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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.

Empower Annuity Insurance Co

Next filing ≈ Aug 14, 2026

ISHARES TR IBOXX USD INVT GRADE CORP BD ETF$268M

ShawSpring Partners LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$39M

ALIBABA GROUP HLDG LTD$36M

ZSCALER INC$28M

National Wealth Management Group, LLC

Next filing ≈ Aug 14, 2026

T ROWE PRICE ETF INC$13M

SPDR SERIES TRUST$9M

T ROWE PRICE ETF INC$9M

NVIDIA CORPORATION$9M

TCFG WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$13M

FRANCO NEV CORP$7M

VANECK ETF TRUST$7M

Kondo Wealth Advisors, Inc.

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$34M

VANGUARD SCOTTSDALE FDS$28M

AMERICAN CENTY ETF TR$25M

BEDDOW CAPITAL MANAGEMENT INC

Next filing ≈ May 15, 2026

Texas Pacific Land Corporation$20M

Investor AB 'B'$16M

Dollar General Corporation$15M

Mesabi Trust Ctfs$14M

International Business Machine$14M

Tranquility Partners, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$14M

BLACKSTONE INC$11M

HCA HEALTHCARE INC$8M

NVIDIA CORPORATION$7M

FWG Holdings, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$25M

VANGUARD INDEX FDS$25M

INVESCO QQQ TR$17M

FIDELITY MERRIMACK STR TR$13M

SPDR SERIES TRUST$12M

Ashoka WhiteOak Capital Pte Ltd

Next filing ≈ Aug 14, 2026

ICICI BANK LIMITED$122M

COGNIZANT TECHNOLOGY SOLUTIO$28M

HDFC BANK LTD$15M

ASML HLDG NV$13M

WARRIOR MET COAL INC$12M

Zullo Investment Group, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$22M

MICROSOFT CORP$13M

SELECT SECTOR SPDR TR$9M

AMAZON COM INC$9M

Colorado Capital Management, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$17M

VANGUARD WORLD FD$14M

VANGUARD MALVERN FDS$11M

DIMENSIONAL ETF TRUST$10M

1492 Capital Management LLC

Next filing ≈ Aug 14, 2026

CARPENTER TECHNOLOGY CORP$11M

APPLIED OPTOELECTRONICS INC$11M

ADTRAN HOLDINGS INC$8M

ZETA GLOBAL HOLDINGS CORP$7M

LUMENTUM HLDGS INC$6M

Peachtree Investment Partners, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$24M

ELI LILLY & CO$20M

VANGUARD INDEX FDS$16M

HATCH COVE CAPITAL, LLC

Next filing ≈ Aug 14, 2026

CENTERRA GOLD INC$22M

PETROLEO BRASILEIRO SA$20M

EXXON MOBIL CORP$20M

VIPER ENERGY INC$19M

ROYAL GOLD INC$19M

Mercuria Capital Strategies, LLC

Next filing ≈ Aug 14, 2026

TEEKAY TANKERS LTD$130M

LYONDELLBASELL INDUSTRIES NV$33M

BAIN CAP GSS INVT CORP$16M

PALOMA ACQUISITION CORP I$10M

ALUSSA ENERGY ACQUISIT CORP$10M

DC Investments Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$122M

STATE STR SPDR S&P MIDCAP 40$19M

ASML HLDG NV$12M

PIEDMONT REALTY TRUST INC$5M

UNITEDHEALTH GROUP INC$5M

CRUX WEALTH ADVISORS

Next filing ≈ Aug 14, 2026

BNY MELLON ETF TRUST$14M

SPDR SERIES TRUST$11M

BNY MELLON ETF TRUST II$10M

BNY MELLON ETF TRUST$9M

NVIDIA CORPORATION$7M

LETSON INVESTMENT MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

JOHNSON & JOHNSON$19M

ABBOTT LABORATORIES$11M

HFM Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

1,209 positions

DIMENSIONAL ETF TRUST$102M

DIMENSIONAL ETF TRUST$53M

DIMENSIONAL ETF TRUST$33M

DIMENSIONAL ETF TRUST$17M

DIMENSIONAL ETF TRUST$17M

Robertson Opportunity Capital, LLC

Next filing ≈ Aug 14, 2026

WILLIAMS COS INC$27M

SOMNIGROUP INTERNATIONAL INC$26M

ALPHABET INC$22M

ARCH CAP GROUP LTD$19M

HF SINCLAIR CORP$13M

Bayview Asset Management, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD TPut$55M

SPDR SERIES TRUSTPut$24M

BANC OF CALIFORNIA INC$13M

SELECT SECTOR SPDR TRPut$12M

BEACON FINANCIAL CORP.$12M

KALEIDOSCOPE CAPITAL LP

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$50M

ISHARES BITCOIN TRUST ETF$27M

GRAYSCALE ETHEREUM STAKING$27M

ISHARES ETHEREUM TR$27M

FIDELITY WISE ORIGIN BITCOIN$24M

Sawyer & Company, Inc

Next filing ≈ Aug 14, 2026

ALPHABET INC A$15M

NVIDIA CORPORATION$13M

ELI LILLY & CO$11M

MICROSOFT CORP$10M

BLUESTEM FINANCIAL ADVISORS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$53M

VANGUARD INTL EQUITY INDEX F$33M

VANGUARD INDEX FDS$32M

VANGUARD INDEX FDS$14M

ADAPT WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$26M

ALPS ETF TR$19M

VICTORY PORTFOLIOS II$17M

THORNBURG ETF TR$13M

Platform Wealth Management, LLC

Next filing ≈ May 15, 2026

DIMENSIONAL ETF TRUST$41M

ALPHABET INC$13M

ALPHABET INC$12M

AMERICAN CENTY ETF TR$12M

AMS Capital Ltda

Next filing ≈ Aug 14, 2026

NU HLDGS LTD$38M

ALPHABET INC$33M

AMAZON COM INC$21M

MERCADOLIBRE INC$19M

Next filing ≈ Aug 14, 2026

PBF ENERGY INC$12M

PROPETRO HLDG CORP$10M

UNITED NAT FOODS INC$10M

GOLD COM INC$8M

DELUXE CORP MEDIUM TERM NTS$8M

1177–1204 of 2162 funds

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