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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.

PARTNERS CAPITAL INVESTMENT GROUP, LLP

Next filing ≈ Aug 14, 2026

iShares Core S&P 500 ETF$537M

Vanguard Short-Term Treasury ETF$171M

iShares Core MSCI Emerging Markets ETF$153M

iShares Currency Hedged MSCI EAFE ETF$152M

Vanguard Value ETF$126M

Meritage Group LP

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$470M

AMAZON COM INC$386M

TRANSUNION$251M

CAPITAL ONE FINL CORP$240M

Helikon Investments Ltd

Next filing ≈ Aug 14, 2026

SKEENA RES LTD NEW$489M

ALLIED GOLD CORP$381M

CORPORACION AMER ARPTS S A$333M

COLLECTIVE MINING LTD$193M

SILVERCORP METALS INC$173M

Cerberus Capital Management, L.P.

Next filing ≈ Aug 14, 2026

ALBERTSONS COS INC$2.6B

COMSCORE INC$24M

STATE STR SPDR S&P 500 ETF TPut$15M

OPTIMUM COMMUNICATIONS INC$5M

Alphinity Investment Management Pty Ltd

Next filing ≈ Aug 14, 2026

JPMORGAN CHASE & CO$362M

MICROSOFT CORP$344M

TAIWAN SEMICONDUCTOR MANUFAC$302M

CATERPILLAR INC$237M

Wharton Business Group, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$231M

ISHARES TR$164M

ISHARES TR$157M

ISHARES INC$152M

INVESCO EXCH TRADED FD TR II$145M

Lombard Odier Asset Management (Switzerland) SA

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$200M

MICROSOFT CORP$126M

AMAZON COM INC$96M

ALPHABET INC$78M

Sofinnova Investments, Inc.

Next filing ≈ Aug 14, 2026

Natera Inc$310M

iShares TRPut$149M

SPDR Series TrustPut$134M

Bristol-Myers Squibb Co$121M

Jazz Pharmaceuticals PLC$113M

Waratah Capital Advisors Ltd.

Next filing ≈ Aug 14, 2026

ISHARES TRCall$348M

STATE STR SPDR S&P 500 ETF TPut$265M

ISHARES TRPut$249M

INVESCO QQQ TRPut$172M

ISHARES TRPut$118M

Advance Capital Management, Inc.

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVIDEND VALUE$434M

CAPITAL GROUP CORE BALANCED$412M

SPDR SERIES TRUST$403M

VANGUARD MALVERN FDS$288M

PIMCO ETF TR$186M

INTEGRITY ALLIANCE, LLC.

Next filing ≈ Aug 14, 2026

ISHARES TR$119M

DIMENSIONAL ETF TRUST$97M

SPDR SERIES TRUST$77M

GENERAL MILLS INC$61M

Marathon Asset Management Ltd

Next filing ≈ Aug 14, 2026

CNH INDL N V$128M

AMAZON COM INC$115M

ALPHABET INC$106M

COCA-COLA EUROPACIFIC PARTNE$101M

SOUTHERN COPPER CORP$86M

MARTIN CURRIE LTD

Next filing ≈ Nov 14, 2025

TAIWAN SEMICONDUCTOR MFG LTD$200M

HDFC BANK LTD$140M

ALIBABA GROUP HLDG LTD$113M

MICROSOFT CORP$107M

NVIDIA CORPORATION$85M

Capital Asset Advisory Services LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$338M

ISHARES TR$161M

ISHARES TR$116M

SPDR INDEX SHS FDS$99M

VANGUARD INDEX FDS$79M

RK Capital Management, LLC/FL

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TCall$1.3B

STATE STR SPDR S&P 500 ETF TPut$1.2B

SPROTT ASSET MANAGEMENT LP$12M

STATE STR SPDR S&P 500 ETF T$7M

Stonepeak GP Investors Holdings Manager LLC

Next filing ≈ Feb 14, 2026

CLEAN ENERGY FUELS CORP$2.6B

Confluence Wealth Services, Inc.

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT$257M

VANGUARD DIVIDEND APPRECIATION ETF$176M

ISHARES TR RUS 1000 GRW ETF$135M

JPMORGAN EQUITY PREMIUM INCOME ETF$134M

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF$128M

Livforsakringsbolaget Skandia, Omsesidigt

Next filing ≈ Aug 14, 2026

Nvidia corp$205M

Alphabet inc-cl a$132M

Microsoft corp$115M

Amazon.com inc$82M

Rakuten Group, Inc.

Next filing ≈ Aug 14, 2026

AST SPACEMOBILE INC$2.6B

ISHARES BITCOIN TRUST ETF$4M

REZOLVE AI PLC$164K

Dorsal Capital Management, LP

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$245M

AMAZON COM INC$198M

PLANET FITNESS MASTER ISSUER$188M

LIBERTY MEDIA CORP DEL$172M

HOME DEPOT INC$164M

Palestra Capital Management LLC

Next filing ≈ Aug 14, 2026

SCHEIN HENRY INC$252M

UNION PAC CORP$176M

PRIMO BRANDS CORPORATION$170M

Waldron Private Wealth LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$351M

VANGUARD INDEX FDS$309M

ISHARES TR$251M

ISHARES TR$240M

ISHARES TR$186M

Heritage Wealth Advisors

Next filing ≈ Aug 14, 2026

IShares S&P 500 Index$443M

Invesco S&P 500 Quality ETF$353M

iShares Core MSCI EAFE$279M

Sprott Physical Gold Trust Unit$170M

iShares Russell Midcap Value$79M

FIRST MERCHANTS CORP

Next filing ≈ Aug 14, 2026

FMPW INST MONEY$180M

VANGUARD 500 INDEX A$126M

FED SH INTRM TTL BD$96M

FED TTL RET BD CL R6$94M

VANGUARD SHORT TERM$67M

Y.D. More Investments Ltd

Next filing ≈ Aug 14, 2026

ZIM INTEGRATED SHIPPING SERV$27M

ORMAT TECHNOLOGIES INC$26M

TAT TECHNOLOGIES LTD$26M

VANGUARD INDEX FDS$18M

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$300M

SSGA ACTIVE ETF TR$179M

ISHARES TR$167M

AMERICAN CENTY ETF TR$120M

VANGUARD INDEX FDS$106M

James Hambro & Partners LLP

Next filing ≈ Aug 14, 2026

ALPHABET INC$207M

JPMORGAN CHASE & CO$196M

AMPHENOL CORP$179M

AMAZON COM INC$164M

MICROSOFT CORP$158M

ROCKLAND TRUST CO

Next filing ≈ Nov 14, 2026

ALPHABET INC$144M

MICROSOFT CORP$108M

SPDR GOLD TR$99M

VANGUARD ADMIRAL FDS INC$93M

PROSHARES TR$84M

1233–1260 of 7980 funds

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