Tormere Analytics

Overview Stock Research Portfolio Lab Options Lab Watchlist

Screener Convergence

Learn Newsletter Pricing Developer

Newsletter Privacy Policy Terms of Service

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.

Analog Century Management LP

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$131M

LUMENTUM HLDGS INC$111M

BROADCOM INC$110M

AKAMAI TECHNOLOGIES INC$106M

ADVANCED ENERGY INDS$105M

Next filing ≈ Aug 14, 2026

LUMENTUM HLDGS INC$217M

ECHOSTAR CORP$147M

JAZZ INVESTMENTS I LTD$64M

LIVE NATION ENTERTAINMENT IN$50M

TRANSOCEAN INC$50M

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC

Next filing ≈ Aug 14, 2026

JBT Marel Corp$49M

Teradyne Inc$49M

JPMorgan Chase & Co$47M

Exxon Mobil Corp$46M

Reliance Inc$45M

Aventail Capital Group, LP

Next filing ≈ Aug 14, 2026

ENTERGY CORP NEW$78M

NATIONAL FUEL GAS CO$68M

CENTERPOINT ENERGY INC$47M

ATMOS ENERGY CORP$46M

CNX RES CORP$44M

NLB Skladi, upravljanje premozenja, d.o.o.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$139M

ALPHABET INC$98M

TAIWAN SEMICONDUCTOR MFG LTD$94M

MICROSOFT CORP$86M

KINGSWOOD WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

APPLE INCORPORATED$78M

SPDR S&P 500 ETF$54M

NVIDIA CORPORATION$52M

INVESCO QQQ TR$48M

VANGUARD VALUE ETF$37M

COBBLESTONE CAPITAL ADVISORS LLC /NY/

Next filing ≈ Feb 14, 2026

ISHARES TR$184M

ISHARES TR$179M

ISHARES TR$114M

DIMENSIONAL ETF TRUST$87M

Avantyr Capital Partners, LP

Next filing ≈ Aug 14, 2026

JOHNSON CONTROLS INTERNATION$247M

ASML HLDG NV$178M

SCHWAB CHARLES CORP$153M

US FOODS HLDG CORP$148M

TECTONIC ADVISORS LLC

Next filing ≈ Nov 14, 2026

PIMCO ETF TR$154M

ISHARES TR$107M

VANGUARD INDEX FDS$106M

SSGA ACTIVE ETF TR$104M

SPDR SERIES TRUST$85M

Ocean Park Asset Management, LLC

Next filing ≈ Nov 14, 2026

ISHARES TR$307M

SPDR SERIES TRUST$175M

SPDR SERIES TRUST$170M

ISHARES TR$159M

SPDR SERIES TRUST$143M

SOFI WEALTH, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$254M

TIDAL ETF TR$219M

ISHARES TR$210M

BLACKROCK ETF TRUST$210M

ISHARES TR$207M

BIT Capital GmbH

Next filing ≈ Aug 14, 2026

IREN LIMITED$224M

AMAZON COM INC$162M

ALPHABET INC$136M

AMAZON COM INCCall$130M

TAIWAN SEMICONDUCTOR MANUFAC$113M

Pinegrove Venture Partners, LLC

Next filing ≈ Aug 14, 2026

COINBASE GLOBAL INC$1.5B

AVEPOINT INC$307M

NEXTDOOR HOLDINGS INC$160M

PACIFIC BIOSCIENCES CALIF IN$27M

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$328M

WISDOMTREE TR$283M

ISHARES TR$239M

ISHARES TR$168M

WISDOMTREE TR$167M

Goelzer Investment Management, Inc.

Next filing ≈ Aug 14, 2026

ELI LILLY & CO$497M

ISHARES TR$183M

SPDR SERIES TRUST$75M

SCHWAB STRATEGIC TR$45M

Granahan Investment Management, LLC

Next filing ≈ Aug 14, 2026

CARPENTER TECHNOLOGY CORP$94M

PORCH GROUP INC$91M

FTAI AVIATION LTD$83M

MODINE MFG CO$82M

VICTORY CAP HLDGS INC DEL$71M

3EDGE Asset Management, LP

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$714M

GLOBAL X FDS$110M

HARBOR ETF TRUST$104M

ISHARES TR$102M

ISHARES TR$100M

EMERALD MUTUAL FUND ADVISERS TRUST

Next filing ≈ Aug 14, 2026

MODINE MANUFACTURING CO$51M

GUARDANT HEALTH INC$48M

BLOOM ENERGY CO$48M

TTM TECHNOLOGIES INC$46M

Bryn Mawr Trust Advisors, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$110M

VANGUARD BD INDEX FDS$99M

MICROSOFT CORP$66M

Elser Financial Planning, Inc

Next filing ≈ Aug 14, 2026

MERCHANTS BANCORP IND$1.2B

DIMENSIONAL ETF TRUST$178M

DIMENSIONAL ETF TRUST$89M

DIMENSIONAL ETF TRUST$77M

DIMENSIONAL ETF TRUST$66M

Apexium Financial, LP

Next filing ≈ Feb 14, 2026

SPDR S&P 500 ETF TR$463M

ISHARES TR$270M

ADVISOR MANAGED PORTFOLIOS$142M

INVESCO QQQ TR$114M

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$48M

VANGUARD INDEX FDS$43M

INVESCO QQQ TR$40M

SCHWAB STRATEGIC TR$34M

Sound Income Strategies, LLC

Next filing ≈ Aug 14, 2026

2,576 positions

HERCULES CAPITAL INC COM$49M

ARES CAPITAL CORP COM$47M

GOLUB CAP BDC INC COM$47M

SIXTH STREET SPECIALTY LENDING COM$47M

BLUE OWL CAPITAL CORPORATION COM$43M

Point72 Europe (London) LLP

Next filing ≈ Feb 14, 2026

STRATEGY INCCall$203M

ALPHABET INC$149M

AMAZON COM INC$99M

META PLATFORMS INC$97M

CAPITAL ONE FINL CORP$70M

Tandem Investment Advisors, Inc.

Next filing ≈ Aug 14, 2026

INTERCONTINENTAL EXCHANGE INC$113M

NEXTERA ENERGY INC COM$102M

RESMED INC COM$98M

GENPACT LIMITED SHS$94M

HENRY JACK & ASSOC INC COM$90M

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$924M

J P MORGAN EXCHANGE TRADED F$227M

ISHARES TR$223M

VANGUARD INDEX FDS$207M

ISHARES INC$181M

Procyon Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$104M

VANGUARD INDEX FDS$58M

SPDR SERIES TRUST$58M

STATE STR SPDR S&P 500 ETF T$58M

SPDR SERIES TRUST$51M

Founders Fund VII Management, LLC

Next filing ≈ May 15, 2026

COMPASS PATHWAYS PLC$1.9B

RUMBLE INC$105M

1401–1428 of 7980 funds

← Previous51 / 285Next →

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