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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.

Yorktown Energy Partners X, L.P.

Next filing ≈ Aug 14, 2026

Ramaco Resources Inc$30M

Epsilon Energy Ltd$16M

Riley Exploration Permian Inc$14M

Ramaco Resources Inc$8M

Altium Investment Strategies LLC

Next filing ≈ Nov 14, 2026

FIRST TR EXCHANGE-TRADED FD$16M

PROCTER & GAMBLE CO$15M

GLOBAL X FDS$12M

INVESCO EXCH TRD SLF IDX FD$11M

EA SERIES TRUST$3M

AXON CAPITAL LP

Next filing ≈ Aug 14, 2026

AMAZON COM INC$10M

TAIWAN SEMICONDUCTOR MANUFAC$10M

DRAFTKINGS INC NEWCall$9M

FLUTTER ENTMT PLCCall$9M

NVIDIA CORPORATION$6M

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$7M

J P MORGAN EXCHANGE TRADED F$5M

FIRST TR EXCHANGE-TRADED FD$4M

Blue Barn Wealth, LLC

Next filing ≈ May 15, 2026

SCHWAB STRATEGIC TR$14M

VANGUARD SCOTTSDALE FDS$8M

SCHWAB STRATEGIC TR$8M

VANGUARD CHARLOTTE FDS$4M

Fidelis Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$16M

SCHWAB STRATEGIC TR$14M

SELECT SECTOR SPDR TR$4M

TIDAL TRUST I$3M

VCU Investment Management Co

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$67M

STATE STR SPDR S&P 500 ETF TPut$1M

Next filing ≈ Feb 14, 2026

META PLATFORMS CL A ORD$30M

ACCENTURE CL A ORD$20M

CONCENTRIX ORD$13M

UBER TECHNOLOGIES INC$5M

Tikehau Investment Management

Next filing ≈ Feb 14, 2026

MSFT US Equity$10M

AMZN US Equity$9M

META US Equity$8M

NVDA US Equity$7M

GOOGL US Equity$7M

Charis Legacy Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$15M

VANGUARD STAR FDS$14M

VANGUARD INDEX FDS$6M

VANGUARD INDEX FDS$5M

WISDOMTREE TR$4M

McGrath & Associates, Inc.

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$15M

WISDOMTREE TR$8M

TIDAL TRUST II$6M

TIDAL TRUST II$4M

SCHWAB STRATEGIC TR$3M

MENDON CAPITAL ADVISORS CORP

Next filing ≈ Aug 14, 2026

ORIGIN BANCORP INC$8M

BUSINESS FIRST BANCSHARES IN$7M

FB FINL CORP$6M

BYLINE BANCORP INC$4M

ATLANTIC UN BANKSHARES CORP$4M

Blossom Wealth Management

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$10M

SCHWAB STRATEGIC TR$4M

INNOVATOR ETFS TRUST$2M

SCHWAB STRATEGIC TR$2M

Revelation Capital Management, LLC

Next filing ≈ Aug 14, 2026

OMADA HEALTH INC$65M

ARTIVA BIOTHERAPEUTICS INC$2M

Rithm Capital Corp.

Next filing ≈ Aug 14, 2026

RITHM PPTY TR INC$10M

RITHM ACQUISITION CORP$7M

GE VERNOVA INC$3M

RITHM PPTY TR INC$2M

VERTIV HOLDINGS CO$2M

KINNEY ASSET MANAGEMENT, LLC

Next filing ≈ Feb 14, 2026

AVANTOR INC$23M

ALIGHT INC.$23M

MOHAWK INDS INC$21M

Luminist Capital LLC

Next filing ≈ Aug 14, 2026

ISHARES TREASURY FLOATING RATE BOND ETF$19M

ISHARES 01 YEAR TREASURYBOND ETF$7M

ABRDN PHYSICAL GOLD SHARES ETF$6M

F/M US TREASURY 2 YEAR NOTE ETF$5M

VANGUARD S&P 500 ETF$3M

MERCER GLOBAL ADVISORS INC /ADV

Next filing ≈ Aug 14, 2026

3,187 positions

VANGUARD BD INDEX FDS$4M

VANGUARD INDEX FDS$3M

DIMENSIONAL ETF TRUST$3M

VANGUARD TAX-MANAGED FDS$2M

Wellington Capital Management, Inc.

Next filing ≈ Nov 14, 2025

MICROSOFT CORP$10M

SEI INVTS CO$5M

LOWES COS INC$3M

TEXAS INSTRS INC$2M

Mosaic Advisors LLC

Next filing ≈ Aug 14, 2026

iShares Core S&P Total US Stock Mark$8M

Conocophillips$6M

Vanguard Dividend Appreciation ETF$5M

Vanguard FTSE All-World Ex-US ETF$5M

Myriad Asset Management US LP

Next filing ≈ Aug 14, 2026

ISHARES CORE MSCI EMERGING ETF$15M

ISHARES GOLD TR MICRO UNDIV BENF ETV$13M

ISHARES MSCI EMERGING MARKETS ETF$10M

ALPHABET CL A ORD$2M

Solutions 4 Wealth, Ltd

Next filing ≈ Aug 14, 2026

INVESCO SR INCOME TR$9M

WISDOMTREE TR$6M

GLOBAL X FDS$6M

SELECT SECTOR SPDR TR$3M

Breachway Investments LLC

Next filing ≈ Nov 14, 2026

SPDR INDEX SHS FDS$4M

SPDR SERIES TRUST$4M

SPDR SERIES TRUST$3M

IVY LANE CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$26M

BLACKROCK INC$11M

UNION PAC CORP$6M

QUEST DIAGNOSTICS INC$6M

Caitlin John, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$2M

SCHWAB STRATEGIC TR$2M

NEWMONT CORP$2M

SPDR SERIES TRUST$2M

SPDR SERIES TRUST$2M

Fortune Financial Group, Inc.

Next filing ≈ Aug 14, 2026

WISDOMTREE FLOATING RATETREASURY FUND$8M

PACER US CASH COWS 100 ETF$6M

INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY$4M

INVESCO S&P 500 QUALITY ETF$4M

INVESCO S&P 500 MOMENTUMETF$3M

Mowery & Schoenfeld Wealth Management, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$5M

FIDELITY COVINGTON TRUST$4M

DIMENSIONAL ETF TRUST$4M

NVIDIA CORPORATION$3M

ProCore Advisors, LLC

Next filing ≈ Aug 14, 2026

RELIANCE INC$20M

TCW ETF TRUST$4M

DIMENSIONAL ETF TRUST$3M

DIMENSIONAL ETF TRUST$2M

CAPITAL GRP FIXED INCM ETF T$2M

7505–7532 of 7980 funds

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