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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.

Nitorum Capital, L.P.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P MIDCAP 40$13M

MARTIN MARIETTA MATLS INC$10M

DELL TECHNOLOGIES INC$9M

RB GLOBAL INC$8M

CHURCHILL DOWNS INC$7M

Barrier Capital Management, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$14M

ECHOSTAR CORP$12M

NVIDIA CORPORATION$8M

Asempa Wealth Advisors

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$4M

Bristlecone Value Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD FTSE DEVELOPED MARKETS ETF$15M

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

VANGUARD DIVIDEND APPRECIATION ETF$9M

WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND ETF$7M

VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF$5M

Bosman Wealth Management, LLC

Next filing ≈ Aug 14, 2026

PALANTIR TECHNOLOGIES INC$11M

ALPHABET INC$9M

NVIDIA CORPORATION$8M

TECHNIPFMC PLC$8M

MICRON TECHNOLOGY INC$6M

IFC & Insurance Marketing, Inc.

Next filing ≈ Nov 14, 2026

INVESCO EXCH TRADED FD TR II$10M

INVESCO EXCH TRADED FD TR II$9M

SCHWAB STRATEGIC TR$9M

INVESCO EXCHANGE TRADED FD T$7M

FIRST TR EXCHANGE-TRADED FD$7M

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$6M

SPDR SERIES TRUST$3M

NVIDIA CORPORATION$2M

MICROSOFT CORP$2M

Lakeshore Capital Group, Inc.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$10M

TAIWAN SEMICONDUCTOR MANUFAC$3M

SELECT SECTOR SPDR TR$3M

Milestones Private Investment Advisors LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE-TRADED FD$6M

VANECK ETF TRUST$6M

INVESCO EXCH TRADED FD TR II$5M

SELECT SECTOR SPDR TR$4M

Q Global Advisors, LLC

Next filing ≈ Aug 14, 2026

ASCENDIS PHARMA A/S$23M

STATE STR SPDR S&P 500 ETF T$13M

ENOVA INTL INC$13M

CARNIVAL CORP$10M

ASCENDIS PHARMA A/SCall$9M

Eagle Bay Advisors LLC

Next filing ≈ Aug 14, 2026

Apple Inc (AAPL)$10M

Tesla Inc (TSLA)$9M

iShares Select Dividend ETF (DVY)$6M

Capital Group New Geography (CCNG)$5M

Eaton Vance Mortgage Opportunities ETF (EVMO)$3M

Titan Investment Management LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$16M

SPDR SERIES TRUST$7M

MICROSOFT CORP$7M

ALPHABET INC$6M

META PLATFORMS INC$5M

IDG China Capital Fund GP III Associates Ltd.

Next filing ≈ Aug 14, 2026

CIRCLE INTERNET GROUP INC$113M

WATERDROP INC$459K

Wealth Advisory Team LLC

Next filing ≈ May 15, 2026

ETF SER SOLUTIONS$16M

ETF SER SOLUTIONS$12M

DIMENSIONAL ETF TRUST$11M

FIRST TR EXCHNG TRADED FD VI$8M

Sherwood Financial Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$37M

SCHWAB STRATEGIC TR$35M

SCHWAB STRATEGIC TR$17M

SCHWAB STRATEGIC TR$15M

SCHWAB STRATEGIC TR$7M

Andina Capital Management, LLC

Next filing ≈ Aug 14, 2026

FS KKR CAP CORP$6M

VANGUARD TAX-MANAGED FDS$5M

INNOVATOR ETFS TRUST$5M

FIRST TR EXCHNG TRADED FD VI$5M

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$11M

SPDR SERIES TRUST$11M

FIRST TR EXCHANGE TRADED FD$7M

FIRST TR EXCHNG TRADED FD VI$6M

MeadowBrook Investment Advisors LLC

Next filing ≈ Aug 14, 2026

Vanguard Intl Eqty I$6M

Apple Computer Inc$6M

J P Morgan Chase$5M

First Tr Dj Internet$5M

NESTEGG ADVISORS, INC.

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE TRADED FD$8M

Next filing ≈ Aug 14, 2026

TEXAS PACIFIC LAND CORP$71M

Grayscale Bitcoin Trust$22M

LANDBRIDGE CO LLC-A$6M

Permian Basin Royalty Trust$5M

GRAYSCALE BITCOIN MINI TRUST$3M

Cooke Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$28M

SCHWAB STRATEGIC TR$8M

SPDR SERIES TRUST$8M

SCHWAB STRATEGIC TR$7M

University of Wisconsin Foundation

Next filing ≈ Aug 14, 2026

PEARL DIVER CREDIT COMPANY I$15M

NU HLDGS LTD$15M

VAXCYTE INC$14M

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

AMERICAN EXCEPTIONALISM ACQU$9M

INVESCO EXCHANGE TRADED FD T$7M

INVESCO EXCHANGE TRADED FD T$5M

EAGLE FINL SVCS INC$5M

Oath Planning, LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$13M

VICTORY PORTFOLIOS II$13M

VANGUARD INDEX FDS$11M

VANGUARD INDEX FDS$10M

AMERICAN CENTY ETF TR$6M

Momentum Wealth Planning, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$33M

INVESCO QQQ TR$19M

SCHWAB STRATEGIC TR$10M

VANGUARD BD INDEX FDS$5M

ALPHABET INC$5M

INTRUST BANK NA

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$17M

STATE STR SPDR S&P 500 ETF T$12M

BLUE OWL CAPITAL CORPORATION$6M

BERKSHIRE HATHAWAY INC DEL$5M

SPDR INDEX SHS FDS$5M

Alessandra Capital Management, LLC

Next filing ≈ May 15, 2026

ELI LILLY & CO$14M

NVIDIA CORPORATION$7M

AMAZON COM INC$5M

MICROSOFT CORP$4M

COSTCO WHOLESALE CORPORATION$4M

Arrowpoint Investment Partners (Singapore) Pte. Ltd.

Next filing ≈ Aug 14, 2026

ISHARES TRCall$18M

KRANESHARES TRUSTCall$11M

ALPHABET INC$9M

VANECK ETF TRUSTPut$8M

ISHARES INCCall$5M

6945–6972 of 7980 funds

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