Dashboard Screener SEC Filings Government Disclosures Contracts + Permits Earnings + IPOs Treasury Yields ETF Explorer Short Volume COT Positioning

Privacy Policy Terms of Service About

← SEC Filings

Institutional Holdings

← SEC Filings

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.

FIRST TRUST ADVISORS LP

Next filing ≈ Aug 14, 2026

2,596 positions

NVIDIA CORPORATION$2M

CISCO SYS INC$2M

BROADCOM INC$2M

MICROSOFT CORP$2M

ALPHABET INC$1M

Kennondale Capital Management LLC

Next filing ≈ Aug 14, 2026

MARATHON PETE CORP$5M

DELEK US HLDGS INC NEW$4M

PERDOCEO ED CORP$4M

WARRIOR MET COAL INC$4M

BERKSHIRE HATHAWAY INC DEL$4M

DKM Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

THORNBURG INCM BUILDER OPP T$20M

SOURCE CAPITAL$14M

T ROWE PRICE ETF INC$14M

TIDAL TRUST I$11M

WORMSER FRERES GESTION

Next filing ≈ Aug 14, 2026

ALPHABET INC$11M

AMAZON COM INC$11M

THERMO FISHER SCIENTIFIC INC$11M

MICROSOFT CORP$10M

STRYKER CORPORATION$10M

Next filing ≈ Aug 14, 2026

2,031 positions

NVIDIA CORPORATION$21M

TOTALENERGIES SE$18M

ALPHABET INC$6M

EXXON MOBIL CORP$4M

JOHNSON & JOHNSON$3M

Chatterton & Associates Inc.

Next filing ≈ Aug 14, 2026

WORLD GOLD TR$5M

SCHWAB STRATEGIC TR$5M

PLANWISER FINANCIAL, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$15M

VANGUARD INDEX FDS$8M

SPDR INDEX SHS FDS$8M

SPDR SERIES TRUST$7M

Renaissance Capital LLC

Next filing ≈ Aug 14, 2026

ARM HOLDINGS$12M

ASTERA LABS$12M

PartnerRe Asset Management CORP

Next filing ≈ Aug 14, 2026

ISHARES TRUST$111M

INVESCO EXCHANGE-TRADED FUND TRUST$27M

Factorial Partners, LLC

Next filing ≈ Aug 14, 2026

FEDERATED HERMES INC$9M

TEVA PHARMACEUTICAL INDS LTD$7M

VANGUARD INSTL INDEX FD$7M

CHORD ENERGY CORPORATION$6M

Next filing ≈ Aug 14, 2026

COINBASE GLOBAL INC$86M

Cooksen Wealth, LLC

Next filing ≈ Aug 14, 2026

ISHARES RUSSELL 1000 GROWTH ETF$22M

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$16M

VANGUARD VALUE ETF$14M

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF$6M

STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF$6M

Goldenstone Wealth Management LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$15M

INNOVATOR ETFS TRUST$14M

FIRST TR EXCHNG TRADED FD VI$14M

MICROSOFT CORP$6M

DiPaolo Financial Group, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$21M

VANGUARD INDEX FDS$19M

VANGUARD INDEX FDS$18M

VANGUARD CHARLOTTE FDS$13M

VANGUARD BD INDEX FDS$12M

South Shore Capital Advisors

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$11M

ALPHABET INC$8M

MICROSOFT CORP$5M

URS Advisory LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$21M

NEOS ETF TRUST$13M

INVESCO EXCH TRADED FD TR II$12M

NEOS ETF TRUST$11M

VANECK ETF TRUST$9M

MJT & Associates Financial Advisory Group, Inc.

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF$29M

SCHWAB US DIVIDEND EQUITY ETF$23M

ISHARES S&P 500 GROWTH ETF$22M

ISHARES 0-5 YEAR TIPS BOND ETF$8M

ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF$7M

Seros Financial, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$14M

SCHWAB STRATEGIC TR$12M

LEGG MASON ETF INVT$11M

BERKSHIRE HATHAWAY INC DEL$10M

FIRST TR EXCHNG TRADED FD VI$10M

LuminArx Capital Management LP

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$15M

BAIN CAP GSS INVT CORP$10M

SONIDA SENIOR LIVING INC$8M

K&F GROWTH ACQUISITION CORP$8M

Aurora Investment Managers, LLC.

Next filing ≈ Aug 14, 2026

Kraneshares Tr Csi China Inter$12M

ALIBABA GROUP HLDG LTD$10M

Meta Platforms Inc$9M

MICROSOFT CORP$8M

MUIRFIELD WEALTH ADVISORS LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$15M

BERKSHIRE HATHAWAY INC DEL$10M

VANGUARD SCOTTSDALE FDS$7M

VANGUARD INDEX FDS$7M

Gaddis Premier Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$15M

WISDOMTREE TR$12M

CAPITAL GROUP DIVIDEND VALUE$11M

FIRST TR EXCHANGE TRADED FD$9M

FIDELITY COVINGTON TRUST$7M

Next filing ≈ Aug 14, 2026

SEPTERNA, INC.$101M

RAPPORT THERAPEUTICS, INC.$30M

TANGO THERAPEUTICS, INC.$4M

WPG Advisers, LLC

Next filing ≈ Aug 14, 2026

1,475 positions

INVESCO QQQ TR$11M

FIRST TR EXCHANGE TRADED FD$7M

SCHWAB STRATEGIC TR$7M

Aquamarine Zurich AG

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$47M

BERKSHIRE HATHAWAY INC DEL$22M

MASTERCARD INCORPORATED$20M

AMERICAN EXPRESS CO$20M

MOODYS CORP$12M

Grand Central Investment Group

Next filing ≈ Aug 14, 2026

AMPLIFY ETF TR$12M

SPROTT ASSET MANAGEMENT LP$11M

VANECK ETF TRUST$10M

ISHARES SILVER TR$8M

AGNICO EAGLE MINES LTD$7M

FORTRESS FINANCIAL GROUP, LLC

Next filing ≈ Aug 14, 2026

FIDELITY COVINGTON TRUST$11M

INVESCO EXCHANGE TRADED FD T$10M

Terra Nova Asset Management LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$7M

ETFS GOLD TR$6M

GE VERNOVA INC$6M

SELECT SECTOR SPDR TR$5M

GE AEROSPACE$4M

1681–1708 of 2162 funds

← Previous61 / 78Next →

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