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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.

PARTNERS WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

STARBOARD INVT TR$6M

STARBOARD INVT TR$6M

JANUS DETROIT STR TR$4M

STARBOARD INVT TR$4M

Next filing ≈ Aug 14, 2026

KESTRA MED TECHNOLOGIES LTD$45M

CERIBELL INC$10M

INVENTIVA SA$8M

WHITEHAWK THERAPEUTICS INC$7M

Skyview Financial Group LLC

Next filing ≈ May 15, 2026

SPDR GOLD TR$7M

CARDINAL HEALTH INC$4M

CITIGROUP INC$4M

META PLATFORMS INC$4M

Standard Family Office LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$77M

VANGUARD INTL EQUITY INDEX F$11M

INVESCO EXCHANGE TRADED FD T$5M

SELECT SECTOR SPDR TR$464K

truNorth Financial Services, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$15M

VANGUARD WHITEHALL FDS$13M

WISDOMTREE TR$13M

SPDR GOLD TR$6M

RAMSEY QUANTITATIVE SYSTEMS

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF$89M

READY CAPITAL CORP$2M

IPATH SERIES B S&P 500 VIX$1M

2X LONG VIX FUTURES ETF$637K

-1X SHORT VIX FUTURES ETF$609K

Fullerton Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$17M

VANGUARD TAX-MANAGED FDS$9M

VANGUARD SPECIALIZED FUNDS$8M

VANGUARD BD INDEX FDS$6M

Argyle Capital Partners, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$4M

AMAZON COM INC$3M

NVIDIA CORPORATION$2M

JPMORGAN CHASE & CO$2M

Watershed Asset Management, L.L.C.

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$6M

THERMO FISHER SCIENTIFIC INC$3M

Samara Investment Management, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$16M

SPDR SERIES TRUST$6M

MICROSOFT CORP$6M

ALPHABET INC$5M

Yanni & Associates Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$16M

SCHWAB STRATEGIC TR$11M

J. Mark Nickell & Co.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$9M

GMO ETF TRUST$9M

J P MORGAN EXCHANGE TRADED F$9M

STEEL PARTNERS HOLDINGS L.P.

Next filing ≈ Aug 14, 2026

MATTHEWS INTL CORP$20M

GREEN DOT CORP$14M

SPRUCE POWER HOLDING CORP$14M

NATIONAL PRESTO INDS INC$8M

Unify Financial Advisors

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$9M

VANGUARD INDEX FDS$6M

SCHWAB STRATEGIC TR$5M

VANGUARD SCOTTSDALE FDS$4M

Broadhurst Jeffrey B

Next filing ≈ May 15, 2026

Dimensional U.S. Equity Market ETF$16M

Dimensional ETF U.S. Core Equity 2 ETF$11M

Dimensional U.S. Small Cap ETF$9M

Dimensional US Sustainability Core 1 ETF$7M

Dimensional U.S. Targeted Value ETF$5M

American Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

E6 Portfolios, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$18M

DIMENSIONAL ETF TRUST$13M

DIMENSIONAL ETF TRUST$8M

JANUS DETROIT STR TR$7M

BLACKROCK ETF TRUST II$7M

Orchard Capital Management, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$20M

BANCORP INC DEL$6M

FTAI INFRASTRUCTURE INC$4M

TIDEWATER INC NEW$4M

Legacy Wealth Managment, LLC/ID

Next filing ≈ Aug 14, 2026

1,030 positions

SPDR SERIES TRUST$6M

FIRST TR EXCHANGE-TRADED FD$3M

PROSHARES TR$2M

WISDOMTREE TR$2M

FIRST TR EXCHANGE TRADED FD$2M

Fortress Financial Solutions, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$1M

VANGUARD WORLD FD$1M

VANGUARD SCOTTSDALE FDS$886K

ISHARES TR$767K

RED REEF ADVISORS LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$6M

ELI LILLY & CO$3M

GFL ENVIRONMENTAL INC$3M

ALPHABET INC$2M

Aegis Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

NORTHERN LTS FD TR III$16M

NORTHERN LTS FD TR III$14M

PIMCO ETF TR$5M

AIM ETF PRODUCTS TRUST$3M

AIM ETF PRODUCTS TRUST$3M

One Wealth Management Investment & Advisory Services, LLC

Next filing ≈ Nov 14, 2026

NVIDIA CORPORATION$9M

AMAZON COM INC$7M

ALPHABET INC$6M

SFI Advisors, LLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$7M

SPDR SERIES TRUST$5M

FIRST TR EXCHANGE-TRADED FD$4M

Section 32 GP 1, LLC

Next filing ≈ Feb 14, 2026

Above Food Ingredients Inc.$81M

Above Food Ingredients Inc.$14M

Tortuga Wealth Management, Inc

Next filing ≈ May 15, 2026

ALPHABET INC$8M

NVIDIA CORPORATION$8M

MICROSOFT CORP$6M

MCKESSON CORP$5M

Eschler Asset Management LLP

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$24M

I-80 GOLD CORP$14M

NEWMONT CORP$11M

VANGUARD STAR FDS$5M

BLOOM ENERGY CORP$5M

Premier Private Wealth Management LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$8M

SPDR SERIES TRUST$8M

FIRST TR EXCHANGE TRADED FD$7M

INVESCO EXCH TRADED FD TR II$6M

7281–7308 of 7980 funds

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