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Institutional Holdings

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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.

IDG China Venture Capital Fund IV Associates L.P.

Next filing ≈ Aug 14, 2026

PDD HOLDINGS INC$179M

PONY AI INC$38M

LIGHTINTHEBOX HLDG CO LTD$2M

BITDEER TECHNOLOGIES GROUP$789K

Oxinas Partners, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$13M

WISDOMTREE TR$13M

WISDOMTREE TR$10M

SPDR SERIES TRUST$10M

Decatur Capital Management, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA Corp$30M

Microsoft Corporation$18M

Alphabet Inc Class A$16M

Amazon.com Inc.$12M

Latitude Advisors, LLC

Next filing ≈ Aug 14, 2026

ADVISORS INNER CIRCLE FD II$24M

STATE STR SPDR S&P 500 ETF T$6M

SPDR GOLD TR$5M

NVIDIA CORPORATION$4M

GGM Financials LLC

Next filing ≈ Aug 14, 2026

JPmorgan Active Growth ETF$51M

Innovator Laddered Fund of S&P 500 Power Buffer ETF$27M

Goldman Sachs NASDAQ - 100 Premium Income ETF$20M

iShares Russell Mid-Cap ETF$14M

iShares Expanded Tech-Software Sector ETF$10M

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$37M

STATE STR SPDR S&P 500 ETF TCall$29M

SPDR GOLD TRCall$19M

INVESCO QQQ TRCall$16M

INVESCO QQQ TRPut$16M

MITCHELL SINKLER & STARR/PA

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$10M

VANGUARD INDEX FDS$10M

MICROSOFT CORP$9M

SCHWAB STRATEGIC TR$8M

VIEWPOINT INVESTMENT PARTNERS CORP

Next filing ≈ Aug 14, 2026

Vaneck Etf Trust$20M

Vanguard Index fds$9M

Canadian Nat Res Ltd Med Ter$9M

Enbridge Inc$9M

Murphy, Middleton, Hinkle & Parker, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$10M

SCHWAB STRATEGIC TR$10M

Long Island Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$20M

INNOVATOR ETFS TRUST$19M

VANGUARD INDEX FDS$18M

VANGUARD INTL EQUITY INDEX F$14M

ETF SER SOLUTIONS$13M

Econ Financial Services Corp

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$11M

FIRST TR EXCHANGE TRADED FD$10M

PIMCO ETF TR$8M

AMAZON COM INC$7M

Aull & Monroe Investment Management Corp

Next filing ≈ Aug 14, 2026

CATERPILLAR INC$12M

ELI LILLY & CO$9M

JOHNSON & JOHNSON$7M

Core Wealth Partners LLC

Next filing ≈ Aug 14, 2026

ROCKWELL AUTOMATION INC$15M

BERKSHIRE HATHAWAY INC DEL$7M

CAPITAL GRP FIXED INCM ETF T$6M

MICROSOFT CORP$6M

Share Andrew L.

Next filing ≈ Aug 14, 2026

UBS Select Govt Instl Fd$70M

Net Power Inc Cl A$15M

Comstock Resources Inc$3M

Net Power Inc Warrant$1M

Roubaix Capital, LLC

Next filing ≈ Aug 14, 2026

YORK SPACE SYSTEMS INC$8M

STANDARDAERO INC$8M

PARK AEROSPACE CORP$8M

SENSIENT TECHNOLOGIES CORP$7M

REGAL REXNORD CORPORATION$7M

IES Holdings, Inc.

Next filing ≈ Aug 14, 2026

CECO Environmental Corp$34M

Ranger Energy Services Inc$29M

Coterra Energy Inc$20M

American Tower Corp$17M

Wealthcare Capital Partners, LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$33M

VANGUARD INDEX FDS$22M

SPDR SERIES TRUST$11M

VANGUARD WHITEHALL FDS$9M

SCHWAB STRATEGIC TR$7M

CVS HEALTH Corp

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$57M

Applied Capital LLC/FL

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TCall$74M

ALPHABET INC$7M

MICROSOFT CORP$5M

META PLATFORMS INC$4M

TRAVELERS COMPANIES INC$4M

ARCADIA INVESTMENT ADVISORS LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$20M

SCHWAB STRATEGIC TR$13M

SPDR INDEX SHS FDS$11M

AMERICAN CENTY ETF TR$11M

Pinnacle Family Advisors, LLC

Next filing ≈ Aug 14, 2026

TIDAL TRUST II$18M

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

INVESCO QQQ TR$10M

SPDR SERIES TRUST$10M

Innova Wealth Partners

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$9M

JANUS DETROIT STR TR$8M

Unconventional Investor, LLC

Next filing ≈ Aug 14, 2026

Total Stock Market ETF$67M

Vanguard S&P 500 ETF$30M

Berkshire Hathaway; Class B$26M

Vanguard FTSE Developed Markets ETF$18M

Vanguard Utilities ETF$16M

CMG Global Holdings, LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$16M

VANGUARD BD INDEX FDS$15M

INVESCO QQQ TR$10M

STATE STR SPDR S&P 500 ETF T$10M

Citadel Investment Advisory, Inc.

Next filing ≈ Aug 14, 2026

Beckshire Hathaway$50M

Markel Corp$29M

Alphabet Inc. Class A$13M

Imperial Metals Corp$10M

Alphabet Inc. Class C$8M

BYRNE FINANCIAL FREEDOM, LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$19M

ALPHABET INC$18M

MICROSOFT CORP$8M

PALANTIR TECHNOLOGIES INC$8M

Plan A Wealth LLC

Next filing ≈ Aug 14, 2026

NORTHERN LTS FD TR IV$38M

UNIFIED SER TR$27M

BERKSHIRE HATHAWAY INC DEL$18M

TIMOTHY PLAN$7M

NORTHERN LTS FD TR IV$7M

Beartown Capital Management, LLC

Next filing ≈ Aug 14, 2026

TERAWULF INC$23M

STATE STR SPDR S&P 500 ETF TPut$20M

CLEANSPARK INCCall$14M

CLEANSPARK INC$13M

CORE SCIENTIFIC INC NEW$13M

1345–1372 of 2162 funds

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