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← SEC Filings

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.

ALTAROCK PARTNERS LP

Next filing ≈ Aug 14, 2026

AMAZON.COM INC$1.6B

TRANSDIGM GROUP INC$1.1B

MICROSOFT CORP$691M

MOODYS CORP$376M

MASTERCARD INC-CLASS A$261M

Ashton Thomas Private Wealth, LLC

Next filing ≈ Aug 14, 2026

1,477 positions

SPDR SERIES TRUST$176M

SELECT SECTOR SPDR TR$97M

NVIDIA CORPORATION$66M

Munich Reinsurance Co Stock Corp in Munich

Next filing ≈ Aug 14, 2026

NVIDIA CORP. DL-,001$201M

MICROSOFT DL-,00000625$176M

BROADCOM INC. DL-,001$104M

ALPHABET INC.CL.C DL-,001$102M

ALPHABET INC.CL.A DL-,001$92M

Ilex Capital Partners (UK) LLP

Next filing ≈ Aug 14, 2026

PEPSICO INC$247M

ON HLDG AG$224M

PROCTER & GAMBLE CO$204M

HILTON WORLDWIDE HLDGS INC$189M

MCDONALDS CORP$187M

FAYEZ SAROFIM & CO

Next filing ≈ Aug 14, 2026

NVIDIA CORP$241M

ALPHABET INC-CL C$213M

MICROSOFT CORP$197M

T ROWE PRICE GROUP INC$187M

Arbejdsmarkedets Tillaegspension

Next filing ≈ Aug 14, 2026

AGNICO EAGLE MINES LTD$28M

NEWMONT CORP$28M

KINROSS GOLD CORP$28M

ZOOM COMMUNICATIONS INC$27M

SIMON PPTY GROUP INC NEW$27M

MARTINGALE ASSET MANAGEMENT L P

Next filing ≈ Aug 14, 2026

Johnson & Johnson$47M

Exxon Mobil Corp$47M

Alphabet Inc Class A$47M

Microsoft Corp$44M

GLENVIEW CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

CVS HEALTH CORP$589M

GLOBAL PMTS INC$428M

TENET HEALTHCARE CORP$288M

AMAZON COM INC$221M

TEVA PHARMACEUTICAL INDS LTD$201M

Turtle Creek Asset Management Inc.

Next filing ≈ Aug 14, 2026

BREAD FINANCIAL HOLDINGS INC$373M

COLLIERS INTERNATIONAL GROUP INC$259M

FLOOR & DECOR$236M

MITSUI SUMITOMO INSURANCE CO LTD

Next filing ≈ Aug 14, 2026

W. R. Berkley Corporation$3.9B

CreativeOne Wealth, LLC

Next filing ≈ Aug 14, 2026

1,153 positions

VANGUARD TAX-MANAGED FDS$100M

VANGUARD INDEX FDS$98M

VANGUARD INDEX FDS$82M

NVIDIA CORPORATION$81M

Interval Partners, LP

Next filing ≈ Aug 14, 2026

ISHARES TRPut$253M

STATE STR SPDR S&P 500 ETF TPut$232M

CORE & MAIN INC$77M

NVENT ELEC PLC$72M

TOMS Capital Investment Management LP

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$976M

TAIWAN SEMICONDUCTOR MANUFACPut$757M

INVESCO EXCH TRADED FD TR IIPut$286M

GOLAR LNG LTDCall$214M

AERCAP HOLDINGS NV$191M

American Family Investments, Inc.

Next filing ≈ Aug 14, 2026

Xtrackers USD High Yield BB-B ex Financials ETF$1.9B

SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BD ETF$341M

SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF$341M

ISHARES RUSSELL 3000 INDEX FUND$313M

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF$228M

Quotient Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$518M

SPDR SER TR$360M

FIDELITY MERRIMACK STR TR$297M

BLACKROCK ETF TRUST II$288M

ISHARES TR$233M

ASSOCIATED BANC-CORP

Next filing ≈ Aug 14, 2026

ALPHABET INC$188M

NVIDIA CORPORATION$171M

MICROSOFT CORP$161M

LAM RESEARCH CORP$128M

ArrowMark Colorado Holdings LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$116M

FEDERAL SIGNAL CORP$67M

TRIMBLE INC$67M

RB GLOBAL INC$65M

TURNING PT BRANDS INC$65M

Next filing ≈ Aug 14, 2026

LIFESTANCE HEALTH GROUP INC$892M

JACKSON FINANCIAL INC$499M

LIFE TIME GROUP HOLDINGS INC$480M

SIONNA THERAPEUTICS INC$260M

BETA TECHNOLOGIES INC$241M

VestGen Advisors, LLC

Next filing ≈ Aug 14, 2026

1,038 positions

VANGUARD INDEX FDS$245M

VANGUARD INDEX FDS$127M

INVESCO QQQ TR$103M

NVIDIA CORPORATION$99M

MassMutual Private Wealth & Trust, FSB

Next filing ≈ Aug 14, 2026

2,420 positions

NVIDIA Corp$172M

Vanguard Mid-Cap ETF$148M

Microsoft Corp$137M

Vanguard FTSE Developed Markets ETF$100M

MILLER HOWARD INVESTMENTS INC /NY

Next filing ≈ Aug 14, 2026

MPLX LP COM UNIT REP LTD$128M

ENTERPRISE PRODS PARTNERS L P$120M

ENERGY TRANSFER L P COM UT LTD$101M

JOHNSON & JOHNSON COM$99M

GSK PLC SPONSORED ADR$90M

Advisory Alpha, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$289M

SPDR SERIES TRUST$280M

SCHWAB STRATEGIC TR$221M

SPDR INDEX SHS FDS$187M

SELECT SECTOR SPDR TR$161M

Avantax Planning Partners, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$438M

SCHWAB STRATEGIC TR$312M

SCHWAB STRATEGIC TR$181M

SCHWAB STRATEGIC TR$179M

SCHWAB STRATEGIC TR$169M

One Capital Management, LLC

Next filing ≈ Aug 14, 2026

iShares 5-10 Year Investment Grade Corp Bond ETF$311M

iShares National Muni Bond ETF$171M

FundX Future Fund Opportunities$161M

Dimensional Intern Core EQT MKT ETF$115M

NVIDIA Corp$99M

Robertson Stephens Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$378M

VANGUARD TAX-MANAGED FDS$171M

VANGUARD SPECIALIZED FUNDS$154M

ISHARES INC$118M

REINHART PARTNERS, LLC.

Next filing ≈ Aug 14, 2026

AXCELIS TECHNOLOGIES I COM$154M

FIRST CTZNS BANCSHS NC CL A$148M

SILICON MOTION TECH CP SPONSOR$148M

MODINE MFG CO COM$130M

INTERDIGITAL INC COM$128M

LINCOLN NATIONAL CORP

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$314M

VANGUARD BD INDEX FDS$306M

VANGUARD INDEX FDS$275M

VANGUARD INDEX FDS$265M

VANGUARD INTL EQUITY INDEX F$249M

SigFig Wealth Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$576M

ISHARES TR$408M

GOLDMAN SACHS ETF TR$247M

ISHARES TR$242M

GOLDMAN SACHS ETF TR$210M

197–224 of 2150 funds

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