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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.

ARISTEIA CAPITAL, L.L.C.

Next filing ≈ Aug 14, 2026

SM Energy Company$338M

Strategy Inc$267M

Wix.com Ltd.$257M

SPDR S&P 500 ETF TrustPut$179M

Japan Science & Technology Agency

Next filing ≈ Aug 14, 2026

ISHARES TR$927M

ISHARES TR$827M

ISHARES TR$554M

INVESCO EXCHANGE TRADED FD T$546M

ISHARES TR$528M

SUMITOMO MITSUI FINANCIAL GROUP, INC.

Next filing ≈ Aug 14, 2026

ARES MANAGEMENT CORPORATION$1.5B

SPDR S&P 500 ETF TR$401M

JEFFERIES FINL GROUP INC$382M

SPDR GOLD TR$254M

POLESTAR AUTOMOTIVE HLDG UK$190M

Generali Asset Management SPA SGR

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$360M

MICROSOFT CORP$225M

ALPHABET INC$143M

ASTRAZENECA PLC$140M

COMMERZBANK AKTIENGESELLSCHAFT /FI

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$285M

ALPHABET INC$268M

CHEVRON CORPORATION$198M

CISCO SYS INC$197M

PROVIDENT TRUST CO

Next filing ≈ Aug 14, 2026

ALPHABET INC CL C$802M

ALPHABET INC CL A$801M

COSTCO WHSL CORP NEW COM$469M

PNC FINANCIAL SVS GRP$363M

Auto-Owners Insurance Co

Next filing ≈ Aug 14, 2026

SPDR INDEX SHS FDS$84M

POLARIS INC$56M

ENTERPRISE PRODS PARTNERS L$38M

WT Asset Management Ltd

Next filing ≈ Aug 14, 2026

LUMENTUM HLDGS INC$970M

COHERENT CORP$637M

SANDISK CORP$527M

CORNING INC$269M

MICRON TECHNOLOGY INC$265M

MILFORD FUNDS LTD

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$274M

AMAZON COM INC$245M

TAIWAN SEMICONDUCTOR MANUFA$217M

NVIDIA CORPORATION$213M

IFP Advisors, Inc

Next filing ≈ Aug 14, 2026

4,976 positions

NVIDIA CORPORATION$114M

AMAZON COM INC$69M

MICROSOFT CORP$65M

ALPHABET INC$63M

Concurrent Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

1,912 positions

NVIDIA CORPORATION$208M

VANGUARD INDEX FDS$193M

STATE STR SPDR S&P 500 ETF T$122M

SPDR SERIES TRUST$113M

ALPHABET INC$91M

Junto Capital Management LP

Next filing ≈ Aug 14, 2026

TJX COS INC NEW$156M

BLACKROCK INC$155M

WW GRAINGER INC$149M

VAUGHAN DAVID INVESTMENTS LLC/IL

Next filing ≈ Aug 14, 2026

BROADCOM INC$124M

LAM RESEARCH CORP$114M

MICROSOFT CORP$104M

JP MORGAN CHASE & CO$97M

Robeco Schweiz AG

Next filing ≈ Aug 14, 2026

VERTIV HOLDINGS CO$181M

QUANTA SVCS INC$178M

NVENT ELEC PLC$168M

ARM HOLDINGS PLC$152M

LUMENTUM HLDGS INC$151M

KENNEDY CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

Valmont Industries, Inc.$57M

QCR Holdings Inc.$57M

Mercury Systems Inc$43M

Chefs Warehouse Inc.$40M

Globus Med Inc$40M

Williams Jones Wealth Management, LLC.

Next filing ≈ Aug 14, 2026

APPLE INC COM$532M

NVIDIA CORP COM$339M

AMAZON COM INC COM$235M

BROADCOM INC$178M

JPMORGAN CHASE & CO COM$171M

GLAZER CAPITAL, LLC

Next filing ≈ Aug 14, 2026

AIR LEASE CORP$351M

HOLOGIC INC$269M

SEALED AIR CORP NEW$214M

CLEARWATER ANALYTICS HLDGS I$185M

AMICUS THERAPEUTIC$184M

Bank Pictet & Cie (Europe) AG

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$383M

AMAZON COM INC$359M

ALPHABET INC$351M

MICROSOFT CORP$318M

Mutual Advisors, LLC

Next filing ≈ Aug 14, 2026

1,353 positions

STATE STR SPDR S&P 500 ETF T$261M

ISHARES TR$207M

ISHARES TR$135M

ISHARES TR$103M

C WorldWide Group Holding A/S

Next filing ≈ Aug 14, 2026

ALPHABET INC$418M

MICROSOFT CORP$294M

THERMO FISHER SCIENTIFIC INC$291M

ATALANTA SOSNOFF CAPITAL, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$188M

NVIDIA CORPORATION$142M

MICROSOFT CORP$126M

JPMORGAN CHASE & CO$89M

KORNITZER CAPITAL MANAGEMENT INC /KS

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$199M

CHEVRON CORP$188M

EXXON MOBIL CORP COM$111M

ELI LILLY & CO COM$100M

Millburn Ridgefield LLC /DE/

Next filing ≈ Aug 14, 2026

ISHARES TR$585M

ISHARES TR$559M

ISHARES TR$398M

ISHARES TR$393M

VANGUARD INTL EQUITY INDEX F$380M

Orgel Wealth Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$632M

ISHARES TR$398M

VANGUARD SCOTTSDALE FDS$341M

SPDR SERIES TRUST$336M

VANGUARD WHITEHALL FDS$289M

ABRAMS CAPITAL MANAGEMENT, L.P.

Next filing ≈ Aug 14, 2026

LOAR HOLDINGS INC$1.8B

LITHIA MTRS INC$622M

ALPHABET INC$537M

SOMNIGROUP INTERNATIONAL INC$429M

ASBURY AUTOMOTIVE GROUP INC$421M

Voleon Capital Management LP

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$276M

ALPHABET INC$185M

MICROSOFT CORP$174M

AMAZON COM INC$131M

EVERGREEN CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

2,179 positions

ISHARES INC$184M

VANGUARD INDEX FDS$67M

AMG National Trust Bank

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$199M

ISHARES TR$141M

VANGUARD INDEX FDS$89M

869–896 of 7980 funds

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