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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.

MSD CAPITAL, L.P.

Next filing ≈ Aug 14, 2026

SAFEHOLD INC$78M

HAYWARD HLDGS INC$5M

TOWNSQUARE MEDIA INC$4M

WEDGEWOOD INVESTORS INC /PA/

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$5M

ERIE INDTY CO$4M

ALPHABET INC$3M

SCHWAB STRATEGIC TR$3M

Integrated Wealth Management

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$5M

AIM ETF PRODUCTS TRUST$4M

VANGUARD INDEX FDS$4M

AIM ETF PRODUCTS TRUST$3M

AIM ETF PRODUCTS TRUST$3M

BAM Wealth Management, LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHNG TRADED FD VI$4M

FIRST TR EXCHNG TRADED FD VI$4M

FIRST TR EXCHNG TRADED FD VI$4M

FIRST TR EXCHNG TRADED FD VI$4M

MEMBERS CAPITAL ADVISORS INC

Next filing ≈ Feb 14, 2026

Janus Henderson$25M

Gladwyn Financial Advisors, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$10M

VANGUARD INDEX FDS$10M

VANGUARD INDEX FDS$10M

VANGUARD WORLD FD$8M

VANGUARD WORLD FD$7M

October Effect Ltd

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$10M

SPROTT ASSET MANAGEMENT LP$4M

SPDR SERIES TRUST$4M

META PLATFORMS INC$4M

GE VERNOVA INC$3M

Greenline Wealth Management LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVIDEND VALUE$6M

NVIDIA CORPORATION$4M

J P MORGAN EXCHANGE TRADED F$4M

INVESCO EXCH TRADED FD TR II$4M

Absoluto Partners Gestao de Recursos Ltda

Next filing ≈ Aug 14, 2026

NU HLDGS LTD$61M

MERCADOLIBRE INCCall$22M

MERCADOLIBRE INC$4M

Vertex Investment Solutions Co., Ltd.

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$24M

SELECT SECTOR SPDR TR$6M

SELECT SECTOR SPDR TR$5M

River Street Advisors LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$10M

ALPHABET INC$6M

CATERPILLAR INC$6M

AMAZON COM INC$4M

STATE STR SPDR S&P 500 ETF T$3M

August Group Capital Ltd

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST II$16M

VANGUARD INDEX FDS$8M

NVIDIA CORPORATION$5M

MICROSOFT CORP$3M

Contango Wealth Management LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$10M

BLACKROCK ETF TRUST$8M

BLACKROCK ETF TRUST II$5M

GSI Capital Advisors LLC

Next filing ≈ Aug 14, 2026

EQUINIX INC$16M

PROLOGIS INC.$13M

PUBLIC STORAGE OPER CO$5M

SABRA HEALTH CARE REIT INC$5M

WELLTOWER INC$5M

Sunstone Asset Management, L.P.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$5M

BILL HOLDINGS INC$4M

MACOM TECH SOLUTIONS HLDGS I$3M

TELEPHONE & DATA SYS INC$3M

Squarepoint Ops LLC

Next filing ≈ Aug 14, 2026

4,189 positions

STATE STR SPDR S&P 500 ETF TPut$3M

STATE STR SPDR S&P 500 ETF TCall$2M

INVESCO QQQ TRCall$2M

INVESCO QQQ TRPut$1M

Capital Advisor Network LLC

Next filing ≈ Aug 14, 2026

Royalty Pharma PLC$14M

ISHARES CORE S&P 500 ETF$7M

INVESCO QQQ TR$7M

VANGUARD GROWTH INDEX FUND ETF SHARES$7M

VANGUARD VALUE INDEX FUND ETF SHARES$7M

EnCap Energy Capital Fund VIII, L.P.

Next filing ≈ May 15, 2026

Kimbell RTY Partners LP$53M

Permian Resources Corp$31M

Capitol Family Office, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$43M

SELECT SECTOR SPDR TR$5M

STONEBRIDGE ADVISORS LLC

Next filing ≈ Aug 14, 2026

WELLS FARGO & CO$71M

INVESCO EXCH TRADED FD TR II$13M

Meramec Financial Planners, LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$6M

SCHWAB STRATEGIC TR$4M

STIFEL FINL CORP$3M

Goodwin Investment Advisory

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$2M

BANK NEW YORK MELLON CORP$1M

AXSOME THERAPEUTICS INC.$717K

PGIM ETF TR$664K

GENTRY PRIVATE WEALTH, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$7M

GOLDMAN SACHS ETF TR$5M

VANGUARD INDEX FDS$5M

VANGUARD INTL EQUITY INDEX F$4M

ORBA Wealth Advisors, L.L.C.

Next filing ≈ Aug 14, 2026

SSGA ACTIVE ETF TR$5M

STATE STR SPDR S&P 500 ETF T$4M

SPDR INDEX SHS FDS$4M

Ramiah Investment Group

Next filing ≈ Nov 14, 2025

SPDR S&P 500 ETF TR$13M

SPDR SERIES TRUST$11M

VANGUARD INDEX FDS$8M

VANGUARD INDEX FDS$7M

INVESCO QQQ TR$5M

CAZ INVESTMENTS LP

Next filing ≈ Aug 14, 2026

BLUE OWL TECHNOLOGY FINANCE$38M

BLUE OWL CAPITAL CORP$12M

GRAB HOLDINGS LTD - CL A$7M

DIAMONDBACK ENERGY INC$6M

OPENDOOR TECHNOLOGIES INC$4M

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$9M

WISDOMTREE TR$6M

INVESCO EXCH TRADED FD TR II$4M

SCHWAB STRATEGIC TR$4M

DELPHI MANAGEMENT INC /MA/

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC CL B$2M

NATIONAL FUEL GAS CO$1M

EOG RESOURCES$1M

DELL TECHNOLOGIES INC$1M

7393–7420 of 7980 funds

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