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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.

Ceredex Value Advisors LLC

Next filing ≈ Aug 14, 2026

CHEVRON CORPORATION$23M

NEXTERA ENERGY INC$20M

AMEREN CORP$20M

EXPAND ENERGY CORPORATION$14M

OVINTIV INC$13M

New York University

Next filing ≈ Aug 14, 2026

ISHARES TR$3.2B

Bragg Financial Advisors, Inc

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$64M

MICROSOFT CORP$63M

TD SYNNEX CORPORATION$53M

ALPHABET INC$52M

Avidian Wealth Enterprises, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$443M

ISHARES TR$156M

NVIDIA CORPORATION$84M

EMERALD ADVISERS, LLC

Next filing ≈ Aug 14, 2026

MODINE MANUFACTURING CO$82M

GUARDANT HEALTH INC$78M

BLOOM ENERGY CO$73M

TTM TECHNOLOGIES INC$73M

COGENT BIOSCIENCES INC$61M

HARTFORD INVESTMENT MANAGEMENT CO

Next filing ≈ Aug 14, 2026

NVIDIA CORP$241M

MICROSOFT CORP$157M

AMAZON COM INC$116M

ALPHABET INC CLASS A$95M

Next filing ≈ Aug 14, 2026

iShares iBoxx USD Investment Grade Corporate Bond ETF$281M

iShares iBoxx USD High Yield Corporate Bond ETF$188M

MICROSOFT CORP COM$78M

NVIDIA CORPORATION COM$74M

BROADCOM INC COM$67M

Dynamic Advisor Solutions LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$65M

NVIDIA CORPORATION$56M

MICROSOFT CORP$49M

FIDELITY MERRIMACK STR TR$44M

Next filing ≈ Aug 14, 2026

KYMERA THERAPEUTICS INC$458M

MOONLAKE IMMUNOTHERAPEUTICS$298M

REVOLUTION MEDICINES INC$278M

NEKTAR THERAPEUTICS$184M

STRUCTURE THERAPEUTICS INC$167M

Hyperion Asset Management Ltd

Next filing ≈ Aug 14, 2026

ALPHABET INC$356M

META PLATFORMS INC$324M

AMAZON COM INC$308M

ARM HOLDINGS PLC$242M

Lindsell Train Ltd

Next filing ≈ Aug 14, 2026

TKO GROUP HOLDINGS INC$494M

ALPHABET INC$490M

DISNEY WALT CO$309M

THERMO FISHER SCIENTIFIC INC$303M

Larson Financial Group LLC

Next filing ≈ Aug 14, 2026

3,700 positions

SPDR SERIES TRUST$202M

NVIDIA CORPORATION$129M

WISDOMTREE TR$107M

AMERICAN CENTY ETF TR$99M

EULAV Asset Management

Next filing ≈ Aug 14, 2026

WASTE CONNECTIONS INC$96M

CACI INTL INC$96M

CASEYS GEN STORES INC$95M

WOODWARD INC$91M

HEICO CORP NEW$88M

FLOW TRADERS U.S. LLC

Next filing ≈ Aug 14, 2026

SPDR EURO STOXX 50 ETF$287M

Vanguard FTSE Europe ETF$180M

SPDR S&P World ex-US ETF$114M

Vanguard FTSE Pacific ETF$104M

iShares Core MSCI Europe ETF$80M

Gerber Kawasaki Wealth & Investment Management

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$239M

SPDR SERIES TRUST$169M

NVIDIA CORPORATION$147M

SPDR SERIES TRUST$144M

ISHARES TR$137M

Cevian Capital II GP LTD

Next filing ≈ Aug 14, 2026

UBS Group AG$1.9B

AUTOLIV INC$662M

TREMBLANT CAPITAL GROUP

Next filing ≈ Aug 14, 2026

SPOTIFY TECHNOLOGY S A$136M

TKO GROUP HOLDINGS INC$121M

LIVE NATION ENTERTAINMENT IN$115M

LUMENTUM HLDGS INC$107M

DOORDASH INC$102M

Krilogy Financial LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$120M

PIMCO ETF TR$99M

SCHWAB STRATEGIC TR$91M

DIMENSIONAL ETF TRUST$87M

SELECT SECTOR SPDR TR$80M

Next filing ≈ Nov 14, 2026

ROCKET LAB CORP$165M

ECHOSTAR CORP$156M

AST SPACEMOBILE INC$89M

POWELL INDS INC$77M

Cohen Klingenstein LLC

Next filing ≈ Aug 14, 2026

Standard Poors DR$722M

Vanguard Small-Cap Growth ETF$200M

Invesco QQQ Trust$178M

iShares Russell 2000G$155M

DONALDSON CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

KARMAN HLDGS INC$280M

BROADCOM INC$154M

SELECT SECTOR SPDR TR$127M

ABBVIE INC$105M

JPMORGAN CHASE & CO

Next filing ≈ Aug 14, 2026

ISHARES TRPut$433M

STATE STR SPDR S&P 500 ETF TPut$316M

ISHARES TRPut$187M

SPDR SERIES TRUSTPut$151M

ELECTRONIC ARTS INC$111M

HIGHBRIDGE CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

ISHARES TRPut$433M

STATE STR SPDR S&P 500 ETF TPut$316M

ISHARES TRPut$187M

SPDR SERIES TRUSTPut$151M

ELECTRONIC ARTS INC$111M

AXXCESS WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$178M

J P MORGAN EXCHANGE TRADED F$117M

SPDR INDEX SHS FDS$94M

NVIDIA CORPORATION$88M

Maple Rock Capital Partners Inc.

Next filing ≈ Aug 14, 2026

WESTERN DIGITAL CORP$379M

EQUINOX GOLD CORP$281M

SEAGATE TECHNOLOGY HLDNGS PL$209M

CLEVELAND-CLIFFS INC NEW$175M

TFI INTL INC$148M

Empyrean Capital Partners, LP

Next filing ≈ Aug 14, 2026

AERCAP HOLDINGS NV$137M

BRITISH AMERN TOB PLC$113M

MARATHON PETE CORP$97M

NORFOLK SOUTHN CORP$91M

Edgestream Partners, L.P.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$26M

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

DOMINION ENERGY INC$15M

GOLDMAN SACHS GROUP INC$15M

SUSQUEHANNA ADVISORS GROUP, INC.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$389M

PFIZER INC$140M

PFIZER INCPut$140M

MASTERCARD INCORPORATED$132M

STATE STR SPDR S&P 500 ETF TCall$117M

1093–1120 of 7980 funds

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