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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.

Crewe Advisors LLC

Next filing ≈ Aug 14, 2026

1,038 positions

ISHARES TR$141M

PACS GROUP INC$88M

STATE STR SPDR S&P 500 ETF T$65M

Fiduciary Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$61M

ALPHABET INC$46M

MICROSOFT CORP$33M

KLCM Advisors, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$261M

CITIGROUP INC$29M

O'Connor Alternative Investments LLC

Next filing ≈ Aug 14, 2026

HOLOGIC IN$236M

AMICUS THE$122M

BANK OF NOVA SCOTIA TRUST CO

Next filing ≈ Aug 14, 2026

BANK MONTREAL MEDIUM$46M

TC ENERGY CORP$41M

ROYAL BK CDA$32M

TELUS CORPORATION$24M

TORONTO DOMINION BK ONT$23M

AMICA MUTUAL INSURANCE CO

Next filing ≈ Aug 14, 2026

ISHARES TR$289M

NVIDIA CORPORATION$61M

MICROSOFT CORP$42M

AMAZON COM INC$32M

GERMAN AMERICAN BANCORP, INC.

Next filing ≈ Aug 14, 2026

GERMAN AMERN BANCORP INC$40M

VANGUARD WHITEHALL FDS$4M

Sandhill Capital Partners LLC

Next filing ≈ Aug 14, 2026

STATE STREET SPDR BLOOMBERG 1-$115M

SERVICENOW INC$57M

CHARLES SCHWAB CORP$49M

AMPHENOL CORP NEW CLASS CLASS$48M

Western Wealth Management, LLC

Next filing ≈ Aug 14, 2026

2,651 positions

NVIDIA CORPORATION$15M

BERKSHIRE HATHAWAY INC DEL$14M

FIRST TR EXCHNG TRADED FD VI$12M

VICTORY PORTFOLIOS II$11M

Transamerica Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

1,929 positions

VANGUARD INDEX FDS$65M

INVESCO QQQ TR$32M

VANGUARD BD INDEX FDS$28M

NVIDIA CORPORATION$27M

VANGUARD TAX-MANAGED FDS$23M

Townsend & Associates, Inc

Next filing ≈ Aug 14, 2026

BHP BILLITON LIMITED$50M

JANUS DETROIT STR TR$46M

SPDR GOLD TR$46M

MMCAP International Inc. SPC

Next filing ≈ Aug 14, 2026

Aris Mining Corp$145M

Algoma Steel Group Inc$53M

XANADU QUANTUM TECHNOLO-CL B$48M

NexGen Energy SEG$28M

Churchill Capital Corp XI$28M

LVW Advisors, LLC

Next filing ≈ Nov 14, 2026

SPDR SERIES TRUST$109M

VANGUARD TAX-MANAGED FDS$81M

SCHWAB STRATEGIC TR$53M

Polymer Capital Management (HK) LTD

Next filing ≈ Aug 14, 2026

VANECK ETF TRUSTPut$310M

INVESCO QQQ TRPut$121M

NVIDIA CORPORATION$73M

PDD HOLDINGS INC$42M

ELI LILLY & CO$40M

BTG Pactual Asset Management US LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$104M

VANGUARD WORLD FD$36M

VANGUARD WORLD FD$31M

NVIDIA CORPORATION$26M

Galaxy Digital Inc.

Next filing ≈ Aug 14, 2026

ISHARES BITCOIN TRUST ETF$287M

STATE STR SPDR S&P 500 ETF TCall$178M

STATE STR SPDR S&P 500 ETF TPut$130M

ARK 21SHARES BITCOIN ETF$116M

STRATEGY INCPut$87M

Symetra Investment Management Co

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$259M

BLACKROCK, INC.$259M

BLACKROCK, INC.$108M

INVESCO LTD$73M

FourThought Financial Partners, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP COM$49M

BROADCOM INC COM$46M

NVIDIA CORPORATION COM$35M

CHEVRON CORPORATION COM$29M

VANGUARD S&P 500 ETF$28M

Delta Accumulation, LLC

Next filing ≈ Aug 14, 2026

BANK NEW YORK MELLON CORPPut$147M

BANK NEW YORK MELLON CORPCall$121M

JPMORGAN CHASE & COCall$101M

CARDINAL HEALTH INCPut$95M

JPMORGAN CHASE & COPut$94M

OVERSEA-CHINESE BANKING Corp Ltd

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR PUTPut$141M

WORLD GOLD TR SPDR GLD MINIS$63M

ADVANCED MICRO DEVICES INC PUTPut$39M

ORACLE CORP COM$32M

FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD$32M

MEANS INVESTMENT CO., INC.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$205M

VANGUARD INTL EQUITY INDEX F$95M

INVESCO EXCHANGE TRADED FD T$85M

NVIDIA CORPORATION$46M

Hikari Power Ltd

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC CLASS A$545M

LINDE PUBLIC LIMITED COMPANY$78M

JOHNSON & JOHNSON$75M

EXXON MOBIL CORPORATION$51M

VISA INC CLASS A$47M

Robinhood Asset Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$297M

KRANESHARES TRUST$44M

MICROSOFT CORP$43M

WISDOMTREE TR$43M

Gleason Group, Inc.

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW$246M

VANGUARD TOTAL STOCK MARKET ETF$160M

VANGUARD EXTENDED MARKET ETF$159M

VANGUARD TOTAL INTERNATIONAL STOCK ETF$116M

VANGUARD VALUE ETF$76M

HENGEHOLD CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$194M

PROCTER & GAMBLE CO$63M

STATE STR SPDR S&P 500 ETF T$48M

VANGUARD WORLD FD$44M

SPDR INDEX SHS FDS$43M

Spartan Wealth Advisory Services LLC

Next filing ≈ Aug 14, 2026

MICRON TECHNOLOGY INC$73M

ALPHABET INC$53M

NVIDIA CORPORATION$41M

AMAZON COM INC$40M

Banco BTG Pactual S.A.

Next filing ≈ Aug 14, 2026

ISHARES INCPut$114M

ISHARES INCCall$82M

STATE STR SPDR S&P 500 ETF T$46M

ISHARES INC$38M

Wescott Financial Advisory Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$167M

INVESCO QQQ TR$87M

VANGUARD WELLINGTON FD$73M

1989–2016 of 7980 funds

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