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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.

Jordan Park Group LLC

Next filing ≈ Aug 14, 2026

ISHARES INC$473M

ISHARES TR$287M

SELECT SECTOR SPDR TR$201M

VANGUARD SCOTTSDALE FDS$120M

STATE STR SPDR S&P 500 ETF T$100M

Kovack Advisors, Inc.

Next filing ≈ Aug 14, 2026

1,011 positions

NVIDIA CORPORATION$82M

AMAZON COM INC$46M

STATE STR SPDR S&P 500 ETF T$39M

Proficio Capital Partners LLC

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$183M

SPDR GOLD TR$179M

VANGUARD INDEX FDS$106M

PIMCO ETF TR$86M

BITWISE FUNDS TRUST$69M

Progeny 3, Inc.

Next filing ≈ Aug 14, 2026

CAMECO CORP$255M

INTERACTIVE BROKERS GROUP IN$147M

API GROUP CORP$143M

TIC SOLUTIONS INC$101M

Florida Trust Wealth Management Co

Next filing ≈ Aug 14, 2026

APPLE COMPUTER INC$156M

MICROSOFT CORPORATION$130M

HOME DEPOT, INC.$80M

VANGUARD GROWTH$69M

AMAZON.COM, INC$67M

Credential Qtrade Securities Inc.

Next filing ≈ Aug 14, 2024

TORONTO DOMINION BK ONT$128M

CANADIAN NAT RES LTD$98M

BANK MONTREAL QUE$93M

RESTAURANT BRANDS INTL INC$69M

Evanson Asset Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$155M

VANGUARD INSTL INDEX FD$142M

SPROTT ASSET MANAGEMENT LP$136M

DIMENSIONAL ETF TRUST$86M

DIMENSIONAL ETF TRUST$78M

AMERICAN CAPITAL MANAGEMENT INC

Next filing ≈ Aug 14, 2026

MEDPACE HOLDINGS INC$105M

PALO ALTO NETWORKS INC$100M

RBC BEARINGS INC$95M

IDEXX LABORATORIES INC$93M

AEROVIRONMENT INC$80M

BERKLEY W R CORP

Next filing ≈ Aug 14, 2026

ENTERPRISE PRODS PARTNERS L$258M

ENERGY TRANSFER L P$159M

KINDER MORGAN INC DEL$95M

PLAINS ALL AMERN PIPELINE L$60M

WESTERN MIDSTREAM PARTNERS L$52M

Goehring & Rozencwajg Associates, LLC

Next filing ≈ Aug 14, 2026

CANADIAN NAT RES LTD MED TER$138M

VALARIS LTD$129M

RANGE RES CORP$123M

SUNCOR ENERGY INC NEW$122M

SLB LIMITED$118M

Capstone Financial Advisors, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$311M

ISHARES TR$230M

DIMENSIONAL ETF TRUST$216M

FLEXSHARES TR$147M

VANGUARD BD INDEX FDS$130M

OXFORD FINANCIAL GROUP, LTD. LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$248M

LISTED FDS TR$206M

INTUITIVE SURGICAL INC$168M

SPDR INDEX SHS FDS$139M

ELI LILLY & CO$119M

J.Safra Asset Management Corp

Next filing ≈ Aug 14, 2026

INVESCO QQQ TRUST$216M

SELECT SECTOR SPDR TR TECHNOLOGY$187M

ISHARES RUSSELL 1000 GROWTH ETF$138M

SELECT SECTOR SPDR TRUST THE FINANCIAL SELEC$129M

SELECT SECTOR SPDR TR ENERGY$99M

GREENWOOD GEARHART INC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$166M

VANGUARD STAR FDS$110M

SCHWAB STRATEGIC TR$90M

J P MORGAN EXCHANGE TRADED F$88M

SHANDA ASSET MANAGEMENT HOLDINGS Ltd

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$1.3B

ALPHABET INC$403M

AMAZON COM INC$83M

NVIDIA CORPORATION$70M

QUALCOMM INC$13M

Accredited Investors Inc.

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$263M

SCHWAB STRATEGIC TR$116M

VANGUARD INDEX FDS$107M

SMITH CHAS P & ASSOCIATES PA CPAS

Next filing ≈ Aug 14, 2026

ALPHABET INC$107M

WALMART INC$90M

JPMORGAN CHASE & CO$88M

BERKSHIRE HATHAWAY INC DEL$78M

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

CHENIERE ENERGY INC$153M

ALPHABET INC$147M

LPL FINL HLDGS INC$118M

TKO GROUP HOLDINGS INC$89M

BERKSHIRE HATHAWAY INC DEL$72M

OCCUDO QUANTITATIVE STRATEGIES LP

Next filing ≈ Aug 14, 2026

SOLSTICE ADVANCED MATLS INC$21M

JOHNSON CONTROLS INTERNATION$20M

CINTAS CORP$20M

Sepio Capital, LP

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$480M

EA SERIES TRUST$141M

VANGUARD INDEX FDS$113M

VANGUARD TAX-MANAGED FDS$68M

VANGUARD INTL EQUITY INDEX F$36M

ANGELES WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$210M

VANGUARD INTL EQUITY INDEX F$204M

VANGUARD STAR FDS$127M

SPDR SERIES TRUST$124M

VANGUARD INDEX FDS$98M

Willis Investment Counsel

Next filing ≈ Aug 14, 2026

Johnson And Johnson$71M

Cisco Systems Inc$65M

Lockheed Martin Corp$55M

Texas Instruments Inc$52M

Aprio Wealth Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$90M

DIMENSIONAL ETF TRUST$77M

CAPITAL GROUP CORE BALANCED$66M

CAPITAL GROUP GROWTH ETF$58M

ISHARES INC$51M

CIDEL ASSET MANAGEMENT INC

Next filing ≈ Aug 14, 2026

ROYAL BK CDA$89M

RB GLOBAL INC$57M

ASTRAZENECA PLC$55M

TORONTO DOMINION BK ONT$53M

Standard Investments LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$369M

MICROSOFT CORP$230M

AUTODESK INC$202M

Diversified Enterprises, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$466M

VANGUARD SPECIALIZED FUNDS$148M

HARBOR ETF TRUST$83M

ETF SER SOLUTIONS$74M

Dorsey & Whitney Trust CO LLC

Next filing ≈ Aug 14, 2026

4,686 positions

Voyager Technologies Inc$20M

iShares Core S&P 500 ETF$16M

Engine NO. 1 Transform 500 ETF$14M

Vanguard S&P 500 ETF$8M

Full Sail Capital, LLC

Next filing ≈ Feb 14, 2026

ISHARES TR$103M

FIDELITY COVINGTON TRUST$78M

ISHARES INC$74M

VANGUARD MUN BD FDS$72M

1485–1512 of 7980 funds

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