES CORP$10M

SEADRILL LTD$9M

Tandem Investment Partners LLC

Next filing ≈ Aug 14, 2026

VANGUARD MALVERN FDS$8M

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

SPDR SERIES TRUST$7M

PACER FDS TR$6M

VANGUARD STAR FDS$6M

Ridge Creek Global, Inc

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$18M

VANGUARD WORLD FD$6M

ISHARES GOLD TR$5M

NEWMONT CORP$5M

AGNICO EAGLE MINES LTD$4M

Walnut Level Capital LLC

Next filing ≈ Aug 14, 2026

DARLING INGREDIENTS INCPut$23M

DARLING INGREDIENTS INC$15M

METHANEX CORP$10M

BUNGE GLOBAL SA$9M

ANDERSONS INC$5M

Warm Springs Advisors Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$17M

BROADCOM INC$9M

ALPHABET INC$8M

MICROSOFT CORP$6M

Orca Investment Management, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC CLASS CLASS C$10M

MICROSOFT CORP$10M

BROADCOM INC$6M

STATE STREET SPDR S&P 500 ETF$6M

New Dimensions Wealth Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$28M

DIMENSIONAL ETF TRUST$21M

DIMENSIONAL ETF TRUST$13M

DIMENSIONAL ETF TRUST$12M

DIMENSIONAL ETF TRUST$10M

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$22M

ISHARES SILVER TR$7M

AMPLIFY ETF TR$6M

ABRDN PLATINUM ETF TRUST$5M

Davis Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$6M

Stegent Equity Advisors, Inc.

Next filing ≈ Aug 14, 2026

ETF SER SOLUTIONS$6M

VANGUARD WORLD FD$6M

ABRDN PRECIOUS METALS BASKET$5M

AMERICAN CENTY ETF TR$5M

EA SERIES TRUST$4M

Virtus Family Office LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$7M

VANGUARD SCOTTSDALE FDS$7M

SHINHAN FINANCIAL GROUP CO L$5M

ZTO EXPRESS CAYMAN INC$5M

COPA HOLDINGS SA$5M

First Financial Bank - Trust Division

Next filing ≈ Aug 14, 2026

CINCINNATI FINANCIAL CORPORATION$14M

FIRST FINANCIAL BANCORP$6M

FIRST MERCHANTS CORP$3M

4WEALTH ADVISORS, INC.

Next filing ≈ Aug 14, 2026

NORTHERN LTS FD TR IV$5M

J P MORGAN EXCHANGE TRADED F$4M

SPDR SERIES TRUST$4M

NVIDIA CORPORATION$3M

VANGUARD SCOTTSDALE FDS$3M

JOSH ARNOLD INVESTMENT CONSULTANT, LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$18M

THE ONCOLOGY INSTITUTE INC$8M

TKO GROUP HOLDINGS INC$3M

PALANTIR TECHNOLOGIES INC$3M

Liberty Atlantic Advisors LLC

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$23M

INNOVATOR ETFS TRUST$15M

INNOVATOR ETFS TRUST$8M

INNOVATOR ETFS TRUST$5M

Fairman Group, LLC

Next filing ≈ Aug 14, 2026

ACCENTURE PLC IRELAND$17M

VANGUARD TAX-MANAGED FDS$9M

ESSENT GROUP LTD$5M

EA SERIES TRUST$5M

Andar Capital Management HK Ltd

Next filing ≈ Aug 14, 2026

TOWER SEMICONDUCTOR LTD$23M

ONTO INNOVATION INC$16M

SEMTECH CORP$15M

APPLIED OPTOELECTRONICS INC$11M

TERADYNE INC$11M

Barden Capital Management, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$10M

SCHWAB STRATEGIC TR$7M

SPDR INDEX SHS FDS$6M

NVIDIA CORPORATION$5M

SPDR SERIES TRUST$5M

Leo H. Evart, Inc.

Next filing ≈ Aug 14, 2026

ISHARES 0-3 MONTH TREASURY BOND ETF$20M

VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES$8M

VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES$6M

VANGUARD VALUE INDEX FUND ETF SHARES$6M

CAPITAL GROUP DIVIDEND VALUE ETF$5M

Orvieto Partners, L.P.

Next filing ≈ Aug 14, 2026

PENN ENTERTAINMENT INC$10M

BRIGHTSTAR LOTTERY PLC$10M

CHURCHILL DOWNS INC$9M

GAMING & LEISURE P$6M

Next filing ≈ Aug 14, 2026

GLOBAL X 1-3 MONTH T-BILL ETF$29M

DIMENSIONAL CORE FIXED INCOME ETF$17M

VANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)$12M

CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF$12M

PROSHARES ULTRASHORT QQQ$8M

APS Management Group, Inc.

Next filing ≈ Aug 14, 2026

GLOBAL X FDS$12M

FIRST TR EXCHANGE-TRADED FD$11M

CAPITAL GROUP GROWTH ETF$8M

DIMENSIONAL ETF TRUST$7M

Fremen Capital Management LP

Next filing ≈ Aug 14, 2026

AMAZON COM INC$14M

ALPHABET INC$13M

MICROSOFT CORP$11M

TAIWAN SEMICONDUCTOR MANUFAC$9M

MICROSOFT CORPCall$9M

Twin Cities Retirement Group LLC

Next filing ≈ Nov 14, 2026

VANGUARD SCOTTSDALE FDS$20M

VANGUARD SCOTTSDALE FDS$15M

DIMENSIONAL ETF TRUST$12M

VANGUARD TAX-MANAGED FDS$12M

DB Fitzpatrick & Co, Inc

Next filing ≈ Aug 14, 2026

iShares Core U.S. Aggregate Bond ETF$43M

Vanguard Russell 3000 ETF$4M

Vanguard S&P 500 ETF$4M

Vanguard Developed Markets ETF$3M

Quanta Services, Inc.$3M

Wisconsin Wealth Advisors, LLC

Next filing ≈ Nov 14, 2026

INVESCO QQQ TR$5M

APPLIED MATLS INC$5M

FIRST TR EXCHANGE-TRADED FD$5M

FIRST TR EXCHANGE TRADED FD$4M

FIRST TR EXCHANGE TRADED FD$4M

Ulland Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

NVidia Corporation$9M

Alphabet, Inc.$9M

Vertiv Holdings, Co.$7M

Meta Platforms, Inc.$6M

Invesco QQQ Trust ETF$6M

6861–6888 of 7980 funds

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