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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.

Omnitrust Wealth Management, Inc

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$5M

SPDR SERIES TRUST$3M

INVESCO EXCH TRADED FD TR II$2M

NVIDIA CORPORATION$433K

SELECT SECTOR SPDR TR$379K

LINDEN ADVISORS LP

Next filing ≈ Aug 14, 2026

LUMENTUM HOLDINGS INC 0.5 06/15/2028$2M

CENTRUS ENERGY CORP 2.25 11/01/2030$488K

APPLIED DIGITAL CORP 2.75 06/01/2030$346K

MKS INC 1.25 06/01/2030$329K

SPHERE ENTERTAINMENT CO 3.5 12/01/2028$281K

Next filing ≈ Aug 14, 2026

INVESCO S&P 500 EQUAL WEIGHT.$5M

NVIDIA CORP.$859K

APPLE INC.$705K

MICROSOFT CORP.$594K

ALPHABET INC-CL A.$416K

PURA VIDA INVESTMENTS, LLC

Next filing ≈ Aug 14, 2026

INSIGHT MOLECULAR DIA INC$3M

BETA BIONICS INC$3M

ESTABLISHMENT LABS HLDGS INC$3M

CARIS LIFE SCIENCES INC$2M

INSPIREMD INC$734K

O'Neil Global Advisors, Inc.

Next filing ≈ Aug 14, 2026

Viavi Solutions Inc$5M

CNX Resources Corp$2M

Ciena Corporation$1M

Lumentum Holdings Inc$1M

Invesco Qqq Trust Sr 1$1M

Avalon Ventures Management, LLC

Next filing ≈ Feb 14, 2026

KALTURA INC$13M

JANUX THERAPEUTICS INC$1M

Rokos Capital Management (US) LP

Next filing ≈ Feb 14, 2026

KODIAK AI INC.$14M

Raine Capital LLC

Next filing ≈ Aug 14, 2026

THE BEACHBODY COMPANY INC$7M

DRAFTKINGS INC NEW$6M

ISHARES TR$725K

STATE STR SPDR S&P 500 ETF T$407K

DCVC Opportunity Fund II GP, LLC

Next filing ≈ Aug 14, 2026

Recursion Pharmaceuticals, Inc.$12M

Harborfront Financial Group LLC

Next filing ≈ May 15, 2026

T ROWE PRICE ETF INC$3M

BLACKROCK ETF TRUST$2M

CAPITAL GROUP GROWTH ETF$807K

TradeLink Capital LLC

Next filing ≈ Aug 14, 2026

TECH 04/17/2026 PUT 50$670K

Scotts Miracle-Gro Co$500K

Helios Technologies Inc$454K

Crane NXT Co$451K

SkyBridge Capital II, LLC

Next filing ≈ Aug 14, 2026

STRATEGY INC$7M

ISHARES BITCOIN TRUST ETF$6M

KLARNA GROUP PLC$260K

CHIME FINL INC$52K

CIRCLE INTERNET GROUP INC$32K

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$2M

INVESCO EXCH TRADED FD TR II$2M

SELECT SECTOR SPDR TR$2M

SELECT SECTOR SPDR TR$2M

Wealthspire Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$933K

VANGUARD INDEX FDS$675K

ISHARES TR$520K

VANGUARD STAR FDS$488K

Immaculate Wealth Management LLC

Next filing ≈ Aug 14, 2026

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND$2M

ISHARES CORE DIVIDEND GROWTH ETF$1M

ISHARES CURRENCY HEDGED MSCI EAFE ETF$1M

JPMORGAN MUNICIPAL ETF$1M

VANGUARD FTSE DEVELOPED MARKETS ETF$1M

Next filing ≈ Aug 14, 2026

STATE STREET SPDR S&P ETF TRUST$4M

ISHARES MSCI CHILE ETF INC$3M

ISHARES LATIN AMERICA ETF TRUST$3M

ISHARES MSCI JAPAN ETF INC$855K

ISHARES EUROPE ETF$641K

ABG-WTT Global Life Science Capital Partners GP Ltd

Next filing ≈ Aug 14, 2026

CERIBELL INC$8M

RAPID MICRO BIOSYSTEMS INC$4M

MARATHON ASSET MANAGEMENT LP

Next filing ≈ Aug 14, 2026

GRAFTECH INTL LTD SR NT$8M

JOHN HANCOCK EXCHANGE TRADED$3M

ISHARES TRCall$630K

Unisphere Establishment

Next filing ≈ Aug 14, 2026

JPMORGAN CHASE & CO$1M

THERMO FISHER SCIENTIFIC INC$1M

HONEYWELL INTL INC$926K

S&P GLOBAL INC$905K

BLACKROCK INC$876K

PINEBRIDGE INVESTMENTS LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION COM$1M

MICROSOFT CORP COM$654K

APPLE INC COM$644K

ALPHABET INC CAP STK CL A$520K

META PLATFORMS INC CL A$361K

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$618K

MICROSOFT CORP$415K

AMAZON COM INC$306K

NEW YORK LIFE INVESTMENTS ET$271K

D1 Capital Partners L.P.

Next filing ≈ Aug 14, 2026

MAPLEBEAR INC$845K

MERCADOLIBRE INC$646K

JAMES HARDIE INDS PLC$536K

DANAHER CORP DEL$436K

FLOWSERVE CORP$431K

Transce3nd, LLC

Next filing ≈ Aug 14, 2026

STATE STREET SPDR S&P 500 ETF TRUST$2M

STATE STREET SPDR PORTFOLIO S&P 500 ETF$871K

VANGUARD FEDERAL MONEY MKT FUND INVESTOR CLASS (GOVT)$622K

WEITZ CORE PLUS INCOME FUND INST'L CLASS$528K

FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY FD INST'L CLASS$434K

Davies Financial Advisors, Inc.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$5M

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

INNOVATOR ETFS TRUST$1M

INNOVATOR ETFS TRUST$865K

ISHARES GOLD TR$687K

Clearstead Advisors, LLC

Next filing ≈ Aug 14, 2026

2,222 positions

VANGUARD INDEX FDS$989K

PACCAR INC$563K

MICROSOFT CORP$336K

ISHARES TR$285K

Crabel Capital Management, LLC

Next filing ≈ Aug 14, 2026

UNITEDHEALTH GROUP INC$771K

DISNEY WALT CO$769K

MICROSOFT CORP$767K

Carlyle Group Inc.

Next filing ≈ Aug 14, 2026

Standardaero Inc$2M

Phathom Pharmaceuticals Inc$38K

Pony Ai Inc$22K

Invitation Homes Inc$16K

BCI SECURITIES, INC.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$996K

INVESCO QQQ TR$746K

7757–7784 of 7980 funds

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