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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.

Wedmont Private Capital

Next filing ≈ Nov 14, 2026

VANGUARD TAX-MANAGED FDS$374M

VANGUARD INDEX FDS$217M

VANGUARD INTL EQUITY INDEX F$214M

VANGUARD INDEX FDS$143M

ISHARES TR$116M

Avantax Planning Partners, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$438M

SCHWAB STRATEGIC TR$312M

SCHWAB STRATEGIC TR$181M

SCHWAB STRATEGIC TR$179M

SCHWAB STRATEGIC TR$169M

JMG Financial Group, Ltd.

Next filing ≈ Aug 14, 2026

Vanguard S&P 500 ETF$833M

Vanguard MSCI EAFE ETF$402M

Vanguard Mid Cap Vipers$401M

Dimensional US Small Cap Value$217M

Schwab US Large Cap ETF$214M

Two Seas Capital LP

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$693M

ROIVANT SCIENCES LTD$258M

SPDR SERIES TRUSTPut$246M

CORE SCIENTIFIC INC NEW$242M

APPLE INCPut$216M

Ghisallo Capital Management LLC

Next filing ≈ Aug 14, 2026

MEDLINE INC$202M

HYUHI 05/04/31 CVT PUT$110M

NVIDIA CORPORATION$96M

FARMERS & MERCHANTS INVESTMENTS INC

Next filing ≈ Aug 14, 2026

1,760 positions

iShares S&P 500 Index Fund$253M

Vanguard FTSE Developed Markets ETF$234M

Nelnet, Inc.$153M

iShares S&P Small Cap 600 Index ETF$151M

iShares S&P Midcap 400$127M

Saba Capital Management, L.P.

Next filing ≈ Aug 14, 2026

ASA GOLD AND PRECIOUS MTLS L$366M

BLACKROCK ESG CAP ALLC TERM$299M

PIMCO DYNAMIC INCOME STRATEG$142M

GABELLI DIVID & INCOME TR$138M

VIRTUS DIVIDEND INTEREST & P$129M

GRIMES & Co WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$324M

VANGUARD INDEX FDS$299M

ISHARES INC$176M

SPDR SERIES TRUST$172M

ISHARES TR$159M

WESBANCO BANK INC

Next filing ≈ Aug 14, 2026

1,320 positions

ALPHABET INC$42M

BROADCOM INC$39M

JP MORGAN CHASE$38M

Catterton Management Company, L.L.C.

Next filing ≈ Aug 14, 2026

BIRKENSTOCK HOLDING PLC$3.6B

ODDITY TECH LTD$47M

Uber Technologies, Inc

Next filing ≈ Aug 14, 2026

Grab Holdings Limited$2.0B

Aurora Innovation,Inc.$1.3B

Lucid Group, Inc.$131M

WeRide Inc.$91M

Joby Aviation, Inc.$59M

RIVERBRIDGE PARTNERS LLC

Next filing ≈ Nov 14, 2026

NVIDIA Corporation$200M

Microsoft Corporation$154M

HEICO Corporation$129M

Amazon.com, Inc.$120M

RB Global, Inc.$120M

BNDES Participacoes S.A.

Next filing ≈ Aug 14, 2026

Vestal Point Capital, LP

Next filing ≈ Aug 14, 2026

Revolution Medicines Inc$231M

BioMarin Pharmaceutical Inc$202M

Neurocrine Biosciences Inc$165M

Arrowhead Pharmaceuticals Inc$143M

WCG Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$97M

PIMCO ETF TR$89M

SPDR SER TR$89M

LATTICE STRATEGIES TR$68M

Sigma Planning Corp

Next filing ≈ Aug 14, 2026

1,294 positions

ISHARES TR$195M

NVIDIA CORPORATION$112M

AMAZON COM INC$73M

INVESCO QQQ TR$61M

Next filing ≈ Aug 14, 2026

Scholar Rock Holding Corp$532M

Kymera Therapeutics Inc$265M

Erasca Inc$182M

Edgewise Therapeutics Inc$140M

BeOne Medicines AG$138M

Addenda Capital Inc.

Next filing ≈ Aug 14, 2026

AGNICO EAGLE MINES LTD$178M

TORONTO DOMINION BK ONT$169M

ROYAL BK CDA$168M

BANK MONTREAL MEDIUM$127M

CANADIAN NAT RES LTD MED TER$124M

MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH

Next filing ≈ Nov 14, 2025

NVIDIA CORP. DL-,001$157M

MICROSOFT DL-,00000625$145M

BROADCOM INC. DL-,001$93M

PACCAR INC. DL 1$80M

VISA INC. CL. A DL -,0001$76M

Arax Advisory Partners

Next filing ≈ Aug 14, 2026

3,766 positions

VANGUARD INDEX FDS$108M

VANGUARD INDEX FDS$89M

INVESCO QQQ TR$75M

BLACKROCK ETF TRUST$73M

Robertson Stephens Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$378M

VANGUARD TAX-MANAGED FDS$171M

VANGUARD SPECIALIZED FUNDS$154M

ISHARES INC$118M

Texas Yale Capital Corp.

Next filing ≈ Aug 14, 2026

ENTERPRISE PRODS PARTNERS L$72M

CINTAS CORP$58M

BERKSHIRE HATHAWAY INC DEL$38M

Next filing ≈ Aug 14, 2026

ISHARES TR$432M

VANGUARD INDEX FDS$378M

ISHARES TR$377M

ISHARES INC$291M

VANGUARD MUN BD FDS$211M

BDT CAPITAL PARTNERS, LLC

Next filing ≈ Aug 14, 2026

ALLIANCE LAUNDRY HLDGS INC$2.9B

UNDER ARMOUR INC$377M

EQUIPMENTSHARE COM INC$215M

INTACT INVESTMENT MANAGEMENT INC.

Next filing ≈ Aug 14, 2026

ROYAL BK CDA$178M

SUNCOR ENERGY INC NEW$132M

TORONTO DOMINION BK ONT$117M

BROOKFIELD INFRASTRUCTURE PA$109M

CENOVUS ENERGY INC$100M

TCG Crossover Management, LLC

Next filing ≈ Aug 14, 2026

ABIVAX SA AMERICAN DEPOSITARY SHARES$722M

CG ONCOLOGY INC$248M

TANGO THERAPEUTICS INC$220M

COGENT BIOSCIENCES INC$190M

CENTESSA PHARMACEUTICALS PLC$170M

Narodna banka Slovenska

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$2.1B

VANGUARD STAR FDS$1.3B

INVESCO ACTIVELY MANAGED EXC$149M

Dai-ichi Life Insurance Company, Ltd

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$199M

MICROSOFT CORP$144M

AMAZON COM INC$111M

ALPHABET INC$88M

1009–1036 of 7980 funds

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