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← SEC Filings

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.

Marble Bar Asset Management LLP

Next filing ≈ Aug 14, 2026

NORFOLK SOUTHN CORP$53M

VISTANCE NETWORKS INC$6M

WARNER BROS DISCOVERY INC$4M

NEWS CORP NEW$4M

ECHOSTAR CORP$4M

Next filing ≈ Aug 14, 2026

STATE STREET SPDR S&P 500 ETF$10M

ISHARES MSCI USA EQUAL WEIGHTED ETF$8M

STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF$7M

ISHARES CORE U.S. AGGREGATE BOND ETF$7M

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST$6M

Burkett Asset Management Ltd

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$8M

ROYAL BK CDA$7M

CANADIAN NATL RY CO$5M

TAIWAN SEMICONDUCTOR MANUFAC$5M

BROOKFIELD CORP$5M

Hobbs Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$15M

BLACKROCK ETF TRUST$11M

BLACKROCK ETF TRUST$7M

Ark Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRD SLF IDX FD$5M

INVESCO EXCH TRD SLF IDX FD$5M

INVESCO EXCH TRD SLF IDX FD$5M

GLOBAL X FDS$4M

INVESCO EXCH TRD SLF IDX FD$3M

Barnes Dennig Private Wealth Management LLC

Next filing ≈ Aug 14, 2026

APPLIED MATLS INC$6M

BANK NEW YORK MELLON CORP$5M

BORGWARNER INC$5M

ALPHABET INC$5M

Triveni Capital Investments LP

Next filing ≈ Aug 14, 2026

ICICI BANK LIMITED$14M

CAPITAL ONE FINL CORP$11M

REINSURANCE GROUP AMER INC$9M

KKR & CO INC$8M

Portfolio Resources Advisor Group, Inc.

Next filing ≈ Aug 14, 2026

Vistica Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$20M

EA SERIES TRUST$15M

DIMENSIONAL ETF TRUST$6M

DIMENSIONAL ETF TRUST$6M

DIMENSIONAL ETF TRUST$5M

Fourier Capital Management Ltd

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$17M

KANZHUN LIMITED$10M

BROADCOM INC$10M

QNITY ELECTRONICS INC$9M

OneAscent Investment Solutions LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$16M

VANGUARD SCOTTSDALE FDS$6M

VANGUARD SCOTTSDALE FDS$5M

NORTHERN LTS FD TR IV$4M

UNIFIED SER TR$3M

Lionsbridge Wealth Management LLC

Next filing ≈ Aug 14, 2026

SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF$13M

JPMORGAN INCOME ETF$7M

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF$5M

QUANTA SVCS INC COM$5M

JPMORGAN CORE PLUS BOND ETF$4M

Peoples Bank/KS

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC$5M

VANGUARD S&P 500$3M

Objective Capital Management, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$6M

VANGUARD INDEX FDS$5M

STATE STR SPDR S&P 500 ETF T$5M

VANGUARD INDEX FDS$3M

Copley Financial Group, Inc.

Next filing ≈ Aug 14, 2026

WORLD GOLD TR$15M

SPDR SERIES TRUST$11M

PACER FDS TR$6M

PACER FDS TR$3M

CATERPILLAR INC$3M

Vennlight Capital Management, LP

Next filing ≈ Aug 14, 2026

FERROVIAL SE$13M

H2O AMERICA$10M

TRANSPORTADORA DE GAS DEL SU$9M

PAMPA ENERGIA SA$9M

SOLV ENERGY INC$8M

MOZAYYX MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

BITMINE IMMERSION TECNOLOGIE$66M

EIGHTCO HOLDINGS INC$15M

CLEANCORE SOLUTIONS INC$4M

HCM IV ACQUISITION CORP$3M

CANTOR EQUITY PARTNERS VI CL A ORD$3M

Western Pacific Wealth Management, LP

Next filing ≈ Aug 14, 2026

VANGUARD DIVIDEND APPRECIATION ETF$12M

VANGUARD HIGH DIVIDEND YIELD INDEX ETF$11M

APPLE INC COM$7M

AMAZON COM INC COM$6M

ALPHABET INC CAP STK CL A$6M

Closed-End Fund Advisors, Inc.

Next filing ≈ Aug 14, 2026

KAYNE ANDERSON ENERGY INFRST$4M

BLUEROCK PVT REAL ESTATE FD$3M

TORTOISE ENERGY INFRSTRCTR C$2M

BLUE OWL TECHNOLOGY FIN CORP$2M

ALLSPRING GLOBAL DIVIDEND OP$2M

WULFF, HANSEN & CO.

Next filing ≈ Aug 14, 2026

AMAZON COM INC$4M

RAYTHEON TECHNOLOGIES CORP$4M

JPMORGAN CHASE & CO$4M

MICROSOFT CORP$3M

Whitford Management LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$39M

INVESCO EXCHANGE TRADED FD T$5M

AMAZON COM INC$5M

TAIWAN SEMICONDUCTOR MANUFAC$4M

First PREMIER Bank

Next filing ≈ Aug 14, 2026

VANGUARD INFORMATION TECHNOLOGY ETF$4M

XCEL ENERGY INC$3M

VANGUARD TOTAL STOCK MARKET ETF$3M

WASTE MANAGEMENT INC$3M

Next filing ≈ Aug 14, 2026

KESTRA MED TECHNOLOGIES LTD$45M

CERIBELL INC$10M

INVENTIVA SA$8M

WHITEHAWK THERAPEUTICS INC$7M

Edge Financial Advisors LLC

Next filing ≈ Nov 14, 2024

SPDR S&P 500 ETF TR$12M

VANGUARD INDEX FDS$3M

VANGUARD INDEX FDS$2M

INVESCO QQQ TR$2M

Argyle Capital Partners, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$4M

AMAZON COM INC$3M

NVIDIA CORPORATION$2M

JPMORGAN CHASE & CO$2M

STEEL PARTNERS HOLDINGS L.P.

Next filing ≈ Aug 14, 2026

MATTHEWS INTL CORP$20M

GREEN DOT CORP$14M

SPRUCE POWER HOLDING CORP$14M

NATIONAL PRESTO INDS INC$8M

Elevated Private Wealth, LLC

Next filing ≈ May 15, 2026

NVIDIA CORPORATION$8M

ALPHABET INC$3M

MICROSOFT CORP$2M

AMAZON COM INC$2M

Aegis Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

NORTHERN LTS FD TR III$16M

NORTHERN LTS FD TR III$14M

PIMCO ETF TR$5M

AIM ETF PRODUCTS TRUST$3M

AIM ETF PRODUCTS TRUST$3M

1877–1904 of 2162 funds

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