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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.

Connective Portfolio Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$4M

SPROTT ASSET MANAGEMENT LP$3M

PETROLEO BRASILEIRO S A$3M

RIVERSTONE HOLDINGS LLC

Next filing ≈ Aug 14, 2026

PERMIAN RESOURCES CORP$21M

SOLID POWER INC$14M

SOLID POWER INC$1M

CRESCENT ENERGY CO$374K

Trigran Investments, Inc.

Next filing ≈ Aug 14, 2026

SYNAPTICS INC$4M

MATERION CORP$4M

EXTREME NETWORKS$4M

GENTHERM INC$3M

Arkhouse Management Co. LP

Next filing ≈ Feb 14, 2026

FRONTVIEW REIT INC$1M

JACK IN THE BOX INC$879K

INDEPENDENCE RLTY TR INC$753K

HGI Capital Management, LLC

Next filing ≈ Feb 14, 2026

CBRE Group Inc$2M

First Industrial Realty Trust Inc$2M

Digital Realty Trust Inc$2M

Finward Bancorp

Next filing ≈ Aug 14, 2026

FINWARD BANCORP$4M

STATE STREET SPDR BLOOMBERG$2M

MICROSOFT CORP$2M

WHEATON PRECIOUS METALS CORP$1M

VANGUARD S&P 500 ETF$1M

FIDUCIARY COUNSELLING INC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC$11M

WEYERHAEUSER CO$6M

RAYONIER INC$4M

VANGUARD INDEX FDS$3M

CoinFund Management LLC

Next filing ≈ Aug 14, 2026

EIGHTCO HOLDINGS INC$15M

FUTURECREST ACQUISITION CORP$7M

MOUNTAIN LAKE ACQUISITION CO$6M

BITMINE IMMERSION TECNOLOGIE$4M

FUTURECREST ACQUISITION CORP$1M

PLIMOTH TRUST CO LLC

Next filing ≈ Aug 14, 2026

iShares S&P SmallCap 600 Index - ETF$2M

Mastercard, Inc.$1M

JPMorgan Chase & Company$1M

Iron Mountain Inc.$1M

Apple, Inc.$965K

Altai Capital Management, L.P.

Next filing ≈ Aug 14, 2026

DIGIMARC CORP NEW COM$14M

ORASURE TECHNOLOGIES INC COM$11M

SKY HARBOUR GROUP CORPORATIO COM CL A$7M

YATRA ONLINE INC ORD SHS$4M

SKY HARBOUR GROUP CORPORATIO W EXP 01/25/202Call$92K

CSU Producer Resources, Inc.

Next filing ≈ Aug 14, 2026

VALERO ENERGY ORD$6M

BROADCOM ORD$6M

ANALOG DEVICES ORD$2M

PHILIP MORRIS INTERNATIONAL ORD$2M

Viola Ventures V.C. Management 4 Ltd.

Next filing ≈ Aug 14, 2026

Similarweb Ltd.$28M

Teads Holding Co.$4M

Pagaya Technologies Ltd.$888K

IFG Advisory, LLC

Next filing ≈ Aug 14, 2026

COMMERCE BANCSHARES INC$5M

DELEK LOGISTICS PARTNERS LP$2M

BROOKFIELD INFRASTRUCTURE PA$1M

WESTERN MIDSTREAM PARTNERS L$1M

HSBC HOLDINGS PLC

Next filing ≈ Aug 14, 2026

2,871 positions

ALPHABET INC$3M

MICROSOFT CORPPut$2M

META PLATFORMS INCPut$1M

TAIWAN SEMICONDUCTOR MANUFACPut$1M

UNITEDHEALTH GROUP INCPut$1M

Discovery Value Fund

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$35M

CONSULTIVA WEALTH MANAGEMENT, CORP.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$3M

NVIDIA CORPORATION$3M

VANGUARD WHITEHALL FDS$3M

VANGUARD STAR FDS$2M

ALPHABET INC$2M

Madryn Asset Management, LP

Next filing ≈ Aug 14, 2026

NEURONETICS INC$27M

OMADA HEALTH INC$7M

Washington Harbour Partners LP

Next filing ≈ Nov 14, 2025

KRATOS DEFENSE & SEC SOLUTIO$3M

AEROVIRONMENT INC$3M

CROWDSTRIKE HLDGS INC$3M

TENABLE HLDGS INC$2M

SOMERVILLE KURT F

Next filing ≈ Aug 14, 2026

O REILLY AUTOMOTIVE$3M

ALPHABET INC CL A$1M

MORGAN STANLEY$1M

TRACTOR SUPPLY$1M

Bradley & Co. Private Wealth Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF$8M

TESLA INC COM$3M

SPDR GOLD SHARES$3M

ISHARES GOLD TRUST$2M

VANGUARD S&P 500 ETF$1M

REX Advisers, LLC

Next filing ≈ Aug 14, 2026

RED CAT HLDGS INC$7M

NVIDIA CORPORATIONPut$4M

NVIDIA CORPORATIONCall$3M

TESLA INCPut$2M

TESLA INCCall$1M

Burren Capital Advisors Ltd

Next filing ≈ Feb 14, 2026

VERONA PHARMA PLC$7M

VERINT SYS INC$4M

TXNM ENERGY INC$4M

AIR LEASE CORP$3M

FRONTIER COMMUNICATIONS PARE$3M

SMH CAPITAL ADVISORS INC

Next filing ≈ Aug 14, 2026

CAPITAL SOUTHWEST CORP$12M

TRINITY CAP INC$3M

CAPITAL SOUTHWEST CORP$2M

VICI PPTYS INC$1M

RIOT PLATFORMS INC$1M

Olympiad Research LP

Next filing ≈ Aug 14, 2026

INTERNATIONAL MONEY EXPRESS$2M

CSG SYS INTL INC$2M

PROASSURANCE CORP$2M

ESSENTIAL UTILS INC$2M

NORTHWESTERN ENERGY GROUP IN$2M

Advanced Portfolio Management, LLC

Next filing ≈ May 15, 2026

MICROSOFT CORP$2M

BROADCOM INC$2M

META PLATFORMS INC$2M

AMAZON COM INC$2M

Dakota Community Bank & Trust NA

Next filing ≈ Nov 14, 2026

Tesla Motors Inc$5M

Vanguard 500 Index Fund S&P ETF$1M

Microsoft Corp$1M

Amazon.Com Inc$959K

QUANTIFY CHAOS ADVISORS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$7M

VANGUARD INTL EQUITY INDEX F$2M

VANGUARD TAX-MANAGED FDS$2M

SABA CAPITAL INCOME & OPPORT$2M

WORLD GOLD TR$1M

Lido Advisors, LLC

Next filing ≈ Aug 14, 2026

1,913 positions

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

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

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

INVESCO EXCH TRD SLF IDX FD$1M

INVESCO EXCH TRD SLF IDX FD$1M

7673–7700 of 7980 funds

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