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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.

SHUFRO ROSE & CO LLC

Next filing ≈ Aug 14, 2026

ALPS ETF TR$132M

CORNING INC$83M

DOUBLELINE ETF TRUST$80M

McIlrath & Eck, LLC

Next filing ≈ Aug 14, 2026

1,630 positions

VANGUARD INDEX FDS VANGUARD GROWTH ETF$72M

EA SER TR STRIVE TOTAL RETURN BD ETF$72M

DIMENSIONAL ETF TR SHORT DURATION FXD INCOME ETF$62M

VANGUARD INDEX FDS VANGUARD VALUE ETF$60M

AMERICAN CENTY ETF TR AVANTIS U S MID CAP EQUITY ETF$55M

Austin Private Wealth, LLC

Next filing ≈ May 15, 2026

SPDR SERIES TRUST$91M

BLACKROCK ETF TRUST$76M

INVESCO EXCHANGE TRADED FD T$58M

PBCay One RSC Ltd

Next filing ≈ Aug 14, 2026

State Street SPDR S&P 500 ETFPut$410M

Microsoft Corp$105M

NVIDIA Corp$99M

Amazon.com Inc$98M

Taiwan Semiconductor Manufacturing Co Ltd$81M

Heck Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$194M

ISHARES GOLD TR$114M

VANGUARD INDEX FDS$112M

FIDELITY COMWLTH TR$50M

STATE STR SPDR DOW JONES IND$49M

HoldCo Asset Management, LP

Next filing ≈ Aug 14, 2026

FIFTH THIRD BANCORP$177M

BANKUNITED INC$160M

COLUMBIA BKG SYS INC$157M

EASTERN BANKSHARES INC$144M

Capital Investment Advisory Services, LLC

Next filing ≈ Aug 14, 2026

1,179 positions

SPDR SERIES TRUST$56M

NVIDIA CORPORATION$48M

AMAZON COM INC$24M

VANGUARD INDEX FDS$23M

OAKTOP CAPITAL MANAGEMENT II, L.P.

Next filing ≈ Aug 14, 2026

LAM RESEARCH CORP$481M

ANALOG DEVICES INC$148M

BROADCOM INC$112M

BRISTOL-MYERS SQUIBB CO$29M

Fusion Family Wealth, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$235M

INVESCO EXCH TRADED FD TR II$193M

VANGUARD TAX-MANAGED FDS$127M

VANGUARD INDEX FDS$116M

VANGUARD INTL EQUITY INDEX F$112M

N.E.W. Advisory Services LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$244M

SPDR SER TR$72M

J P MORGAN EXCHANGE TRADED F$59M

SPDR SER TR$56M

Baring Fintech Manager Holding Ltd

Next filing ≈ Aug 14, 2026

KASPI KZ JSC$1.3B

49 WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE MSCI EAFE ETF$162M

POLEN DIVIDEND INCOME ETF$159M

POLEN INTERNATIONAL DIVIDEND INCOME ETF$136M

STATE STREET SPDR PORTFOLIO S&P 500 ETF$108M

RBB FD TR PATHFINDER DISCIPLINED US EQUITY ETF$98M

Main Street Financial Solutions, LLC

Next filing ≈ May 15, 2026

VANGUARD INDEX FDS$63M

SCHWAB STRATEGIC TR$54M

SCHWAB STRATEGIC TR$46M

NAVIOS MARITIME PARTNERS L P$46M

SCHWAB STRATEGIC TR$34M

Arete Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

GEE GROUP INC$45M

SERVISFIRST BANCSHARES INC$44M

INVESCO EXCHANGE TRADED FD$39M

FIDELITY MERRIMACK STR TR$36M

SPDR SERIES TRUST$35M

Knighthead Capital Management, LLC

Next filing ≈ Aug 14, 2026

HERTZ GLOBAL HLDGS INC$837M

ISHARES TRPut$186M

ISHARES TRPut$159M

WHEELS UP EXPERIENCE INC$133M

TELEPHONE & DATA SYS INC$19M

Wellspring Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

ISHARES S&P 500 INDEX$264M

GOLDMAN SACHS PHYSICAL GOLD ETF$95M

ISHARES CORE MSCI EAFE ETF$91M

VANGUARD HIGH DIVIDEND YIELD$67M

VANGUARD TOTAL STK MKT$56M

LOGAN CAPITAL MANAGEMENT INC

Next filing ≈ Aug 14, 2026

APPLE INCPut$69M

BROADCOM INCPut$65M

ADVISORS SER TRPut$58M

KLA CORPPut$52M

AMAZON COM INCPut$38M

WBH ADVISORY INC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$69M

VANGUARD WORLD FD$57M

SPDR SERIES TRUST$55M

SCHWAB STRATEGIC TR$54M

SELECT SECTOR SPDR TR$40M

Applied Finance Capital Management, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORPORATION$47M

APPLIED MATERIALS, INC.$44M

ALPHABET INC$40M

Sozo Ventures GP II, L.P.

Next filing ≈ Feb 14, 2026

METAGENOMI INC$1.3B

Compass Rose Asset Management, LP

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUSTCall$636M

ISHARES TRPut$291M

JD.COM INC$102M

SPDR SERIES TRUSTCall$77M

Spyglass Capital Management LLC

Next filing ≈ Aug 14, 2026

SAMSARA INC$93M

HUBSPOT INC$77M

SHIFT4 PMTS INC$77M

AFFIRM HLDGS INC$76M

LYELL WEALTH MANAGEMENT, LP

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION COM$101M

ALPHABET INC CAP STK CL C$73M

ALPHABET INC CAP STK CL A$52M

APPLE INC COM$47M

AMAZON COM INC COM$37M

Mantle Ridge LP

Next filing ≈ Aug 14, 2026

DOLLAR TREE INC$1.3B

MARCO INVESTMENT MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$100M

CATERPILLAR INC$49M

JPMORGAN CHASE & CO.$46M

COSTCO WHSL CORP NEW$40M

Turtle Creek Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$101M

NVIDIA CORPORATION$51M

MICROSOFT CORP$39M

TITLEIST ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

ISHARES 0-3 MONTH TREASURY BOND ETF$64M

TESLA INC COM$63M

NVIDIA CORPORATION COM$37M

ISHARES CORE S&P MID-CAP ETF$36M

ISHARES RUSSELL 2000 ETF$34M

Wealthquest Corp

Next filing ≈ Aug 14, 2026

Vanguard Large Cap ETF$371M

iShares Core MSCI EAFE$126M

Innovator US Equity 10 Buffer$101M

Innovator Defined Wealth Shield$79M

Vanguard Russell 1000 Growth$71M

1821–1848 of 7980 funds

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