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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.

University of Pittsburgh - Of the Commonwealth System of Hig

Next filing ≈ Aug 14, 2026

ISHARES INC$135M

Atlatl Advisers LLC

Next filing ≈ Aug 14, 2026

ISHARES NATIONAL MUNI BOND ETF$28M

ISHARES CORE TOTAL USD BOND MARKET ETF$12M

VANGUARD S&P 500 ETF$7M

ISHARES LONG-TERM NATIONAL MUNI BOND ETF$6M

ISHARES U.S. TREASURY BOND ETF$6M

Saber Capital Managment, LLC

Next filing ≈ Aug 14, 2026

NATURAL RESOURCE PARTNERS LP$25M

PITNEY BOWES INC$12M

FIRST CTZNS BANCSHARES INC D$12M

MARCUS CORP DEL$9M

BLACK STONE MINERALS L P$9M

Joel Adams & Associates, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$20M

VANGUARD WORLD FD$10M

VANGUARD MUN BD FDS$9M

Avantra Family Wealth, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$6M

FIRST TR EXCHNG TRADED FD VI$4M

MICROSOFT CORP$4M

FIRST TR EXCHNG TRADED FD VI$4M

Mendota Financial Group, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$17M

DIMENSIONAL ETF TRUST$14M

DIMENSIONAL ETF TRUST$12M

KVP Capital Advisors, LP

Next filing ≈ Aug 14, 2026

TERNS PHARMACEUTICALS INC$23M

PRAXIS PRECISION MEDICINES I$14M

WHITEHAWK THERAPEUTICS INC$7M

AXSOME THERAPEUTICS INC$6M

SUTRO BIOPHARMA INC$6M

BROADWATER CAPITAL MANAGEMENT LLC

Next filing ≈ May 15, 2026

MICROSOFT CORP$15M

ALPHABET INC CAP STK CL A$9M

ALPHABET INC CAP STK CL C$7M

MCDONALD S CORP$6M

Williamson Legacy Group, LLC

Next filing ≈ Aug 14, 2026

LUMENTUM HOLDINGS INC INC$8M

SANDISK CORP$6M

WESTERN DIGITAL CORP$5M

SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES$5M

Forty-three Eighteen Advisors, LLC

Next filing ≈ Aug 14, 2026

WALMART INC$14M

STATE STR SPDR S&P 500 ETF T$7M

CATERPILLAR INC$7M

INNOVATOR ETFS TRUST$7M

Axos Invest Inc.

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$34M

VANGUARD INDEX FDS$31M

VANGUARD INDEX FDS$26M

SPINNAKER ETF SERIES$8M

VANGUARD SCOTTSDALE FDS$7M

Park State Asset Management

Next filing ≈ Aug 14, 2026

ALPHABET INC$21M

AMAZON COM INC$16M

TJX COS INC NEW$12M

Phillip James Consulting Co.

Next filing ≈ Aug 14, 2026

SCHWAB SHORT-TERM US TREASURY ETF$11M

VANGUARD SHORT-TERM BOND ETF$8M

SCHWAB US BROAD MARKET ETF$8M

ISHARES MSCI EAFE VALUE ETF$7M

SCHWAB US LARGE-CAP VALUE ETF$6M

WILLNER & HELLER, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$8M

FIRST TR EXCHANGE TRADED FD$5M

MICROSOFT CORP$3M

RIK SAYLOR FINANCIAL, INC.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$8M

SPDR SERIES TRUST$8M

Jordan Park Trust Co LLC

Next filing ≈ Aug 14, 2026

SAMSARA INC$121M

ISHARES CORE MSCI EMERGING$2M

ISHARES U.S. TREASURY BOND ETF$2M

ISHARES GOLD TRUST$2M

NVIDIA CORPORATION$597K

Elizabeth Park Capital Advisors, Ltd.

Next filing ≈ Aug 14, 2026

QCR HLDGS INC$7M

ORIGIN BANCORP INC$5M

HORIZON BANCORP IND$5M

CALIFORNIA BANCORP$5M

VALLEY NATL BANCORP$4M

Clifford Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$40M

VANGUARD WORLD FD$11M

NATIXIS ETF TRUST II$7M

VANGUARD INDEX FDS$5M

BLALOCK WILLIAMS, LLC

Next filing ≈ Aug 14, 2026

ELI LILLY & CO$9M

BLACKROCK ETF TRUST$4M

OUTFITTERS FINANCIAL LLC

Next filing ≈ Aug 14, 2026

ENTERPRISE PRODS PARTNERS L$8M

APPLIED MATLS INC$5M

JPMORGAN CHASE & CO$5M

ALPHABET INC$4M

Palliser Capital (UK) Ltd

Next filing ≈ Aug 14, 2026

RIO TINTO PLC$97M

BARRICK MNG CORP$21M

COGENT COMM HOLDINGS INC$6M

ROPER TECHNOLOGIES INC$3M

BLUE OWL CAPITAL INC$2M

Latash Investments, LLC

Next filing ≈ Aug 14, 2026

WELLS FARGO & CO$110M

ALPHABET INC$4M

ALPHABET INC$4M

WILLIS LEASE FIN CORP COM$2M

MICROSOFT CORP$2M

PRAKASH INVESTMENT ADVISORS LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$10M

META PLATFORMS INC$8M

NETFLIX INC.$7M

Petros Family Wealth, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$8M

AMERICAN CENTY ETF TR$7M

VANGUARD TAX-MANAGED FDS$5M

VANGUARD INDEX FDS$5M

Woodside Wealth Management LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$30M

SPDR SERIES TRUST$15M

VANGUARD INDEX FDS$9M

DIMENSIONAL ETF TRUST$9M

INVESCO EXCHANGE TRADED FD T$8M

AEGON USA Investment Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$90M

WELLS FARGO & CO$3M

VANGUARD BD INDEX FDS$3M

BANK AMERICA CORP$3M

Next filing ≈ Aug 14, 2026

VANGUARD WHITEHALL FDS$18M

INVESCO QQQ TR$17M

SPDR GOLD TR$10M

FIDELITY COVINGTON TRUST$9M

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$9M

CAPITAL GROUP DIVIDEND VALUE$9M

FIRST TR EXCHANGE TRADED FD$8M

SCHWAB STRATEGIC TR$8M

FIRST TR EXCHNG TRADED FD VI$8M

1709–1736 of 2162 funds

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