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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.

Forager Capital Management, LLC

Next filing ≈ Aug 14, 2026

MASTERCRAFT BOAT HLDGS INC$33M

REGIONAL MGMT CORP$33M

HOVNANIAN ENTERPRISES INC$26M

VIEMED HEALTHCARE INC$26M

REPAY HLDGS CORP$24M

EADS & HEALD WEALTH MANAGEMENT

Next filing ≈ Aug 14, 2026

Lam Research$4M

True Wind Capital Management, L.P.

Next filing ≈ Aug 14, 2026

CELLEBRITE DI LTD$191M

OPEN LENDING CORP$9M

Hara Capital LLC

Next filing ≈ Aug 14, 2026

VALARIS LTD CL A$12M

PBF ENERGY INC CL A$11M

NABORS INDUSTRIES LTD SHS$10M

CALIFORNIA RES CORP COM STOCK$6M

EXXON MOBIL CORP COM$6M

PFG Private Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$25M

SPDR SERIES TRUST$24M

LRZ CAPITAL LLC

Next filing ≈ Aug 14, 2026

AMAZON.COM INC$21M

MASTERCARD INC$19M

S&P GLOBAL INC$19M

MICROSOFT CORP$19M

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$15M

BELLEVUE ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$48M

CAPITAL GROUP GROWTH ETF$10M

FIRST TR EXCHANGE-TRADED FD$10M

FIRST TR EXCHANGE- TRADED FD$10M

Sun Financial Inc

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE TRADED FD$10M

SCHWAB STRATEGIC TR$8M

FIRST TR EXCHNG TRADED FD VI$7M

J P MORGAN EXCHANGE TRADED F$6M

TIDAL TRUST III$6M

BROOKS, MOORE & ASSOCIATES, INC.

Next filing ≈ Aug 14, 2026

JPMORGAN CHASE & CO$8M

JOHNSON & JOHNSON$8M

VANGUARD INDEX FDS$7M

EXXON MOBIL CORP$7M

COCA COLA CO$7M

Crown Oak Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB CHARLES CORP$43M

KEYSIGHT TECHNOLOGIES INC$16M

HEICO CORP NEW$14M

Asset Advisory Group, Inc.

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$11M

VANGUARD SCOTTSDALE FDS$11M

VANGUARD SPECIALIZED FUNDS$8M

Plotkin Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL STOCK MARKET ETF$20M

VANECK SEMICONDUCTOR ETF$14M

INVESCO QQQ TRUST SERIES I$13M

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF$13M

VANGUARD DIVIDEND APPRECIATION ETF$9M

Fortis Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$12M

VANECK ETF TRUST$10M

VANGUARD BD INDEX FDS$9M

VANGUARD BD INDEX FDS$9M

KilterHowling LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$31M

VANGUARD INDEX FDS$30M

VANGUARD SPECIALIZED FUNDS$30M

INVESCO QQQ TR$25M

Privium Fund Management (UK) Ltd

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$72M

ALASKA AIR GROUP INC$13M

MICROSOFT CORP$10M

STONEHILL CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

ECHOSTAR CORP CL A COMMON$97M

USA TODAY CO INC COMMON$21M

MANPOWERGROUP INC COMMON$16M

MASTERBRAND INC COMMON$12M

HOLOGIC INC COMMON$12M

OGBORNE CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

META PLATFORMS INC$46M

NETFLIX INC.$36M

DOORDASH INC$18M

ROBINHOOD MKTS INC$14M

Trademark Financial Management, LLC

Next filing ≈ Aug 14, 2026

PUTNAM ETF TRUST$11M

J P MORGAN EXCHANGE TRADED F$11M

DIMENSIONAL ETF TRUST$10M

INVESCO EXCH TRADED FD TR II$9M

Fortune Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$7M

ALPHABET INC$6M

VANGUARD SCOTTSDALE FDS$5M

SWP FINANCIAL LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$19M

VANGUARD INDEX FDS$14M

AUA CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$55M

AMAZON COM INC$7M

FSA WEALTH PARTNERS, INC.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$27M

SCHWAB STRATEGIC TR$12M

CAPITAL GROUP DIVIDEND VALUE$11M

Foundry Financial Group, Inc.

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$16M

BLACKROCK ETF TRUST$12M

Symphony Financial Services, Inc.

Next filing ≈ Aug 14, 2026

PIMCO ENHANCED$21M

FIRST TRUST$17M

PRINCIPAL US$16M

FIRST TRUST$10M

Cassia Capital Partners, LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$19M

WISDOMTREE TR$13M

J P MORGAN EXCHANGE TRADED F$11M

LFA - Lugano Financial Advisors SA

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$28M

SPDR GOLD TR$14M

SCHWAB STRATEGIC TR$13M

True Vision MN LLC

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$10M

Rainwater Charitable Foundation

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$127M

VANGUARD SCOTTSDALE FDS$49M

FRANKLIN TEMPLETON ETF TR$12M

VANGUARD INDEX FDS$6M

1401–1428 of 2162 funds

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