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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.

VESTOR CAPITAL, LLC

Next filing ≈ Aug 14, 2026

Apple Inc Com$84M

Energy Select Sector SPDR ETF$62M

Nvidia Corp$55M

Alphabet Inc Class C Common Sh$54M

JP Morgan Chase & Co$53M

AEW CAPITAL MANAGEMENT L P

Next filing ≈ Aug 14, 2026

EQUITY RESIDENTIAL$11M

SUN CMNTYS INC$8M

INVITATION HOMES INC$8M

MID-AMER APT CMNTYS INC$7M

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

Next filing ≈ Aug 14, 2026

TAIWAN FD INC$147M

ISHARES INC$118M

MORGAN STANLEY CHINA A SH FD$107M

TEMPLETON DRAGON FD INC$95M

ABRDN EMERGING MARKETS EX CH$83M

SMITH, MOORE & CO.

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$72M

VANGUARD TOTAL STOCK MARKET ETF$61M

BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF$44M

ISHARES S&P 500 VALUE ETF$42M

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST$38M

AVITY INVESTMENT MANAGEMENT INC.

Next filing ≈ Aug 14, 2026

JOHNSON & JOHNSON$58M

APPLIED MATLS INC$57M

AMAZON COM INC$55M

ALPHABET INC$53M

Main Management LLC

Next filing ≈ Aug 14, 2026

LARGE CAP CORE$156M

MAIN BUYWRITE$149M

TECHNOLOGY$129M

INTERNATIONAL COUNTRY ROTATION$113M

Sound View Wealth Advisors Group, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$40M

Hill Path Capital LP

Next filing ≈ Aug 14, 2026

UNITED PARKS & RESORTS INC$889M

HILTON GRAND VACATIONS INC$255M

PENN ENTERTAINMENT INC$87M

DAVE & BUSTERS ENTMT INC$77M

ACCEL ENTERTAINMENT INC$30M

Next filing ≈ Aug 14, 2026

ALIBABA GROUP HLDG LTD$271M

DAILY JOURNAL CORP$174M

WELLS FARGO & CO$137M

WHIRLPOOL CORP$131M

BERKSHIRE HATHAWAY INC DEL$117M

Ionic Capital Management LLC

Next filing ≈ Aug 14, 2026

ISHARES TRPut$760M

ISHARES TRCall$163M

ISHARES TRPut$71M

ISHARES TRCall$62M

ISHARES TRPut$62M

MHR FUND MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

TELESAT CORP$653M

LIONSGATE STUDIOS CORP$361M

HAFNIA LTD$141M

IOVANCE BIOTHERAPEUTICS INC$102M

APOLLO GLOBAL MGMT INC$45M

Litman Gregory Wealth Management LLC

Next filing ≈ May 15, 2026

ISHARES TR$151M

VANGUARD INDEX FDS$142M

VANGUARD TAX-MANAGED FDS$99M

VANGUARD INDEX FDS$84M

Pertento Partners LLP

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INCPut$304M

US FOODS HLDG CORP$171M

IES HLDGS INC$110M

PRIMO BRANDS CORPORATION$100M

CELLEBRITE DI LTD$92M

Aquamarine Financial (Cayman) Ltd

Next filing ≈ Aug 14, 2026

BANCO BRADESCO S A$589M

YPF SOCIEDAD ANONIMA$417M

GRUPO FINANCIERO GALICIA S.A$111M

BANCO SANTANDER BRASIL S A$58M

Kentucky Retirement Systems

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$37M

MICROSOFT CORP$23M

GENERAL ELECTRIC CO$23M

Prescott General Partners LLC

Next filing ≈ Aug 14, 2026

CREDIT ACCEP CORP MICH$608M

CIMPRESS PLC$264M

WORLD ACCEP CORPORATION$204M

WAYFAIR INC$175M

BRITISH AMERN TOB PLC$54M

DENDUR CAPITAL LP

Next filing ≈ Aug 14, 2026

DISNEY WALT CO$211M

LIBERTY MEDIA CORP DEL$102M

SIX FLAGS ENTERTAINMENT CORP$88M

FORA Capital, LLC

Next filing ≈ Aug 14, 2026

BOSTON SCIENTIFIC CORP$23M

ORACLE CORP$23M

SOFI TECHNOLOGIES INC$23M

EXXON MOBIL CORP$23M

ALPHABET INC$23M

Bouchey Financial Group Ltd

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$154M

VANGUARD INDEX FDS$153M

INVESCO QQQ TR$91M

DIMENSIONAL ETF TRUST$82M

WISDOMTREE TR$79M

CRAMER ROSENTHAL MCGLYNN LLC

Next filing ≈ Aug 14, 2026

BANKUNITED INC$60M

CHAMPION HOMES INC$57M

REGAL REXNORD CORPORATION$47M

HUB GROUP INC$41M

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$169M

ISHARES GOLD TR$155M

LUMENTUM HLDGS INC$58M

COHERENT CORP$56M

VERTIV HOLDINGS CO$55M

KINTRA WEALTH, LLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$110M

MFS ACTIVE EXCHANGE TRADED F$49M

Next filing ≈ Aug 14, 2026

SPDR PORTFOLIO LARGE CAP ETF$173M

SPDR PORT DEVELOPED WORLD EX-US ETF$131M

ISHARES S&P 500 INDEX$66M

SPDR PORTFOLIO S&P 400 MID CAP ETF$54M

ISHARES CORE MSCI EAFE$44M

TCM Advisors, LLC

Next filing ≈ Aug 14, 2026

ISHARES TRCall$999M

STATE STR SPDR DOW JONES INDCall$136M

ISHARES SILVER TRCall$98M

INVESCO QQQ TR$33M

SOMA EQUITY PARTNERS LP

Next filing ≈ Aug 14, 2026

UBER TECHNOLOGIES INC$113M

AMAZON COM INC$99M

NVIDIA CORPORATION$98M

META PLATFORMS INC$97M

ROBLOX CORP$91M

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$51M

VANGUARD INDEX FDS$47M

INVESCO QQQ TR$42M

Ethos Financial Group, LLC

Next filing ≈ Aug 14, 2026

Schwab U.S. Broad Market Etf$51M

Relative Sentiment Tactical Allocation Etf$49M

Alpha Architect 1-3 Month Box Etf$47M

Abrdn Physical Gold Shares Etf$46M

Vanguard S&P 500 Etf$36M

Partners Group Holding AG

Next filing ≈ Aug 14, 2026

KinderCare Learning Cos Inc$179M

Apollo Global Management Inc$69M

Clarivate PLC$65M

Ares Management Corp$56M

Brookfield Corp$56M

1793–1820 of 7980 funds

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