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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.

CHELSEA COUNSEL CO

Next filing ≈ Aug 14, 2026

ALPHABET INC$14M

ALPHABET INC$12M

AGNICO EAGLE MINES LTD$11M

MICROSOFT CORP$10M

Meros Investment Management, LP

Next filing ≈ Aug 14, 2026

DUCOMMUN INC DEL$16M

SELECT WATER SOLUTIONS INC$14M

ENVIRI CORP$12M

THERMON GROUP HLDGS INC$12M

MAGNITE INC$12M

Catalys Pacific, LLC

Next filing ≈ Aug 14, 2026

Mineralys Therapeutics, Inc.$214M

Phathom Pharmaceuticals, Inc.$17M

Compass Financial Services Inc

Next filing ≈ Aug 14, 2026

STATE STREET$36M

WISDOMTREE US$20M

INVESCO NASDAQ$14M

FIRST TRUST$13M

WETZEL INVESTMENT ADVISORS, INC.

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$17M

VANGUARD INDEX FDS$17M

VANGUARD INDEX FDS$16M

VANGUARD STAR FDS$13M

Employees' Retirement Fund of the City of Fort Worth

Next filing ≈ Aug 14, 2026

SPDR SER TR$15M

Cherry Creek Investment Advisors, Inc.

Next filing ≈ Aug 14, 2026

INVESCO ACTIVELY MANAGED EXC$17M

NVIDIA CORPORATION$13M

FIRST TR EXCHANGE TRADED FD$13M

AMAZON COM INC$12M

MKT Advisors LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$32M

VANGUARD INDEX FDS$23M

SPDR SERIES TRUST$15M

STATE STR SPDR DOW JONES IND$14M

Aurelius Family Office LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$37M

DIMENSIONAL ETF TRUST$27M

VANGUARD SCOTTSDALE FDS$24M

DIMENSIONAL ETF TRUST$20M

VANGUARD SCOTTSDALE FDS$12M

Acumen Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$12M

MICROSOFT CORP$9M

VANGUARD MUN BD FDS$8M

Quantum Portfolio Management LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$8M

FEDERATED HERMES ETF TRUST$5M

Haven Private, LLC

Next filing ≈ Aug 14, 2026

COLUMBIA ETF TR I$22M

WISDOMTREE TR$10M

AMERICAN CENTY ETF TR$8M

Cane Capital Partners, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$17M

AMAZON COM INC$14M

NVIDIA CORPORATION$13M

PROCTER & GAMBLE CO$12M

Peloton Wealth Strategists

Next filing ≈ Aug 14, 2026

ALPHABET INC CAP STK CL A$11M

ISHARES IBONDS DEC 2028 TERM CORPORATE ETF$10M

ISHARES IBONDS DEC 2029 TERM CORPORATE ETF$9M

ISHARES IBONDS DEC 2027 TERM CORPORATE ETF$9M

AMAZON COM INC COM$8M

Keyframe Capital Partners, L.P.

Next filing ≈ Aug 14, 2026

Taconic Capital Advisors LP

Next filing ≈ Aug 14, 2026

ISHARES TRPut$68M

BRISTOW GROUP INC$49M

CBL & ASSOC PPTYS INC$23M

HOLOGIC INC$20M

ECHOSTAR CORP$16M

Two Point Capital Management, Inc.

Next filing ≈ Aug 14, 2026

ALPHABET INC$18M

D R HORTON INC$18M

MICROSOFT CORP$17M

CUMMINS INC$15M

Worth Financial Advisory Group, LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$52M

ALPHABET INC$26M

AB ACTIVE ETFS INC$24M

THE ALGER ETF TRUST$15M

CARL STUART INVESTMENT ADVISOR, INC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$108M

ISHARES GOLD TR$47M

VANGUARD STAR FDS$29M

VANGUARD INDEX FDS$25M

BERKSHIRE HATHAWAY INC DEL$3M

Westfuller Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$8M

NVIDIA CORPORATION$8M

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$15M

MICROSOFT CORP$12M

AMAZON COM INC$9M

ALPHABET INC$7M

NerdWallet Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$33M

WISDOMTREE TR$21M

CAPITAL GRP FIXED INCM ETF T$13M

ASSET PLANNING SERVICES INC /LA/ /ADV

Next filing ≈ Aug 14, 2026

Nvidia Corp$41M

JP Morgan Chase$12M

Wal Mart Stores Inc$12M

RTX Corporation$11M

Hippocratic Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$30M

DOUBLELINE ETF TRUST$28M

SPDR SERIES TRUST$25M

DIMENSIONAL ETF TRUST$20M

Cascade Wealth Advisors, Inc

Next filing ≈ Aug 14, 2026

NEOS ETF TRUST$18M

VANGUARD SCOTTSDALE FDS$15M

BLACKROCK ETF TRUST II$12M

Financial Futures Ltd Liability Co.

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$17M

PIMCO ETF TR$16M

SPDR SERIES TRUST$15M

VANGUARD INDEX FDS$14M

J P MORGAN EXCHANGE TRADED F$14M

Next filing ≈ Aug 14, 2026

iShares Core U.S. Aggregate Bond ETF$40M

Schwab U.S. Dividend Equity ETF$31M

Schwab International Equity ETF$26M

Vanguard Short-Term Bond Index Fund ETF Shares$18M

Vanguard Mortgage-Backed Securities Index Fund ETF Shares$14M

Yong Rong (HK) Asset Management Ltd

Next filing ≈ Aug 14, 2026

CIRCLE INTERNET GROUP INC$110M

MICRON TECHNOLOGY INC$46M

DIREXION SHARES ETF TRUST$20M

SUPERX AI TECHNOLOGY LTD$17M

SANDISK CORP$13M

1289–1316 of 2162 funds

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