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Institutional Holdings

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Funds 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.

MILESTONE ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHNG TRADED FD VI$35M

PGIM ETF TR$20M

SPDR SERIES TRUST$17M

FIRST TR EXCHNG TRADED FD VI$12M

NVIDIA CORPORATION$9M

GREAT POINT PARTNERS LLC

Next filing ≈ Aug 14, 2026

APOGEE THERAPEUTICS INC$31M

VOR BIOPHARMA INC$31M

ZURA BIO LTD$25M

AMYLYX PHARMACEUTICALS INC$24M

IMMUNITYBIO INCPut$23M

BECK CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$28M

VERTIV HOLDINGS CO$19M

GE VERNOVA INC$17M

CAMECO CORP$14M

BROADCOM INC$13M

Div Capital Phoenix Assets Ltd

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$144M

INVESCO QQQ TR$108M

META PLATFORMS INC$42M

ALPHABET INC$40M

AMAZON COM INC$39M

Seven Springs Wealth Group, LLC

Next filing ≈ Aug 14, 2026

THE CIGNA GROUP$33M

Rector, Church-Wardens & Vestrymen of Trinity Church in the

Next filing ≈ Aug 14, 2026

ISHARES TR$256M

2003 ETF SERIES TRUST$176M

SG Trading Solutions, LLC

Next filing ≈ May 15, 2026

NVIDIA CORPORATION$32M

MICROSOFT CORP$24M

ALPHABET INC$21M

Laura & John Arnold Foundation

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$193M

ISHARES TR$118M

ALPHABET INC$93M

AMAZON COM INC$25M

Ashford Advisors, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$235M

SCHWAB STRATEGIC TR$51M

VANGUARD INDEX FDS$50M

SCHWAB STRATEGIC TR$34M

Apeiron RIA LLC

Next filing ≈ Aug 14, 2026

ISHARES INC$18M

DIMENSIONAL ETF TRUST$17M

BLACKROCK ETF TRUST$15M

High Net Worth Advisory Group LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$28M

NVIDIA CORPORATION$19M

VANGUARD SPECIALIZED FUNDS$17M

VANGUARD WHITEHALL FDS$15M

Whitcomb & Hess, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$55M

VANGUARD TAX-MANAGED FDS$50M

SPDR SERIES TRUST$35M

EA SERIES TRUST$33M

Pinion Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$83M

EA SERIES TRUST$16M

VANGUARD INDEX FDS$15M

GENWORTH FINANCIAL INC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 INDEX ETF$393M

POWERSHARES S&P 500 LOW VOLATILITY$35M

Park Edge Advisors, LLC

Next filing ≈ Aug 14, 2026

LINCOLN ELEC HLDGS INC$157M

SPDR SERIES TRUST$37M

SIMPLIFY EXCHANGE TRADED FUN$16M

SPDR GOLD TR$11M

J. Derek Lewis & Associates Inc.

Next filing ≈ Aug 14, 2026

CAPITAL GROUP CORE BALANCED$41M

CAPITAL GROUP DIVIDEND VALUE$31M

CAPITAL GROUP GROWTH ETF$21M

CAPITAL GRP FIXED INCM ETF T$21M

CAPITAL GROUP GBL GROWTH EQT$20M

Perseverance Asset Management International

Next filing ≈ Aug 14, 2026

H WORLD GROUP LTD$125M

PDD HOLDINGS INC$109M

NVIDIA CORPORATION$51M

YUM CHINA HLDGS INC$35M

ALPHABET INC$29M

Battery Management Corp.

Next filing ≈ Aug 14, 2026

SERVICETITAN INC$209M

KODIAK AI INC.$79M

SPRINKLR INC$14M

CHAMPIONS ONCOLOGY INC$14M

Total Clarity Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$18M

SPDR SERIES TRUST$10M

INVESCO EXCH TRADED FD TR II$9M

FIRST TR EXCHANGE TRADED FD$8M

JANUS DETROIT STR TR$8M

Tempus Wealth Planning, LLC

Next filing ≈ Aug 14, 2026

GE AEROSPACE$25M

GE VERNOVA INC$19M

NVIDIA CORPORATION$11M

CAPITAL GROUP DIVIDEND VALUE$10M

SCHWAB STRATEGIC TR$10M

AllGen Financial Advisors, Inc.

Next filing ≈ May 15, 2026

VANGUARD INDEX FDS$90M

VANGUARD BD INDEX FDS$80M

VANGUARD INTL EQUITY INDEX F$38M

ISHARES GOLD TR$31M

INVESCO EXCH TRADED FD TR II$26M

Wealthspring Capital LLC

Next filing ≈ Aug 14, 2026

CENTURION ACQUISITION CORP$16M

KENSINGTON CAP ACQUIST CORP$15M

LIONHEART HOLDINGS$13M

LEGATO MERGER CORP III$13M

GP-ACT III ACQUISITION CORP$11M

BOSTON RESEARCH & MANAGEMENT INC

Next filing ≈ Aug 14, 2026

iShares Core S&P 500 ETF$19M

Wal-Mart Stores$14M

Microsoft Corp$14M

Alphabet, Inc. - Class A$13M

Turner Capital Investments, LLC

Next filing ≈ Aug 14, 2026

STRATEGY INC$421M

Franklin, Parlapiano, Turner & Welch, LLC

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$73M

ISHARES FTSE NAREIT RESID PLUS CP IDX$42M

VANGUARD INTERMEDIATE-TERM BOND ETF$38M

ISHARES TR RUSSELL 1000 INDEX ETF$36M

VANGUARD FTSE DEVELOPED MARKETS ETF$18M

All Terrain Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$62M

STATE STR SPDR S&P 500 ETF TPut$48M

LOWES COS INC$28M

ISHARES TRPut$21M

MONETARY MANAGEMENT GROUP INC

Next filing ≈ Aug 14, 2026

Nvidia Corp Com$32M

Apple Inc Com$31M

Microsoft Corp Com$26M

Broadcom Inc Com$16M

Lilly Eli & Co Com$14M

Core Wealth Advisors, Inc.

Next filing ≈ Aug 14, 2026

ISHARES TR$125M

VANGUARD INDEX FDS$24M

CAPITAL GROUP DIVIDEND VALUE$24M

SPDR SERIES TRUST$22M

INVESCO EXCHANGE TRADED FD T$21M

841–868 of 2162 funds

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