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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.

Hamilton Capital, LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$634M

SELECT SECTOR SPDR TR$264M

J P MORGAN EXCHANGE TRADED F$194M

ISHARES TR$178M

ISHARES TR$146M

Clearline Capital LP

Next filing ≈ Aug 14, 2026

ISHARES TRPut$347M

STATE STR SPDR S&P 500 ETF TPut$293M

CORE SCIENTIFIC INC NEW$122M

NVIDIA CORPORATION$52M

ROGERS CORP$50M

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$48M

NVIDIA CORPORATION COM$48M

APPLE INC COM$44M

ISHARES CORE S&P MID-CAP ETF$31M

INVESCO QQQ TRUST SERIES I$30M

DISCOVERY CAPITAL MANAGEMENT, LLC / CT

Next filing ≈ Aug 14, 2026

SANDISK CORP$117M

AMERICA MOVIL SAB DE CV$113M

MICRON TECHNOLOGY INC$93M

ON SEMICONDUCTOR CORP$87M

RAMACO RES INC$85M

AdvisorNet Financial, Inc

Next filing ≈ Aug 14, 2026

2,243 positions

ISHARES S&P 500 INDEX$94M

DIMENSIONAL US CORE EQUITY MARKET ETF$48M

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF$41M

JPMORGAN ULTRA-SHORT INCOME ETF$41M

ISHARES AGGREGATE BOND ETF$34M

Rehmann Capital Advisory Group

Next filing ≈ Aug 14, 2026

ISHARES TR$151M

ISHARES TR$132M

VANGUARD INDEX FDS$66M

FIDELITY MERRIMACK STR TR$59M

Ancora Advisors LLC

Next filing ≈ Aug 14, 2026

2,465 positions

VANGUARD S&P 500 ETF$73M

BROADCOM LTD SHS$49M

ISHARES TR CORE S&P TOTAL U S$41M

JP MORGAN CHASE & CO$39M

Quinn Opportunity Partners LLC

Next filing ≈ Aug 14, 2026

ELECTRONIC ARTS INC$109M

NETFLIX INC$80M

COMCAST CORP-CLASS A$79M

AIRBNB INC-CLASS A$63M

PELOTON INTERACTIVE INC-A$60M

683 Capital Management, LLC

Next filing ≈ Aug 14, 2026

PALANTIR TECHNOLOGIES INCPut$341M

ELI LILLY & COPut$123M

NVIDIA CORPORATIONPut$80M

CAPITAL ONE FINL CORP$68M

Maren Capital LLC

Next filing ≈ Aug 14, 2026

RBC BEARINGS INC$240M

TELEDYNE TECHNOLOGIES INC$219M

AMETEK INC$191M

AMPHENOL CORP$187M

RBF Capital, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$95M

META PLATFORMS INC$60M

BERKSHIRE HATHAWAY INC DEL$55M

DANAOS CORPORATION$47M

APPLOVIN CORP$46M

Legacy Wealth Management, Inc

Next filing ≈ Nov 14, 2026

ISHARES TR$423M

ISHARES TR$288M

FIDELITY MERRIMACK STR TR$250M

SCHWAB STRATEGIC TR$211M

J P MORGAN EXCHANGE TRADED F$190M

Generali Investments CEE, investicni spolecnost, a.s.

Next filing ≈ Aug 14, 2026

Moneta Money Bank AS$96M

State Street SPDR S&P 500 ETF Trust$51M

Powszechna Kasa Oszczednosci Bank Polski SA$43M

Invesco S&P 500 Equal Weight ETF$37M

OTP Bank Nyrt$34M

First Trust Capital Management L.P.

Next filing ≈ Aug 14, 2026

CHART INDS INC$131M

SEALED AIR CORP NEW$98M

NATIONAL STORAGE AFFILIATES$68M

TERNS PHARMACEUTICALS INC$48M

WEBSTER FINL CORP$35M

ROTHSCHILD INVESTMENT LLC

Next filing ≈ Aug 14, 2026

3,595 positions

NVIDIA CORPORATION COM$72M

APPLE INC COM$67M

ALPHABET INC CAP STK CL A$50M

JPMORGAN CHASE & CO COM$42M

INVESCO RAFI US 1000 ETF$31M

Integrated Advisors Network LLC

Next filing ≈ Aug 14, 2026

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

SPDR SERIES TRUST$52M

NVIDIA CORPORATION$37M

Distillate Capital Partners LLC

Next filing ≈ Aug 14, 2026

MERCK & CO INC$54M

SALESFORCE INC$40M

T-MOBILE US INC$37M

UBER TECHNOLOGIES INC$34M

Eversept Partners, LP

Next filing ≈ Aug 14, 2026

UNITED THERAPEUTICS CORP DEL$157M

INVESCO QQQ TRPut$138M

VERA THERAPEUTICS INC$87M

Cyndeo Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$71M

NVIDIA CORPORATION$55M

BROADCOM INC$53M

AMAZON COM INC$41M

SIGMA INVESTMENT COUNSELORS INC

Next filing ≈ Aug 14, 2026

ISHARES TR$383M

VANGUARD TAX-MANAGED FDS$145M

ISHARES TR$132M

VANGUARD INTL EQUITY INDEX F$44M

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$138M

VANGUARD INTL EQUITY INDEX F$64M

MICROSOFT CORP$58M

ISHARES INC$45M

HIGHLAND CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$107M

BROADCOM INC$66M

NVIDIA CORP$61M

ALPHABET INC$52M

Voss Capital, LP

Next filing ≈ Aug 14, 2026

FLYWIRE CORPORATION$159M

CELLEBRITE DI LTD$133M

GRIFFON CORP$133M

EURONET WORLDWIDE INC$105M

Next filing ≈ Aug 14, 2026

JPMorgan Chase & Co.$770M

Berkshire Hathaway Inc. Class A$478M

American Express Company$194M

Goldman Sachs Group Inc.$132M

Berkshire Hathaway Inc. Class B$95M

TCI Wealth Advisors, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$236M

DIMENSIONAL ETF TRUST$185M

DIMENSIONAL ETF TRUST$168M

AMERICAN CENTY ETF TR$134M

DIMENSIONAL ETF TRUST$92M

Tower Research Capital LLC (TRC)

Next filing ≈ Aug 14, 2026

5,052 positions

INVESCO QQQ TR$140M

ALPHABET INC CAP STK$49M

JPMORGAN CHASE & CO$29M

META PLATFORMS INC$28M

Trek Financial, LLC

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$93M

PROSHARES TR$42M

BARCLAYS BANK PLC$39M

ISHARES INC$39M

Portolan Capital Management, LLC

Next filing ≈ Aug 14, 2026

MODINE MFG CO$89M

TTM TECHNOLOGIES INC$71M

CELESTICA INC$56M

VIRTU FINL INC$53M

AKAMAI TECHNOLOGIES INC$49M

1457–1484 of 7980 funds

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