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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.

Simplify Asset Management Inc.

Next filing ≈ Aug 14, 2026

SIMPLIFY EXCHANGE TRADED FUN$4.6B

ISHARES TR$713M

ISHARES TR$407M

SIMPLIFY EXCHANGE TRADED FUN$117M

SIMPLIFY EXCHANGE TRADED FUN$72M

HARBOUR INVESTMENTS, INC.

Next filing ≈ Aug 14, 2026

4,607 positions

VANGUARD S&P 500 ETF$236M

INVESCO QQQ TRUST SERIES I$161M

FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF$151M

APPLE INC COM$117M

FIRST TRUST SMITH UNCONSTRAINED BOND ETF$102M

Gradient Investments LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$321M

DOUBLELINE ETF TRUST$152M

WORLD GOLD TR$151M

NVIDIA CORPORATION$129M

AMAZON COM INC$128M

INTECH INVESTMENT MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

2,091 positions

MICROSOFT CORP$362M

ALPHABET INC$214M

BROADCOM INC$200M

ALPHABET INC$174M

Next filing ≈ Aug 14, 2026

2,275 positions

ISHARES TR$462M

UMB FINL CORP$450M

NVIDIA CORPORATION$229M

ALPHABET INC$197M

Bleakley Financial Group, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$341M

SPROTT ASSET MANAGEMENT LP$200M

ISHARES TR$173M

ISHARES TR$165M

LM Advisors LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM$595M

NUVEEN CA DIVI ADV MUN COM$331M

STATE STR SPDR S&P 500 ETF T TR UNIT$318M

NUVEEN QUALITY MUNCP INCOME COM$298M

AMAZON COM INC COM$258M

OLD MISSION CAPITAL LLC

Next filing ≈ Aug 14, 2026

1,044 positions

STATE STR SPDR S&P 500 ETF TCall$945M

ISHARES INC$622M

STATE STR SPDR S&P 500 ETF TPut$445M

STATE STR SPDR S&P 500 ETF T$339M

INVESCO QQQ TRCall$288M

Apollon Wealth Management, LLC

Next filing ≈ Aug 14, 2026

1,386 positions

NVIDIA CORPORATION$243M

ISHARES TR$219M

MICROSOFT CORP$148M

AMAZON COM INC$113M

Mesirow Financial Investment Management, Inc.

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$468M

VANECK ETF TRUST$259M

ISHARES TR$195M

MICROSOFT CORP$169M

EVENTIDE ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

GUARDANT HEALTH INC$218M

TRANE TECHNOLOGIES PLC$169M

LAM RESEARCH CORP$147M

MIRUM PHARMACEUTICALS INC$130M

TARGA RES CORP$126M

Next filing ≈ Aug 14, 2026

CLAROS MTG TR INC$6.0B

Approximate AUM from public sources. 13F filings only cover long U.S. equity positions and may understate total AUM for multi-strategy funds.

Next filing ≈ Aug 14, 2026

AMAZON COM INC$900M

MICRON TECHNOLOGY INC$563M

ALPHABET INC$497M

UBER TECHNOLOGIES INC$456M

TAIWAN SEMICONDUCTOR MANUFAC$449M

Ballentine Partners, LLC

Next filing ≈ Aug 14, 2026

1,013 positions

VANGUARD INDEX FDS$1.8B

ISHARES TR$603M

ISHARES TR$454M

VANGUARD TAX-MANAGED FDS$321M

ISHARES INC$298M

PECONIC PARTNERS LLC

Next filing ≈ Aug 14, 2026

QUANTA SCVS INC$2.7B

DYCOM INDS INC$1.4B

MASTEC INC$1.2B

AMAZON COM INC$199M

FREEPORT-MCMORAN INC$195M

ValueAct Capital

Approximate AUM from public sources. 13F filings only cover long U.S. equity positions and may understate total AUM for multi-strategy funds.

Next filing ≈ Aug 14, 2026

AMAZON COM INC$601M

SALESFORCE INC$559M

BLACKROCK INC$525M

META PLATFORMS INC$524M

Altimeter Capital Management, LP

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$1.6B

META PLATFORMS INC$1.1B

UBER TECHNOLOGIES INC$573M

TAIWAN SEMICONDUCTOR MFG LTD$462M

MICROSOFT CORP$438M

Kingsview Wealth Management, LLC

Next filing ≈ Aug 14, 2026

1,320 positions

NORTHERN LTS FD TR IV$230M

NORTHERN LTS FD TR IV$170M

SPDR SERIES TRUST$157M

ISHARES TR$145M

NORTHERN LTS FD TR IV$140M

DSM CAPITAL PARTNERS LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$908M

MICROSOFT CORP$571M

ALPHABET INC$507M

BROADCOM INC$500M

AMAZON COM INC$407M

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$319M

ALPHABET INC$259M

NVIDIA CORPORATION$251M

ISHARES TR$247M

GW&K Investment Management, LLC

Next filing ≈ Aug 14, 2026

1,017 positions

SPX TECHNOLOGIES INC$126M

COMFORT SYSTEMS USA INC$120M

GLOBUS MEDICAL INC - A$120M

BROADCOM INC$104M

Sessa Capital IM, L.P.

Next filing ≈ Aug 14, 2026

WARNER BROS DISCOVERY INC$878M

HUMANA INC$646M

KIMBERLY-CLARK CORP$427M

ILLUMINA INC$404M

CAPITAL ADVISORS INC/OK

Next filing ≈ Aug 14, 2026

PEPSICO INC$345M

MICROSOFT CORP$185M

JPMORGAN CHASE & CO$167M

AMAZON COM INC$160M

ALPHABET INC$159M

RFG Advisory, LLC

Next filing ≈ Aug 14, 2026

1,023 positions

EXCHANGE TRADED CONCEPTS TRU$418M

EXCHANGE TRADED CONCEPTS TRU$415M

EXCHANGE TRADED CONCEPTS TRU$285M

EXCHANGE TRADED CONCEPTS TRU$245M

EXCHANGE TRADED CONCEPTS TRU$213M

Catalyst Capital Advisors LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$585M

ISHARES TR$559M

ISHARES TR$398M

ISHARES TR$393M

VANGUARD INTL EQUITY INDEX F$380M

Approximate AUM from public sources. 13F filings only cover long U.S. equity positions and may understate total AUM for multi-strategy funds.

Next filing ≈ Aug 14, 2026

AMAZON COM INC$650M

RESTAURANT BRANDS INTL INC$597M

WESCO INTL INC$393M

UNION PAC CORP$374M

ELEVANCE HEALTH INC FORMERLY$373M

NIPPON LIFE INSURANCE CO

Next filing ≈ Aug 14, 2026

COREBRIDGE FINL INC$2.9B

PRINCIPAL FINANCIAL GROUP IN$1.6B

PRUDENTIAL FINL INC$250M

MARSH & MCLENNAN COS INC$227M

DEUTSCHE BK AG$84M

Wealthcare Advisory Partners LLC

Next filing ≈ Aug 14, 2026

1,065 positions

SPDR SERIES TRUST$348M

SPDR SERIES TRUST$205M

VANGUARD INDEX FDS$132M

ISHARES TR$125M

STATE STR SPDR S&P 500 ETF T$110M

141–168 of 2150 funds

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