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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.

Cedar Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$65M

SCHWAB STRATEGIC TR$44M

INVESCO EXCHANGE TRADED FD T$32M

INVESCO EXCH TRADED FD TR II$29M

VANGUARD WORLD FD$23M

Seneca Financial Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$32M

SCHWAB STRATEGIC TR$29M

SCHWAB STRATEGIC TR$25M

SCHWAB STRATEGIC TR$24M

Crestview Partners II GP, L.P.

Next filing ≈ Aug 14, 2026

VICTORY CAPITAL HOLDINGS$268M

SELECT ENERGY SVCS INC$60M

CAMPING WORLD HLDGS INC$13M

Acorn Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$22M

VANGUARD BD INDEX FDS$20M

SCHWAB STRATEGIC TR$13M

VANECK ETF TRUST$9M

SCHWAB STRATEGIC TR$8M

SWEENEY & MICHEL, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$21M

First International Bank of Israel Ltd.

Next filing ≈ Aug 14, 2026

FIRST TR EXCHNG TRADED FD VI$38M

FIRST TR EXCHNG TRADED FD VI$29M

FIRST TR EXCHNG TRADED FD VI$20M

FIRST TR EXCHNG TRADED FD VI$19M

FIRST TR EXCHNG TRADED FD VI$19M

Missouri Trust & Investment Co

Next filing ≈ Aug 14, 2026

O'Reilly Automotive Inc$39M

Microsoft Corp$25M

iShares Core MSCI Intl Developed Markets ETF$16M

Schwab US Small Cap ETF$13M

MIO Partners, Inc.

Next filing ≈ Aug 14, 2026

ISHARES TRPut$188M

STATE STR SPDR S&P 500 ETF T$55M

ISHARES TRPut$49M

ISHARES TRCall$22M

ISHARES INCCall$13M

Jackson Creek Investment Advisors LLC

Next filing ≈ Aug 14, 2026

Technipfmc PLC$3M

Cirrus Logic Inc$3M

California Resources Corp Stoc$3M

Sophron Capital Management L.P.

Next filing ≈ Aug 14, 2026

AVALONBAY CMNTYS INC$19M

ESSEX PPTY TR INC$19M

AGREE RLTY CORP$19M

LENNAR CORP$18M

EQUITY RESIDENTIAL$15M

Cornell Pochily Investment Advisors, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$18M

STATE STR SPDR S&P 500 ETF T$11M

TOMPKINS FINL CORP$10M

Prairiewood Capital, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$67M

SCHWAB STRATEGIC TR$53M

SCHWAB STRATEGIC TR$27M

SPDR INDEX SHS FDS$19M

SCHWAB STRATEGIC TR$14M

VSM Wealth Advisory, LLC

Next filing ≈ Aug 14, 2026

VANGUARD LARGE-CAP INDEXFUND ETF SHARES$50M

VANGUARD SHORT TERM COR BD ETF$21M

VANGUARD MEGA CAP INDEX FUND ETF SHARES$16M

VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES$15M

VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES$15M

CLARIS ADVISORS, LLC / MO /

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$64M

EA SERIES TRUST$31M

DIMENSIONAL ETF TRUST$22M

DIMENSIONAL ETF TRUST$20M

DIMENSIONAL ETF TRUST$19M

Martin Investment Management, LLC

Next filing ≈ Aug 14, 2026

ASTRAZENECA PLC$28M

NOVARTIS AG$25M

TOYOTA MOTOR CORP$21M

SONY GROUP CORP$18M

Pine Harbor Wealth Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$40M

PGIM ETF TR$38M

DIMENSIONAL ETF TRUST$36M

PGIM ETF TR$34M

INVESCO QQQ TR$20M

Tilson Financial Group, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD MALVERN FDS$43M

VANGUARD INDEX FDS$32M

DIMENSIONAL ETF TRUST$28M

DIMENSIONAL ETF TRUST$22M

MORGAN STANLEY ETF TRUST$17M

Independence Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

FIDELITY COVINGTON TRUST$48M

FIDELITY COVINGTON TRUST$35M

FIDELITY COVINGTON TRUST$17M

Aurdan Capital Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$43M

PUTNAM ETF TRUST$20M

VANGUARD SCOTTSDALE FDS$17M

Hoxton Planning & Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$11M

STATE STR SPDR S&P 500 ETF T$10M

PURE PORTFOLIOS HOLDINGS LLC

Next filing ≈ May 15, 2026

ETFS GOLD TR$42M

SCHWAB STRATEGIC TR$32M

SCHWAB STRATEGIC TR$27M

SCHWAB STRATEGIC TR$17M

SPDR SERIES TRUST$17M

PL Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

FINANCIAL INSTITUTIONS$58M

BANC OF CALIFORNIA$52M

ENTERPRISE FINL SERVICES$40M

HORIZON BANCORP$30M

FIRST MERCHANTS$27M

PENOBSCOT WEALTH MANAGEMENT

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$61M

DIMENSIONAL ETF TRUST$49M

VANGUARD TAX-MANAGED FDS$40M

VANGUARD INTL EQUITY INDEX F$13M

Fiduciary Planning LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$45M

FIRST TR EXCHNG TRADED FD VI$28M

VANGUARD MALVERN FDS$25M

INVESCO ACTIVELY MANAGED EXC$25M

HARTFORD FDS EXCHANGE TRADED$25M

Next Capital Management LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$46M

MIDCAP FINL INVESTME$21M

BLUE OWL CAP CORP$16M

ISHARES CORE MSCI EAFE ETF$14M

INVESCO QQQ TR$12M

Blueshift Asset Management, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$8M

AVIS BUDGET GROUP INC$4M

MATCH GROUP INC NEW$3M

CJM Wealth Advisers, Ltd.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$94M

INVESCO QQQ TR$51M

CAPITAL GROUP DIVIDEND VALUE$19M

Sensible Money, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$86M

DIMENSIONAL ETF TRUST$67M

DIMENSIONAL ETF TRUST$27M

DIMENSIONAL ETF TRUST$26M

DIMENSIONAL ETF TRUST$26M

1009–1036 of 2162 funds

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