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.

BURKE & HERBERT BANK & TRUST CO

Next filing ≈ Aug 14, 2026

ISHARES S&P 500 INDEX FUND$7M

INVESCO QQQ TRUST SERIES 1$4M

VANGUARD FTSE ALL-WORLD EX-US$2M

BERKSHIRE HATHAWAY INC-CL B$2M

AUCTUS ADVISORS LLC

Next filing ≈ Aug 14, 2026

PUTNAM ETF TRUST$44M

HARBOR ETF TRUST$38M

WELLS FARGO & CO$1M

J P MORGAN EXCHANGE TRADED F$1M

Aldebaran Financial Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$8M

BERKSHIRE HATHAWAY INC DEL$7M

SPDR SERIES TRUST$5M

FORTINET INC$5M

Sentinel Dome Partners, LLC

Next filing ≈ Aug 14, 2026

Uniti Group Inc$33M

Uniti Group Inc$7M

Amazon.com Inc$7M

Live Nation Entertainment Inc$6M

EchoStar Corp$6M

Helium Advisors LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$9M

J P MORGAN EXCHANGE TRADED F$8M

VANGUARD INDEX FDS$6M

ALPHA CAPITAL ADVISORS INC /ADV

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$16M

SPDR SERIES TRUST$13M

CAPITAL GRP FIXED INCM ETF T$7M

American National Bank of Texas

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX FDS$8M

VANECK ETF TRUST$7M

FIDELITY COVINGTON TRUST$6M

Artesa Financial Group, LLC

Next filing ≈ Aug 14, 2026

NUVEEN AMT FREE MUN CR INC F$14M

INVESCO EXCHANGE TRADED FD T$8M

EXXON MOBIL CORP$8M

INVESCO EXCHANGE TRADED FD T$7M

Expressive Wealth LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$5M

CAPITAL GROUP DIVIDEND VALUE$5M

CAPITAL GROUP GROWTH ETF$3M

SCHWAB STRATEGIC TR$3M

NVIDIA CORPORATION$3M

SIMA Wealth Partners, LLC

Next filing ≈ Nov 14, 2024

VANGUARD INDEX FDS$2M

SCHWAB STRATEGIC TR$2M

Weaver C. Barksdale & Associates, Inc.

Next filing ≈ Aug 14, 2026

GILEAD SCIENCES INC$2M

NEXTERA ENERGY INC$2M

GENERAL DYNAMICS CORP$2M

JPMORGAN CHASE & CO$2M

Signet Private Wealth LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$4M

BROADCOM INC$3M

Heartland Bank & Trust Co

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS TOTAL STK MKT ETF$6M

iShares iBonds Dec 2028 Term Corporate ETF$5M

iShares iBonds Dec 2027 Term Corporate ETF$5M

iShares iBonds Dec 2026 Term Corporate ETF$5M

iShares Short Treasury Bond ETF$4M

McLaughlin Asset Management, Inc.

Next filing ≈ Aug 14, 2026

STATE STREET SPDR S&P$9M

ELI LILLY AND CO$4M

BROADCOM INC$3M

CATERPILLAR INC$3M

JHP Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$20M

SCHWAB STRATEGIC TR$16M

VANGUARD TAX-MANAGED FDS$8M

INVESCO EXCHANGE TRADED FD T$5M

Guardian Capital, LLC

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$9M

INVESCO QQQ TR$7M

NVIDIA CORPORATION$5M

SPDR GOLD TR$5M

SPDR SERIES TRUST$4M

CDM FINANCIAL COUNSELING SERVICES, INC.

Next filing ≈ Aug 14, 2026

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

SELECT SECTOR SPDR TR$9M

VANGUARD INDEX FDS$6M

VANGUARD SPECIALIZED FUNDS$5M

SELECT SECTOR SPDR TR$4M

NORTHLAND SECURITIES, INC.

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE-TRADED FD TR INCOME ETF$19M

ISHARES TR CORE S&P 500 ETF$5M

ISHARES TR GLOBAL ENERGY ETF$4M

SELECT SECTOR SPDR TR STATE STREET ENERGY SELECT SECTOR SPDR ETF$4M

SELECT SECTOR SPDR TR STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$4M

FORTERIS WEALTH MANAGEMENT INC.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$7M

DIMENSIONAL ETF TRUST$6M

DIMENSIONAL ETF TRUST$6M

HANSEATIC MANAGEMENT SERVICES INC

Next filing ≈ Aug 14, 2026

iShares Liquidity Income Fund$12M

Schwab U.S. Large-Cap ETF$4M

Lumentum Holdings Inc.$3M

Invesco NASDAQ 100 ETF$3M

SPDR Utilities Select$2M

Purewater Capital LLC

Next filing ≈ Aug 14, 2026

LIQUIDIA CORPORATION$14M

ETF SER SOLUTIONS$14M

SPDR SERIES TRUST$12M

ETF SER SOLUTIONS$9M

Kilner Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$20M

DIMENSIONAL ETF TRUST$20M

AMERICAN CENTY ETF TR$12M

AMERICAN CENTY ETF TR$12M

DIMENSIONAL ETF TRUST$12M

Jeter Robert S II

Next filing ≈ Nov 14, 2026

GOLDMAN SACHS ETF TR$8M

MFS ACTIVE EXCHANGE TRADED F$8M

FIDELITY MERRIMACK STR TR$6M

J P MORGAN EXCHANGE TRADED F$6M

Timmons Wealth Management, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$29M

SCHWAB STRATEGIC TR$12M

VANGUARD TAX-MANAGED FDS$12M

ISHARES U S ETF TR$11M

CAPITAL GRP FIXED INCM ETF T$7M

Strategic Financial Group, LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$16M

INVESCO QQQ TR$14M

INVESCO EXCH TRD SLF IDX FD$14M

Stonebridge Wealth Management, LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$23M

WISDOMTREE TR$10M

WISDOMTREE TR$9M

WISDOMTREE TR$8M

WISDOMTREE TR$7M

Bannerstone Capital Management, LLC

Next filing ≈ May 15, 2026

PALANTIR TECHNOLOGIES INC$6M

NVIDIA CORPORATION$6M

BERKSHIRE HATHAWAY INC DEL$5M

FACTSET RESH SYS INC$4M

BFI Wealth Solutions, LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$6M

INNOVATOR ETFS TRUST$5M

SCHWAB STRATEGIC TR$5M

INNOVATOR ETFS TRUST$5M

INNOVATOR ETFS TRUST$4M

7113–7140 of 7980 funds

← Previous255 / 285Next →

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