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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.

GUARDIAN CAPITAL LP

Next filing ≈ Aug 14, 2026

TORONTO DOMINION BK ONT$121M

SUNCOR ENERGY INC NEW$118M

BROOKFIELD CORP$111M

OPEN TEXT CORP$102M

BANK MONTREAL MEDIUM$92M

Next filing ≈ Aug 14, 2026

GLOBAL PMTS INC$2.9B

GALLAGHER ARTHUR J & CO$514M

SOTERA HEALTH CO$183M

MARAVAI LIFESCIENCES HLDGS I$57M

National Philanthropic Trust

Next filing ≈ May 15, 2024

APOLLO GLOBAL MGMT INC$747M

NVIDIA CORPORATION$692M

ISHARES TR$463M

BLACKSTONE INC$171M

Vulcan Value Partners, LLC

Next filing ≈ Aug 14, 2026

EVEREST GROUP LTD$445M

MICROSOFT CORP$411M

AMAZON COM INC$332M

UNITEDHEALTH GROUP INC$247M

RYAN SPECIALTY HOLDINGS INC$223M

Darwin Global Management, Ltd.

Next filing ≈ Aug 14, 2026

INSMED INC$2.6B

BELITE BIO INC$456M

REVOLUTION MEDICINES INC$205M

ROIVANT SCIENCES LTD$180M

ASSOCIATED BANC-CORP

Next filing ≈ Aug 14, 2026

ALPHABET INC$188M

NVIDIA CORPORATION$171M

MICROSOFT CORP$161M

LAM RESEARCH CORP$128M

TRIAN FUND MANAGEMENT, L.P.

Next filing ≈ Aug 14, 2026

Janus Henderson Group plc$1.6B

GE Aerospace$1.1B

Solventum Corporation$538M

Ferguson Plc New$253M

Wendys Co.$108M

FOUNDATIONS INVESTMENT ADVISORS, LLC

Next filing ≈ Aug 14, 2026

1,135 positions

ISHARES TR$153M

BLACKROCK ETF TRUST$137M

ISHARES TR$130M

NVIDIA CORPORATION$118M

Bracebridge Capital, LLC

Next filing ≈ Aug 14, 2026

ISHARES TRPut$1.5B

SPDR GOLD TRPut$424M

SPDR GOLD TR$410M

SELECT SECTOR SPDR TRPut$246M

STATE STR SPDR S&P 500 ETF TCall$228M

Savvy Advisors, Inc.

Next filing ≈ Aug 14, 2026

1,132 positions

VANGUARD INDEX FDS$238M

ISHARES TR$154M

NVIDIA CORPORATION$135M

SCHWAB STRATEGIC TR$83M

HOMESTEAD ADVISERS CORP

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$163M

JPMORGAN CHASE & CO$162M

PARKER-HANNIFIN CORP$126M

ALPHABET INC$121M

LAM RESEARCH CORP$109M

Osmosis Investment Management UK Ltd

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$288M

MICROSOFT CORP$147M

AMAZON COM INC$128M

ALPHABET INC$102M

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TRPut$133M

VANECK ETF TRUSTPut$123M

TOWER SEMICONDUCTOR LTD$121M

SANDISK CORP$118M

INSMED INC$107M

Cavalier Investments, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TRCall$750M

INVESCO QQQ TRPut$721M

STATE STR SPDR S&P 500 ETF TPut$540M

STATE STR SPDR S&P 500 ETF TCall$390M

VANECK ETF TRUSTCall$99M

Snowden Capital Advisors LLC

Next filing ≈ Aug 14, 2026

1,257 positions

NVIDIA CORPORATION$140M

MICROSOFT CORP$86M

AMAZON COM INC$75M

Chicago Capital, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$188M

META PLATFORMS INC$162M

AMAZON COM INC$153M

NVIDIA CORPORATION$137M

TAIWAN SEMICONDUCTOR MANUFAC$132M

TrinityBridge Ltd

Next filing ≈ Aug 14, 2026

ALPHABET INC COM CL A USD0.001$365M

AMAZON COM INC COM USD0.01$335M

MICROSOFT CORP COM USD (US LISTED)$270M

LAM RESEARCH CORP COM USD0.001 (P/S)$204M

PERFORMANCE FOOD GROUP COM USD0.01$173M

REAVES W H & CO INC

Next filing ≈ Aug 14, 2026

EQUINIX INC COM NEW$170M

GE VERNOVA INC$153M

WILLIAMS COS INC COM$152M

CONSTELLATION ENERGY CORP$150M

VISTRA CORP.$148M

Silver Lake Group, L.L.C.

Next filing ≈ Aug 14, 2026

FIRST ADVANTAGE CORP NEW$1.1B

EVERCOMMERCE INC$767M

UNITY SOFTWARE INC$762M

MADISON SQUARE GRDN SPRT COR$611M

N-ABLE INC$287M

Hillsdale Investment Management Inc.

Next filing ≈ Aug 14, 2026

Royal Bank of Canada$172M

Canadian Imperial Bank of Commerce$118M

Toronto-Dominion Bank (The)$112M

The Bank of Nova Scotia$90M

Enerflex Ltd$80M

Marathon Trading Investment Management LLC

Next filing ≈ Aug 14, 2026

ISHARES SILVER TRCall$481M

ISHARES SILVER TRPut$353M

SPDR GOLD TRPut$103M

MICROSOFT CORPPut$74M

MICROSOFT CORP$74M

MassMutual Private Wealth & Trust, FSB

Next filing ≈ Aug 14, 2026

2,420 positions

NVIDIA Corp$172M

Vanguard Mid-Cap ETF$148M

Microsoft Corp$137M

Vanguard FTSE Developed Markets ETF$100M

MIZUHO MARKETS AMERICAS LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$293M

ISHARES TR$163M

FEDEX CORP$159M

HONEYWELL INTL INC$158M

ENTERGY CORP NEW$157M

Gates Capital Management, Inc.

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TRPut$390M

SELECT SECTOR SPDR TRPut$202M

ISHARES TRPut$169M

ATKORE INC$158M

DARLING INGREDIENTS INC$146M

MILLER HOWARD INVESTMENTS INC /NY

Next filing ≈ Aug 14, 2026

MPLX LP COM UNIT REP LTD$128M

ENTERPRISE PRODS PARTNERS L P$120M

ENERGY TRANSFER L P COM UT LTD$101M

JOHNSON & JOHNSON COM$99M

GSK PLC SPONSORED ADR$90M

Evelyn Partners Investment Management LLP

Next filing ≈ Aug 14, 2026

ASTRAZENECA PLC$325M

MICROSOFT CORP$260M

AMAZON COM INC$259M

ALPHABET INC$258M

NVIDIA CORPORATION$151M

Advisory Alpha, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$289M

SPDR SERIES TRUST$280M

SCHWAB STRATEGIC TR$221M

SPDR INDEX SHS FDS$187M

SELECT SECTOR SPDR TR$161M

SBI Securities Co., Ltd.

Next filing ≈ Aug 14, 2026

4,033 positions

NVIDIA Corp$429M

Vanguard S&P 500 ETF$217M

Vanguard Total Stock Market ETF$186M

Invesco QQQ Trust Series 1 ETF$111M

981–1008 of 7980 funds

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