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Institutional Holdings

← SEC Filings

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.

FLAGSTAR ADVISORS INC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$12M

VANGUARD BD INDEX FDS$6M

Victrix Investment Advisors

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$13M

ALPHABET INC$13M

VANGUARD TAX-MANAGED FDS$11M

VANGUARD INDEX FDS$10M

Renesas Electronics America Inc.

Next filing ≈ Aug 14, 2026

Wolfspeed Inc$275M

Praetorian PR LLC

Next filing ≈ Aug 14, 2026

UNIVERSAL TECHNICAL INST INC$36M

MARATHON PETE CORP$23M

MAREX GROUP PLC$22M

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$17M

INVESCO QQQ TR$17M

AMAZON COM INC$15M

JPMORGAN CHASE & CO$12M

325 CAPITAL LLC

Next filing ≈ Aug 14, 2026

AMERICAN PUB ED INC$67M

ASTRANA HEALTH INC$45M

BLUE BIRD CORP$39M

MAGNITE INC$24M

SPIRE GLOBAL INC$24M

SHRIER WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$17M

VANGUARD INDEX FDS$12M

VANGUARD INDEX FDS$10M

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

Next filing ≈ Aug 14, 2026

MERCADO LIBRE INC$161M

NU HOLDINGS LTD$79M

ISHARES INCCall$7M

ISHARES INCPut$19K

Allred Capital Management, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$15M

VANGUARD SPECIALIZED FUNDS$13M

SELECT SECTOR SPDR TR$8M

Aventura Private Wealth, LLC

Next filing ≈ Aug 14, 2026

APPLE INC COM$30M

NVIDIA CORPORATION COM$22M

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF$15M

NEOS S&P 500 HIGH INCOME ETF$14M

AMAZON COM INC COM$9M

Stonebridge Financial Planning Group, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$9M

FIRST TR EXCHANGE-TRADED FD$7M

SIMS INVESTMENT MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$85M

SCHWAB STRATEGIC TR$50M

GLOBAL X FDS$20M

SCHWAB STRATEGIC TR$17M

GLOBAL X FDS$17M

FIRETHORN WEALTH PARTNERS, LLC

Next filing ≈ Aug 14, 2026

JANUS DETROIT STR TR$27M

DIMENSIONAL ETF TRUST$17M

DIMENSIONAL ETF TRUST$11M

BLACKROCK ETF TRUST$8M

Bryant Woods Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$27M

DIMENSIONAL ETF TRUST$12M

TritonPoint Partners, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$33M

VANGUARD INDEX FDS$8M

SPDR SERIES TRUST$7M

Mullooly Asset Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$32M

Moerus Capital Management LLC

Next filing ≈ Aug 14, 2026

VALARIS ORD$45M

NUTRIEN ORD$45M

ARCOS DORADOS HOLDINGS CL A ORD$35M

JEFFERIES FINANCIAL GROUP ORD$32M

WHEATON PRECIOUS METALS ORD$31M

DRIVE WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$15M

MICROSOFT CORP$10M

AMAZON COM INC$7M

J P MORGAN EXCHANGE TRADED F$6M

First Dallas Securities Inc.

Next filing ≈ Aug 14, 2026

Nvidia Corporation$36M

Texas Pacific Land Corporation$28M

Amazon.Com Inc$8M

Exxon Mobile Corp$8M

Crawford Fund Management, LLC

Next filing ≈ Aug 14, 2026

UBER TECHNOLOGIES INC$9M

WISDOMTREE INC$7M

BOOZ ALLEN HAMILTON HLDG COR$7M

MORNINGSTAR INC$6M

SEARCY FINANCIAL SERVICES INC /ADV

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$29M

VANGUARD INDEX FDS$29M

AMERICAN CENTY ETF TR$29M

FIRST TR EXCHANGE-TRADED FD$22M

AJ Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$65M

INVESCO QQQ TR$31M

VANGUARD INDEX FDS$18M

VANGUARD INDEX FDS$17M

Martin Capital Partners, LLC

Next filing ≈ Aug 14, 2026

CHEVRON CORPORATION$10M

JOHNSON & JOHNSON$10M

CULLEN FROST BANKERS INC$10M

CME GROUP INC$9M

Breakwater Investment Management

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$38M

SCHWAB STRATEGIC TR$22M

VANGUARD STAR FDS$18M

VANGUARD BD INDEX FDS$10M

MICROSOFT CORP$9M

STABLEFORD CAPITAL II LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$15M

ALPHABET INC$12M

MICROSOFT CORP$11M

Next filing ≈ Aug 14, 2026

TITAN INTL INC ILL$61M

RAYONIER ADVANCED MATLS INC$38M

Financial Synergies Wealth Advisors, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$36M

VANGUARD SCOTTSDALE FDS$20M

VANGUARD INDEX FDS$20M

DIMENSIONAL ETF TRUST$15M

VANGUARD INDEX FDS$13M

LINCOLN CAPITAL CORP

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$17M

MICROSOFT CORP$16M

GOLDMAN SACHS ETF TR$13M

1149–1176 of 2162 funds

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