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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.

BLS CAPITAL FONDSMAEGLERSELSKAB A/S

Next filing ≈ Aug 14, 2026

YUM CHINA HLDGS INC$555M

S&P GLOBAL INC$375M

OTIS WORLDWIDE CORP$338M

AUTOZONE INC$296M

AUTOMATIC DATA PROCESSING IN$239M

FIRST NATIONAL TRUST CO

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$43M

EXENCIAL WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$98M

INVESCO EXCHANGE TRADED FD T$80M

MICROSOFT CORP$75M

VANGUARD INDEX FDS$67M

SCHWAB STRATEGIC TR$62M

CloudAlpha Capital Management Limited/Hong Kong

Next filing ≈ Aug 14, 2026

INVESCO QQQ TRPut$467M

STATE STRPut$423M

MICROSOFT CORPCall$295M

ISHARES TRPut$168M

LUMENTUM HLDGS INC$139M

CoreCap Advisors, LLC

Next filing ≈ Aug 14, 2026

2,906 positions

VANGUARD TOTAL STOCK MARKET ETF$148M

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF$141M

VANGUARD TOTAL BOND MARKET ETF$102M

VANGUARD S&P 500 ETF$93M

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$76M

Meiji Yasuda Life Insurance Co

Next filing ≈ Aug 14, 2026

ISHARES TR$2.1B

VANGUARD SCOTTSDALE FDS$212M

NVIDIA CORPORATION$40M

SELECT SECTOR SPDR TR$34M

STEADFAST CAPITAL MANAGEMENT LP

Next filing ≈ Aug 14, 2026

PERFORMANCE FOOD GROUP CO$291M

HOME DEPOT INCCall$243M

PLANET FITNESS MASTER ISSUER$165M

TEXAS ROADHOUSE INC$150M

SHARKNINJA INC$130M

Alpha Cubed Investments, LLC

Next filing ≈ May 15, 2026

NVIDIA CORPORATION$176M

MICROSOFT CORP$147M

AMAZON COM INC$141M

ALPHABET INC$139M

COOPER CREEK PARTNERS MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

ADVANCE AUTO PARTS INCCall$158M

SIGNET JEWELERS LTDCall$125M

TAKETWO INTERACTIVE SOFTWRECall$111M

GEO GROUP INCTHE$89M

ADVANCE AUTO PARTS INC$76M

Hirtle Callaghan & Co LLC

Next filing ≈ Aug 14, 2026

STATE STREET SPDR S&P 500 ETF$649M

ISHARES CORE MSCI EAFE ETF$357M

ISHARES CORE S&P 500 ETF$295M

ISHARES MSCI EAFE ETF$194M

ISHARES CORE MSCI EMERGING MARKETS ETF$159M

J.W. COLE ADVISORS, INC.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$158M

INVESCO QQQ TR$101M

AMAZON COM INC$88M

STATE STR SPDR S&P 500 ETF T$82M

BCV Asset Management Inc.

Next filing ≈ Aug 14, 2026

BROOKFIELD CORP$150M

ROYAL BK CDA$128M

ALPHABET INC$117M

STANTEC INC$89M

BANK MONTREAL MEDIUM$89M

Calamos Wealth Management LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$170M

ISHARES TR$169M

ISHARES TR$127M

ISHARES TR$126M

North Reef Capital Management LP

Next filing ≈ Aug 14, 2026

FIRST HORIZON CORPORATION$329M

MARKETAXESS HLDGS INC$309M

AMERIS BANCORP$267M

SEACOAST BKG CORP FLA$176M

Hennion & Walsh Asset Management, Inc.

Next filing ≈ Aug 14, 2026

ISHARES TR$116M

GOLDMAN SACHS ETF TR$70M

WISDOMTREE TR$59M

VANGUARD INDEX FDS$46M

GOLDMAN SACHS ETF TR$45M

CLIFFORD SWAN INVESTMENT COUNSEL LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$110M

ALPHABET INC$110M

COSTCO WHOLESALE CORPORATION$97M

UNITED PARCEL SVCS INC$94M

Zhang Financial LLC

Next filing ≈ Aug 14, 2026

VANGUARD S&P$195M

VANGUARD INDEX FDS$181M

DIMENSIONAL US$180M

ISHARES CORE$168M

VANGUARD STAR FDS$161M

POTOMAC FUND MANAGEMENT INC /ADV

Next filing ≈ Aug 14, 2026

ISHARES TR$2.0B

BONDBLOXX ETF TRUST$323M

NORTHERN LTS FD TR IV$50M

INVESCO ACTVELY MNGD ETC FD$29M

Dixon Mitchell Investment Counsel Inc.

Next filing ≈ Aug 14, 2026

iShares Core MSCI EAFE ETF$224M

Toronto-Dominion Bank/The$139M

Royal Bank of Canada$131M

Microsoft Corp$127M

Alphabet Inc$127M

CHILTON CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$198M

MICROSOFT CORP$137M

AMAZON COM INC$120M

ALPHABET INC$120M

Crake Asset Management LLP

Next filing ≈ Aug 14, 2026

FREEPORT MCMORAN INC$545M

MICROSOFT CORP$541M

AMAZON COM INC$438M

NVIDIA CORPORATION$245M

BROADCOM INC$233M

ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP

Next filing ≈ Aug 14, 2026

ISHARES TR$595M

VANGUARD BD INDEX FDS$438M

BONDBLOXX ETF TRUST$419M

ISHARES TR$333M

ISHARES TR$274M

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$156M

ALPHABET INC$121M

AMAZON COM INC$119M

NVIDIA CORPORATION$113M

Yarbrough Capital, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$569M

ALPHABET INC$305M

AMAZON COM INC$179M

META PLATFORMS INC$162M

WINTON GROUP Ltd

Next filing ≈ Aug 14, 2026

1,080 positions

BERKSHIRE HATHAWAY INC DEL$156M

INVESCO EXCH TRADED FD TR II$41M

GE VERNOVA INC$37M

BOOKING HOLDINGS INC$36M

NETFLIX INC$33M

Michael & Susan Dell Foundation

Next filing ≈ Aug 14, 2026

ISHARES TR$2.1B

DELL TECHNOLOGIES INC$440M

BROADCOM INC$198M

HAYWARD HLDGS INC$58M

VANGUARD INDEX FDS$43M

FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$169M

MICROSOFT CORP$129M

AMAZON COM INC$72M

AUTODESK INC$58M

Systematic Alpha Investments, LLC

Next filing ≈ Aug 14, 2026

Vanguard S&P 500 ETF$677M

Vanguard Value ETF$176M

NVIDIA Corporation$156M

Apple Inc.$146M

Applied Materials, Inc.$109M

1149–1176 of 7980 funds

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