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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.

Q Fund Management (Hong Kong) Ltd

Next filing ≈ Aug 14, 2026

ALPHABET INC$23M

COHERENT CORP$11M

ROBINHOOD MKTS INC$10M

MICRON TECHNOLOGY INC$9M

Next filing ≈ Aug 14, 2026

Howmet Aerospace Inc$3M

Palo Alto Networks Inc$2M

ASML Hldg NV NY Reg Shs$2M

State Street SPDR S&P 500 ETF$2M

AK GLOBAL ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORP$33M

AMAZON COM INC$5M

ALPHABET INC CLASS CLASS A$4M

Colter Lewis Investment Partners LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$13M

J P MORGAN EXCHANGE TRADED F$5M

VANGUARD INDEX FDS$4M

STUBHUB HLDGS INC$4M

AMERICAN EXPRESS CO$4M

Haven Global Partners, LLC

Next filing ≈ Aug 14, 2026

UBS GROUP AG$25M

RYANAIR HOLDINGS PLC$23M

TOTALENERGIES SE$21M

LOGITECH INTL S A$14M

TAIWAN SEMICONDUCTOR MANUFAC$9M

TrustWell Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$13M

SPROTT ASSET MANAGEMENT LP$12M

AMERICAN CENTY ETF TR$9M

AMERICAN CENTY ETF TR$9M

SPROTT ASSET MANAGEMENT LP$9M

CURTIS WEALTH MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$7M

SPDR SERIES TRUST$5M

SPDR SERIES TRUST$5M

Mann Financial Group, Inc.

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$4M

Portus Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$11M

SPDR INDEX SHS FDS$10M

VANGUARD INDEX FDS$7M

TIDAL TRUST I$6M

TANDEMGROWTH FINANCIAL ADVISORS LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$27M

SCHWAB STRATEGIC TR$18M

DIMENSIONAL ETF TRUST$17M

DIMENSIONAL ETF TRUST$11M

DIMENSIONAL ETF TRUST$6M

Red Mountain Financial, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$12M

J P MORGAN EXCHANGE TRADED F$5M

SCHWAB STRATEGIC TR$4M

BERKSHIRE HATHAWAY INC DEL$4M

Calder Financial LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$16M

VANGUARD BD INDEX FDS$16M

VANGUARD INDEX FDS$13M

VANGUARD SCOTTSDALE FDS$8M

VANGUARD SPECIALIZED FUNDS$5M

Opus Financial Solutions LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHNG TRADED FD VI$9M

VANGUARD BD INDEX FDS$7M

VANGUARD WHITEHALL FDS$6M

DIMENSIONAL ETF TRUST$4M

SCHWAB STRATEGIC TR$4M

Valtrion Capital Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$27M

PROSHARES TR$12M

VANGUARD BD INDEX FDS$9M

VANGUARD SCOTTSDALE FDS$2M

Midway Capital Research & Management

Next filing ≈ Aug 14, 2026

APPLIED MATLS INC COM$10M

APPLE INC COM$7M

JONES LANG LASALLE INC COM$5M

MASTERCARD INCORPORATED CL A$5M

AMPHENOL CORP CL A$5M

Merrithew & Thorsten Inc

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$26M

PIMCO CORPORATE & INCOME OPP$18M

INVESCO QQQ TR$16M

VANGUARD WORLD FD$7M

TOWN LANE MANAGEMENT LP

Next filing ≈ Aug 14, 2026

ALEXANDRIA REAL ESTATE EQ IN$40M

KITE RLTY GROUP TR$26M

EQUITY RESIDENTIAL$25M

CAMDEN PPTY TR$15M

RK Asset Management, LLC

Next filing ≈ May 15, 2026

BUCKLE INC (THE)$11M

REGENERON PHARMACEUTICALS INC$10M

ALLEGIANT TRAVEL CO$7M

NEWMARKET CORP$7M

BERKSHIRE HATHAWAY CL-B$6M

PROATHLETE WEALTH MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$29M

ISHARES RUSSELL 1000 GROWTH ETF$12M

ISHARES RUSSELL 1000 VALUE ETF$11M

ISHARES CORE S&P SMALL-CAP ETF$7M

INVESCO QQQ TR$5M

Connecticut Capital Management Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$7M

INVESCO EXCH TRADED FD TR II$4M

KEMPNER CAPITAL MANAGEMENT INC.

Next filing ≈ May 15, 2026

MICRON TECH INC$8M

BLACKSTONEMNLS LP$6M

TAIWAN SEMICONDUCTOR$5M

ALPHABET INC$5M

TERADYNE INCORP$4M

CONTINENTAL INVESTORS SERVICES, INC.

Next filing ≈ Aug 14, 2026

ZACKS TRUST$16M

PATHWAY WEALTH MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$37M

BROADCOM INC$15M

ADVANCED MICRO DEVICES INC$8M

ELI LILLY & CO$7M

AMAZON COM INC$5M

KIDS CAPITAL MANAGEMENT, L.P.

Next filing ≈ Aug 14, 2026

AMAZON COM INC$19M

ALPHABET INC$18M

MERCADOLIBRE INC$14M

BLACKSTONE INC$13M

HOWMET AEROSPACE INC$10M

Trask Adam Roland

Next filing ≈ Aug 14, 2026

ELI LILLY & CO$8M

CENTRUS ENERGY CORP$7M

GOLDMAN SACHS ETF TR$6M

NVIDIA CORPORATION$6M

AMAZON COM INC$5M

Ishara Investments LP

Next filing ≈ Aug 14, 2026

PRAXIS PRECISION MEDICINES I$7M

AXSOME THERAPEUTICS INC.$7M

PRAXIS PRECISION MEDICINES IPut$7M

XERIS BIOPHARMA HOLDINGS INC$6M

KALVISTA PHARMACEUTICALS INC$6M

Bayhunt Capital LLC

Next filing ≈ Aug 14, 2026

WELLTOWER INC$11M

AMERICAN HEALTHCARE REIT INC$10M

BRIXMOR PPTY GROUP INC$10M

URBAN EDGE PPTYS$9M

DARA CAPITAL US, INC.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$7M

META PLATFORMS INC$6M

AMAZON COM INC$6M

ALPHABET INC$6M

BROADCOM INC$6M

7085–7112 of 7980 funds

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