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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.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$494M

VANGUARD BD INDEX FDS$129M

STATE STR SPDR S&P 500 ETF T$116M

ISHARES TR$104M

VANGUARD INTL EQUITY INDEX F$91M

Moors & Cabot, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$97M

TEXAS PACIFIC LAND CORPORATI$81M

MICROSOFT CORP$75M

AMAZON COM INC$48M

BERKSHIRE ASSET MANAGEMENT LLC/PA

Next filing ≈ Aug 14, 2026

JPMORGAN CHASE & CO$102M

CHEVRON CORPORATION$81M

MICROSOFT CORP$70M

Ninety One SA (PTY) Ltd

Next filing ≈ Aug 14, 2026

Anglogold Ashanti Plc$264M

Alphabet Inc$67M

Berkshire Hathaway Inc$65M

NVIDIA Corp$53M

Microsoft Corp$41M

Sageworth Trust Co

Next filing ≈ Aug 14, 2026

VANGUARD US TOTAL STOCK MKT SH$361M

VANGUARD TOTAL INTERNATIONAL S$305M

VANGUARD S&P 500 ETF$241M

ISHARES MSCI ACWI ETF$239M

DIMENSIONAL US CORE EQUITY MAR$202M

Motley Fool Asset Management LLC

Next filing ≈ Aug 14, 2026

NVIDIA Corp.$169M

Alphabet Inc.$167M

Apple Inc.$146M

Microsoft Corp.$112M

Amazon.com, Inc.$109M

First Beijing Investment Ltd

Next filing ≈ Aug 14, 2026

PDD HOLDINGS INC$833M

FULL TRUCK ALLIANCE CO LTD$747M

NEW ORIENTAL ED & TECHNOLOGY$509M

RLX TECHNOLOGY INC$132M

LEGEND BIOTECH CORP$42M

Baltimore-Washington Financial Advisors, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$115M

INVESCO QQQ TR$102M

NVIDIA CORPORATION$96M

INVESCO EXCHANGE TRADED FD T$77M

VANGUARD SPECIALIZED FUNDS$70M

Connecticut Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$243M

ISHARES TR$233M

SPDR SERIES TRUST$207M

ISHARES TR$189M

ISHARES INC$142M

North Dakota State Investment Board

Next filing ≈ Aug 14, 2026

ISHARES TR$269M

ISHARES TR$121M

NVIDIA CORPORATION$118M

MICROSOFT CORP$80M

ABRAMS BISON INVESTMENTS, LLC

Next filing ≈ Aug 14, 2026

SUNBELT RENTALS HOLDINGS INC$818M

TD SYNNEX CORPORATION$420M

APPLIED MATLS INC$241M

SHARKNINJA INC$152M

URBAN OUTFITTERS INC$141M

Elm Partners Management LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$299M

VANGUARD INTL EQUITY INDEX F$243M

SCHWAB STRATEGIC TR$214M

VANGUARD INTL EQUITY INDEX F$169M

SERIES PORTFOLIOS TR$160M

LGT Fund Management Co Ltd.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$136M

MICROSOFT CORP$126M

ALPHABET INC$119M

AMAZON COM INC$86M

Laird Norton Wetherby Trust Company, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$175M

VANGUARD INDEX FDS$151M

MICROSOFT CORP$136M

VANGUARD TAX-MANAGED FDS$117M

BERKSHIRE HATHAWAY INC DEL$109M

Madison Avenue Partners, LP

Next filing ≈ Aug 14, 2026

SANDISK CORP$393M

GRAHAM HLDGS CO$260M

COUPANG INC$177M

MAGNUM ICE CREAM CO NV$171M

MARKEL GROUP INC$168M

GREENOAKS CAPITAL PARTNERS LLC

Next filing ≈ Aug 14, 2026

CARVANA CO$1.3B

COUPANG INC$485M

SERVICETITAN INC$79M

DOORDASH INC$75M

CBIZ Investment Advisory Services, LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$632M

VANGUARD INTL EQUITY INDEX F$402M

VANGUARD INDEX FDS$395M

INVESCO QQQ TR$243M

VANGUARD INDEX FDS$125M

Laurion Capital Management LP

Next filing ≈ Aug 14, 2026

ELECTRONIC ARTS INC$116M

NORFOLK SOUTHN CORP$101M

BRIDGEBIO PHARMA INC$94M

WARNER BROS DISCOVERY INC$85M

JPMORGAN CHASE & COCall$63M

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$179M

AMAZON COM INC$104M

ALPHABET INC$94M

LOWES COS INC$86M

ARS Investment Partners, LLC

Next filing ≈ Nov 14, 2026

EA SERIES TRUST$262M

LAM RESEARCH CORP$154M

MICRON TECHNOLOGY INC$148M

EA SERIES TRUST$82M

RPOA Advisors, Inc.

Next filing ≈ Aug 14, 2026

BNY MELLON ETF TRUST$870M

BNY MELLON ETF TRUST$740M

BNY MELLON ETF TRUST$314M

BNY MELLON ETF TRUST$197M

BNY MELLON ETF TRUST$164M

MCF Advisors LLC

Next filing ≈ Aug 14, 2026

1,341 positions

VANGUARD INDEX FDS$283M

ISHARES TR$136M

STATE STR SPDR S&P 500 ETF T$96M

SPDR SERIES TRUST$91M

FLAGSHIP HARBOR ADVISORS, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$127M

SPDR SERIES TRUST$74M

NVIDIA CORPORATION$49M

71 West Capital Partners

Next filing ≈ Aug 14, 2026

ISHARES TR$375M

ISHARES TR$270M

VANGUARD INDEX FDS$166M

SELECT SECTOR SPDR TR$117M

VANGUARD INDEX FDS$105M

Oribel Capital Management, LP

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TCall$140M

GE AEROSPACEPut$81M

GE AEROSPACE$81M

GE AEROSPACECall$81M

ALPHABET INCCall$68M

Advocacy Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$305M

ISHARES TR$108M

SPDR SERIES TRUST$105M

PIMCO ETF TR$104M

PIMCO ETF TR$103M

Visionary Wealth Advisors

Next filing ≈ Aug 14, 2026

QUANTA SVCS INC$53M

SCHWAB STRATEGIC TR$47M

SCHWAB STRATEGIC TR$46M

Acropolis Investment Management, LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$341M

VANGUARD TAX-MANAGED FDS$178M

DIMENSIONAL ETF TRUST$147M

VANGUARD SCOTTSDALE FDS$129M

ISHARES TR$124M

1317–1344 of 7980 funds

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