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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.

Atlas Venture Advisors, Inc.

Next filing ≈ Aug 14, 2026

DRAFTKINGS INC$115M

Boreal Capital Management LLC

Next filing ≈ Aug 14, 2026

NVIDIA Corp. COM$8M

Amazon.com, Inc. COM$5M

Apple Inc. COM$5M

Microsoft Corp. COM$4M

iShares Trust 7-10 YEAR TREASURY BOND ETF$4M

Nan Fung Group Holdings Ltd

Next filing ≈ Aug 14, 2026

EVOMMUNE INC$33M

MAPLIGHT THERAPEUTICS INC$20M

LB PHARMACEUTICALS INC$16M

OCULIS HOLDING AG$9M

Chapman Investment Management, LLC

Next filing ≈ Aug 14, 2026

COSTCO WHOLESALE CORPORATION$14M

MICROSOFT CORP$11M

MASTERCARD INCORPORATED$10M

AMAZON COM INC$10M

MARKEL GROUP INC$9M

RED CRANE WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

AIM ETF PRODUCTS TRUST$11M

SPDR SERIES TRUST$7M

INNOVATOR ETFS TRUST$6M

SPDR SERIES TRUST$5M

FULCRUM WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

ETFS GOLD TR$13M

SPROTT ASSET MANAGEMENT LP$12M

MICROSOFT CORP$8M

VANGUARD INTL EQUITY INDEX F$7M

NVIDIA CORPORATION$6M

CONQUIS FINANCIAL LLC

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$28M

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF$22M

VANGUARD DIVIDEND APPRECIATION ETF$15M

DIMENSIONAL U.S. CORE EQUITY 2 ETF$12M

SCHWAB INTERNATIONAL EQUITY ETF$12M

WIREGRASS INVESTMENT MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$7M

UNITEDHEALTH GROUP INC$7M

BROADCOM INC$5M

MICROSOFT CORP$5M

GLOBAL STRATEGIC MANAGEMENT INC

Next filing ≈ Aug 14, 2026

FRANCO NEV CORP$19M

METALLA RTY & STREAMING LTD$15M

AGNICO EAGLE MINES LTD$14M

TRIPLE FLAG PRECIOUS METAL$10M

FORTUNA MNG CORP$10M

Skerryvore Asset Management Ltd

Next filing ≈ Aug 14, 2026

FRANCO NEV CORP$46M

FOMENTO ECONOMICO MEXICANO S$31M

COCA-COLA FEMSA SAB DE CV$28M

MERCADOLIBRE INC$12M

WHEATON PRECIOUS METALS CORP$3M

Avise Financial Cooperative, Inc.

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$8M

DIMENSIONAL ETF TRUST$6M

VANGUARD INDEX FDS$6M

SJBENEN ADVISORY, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$41M

ISHARES BITCOIN TRUST ETF$11M

COINBASE GLOBAL INC$10M

Windsor Advisory Group, LLC

Next filing ≈ Aug 14, 2026

WORTHINGTON ENTERPRISES INC$24M

PAYCHEX INC$20M

WORTHINGTON STL INC$8M

SCHWAB STRATEGIC TR$6M

AIHC Capital Management Ltd

Next filing ≈ Aug 14, 2026

REVOLUTION MEDICINES INC$81M

ORIC PHARMACEUTICALS INC$31M

NOVABRIDGE BIOSCIENCES$6M

COGENT BIOSCIENCES INC$2M

KORRO BIO INC$343K

Yorktown Management & Research Co Inc

Next filing ≈ Aug 14, 2026

Comfort Systems USA, Inc.$4M

IES Holdings, Inc.$3M

iShares Convertible Bond ETF$2M

SPDR Bloomberg Convertible Securities ETF$2M

INTEGRATED WEALTHCARE, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$22M

VANGUARD TAX-MANAGED FDS$17M

HARTFORD FDS EXCHANGE TRADED$10M

FIDELITY MERRIMACK STR TR$9M

AMERICAN CENTY ETF TR$8M

Tao Capital Management LP

Next filing ≈ Aug 14, 2026

Twist Bioscience Corporation$39M

Tesla, Inc.$32M

Ouster, Inc.$16M

Madrigal Pharmaceuticals, Inc.$11M

Hyatt Hotels Corporation$10M

M Wealth Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$28M

PGIM ETF TR$14M

SSGA ACTIVE ETF TR$11M

VANGUARD STAR FDS$9M

SCHWAB STRATEGIC TR$5M

Hudson Portfolio Management LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$7M

TAIWAN SEMICONDUCTOR MANUFAC$6M

MCKESSON CORP$5M

WASHINGTON CAPITAL MANAGEMENT, INC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$28M

STATE STR SPDR DOW JONES IND$10M

STATE STR SPDR S&P 500 ETF T$9M

AGNICO EAGLE MINES LTD$2M

C2C Wealth Management, LLC

Next filing ≈ Aug 14, 2026

CHEVRON CORPORATION$7M

COHEN & STEERS INFRASTRUCTUR$7M

SELECT SECTOR SPDR TR$6M

Aventus Investment Advisors, Inc.

Next filing ≈ Aug 14, 2026

ISHARES MSCI USA QUALITY FACTOR ETF$24M

ISHARES MSCI EAFE GROWTH ETF$13M

INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF$9M

ISHARES CORE U.S. AGGREGATE BOND ETF$9M

VANGUARD SHORT-TERM TREASURY ETF$7M

North Capital, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST STATE STREET BLOOMBERG 1-3 MONTH T-BILL ETF$34M

DIMENSIONAL ETF TRUST US CORE EQT MKT$14M

DIMENSIONAL ETF TRUST INTL CORE EQT MK$6M

DIMENSIONAL ETF TRUST EMGR CRE EQT MNG$5M

Index Venture Growth Associates III Ltd

Next filing ≈ Aug 14, 2026

ROBINHOOD MKTS INC$116M

AURORA INNOVATION INC$2M

Capstone Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$41M

DIMENSIONAL ETF TRUST$8M

DIMENSIONAL ETF TRUST$8M

DIMENSIONAL ETF TRUST$7M

DIMENSIONAL ETF TRUST$5M

Koenig Investment Advisory, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTURY FOCUSED LARGE CAP VALUE ETF$16M

ISHARES MSCI USA MIN VOL FACTOR ETF$14M

VANGUARD MID-CAP ETF$12M

ISHARES CORE U.S. AGGREGATE BOND ETF$10M

ISHARES MSCI INTL QUALITY FACTOR ETF$10M

Stegent Equity Advisors, Inc.

Next filing ≈ Aug 14, 2026

ETF SER SOLUTIONS$6M

VANGUARD WORLD FD$6M

ABRDN PRECIOUS METALS BASKET$5M

AMERICAN CENTY ETF TR$5M

EA SERIES TRUST$4M

Donalies Financial Planning, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$13M

DIMENSIONAL ETF TRUST$12M

DIMENSIONAL ETF TRUST$6M

VANGUARD TAX-MANAGED FDS$5M

DIMENSIONAL ETF TRUST$4M

1765–1792 of 2162 funds

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