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Institutional Holdings

← SEC Filings

Funds 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.

CLUNE & ASSOCIATES, LTD.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$35M

DIMENSIONAL ETF TRUST$23M

VANGUARD INDEX FDS$22M

VANGUARD BD INDEX FDS$19M

DIMENSIONAL ETF TRUST$17M

ELEMENT POINTE ADVISORS, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$199M

STATE STR SPDR S&P 500 ETF T$47M

J P MORGAN EXCHANGE TRADED F$22M

Taproot Management LP

Next filing ≈ Aug 14, 2026

PERFORMANCE FOOD GROUP CO$11M

WEST PHARMACEUTICAL SVSC INC$11M

ELEVANCE HEALTH INC FORMERLY$9M

THERMO FISHER SCIENTIFIC INC$9M

AVALONBAY CMNTYS INC$9M

Overbrook Management Corp

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$56M

ALPHABET INC$38M

BROADCOM INC$35M

MICROSOFT CORP$30M

AMAZON COM INC$30M

LOUISBOURG INVESTMENTS INC.

Next filing ≈ Aug 14, 2026

CANADIAN NATIONAL RAILWAY CO$30M

SHOPIFY INC$15M

MICROSOFT CORP$13M

ALPHABET INC$12M

ISHARES CORE S&P 500 ETF$12M

McNamara Financial Services, Inc.

Next filing ≈ Aug 14, 2026

SPDR INDEX SHS FDS$96M

SPDR INDEX SHS FDS$41M

SPDR SERIES TRUST$35M

VANGUARD INDEX FDS$34M

Fonville Wealth Management LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$38M

AMERICAN CENTY ETF TR$29M

VANGUARD BD INDEX FDS$25M

DIMENSIONAL ETF TRUST$25M

VANGUARD BD INDEX FDS$25M

Greenfield FTC, Inc.

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TR$452M

MSCI EMERGING MKTS (EEM)$45M

MSCI EAFE ETF (EFA)$28M

SHAH CAPITAL MANAGEMENT

Next filing ≈ Aug 14, 2026

NOVAVAX INC$121M

CHINA YUCHAI INTL LTD$62M

TRONOX HOLDINGS PLC$29M

VANGUARD SCOTTSDALE FDS$20M

Perkins Coie Trust Co

Next filing ≈ Aug 14, 2026

VANGUARD FTSE DEVELOPED MKTS ETF$49M

VANGUARD MID-CAP ETF$41M

MICROSOFT CORP$24M

VANGUARD RUSSELL 1000 GROWTH ETF$22M

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$58M

ISHARES INC$19M

FIRST TR EXCHANGE-TRADED FD$16M

SPINNAKER ETF SERIES$14M

Next filing ≈ Aug 14, 2026

TIDEWATER INC$227M

BUILDERS FIRSTSOURCE INC$35M

LSB INDS INC$31M

WESTLAKE CHEM CORP$17M

AERCAP HOLDINGS NV$15M

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$93M

DIMENSIONAL ETF TRUST$53M

DIMENSIONAL ETF TRUST$50M

DIMENSIONAL ETF TRUST$41M

SACHEM HILL LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$51M

WEST PACES ADVISORS INC.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$66M

VANGUARD SPECIALIZED FUNDS$40M

AMERICAN CENTY ETF TR$33M

FLEXSHARES TR$32M

Palo Duro Investment Partners, LP

Next filing ≈ Aug 14, 2026

ANTERO RESOURCES CORP$90M

GULFPORT ENERGY CORP$74M

PERMIAN RESOURCES CORP$66M

CHORD ENERGY CORPORATION$60M

BAKER HUGHES COMPANY$59M

Systelligence, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$21M

WISDOMTREE TR$21M

VANGUARD WELLINGTON FD$20M

VANGUARD SCOTTSDALE FDS$17M

VANGUARD WELLINGTON FD$17M

STEMPOINT CAPITAL LP

Next filing ≈ Aug 14, 2026

SCHOLAR ROCK HLDG CORP$51M

SYNDAX PHARMACEUTICALS INC$28M

REVOLUTION MEDICINES INC$27M

IMMUNOVANT INC$19M

Purpose Unlimited Inc.

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$179M

NEWMONT CORP$21M

AMERICAN CENTY ETF TR$18M

ADVANCED MICRO DEVICES INC$17M

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$10M

CASEYS GEN STORES INC$7M

HEICO CORP NEW$7M

MONDELEZ INTL INC$6M

Kozak & Associates, Inc.

Next filing ≈ Aug 14, 2026

INVESCO S&P 500 REVENUE ETF$70M

ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF$62M

STATE STREET SPDR S&P 500 ETF$45M

INVESCO QQQ TRUST SERIES I$43M

ISHARES US FINANCIAL SERVICES ETF$37M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Next filing ≈ Aug 14, 2026

3,451 positions

NVIDIA CORPORATION$28M

AMAZON COM INC$14M

ALPHABET INC$12M

SCHWAB STRATEGIC TR$12M

Southland Equity Partners LLC

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$30M

FIRST TR EXCHANGE-TRADED FD$28M

PIMCO ETF TR$25M

SCHWAB STRATEGIC TR$21M

BANK HAPOALIM BM

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$40M

INVESCO QQQ TR$37M

STATE STR SPDR S&P 500 ETF T$36M

INVESCO EXCH TRADED FD TR II$19M

Paloma Partners Management Co

Next filing ≈ Aug 14, 2026

CHARTER COMMUNICATIONS INCPut$66M

ISHARES TRPut$54M

ALIBABA GROUP HLDG LTD$49M

BITDEER TECHNOLOGIES GROUPCall$42M

MASTEC INCPut$37M

MAGNOLIA CAPITAL ADVISORS LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$20M

JPMORGAN U.S. MOMENTUM FACTOR ETF$16M

JPMORGAN ULTRA-SHORT INCOME ETF$12M

BRIGHT ROCK CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$30M

MICROSOFT CORP$24M

MASTERCARD INCORPORATED$19M

MERCK & CO INC$17M

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$51M

TATE STR SPDR S&P 500 ETF T$40M

SELECT SECTOR SPDR TR$24M

SELECT SECTOR SPDR TR$23M

AMAZON COM INC$20M

729–756 of 2162 funds

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