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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.

Stoic Point Capital Management LLC

Next filing ≈ Aug 14, 2026

EVOLV TECHNOLOGIES HLDNGS IN$35M

LUXEXPERIENCE BV$13M

HIPPO HLDGS INC$7M

AVEPOINT INC$5M

TABOOLA.COM LTD$4M

ETF Store, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$6M

GRANITESHARES GOLD TR$5M

SCHWAB STRATEGIC TR$4M

Investment Management Trust, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$8M

VANGUARD SPECIALIZED FUNDS$6M

AMAZON COM INC$6M

Platt Wealth Management LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVIDEND VALUE$18M

MONSTER BEVERAGE CORP NEW$7M

AMERICAN CENTY ETF TR$7M

JPMORGAN CHASE & CO.$5M

CAPITAL GRP FIXED INCM ETF T$5M

VISION FINANCIAL MARKETS LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$9M

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

AUTOZONE INC$6M

FIGURE 8 INVESTMENT STRATEGIES LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$6M

MICROSOFT CORP$5M

TAIWAN SEMICONDUCTOR MANUFAC$4M

TJX COS INC NEW$4M

HighRoad Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$31M

SPDR SERIES TRUST$11M

INVESCO QQQ TR$9M

VANGUARD TAX-MANAGED FDS$9M

Next filing ≈ Aug 14, 2026

NEXTNAV INC$40M

SCULLY ROYALTY LTD$16M

OPTIMUM COMMUNICATIONS INC$11M

PG&E CORPCall$3M

Valued Retirements, Inc.

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$7M

DIMENSIONAL ETF TRUST$6M

SPROTT ASSET MANAGEMENT LP$5M

INVESCO QQQ TR$5M

VANGUARD INDEX FDS$5M

Parsonex Advisory Services, Inc.

Next filing ≈ Aug 14, 2026

ALPHABET INC$9M

MICROSOFT CORP$5M

CROWDSTRIKE HLDGS INC$5M

RTX CORPORATION$5M

Minerva Advisors LLC

Next filing ≈ Aug 14, 2026

GREAT LAKES DREDGE & DOCK CO$14M

INFUSYSTEM HLDGS INC$8M

TREDEGAR CORP$8M

ESCALADE INC$7M

Rosenthal {-} Henry Capital Advisors, Inc.

Next filing ≈ Aug 14, 2026

S&P Regional Banks$9M

Wintrust Finacial Corp$5M

Meta Finl Group Inc$5M

Esquire Finacial Hoildings Inc$4M

Safe Harbor Fiduciary, LLC

Next filing ≈ Aug 14, 2026

STATE STREET SPDR S&P 500 ETF$14M

INVESCO QQQ TRUST SERIES I$8M

APPLE INC COM$6M

JPMORGAN EQUITY PREMIUM INCOME ETF$6M

ISHARES RUSSELL 2000 ETF$4M

Framtiden Holdings Management Co LLC

Next filing ≈ Aug 14, 2026

CONSTELLATION BRANDS INC$21M

BLOCK H & R INC$16M

RTX CORPORATION$14M

ALPHABET INC$14M

Stembrook Asset Management, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$17M

VANGUARD TAX-MANAGED FDS$9M

VANGUARD BD INDEX FDS$8M

VANGUARD MUN BD FDS$7M

Laurus Global Equity Management Inc.

Next filing ≈ Aug 14, 2026

Jack Henry & Associates Inc.$13M

Charles River Laboratories International, Inc.$12M

S&P Global Inc.$11M

C H Robinson Worldwide$6M

W ADVISORS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$5M

Independent Order of Foresters

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL STOCK MKT ETF$69M

ISHARES CORE S&P TOTAL U.S. ETF$33M

Brown University

Next filing ≈ Aug 14, 2026

Blue Owl Capital Inc.$23M

SPDR GOLD TR$17M

Blue Owl Capital Corporation$17M

StubHub Hldgs Inc.$13M

Nvidia Corporation$9M

Marble Bar Asset Management LLP

Next filing ≈ Aug 14, 2026

NORFOLK SOUTHN CORP$53M

VISTANCE NETWORKS INC$6M

WARNER BROS DISCOVERY INC$4M

NEWS CORP NEW$4M

ECHOSTAR CORP$4M

Independent Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$11M

NEOS ETF TRUST$6M

SIMPLIFY EXCHANGE TRADED FUN$6M

WISDOMTREE TR$6M

SIMPLIFY EXCHANGE TRADED FUN$5M

JMN Financial LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$5M

NVIDIA CORPORATION$4M

VANGUARD INDEX FDS$4M

MICROSOFT CORP$2M

Hutchinson Financial Advisors, INC

Next filing ≈ Feb 14, 2026

MICROSOFT CORP COM$5M

ALPHABET INC CL A$4M

WORLD GOLD TR SPDR GOLD MINISHARES TR NEW$4M

BERKSHIRE HATHAWAY INC DEL CL B NEW$4M

APPLE INC COM$3M

Gem Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

GARRETT MOTION INC$18M

SPROTT ASSET MANAGEMENT LP$9M

ABSCI CORPORATION$7M

CF INDUSTRIES HOLD$6M

TEJON RANCH CO$6M

MKD WEALTH COACHES, LLC

Next filing ≈ Aug 14, 2026

LITMAN GREGORY FDS TR$3M

Green Alpha Advisors, LLC

Next filing ≈ Aug 14, 2026

LAM RESEARCH CORP$6M

APPLIED MATLS INC$5M

INTERNATIONAL BUSINESS MACHS$5M

BROOKFIELD RENEWABLE CORP$5M

JBGlobal.com LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$24M

SCHWAB STRATEGIC TR$17M

WISDOMTREE TR$12M

VANGUARD INDEX FDS$9M

TABR Capital Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD STAR FDS$6M

7169–7196 of 7980 funds

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