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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.

Carrhae Capital LLP

Next filing ≈ Aug 14, 2026

INVESCO QQQ TRPut$1.4B

TAIWAN SEMICONDUCTOR MANUFAC$189M

ISHARES SILVER TRCall$179M

EMBRAER S.A.$171M

ITAU UNIBANCO HLDG S A$171M

Hancock Prospecting Pty Ltd

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$737M

MP MATERIALS CORP$717M

TECK RESOURCES LTD$533M

HUDBAY MINERALS INC$333M

NEXGEN ENERGY LTD$106M

Analyst IMS Investment Management Services Ltd.

Next filing ≈ Aug 14, 2026

ISHARES TR$203M

TEVA PHARMACEUTICAL INDS LTD$64M

SELECT SECTOR SPDR TR$28M

TATE STR SPDR S&P 500 ETF T$19M

SELECT SECTOR SPDR TR$16M

SCGE MANAGEMENT, L.P.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$529M

ALPHABET INC$461M

MICROSOFT CORP$282M

AMAZON COM INC$245M

BROADCOM INC$245M

HERITAGE INVESTORS MANAGEMENT CORP

Next filing ≈ Aug 14, 2026

BROADCOM INC$158M

ALPHABET INC$112M

MICROSOFT CORP$109M

ALPHABET INC$105M

Prana Capital Management, LP

Next filing ≈ Aug 14, 2026

BLACKROCK INC$234M

MASTERCARD INCORPORATED$188M

BANK AMERICA CORP$186M

INTERCONTINENTAL EXCHANGE IN$176M

TRUIST FINL CORP$135M

Freestone Capital Holdings, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$450M

VANGUARD TAX-MANAGED FDS$189M

MICROSOFT CORP$166M

NVIDIA CORPORATION$141M

CWA Asset Management Group, LLC

Next filing ≈ Nov 14, 2026

NVIDIA CORPORATION$200M

MICROSOFT CORP$77M

VANGUARD SCOTTSDALE FDS$66M

CX Institutional

Next filing ≈ Nov 14, 2026

1,558 positions

iShares ETFs/USA$83M

iShares ETFs/USA$73M

NVIDIA CORP$62M

Vanguard ETF/USA$62M

ACR Alpine Capital Research, LLC

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$918M

JOHNSON & JOHNSON$461M

ARROW ELECTRS INC$449M

FEDEX CORP$352M

CITIGROUP INC$349M

FULTON BANK, N.A.

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$84M

JPMORGAN TR I$39M

FULTON FINL CORP PA$29M

ETF OPPORTUNITIES TRUST$21M

EverSource Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

27,822 positions

VANGUARD GROWTH ETF$40M

VANGUARD FTSE DEVELOPED MARKETS ETF$33M

VANGUARD VALUE ETF$31M

PRAXIS IMPACT LARGE CAP GROWTH ETF$26M

PRAXIS IMPACT LARGE CAP VALUE ETF$23M

BAIN CAPITAL INVESTORS LLC

Next filing ≈ Aug 14, 2026

BOBS DISC FURNITURE INC$1.1B

SURGERY PARTNERS INC$595M

AVEANNA HEALTHCARE HLDGS INC$526M

KESTRA MED TECHNOLOGIES LTD$502M

WAYSTAR HLDG CORP$319M

Moran Wealth Management, LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$58M

NVIDIA CORPORATION$51M

TRANE TECHNOLOGIES PLC$48M

EOG RES INC$44M

INVESCO EXCHANGE TRADED FD T$42M

Matson Money. Inc.

Next filing ≈ Aug 14, 2026

ISHARES TR$783M

ISHARES TR$488M

ISHARES TR$464M

ISHARES TR$349M

Fund Evaluation Group, LLC

Next filing ≈ Aug 14, 2026

iShares Core S&P 500 ETF$1.1B

iShares US Treasury Bond ETF$412M

Schwab U.S. Large-Cap Growth ETF$311M

SCHWAB U.S. LARGE-CAP ETF$238M

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF$202M

NEW MEXICO EDUCATIONAL RETIREMENT BOARD

Next filing ≈ Aug 14, 2026

NVIDIA CORP COM$195M

APPLE INC COM STK$173M

MICROSOFT CORP COM$127M

AMAZON COM INC COM$93M

ALPHABET INC CAPITAL STOCK USD0001 CL A$77M

SteelPeak Wealth, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$156M

AMAZON COM INC$111M

STATE STR SPDR S&P 500 ETF T$98M

ALPHABET INC$94M

FIRST NATIONAL BANK OF OMAHA

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$93M

VANGUARD STAR FDS$76M

NVIDIA CORPORATION$60M

Retirement Planning Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$292M

WISDOMTREE TR$231M

FIDELITY COVINGTON TRUST$231M

FRANKLIN TEMPLETON ETF TR$225M

PIMCO ETF TR$169M

AlTi Global, Inc.

Next filing ≈ Aug 14, 2026

ISHARES TR$600M

ISHARES TR$413M

SPDR SERIES TRUST$167M

PROFESIONALLY MANAGED PORTFO$165M

VANGUARD INDEX FDS$161M

STOCK YARDS BANK & TRUST CO

Next filing ≈ Aug 14, 2026

J P MORGAN CHASE & CO$28M

MICROSOFT CORP$25M

EXXON MOBIL CORPORATION$21M

CHURCHILL DOWNS INC$18M

SummitTX Capital, L.P.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$471M

INVESCO QQQ TR$166M

INVESCO EXCHANGE TRADED FD T$45M

ASML HLDG NV$37M

Himalaya Capital Management LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$731M

ALPHABET INC$703M

PDD HOLDINGS INC$471M

BERKSHIRE HATHAWAY INC DEL$430M

EAST WEST BANCORP INC$296M

Brooklyn Investment Group

Next filing ≈ Aug 14, 2026

1,827 positions

NVIDIA CORPORATION$143M

MICROSOFT CORP$88M

AMAZON COM INC$68M

DME Capital Management, LP

Next filing ≈ Aug 14, 2026

GREEN BRICK PARTNERS INC$557M

CORE NATURAL RESOURCES INC$163M

BRIGHTHOUSE FINL INC$137M

VICTORIAS SECRET AND CO$88M

ACADIA HEALTHCARE COMPANY IN$88M

Foxhaven Asset Management, LP

Next filing ≈ Aug 14, 2026

MERCADOLIBRE INC$482M

AMAZON COM INC$416M

HILTON WORLDWIDE HLDGS INC$324M

FERGUSON ENTERPRISES INC$321M

ALPHABET INC$299M

DAYMARK WEALTH PARTNERS, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$174M

MICROSOFT CORP$112M

ALPHABET INC$91M

VANGUARD INDEX FDS$88M

1065–1092 of 7980 funds

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