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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.

SEIZERT CAPITAL PARTNERS, LLC

Next filing ≈ Aug 14, 2026

Regeneron Pharmaceuticals, Inc.$66M

JPMorgan Chase & Co.$66M

Match Group Inc$65M

LKQ Corporation$64M

United Therapeutics Corporation$62M

Entropy Technologies, LP

Next filing ≈ Aug 14, 2026

CHENIERE ENERGY ORD$18M

BOSTON SCIENTIFIC ORD$18M

COSTCO WHOLESALE ORD$18M

ABBOTT LABORATORIES ORD$18M

COLGATE PALMOLIVE ORD$18M

Smithfield Trust Co

Next filing ≈ Aug 14, 2026

1,078 positions

VANGUARD INDEX FDS$247M

VANGUARD SCOTTSDALE FDS$122M

VANGUARD BD INDEX FDS$97M

VANGUARD SCOTTSDALE FDS$75M

TIG Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$456M

CLEARWATER ANALYTICS HLDGS I$119M

HOLOGIC INC$101M

WARNER BROS DISCOVERY INC$98M

JANUS HENDERSON GROUP PLC$98M

Csenge Advisory Group

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$117M

STATE STR SPDR S&P 500 ETF T$115M

FIRST TR EXCHANGE-TRADED FD$113M

FIRST TR EXCHANGE-TRADED FD$80M

INVESCO QQQ TR$76M

CAMBIAR INVESTORS LLC

Next filing ≈ Aug 14, 2026

DELTA AIR LINES INC$59M

UNION PAC CORP$59M

SLB LIMITED$58M

UBER TECHNOLOGIES INC$57M

Intermede Investment Partners Ltd

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MFG LTD$173M

NVIDIA CORPORATION$154M

ALPHABET INC$144M

MONTAG A & ASSOCIATES INC

Next filing ≈ Aug 14, 2026

ISHARES TR$158M

STATE STR SPDR S&P 500 ETF T$117M

STATE STR SPDR S&P MIDCAP 40$64M

ALPHABET INC$57M

Root Financial Partners, LLC

Next filing ≈ Aug 14, 2026

3,447 positions

DIMENSIONAL U.S. EQUITY MARKET ETF$434M

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF$162M

DIMENSIONAL SHORT-DURATION FIXED INCOME ETF$143M

DIMENSIONAL CORE FIXED INCOME ETF$137M

DIMENSIONAL U.S. SMALL CAP ETF$113M

GeoWealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$201M

DIMENSIONAL ETF TRUST$192M

VANGUARD INDEX FDS$127M

VANGUARD INDEX FDS$108M

SPDR INDEX SHS FDS$102M

GENERAL ATLANTIC, L.P.

Next filing ≈ Aug 14, 2026

New Age Alpha Advisors, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$57M

MICROSOFT CORP$45M

AMAZON COM INC$43M

BROADCOM INC$43M

Money Design Co.,Ltd.

Next filing ≈ Nov 14, 2025

VANGUARD INDEX FDS VALUE ETF$245M

VANGUARD GROWTH ETF$243M

ISHARES TR IBOXX INV CP ETF$171M

VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF$132M

ISHARES TR MBS ETF$131M

Aristotle Atlantic Partners, LLC

Next filing ≈ Aug 14, 2026

MERCK & CO INC$66M

NVIDIA CORPORATION$64M

EXXON MOBIL CORP$44M

JPMORGAN CHASE & CO$27M

GREAT LAKES ADVISORS, LLC

Next filing ≈ Aug 14, 2026

Victory Portfolios IV Fund Cl$97M

Legg Mason Global Asset Manage$85M

Causeway Cap Mgmt Tr Intl Valu$77M

iShares Core MSCI EAFE$55M

Voya Mutual Funds Intl Small C$47M

Empirical Finance, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$142M

MICROSOFT CORP$91M

AMAZON COM INC$79M

ALPHABET INC$67M

ICONIQ Capital, LLC

Next filing ≈ Aug 14, 2026

NETSKOPE INC$343M

SHOPIFY INC$291M

NVIDIA CORPORATION$191M

ISHARES TR$182M

BROADCOM INC$132M

PFG Investments, LLC

Next filing ≈ Aug 14, 2026

1,175 positions

NVIDIA CORPORATION$73M

MICROSOFT CORP$50M

J P MORGAN EXCHANGE TRADED F$47M

GW HENSSLER & ASSOCIATES LTD

Next filing ≈ Aug 14, 2026

FIRST TR EXCHNG TRADED FD VI$112M

AMERICAN CENTY ETF TR$85M

ALPHABET INC$56M

MICROSOFT CORP$51M

Stairway Partners, LLC

Next filing ≈ Nov 14, 2026

ISHARES 1000 VALUE ETF$323M

iShares Core MSCI EAFE ETF$300M

ISHARES CORE US AGGREGATE BOND ETF$278M

VANGUARD TOTAL BOND MARKET ETF$210M

ISHARES CORE MSCI EMERGING MKT IDX$206M

BASSWOOD CAPITAL MANAGEMENT, L.L.C.

Next filing ≈ Aug 14, 2026

JPMORGAN CHASE & CO$138M

ISHARES TRCall$115M

BANK AMERICA CORP$90M

WEBSTER FINL CORP$84M

GILEAD SCIENCES, INC.

Next filing ≈ Aug 14, 2026

Arcellx Inc$772M

Arcus Biosciences Inc$679M

Galapagos NV$501M

Assembly Biosciences Inc$125M

Kyverna Therapeutics Inc$36M

Portman Square Capital LLP

Next filing ≈ Nov 14, 2026

IREN LIMITEDPut$187M

SPDR GOLD TRCall$129M

NEXTERA ENERGY INCPut$117M

ALIBABA GROUP HLDG LTDPut$113M

SOUTHERN COPut$84M

Index Venture Associates VI Ltd

Next filing ≈ Aug 14, 2026

ROBINHOOD MKTS INC$802M

WEALTHFRONT CORP$88M

Hardman Johnston Global Advisors LLC

Next filing ≈ Aug 14, 2026

CAMECO CORP$369M

ASML HLDG NV$157M

MERCADOLIBRE INC$132M

TECHNIPFMC PLC$122M

HOWMET AEROSPACE INC$97M

CENTAURUS FINANCIAL, INC.

Next filing ≈ Aug 14, 2026

1,058 positions

NVIDIA CORPORATION$58M

TIDAL TRUST III$53M

TIDAL TRUST III$48M

AMAZON COM INC$42M

Blue Whale Capital LLP

Next filing ≈ Aug 14, 2026

Lam Research Corp$276M

NVIDIA Corp$275M

Motorola Solutions Inc$165M

Lumentum Holdings Inc$149M

Taiwan Semiconductor Manufacturing Co Ltd$138M

NewEdge Advisors, LLC

Next filing ≈ Aug 14, 2026

1,197 positions

STATE STR SPDR S&P 500 ETF T$113M

VANGUARD INDEX FDS$104M

VANGUARD INDEX FDS$66M

BLACKROCK ETF TRUST$63M

SPDR SERIES TRUST$54M

1373–1400 of 7980 funds

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