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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.

NWI MANAGEMENT LP

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$355M

INSMED INC$166M

NATERA INC$153M

NU HLDGS LTD$89M

ISHARES INCCall$77M

Evensky & Katz LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P TOTAL US STOCK MARKET$225M

DFA INTL CORE EQUITY 2- ETF$215M

SCHWAB US BROAD MARKET - ETF$205M

AVANTIS SMALL CAP VALUE - ETF$133M

ISHARES RUSSELL 3000 INDEX - ETF$126M

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$179M

DIMENSIONAL ETF TRUST$111M

BLACKROCK ETF TRUST$73M

VANGUARD TAX-MANAGED FDS$59M

BLACKROCK ETF TRUST$59M

Clarius Group, LLC

Next filing ≈ May 15, 2026

PACCAR INC$266M

MICROSOFT CORP$153M

VANGUARD INDEX FDS$139M

ISHARES TR$123M

DIMENSIONAL ETF TRUST$86M

ATWOOD & PALMER INC

Next filing ≈ Aug 14, 2026

ALPHABET INC$69M

AMERICAN CENTY ETF TR$65M

PALANTIR TECHNOLOGIES INC$64M

JANUS DETROIT STR TR$60M

CAS Investment Partners, LLC

Next filing ≈ Aug 14, 2026

CARVANA CO$1.4B

HILTON GRAND VACATIONS INC$205M

CAPITAL ONE FINL CORP$105M

CARDLYTICS INC$5M

LATHAM GROUP INC$5M

Principle Wealth Partners LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$139M

BNY MELLON ETF TRUST II$118M

JPMORGAN CHASE & CO$105M

VANGUARD INDEX FDS$54M

GUARDCAP ASSET MANAGEMENT Ltd

Next filing ≈ Aug 14, 2026

CME GROUP INC$272M

YUM CHINA HLDGS INC$192M

BOOKING HOLDINGS INC$137M

COLGATE PALMOLIVE CO$135M

MASTERCARD INCORPORATED$132M

Foster Victor Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$60M

AMAZON COM INC$47M

ALPHABET INC$47M

SCHWAB STRATEGIC TR$35M

LAM RESEARCH CORP$34M

MEEDER ASSET MANAGEMENT INC

Next filing ≈ Aug 14, 2026

2,186 positions

NVIDIA CORPORATION$56M

MICROSOFT CORP$47M

ALPHABET INC$47M

MASTERCARD INCORPORATED$24M

Siemens Fonds Invest GmbH

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$116M

MICROSOFT CORP$80M

AMAZON COM INC$63M

ALPHABET INC$55M

FineMark National Bank & Trust

Next filing ≈ May 15, 2026

SPDR S&P 500 ETF TR$183M

UNITED PARCEL SERVICE INC$169M

JPMORGAN CHASE & CO.$60M

INVESCO QQQ TR$31M

ROFFMAN MILLER ASSOCIATES INC /PA/

Next filing ≈ Aug 14, 2026

ALPHABET INC-CL A$110M

MICROSOFT CORP$95M

JPMORGAN CHASE & CO$68M

JOHNSON & JOHNSON$64M

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

STONEX GROUP INC$76M

LAUREATE ED INC$41M

UNIVERSAL TECHNICAL INST INC$39M

A10 NETWORKS INC$34M

Commodore Capital LP

Next filing ≈ Aug 14, 2026

RELAY THERAPEUTICS INC$169M

ALKERMES PLC$149M

ENLIVEN THERAPEUTICS INC$128M

COGENT BIOSCIENCES INC$111M

SPYRE THERAPEUTICS INC$96M

GUYASUTA INVESTMENT ADVISORS INC

Next filing ≈ Aug 14, 2026

ALPHABET INC$106M

MICROSOFT CORP$96M

BERKSHIRE HATHAWAY INC DEL$85M

REPUBLIC SVCS INC$75M

MASTERCARD INCORPORATED$74M

MONEY CONCEPTS CAPITAL CORP

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$61M

ISHARES INC$43M

LISTED FDS TR$38M

Regal Investment Advisors LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$32M

STATE STR SPDR S&P 500 ETF T$30M

SCHWAB STRATEGIC TR$28M

ZEVENBERGEN CAPITAL INVESTMENTS LLC

Next filing ≈ Aug 14, 2026

Alphabet Inc. Class C$155M

NVIDIA Corporation$149M

Apple Inc.$116M

Microsoft Corporation$102M

Broadcom Inc.$96M

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY B$235M

MARKEL GROUP INC$148M

ALPHABET INC SHS CL C$140M

GOLDMAN SACHS INC$120M

JPMORGAN CHASE & CO$100M

Main Street Research LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$108M

ALPHABET INC$90M

TAIWAN SEMICONDUCTOR MANUFAC$75M

Willis Johnson & Associates, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$343M

SPDR SERIES TRUST$273M

VANGUARD INTL EQUITY INDEX F$143M

VANGUARD INTL EQUITY INDEX F$99M

VANGUARD INTL EQUITY INDEX F$60M

Verdence Capital Advisors LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$54M

STATE STR SPDR S&P 500 ETF T$40M

JANUS DETROIT STR TR$39M

Glenorchy Capital Ltd

Next filing ≈ Aug 14, 2026

INVESCO QQQ TRPut$1.3B

ISHARES TRPut$211M

VALARIS LTDCall$11M

ISHARES INC$10M

VANECK ETF TRUST$10M

Frankly Finances, LLC

Next filing ≈ Nov 14, 2026

DIMENSIONAL US$268M

VANGUARD SHORT-TERM BOND$180M

DIMENSIONAL$106M

DIMENSIONAL U.S. SMALL$74M

BAR HARBOR WEALTH MANAGEMENT

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$124M

ELI LILLY & CO$65M

Next filing ≈ May 15, 2026

MURPHY USA INC$162M

MURPHY OIL CORP$48M

NVIDIA CORPORATION$9M

VANGUARD TAX-MANAGED FDS$6M

Oasis Management Co Ltd.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TRPut$346M

VAIL RESORTS INC$268M

ISHARES TRPut$248M

ISHARES INCPut$127M

HUT 8 CORP$118M

1541–1568 of 7980 funds

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