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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.

Heights Point Management, LP

Next filing ≈ Aug 14, 2026

ENVIRI CORP$16M

MERCURY SYS INC$9M

PERFORMANCE FOOD GROUP CO$6M

CENTURI HOLDINGS INC$6M

ENTEGRIS INC$5M

Next filing ≈ Aug 14, 2026

Vanguard Large Cap$26M

iShares Core US Bond$14M

iShares Russell 2500$13M

iShares Dividend Growth$10M

SPDR S&P 500 Growth Fund$8M

Eagle Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$11M

MICROSOFT CORP$7M

AMAZON COM INC$5M

HEFFERNAN ADVISORY, INC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$49M

DIMENSIONAL ETF TRUST$11M

DIMENSIONAL ETF TRUST$11M

DIMENSIONAL ETF TRUST$7M

DIMENSIONAL ETF TRUST$6M

Haven Capital Group, Inc.

Next filing ≈ Aug 14, 2026

BROADCOM INC$23M

ALPHABET INC CLASS CLASS A$7M

IDEXX LABS INC$7M

VERUS WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$13M

VANGUARD SCOTTSDALE FDS$9M

VANGUARD BD INDEX FDS$7M

VANGUARD MUN BD FDS$5M

Ursa Fund Management, LLC

Next filing ≈ Aug 14, 2026

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

PENUMBRA INCPut$16M

PENUMBRA INC$11M

COLUMBIA FINL INC$9M

ISHARES TRPut$7M

KRAFT ASSET MANAGEMENT, LLC

Next filing ≈ Nov 14, 2025

DIMENSIONAL ETF TRUST$21M

DIMENSIONAL ETF TRUST$17M

DIMENSIONAL ETF TRUST$12M

DIMENSIONAL ETF TRUST$10M

DIMENSIONAL ETF TRUST$7M

Bedminster, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$9M

BLACKROCK ETF TRUST$7M

BLACKROCK ETF TRUST II$5M

Intentional Wealth Strategies, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$16M

INVESCO EXCH TRADED FD TR II$8M

BLACKROCK ETF TRUST$7M

BNY MELLON ETF TRUST II$7M

AMERICAN CENTY ETF TR$5M

KITCHING PARTNERS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$16M

VANGUARD TAX-MANAGED FDS$13M

VANGUARD BD INDEX FDS$12M

SPDR SERIES TRUST$10M

Accuvest Global Advisors

Next filing ≈ Aug 14, 2026

STRATEGY INC$9M

ALPHABET INC$6M

AMAZON COM INC$6M

NETFLIX INC.$5M

Wealth Group, Ltd.

Next filing ≈ Aug 14, 2026

ALPHABET INC$6M

NVIDIA CORPORATION$5M

AMAZON COM INC$4M

LRT Capital Management, LLC

Next filing ≈ Aug 14, 2026

EXPONENT INC$4M

SELECTIVE INS GROUP INC$4M

SPDR GOLD TR$3M

BANK AMERICA CORP$3M

JOHNSON & JOHNSON$3M

Seal Cove Capital, LLC

Next filing ≈ May 15, 2026

VANGUARD INDEX FDS$5M

SPDR S&P 500 ETF TR$3M

SPDR SERIES TRUST$2M

GRAYSCALE BITCOIN TRUST ETF$2M

VANGUARD INDEX FDS$523K

Elevation Advisory Partners LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$23M

VANGUARD WHITEHALL FDS$13M

AMAZON COM INC$5M

MICROSOFT CORP$3M

Arnold Financial Planning LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$15M

SCHWAB STRATEGIC TR$14M

SCHWAB STRATEGIC TR$13M

SCHWAB STRATEGIC TR$11M

SCHWAB STRATEGIC TR$8M

Granby Capital Management, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$23M

INVESCO EXCHANGE TRADED FD T$15M

ALPS ETF TR$11M

APEIRON CAPITAL Ltd

Next filing ≈ Aug 14, 2026

ON HOLDING AG-CLASS A$34M

SUMMIT THERAPEUTICS INC$25M

QFIN HOLDINGS INC-ADR$13M

MICRON TECHNOLOGY INC$7M

UNITY SOFTWARE INC$5M

Cornerstone Financial Management LLC

Next filing ≈ Aug 14, 2026

1,308 positions

VANGUARD SHORT-TERM TREASURY ETF$5M

VANGUARD MEGA CAP VALUE ETF$5M

VANGUARD INTERMEDIATE-TERM TREASURY ETF$5M

VANGUARD MEGA CAP GROWTH ETF$5M

VANGUARD MORTGAGE-BACKED SECURITIES ETF$4M

LTS Liquid Investments LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$28M

ISHARES INC$23M

PARAMOUNT SKYDANCE CORP$18M

SPDR GOLD TR$13M

NU HLDGS LTD$10M

Hardworking Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$9M

PIMCO ETF TR$6M

INVESCO ACTIVELY MANAGED EXC$5M

INNOVATOR ETFS TRUST$4M

Explore Capital Management, LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$14M

TAIWAN SEMICONDUCTOR MFG$14M

S&P GLOBAL INC$14M

MASTERCARD INCORPORATED$13M

MICRON TECHNOLOGY INC$11M

PERKINS CAPITAL MANAGEMENT INC

Next filing ≈ Aug 14, 2026

ELI LILLY & CO$8M

IDEXX LABS INC$5M

MICROSOFT CORP$4M

Emissary Wealth LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$8M

VANECK ETF TRUST$7M

TIDAL TRUST I$7M

ALPHABET INC$5M

STONE LOFT WEALTH MANAGEMENT LLC

Next filing ≈ May 15, 2026

VANGUARD INDEX FDS$28M

VANGUARD STAR FDS$15M

VANGUARD BD INDEX FDS$11M

VANGUARD INTL EQUITY INDEX F$10M

VANGUARD CHARLOTTE FDS$9M

STF Management LP

Next filing ≈ May 15, 2026

NVIDIA Corp$10M

Microsoft Corp$8M

Broadcom Inc$6M

Amazon.com Inc$6M

RIVER'S EDGE WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$13M

VANGUARD INDEX FDS$12M

VANGUARD SPECIALIZED FUNDS$10M

7057–7084 of 7980 funds

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