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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.

Anson Funds Management LP

Next filing ≈ Aug 14, 2026

iShares MSCI Canada ETFPut$82M

Lionsgate Studios Corp$58M

AdvisorShares Pure US Cannabis ETF$58M

KraneShares CSI China Internet ETFCall$47M

Match Group Inc$42M

Rossmore Private Capital

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$90M

CHEVRON CORPORATION$56M

EnCap Energy Capital Fund XI, L.P.

Next filing ≈ May 15, 2026

Diamondback Energy, Inc.$435M

Devon Energy Corp New$432M

Permian Resources$271M

Pale Fire Capital SE

Next filing ≈ Aug 14, 2026

B2GOLD CORP$316M

GROUPON INC$121M

ZIFF DAVIS INC$117M

PHREESIA INC$72M

Alua Capital Management LP

Next filing ≈ Aug 14, 2026

ISHARES TRPut$219M

AMAZON COM INC$143M

VALVOLINE INC$117M

AUTOZONE INC$108M

ICICI BANK LIMITED$106M

SP Asset Management LLC

Next filing ≈ Aug 14, 2026

META PLATFORMS INC$195M

BERKSHIRE HATHAWAY INC DEL$90M

VANGUARD INDEX FDS$53M

Hook Mill Capital Partners, LP

Next filing ≈ Aug 14, 2026

WAYFAIR INC$78M

FIVE BELOW INC$68M

FLOOR & DECOR HLDGS INC$61M

BURLINGTON STORES INC$59M

PERFORMANCE FOOD GROUP CO$56M

WS MANAGEMENT LLLP

Next filing ≈ Aug 14, 2026

MICRON TECHNOLOGY INC$122M

BERKSHIRE HATHAWAY INC DEL$90M

VANECK ETF TRUST$54M

SPDR GOLD TR$52M

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500$174M

VANGUARD INTERMED TERM BOND ETF$96M

ISHARES CORE DIVIDEND GROWTH$70M

VANGUARD GROWTH ETF$61M

JPMORGAN ACTIVE GROWTH ETF$51M

Indivisible Partners

Next filing ≈ Aug 14, 2026

TEXAS INSTRS INC$250M

AMERICAN CENTY ETF TR$40M

SEAGATE TECHNOLOGY HLDNGS PL$18M

ETF SER SOLUTIONS$17M

Next filing ≈ Aug 14, 2026

INVESCO S&P 500 EQUAL WEIGHT$66M

VANGUARD FTSE EMERGING MARKE$64M

ISHARES MSCI EMERGING MARKET$40M

TAIWAN SEMICONDUCTOR-SP ADR$40M

NVIDIA CORP$32M

FIRST BUSINESS FINANCIAL SERVICES, INC.

Next filing ≈ Aug 14, 2026

Vanguard Total Stock Market ET$256M

iShares Core MSCI EAFE ETF$141M

iShares Russell 1000 Growth ET$78M

iShares Core S&P Small-Cap ETF$62M

iShares Core Dividend Growth$59M

Estate Counselors, LLC

Next filing ≈ Aug 14, 2026

ETF SER SOLUTIONS$356M

ETF SER SOLUTIONS$341M

VANGUARD STAR FDS$40M

VANGUARD BD INDEX FDS$23M

Wealth Architects, LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$76M

FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF$75M

ISHARES CORE S&P SMALL CAP ETF$63M

LAM RESEARCH CORP$56M

VANGUARD DIVIDEND APPRECIATION ETF$54M

J. L. Bainbridge & Co., Inc.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP COM$117M

APPLE INC COM$117M

GOLDMAN SACHS GROUP INC COM$72M

ALPHABET INC CAP STK CL A$71M

AMAZON COM INC COM$59M

NewSquare Capital LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$117M

VANGUARD INTL EQUITY INDEX F$67M

SCHWAB STRATEGIC TR$60M

VANGUARD BD INDEX FDS$32M

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC

Next filing ≈ Aug 14, 2026

VANGUARD INFORMATION TECHNOLOGY ETF$122M

CORTEVA INC COM$85M

QNITY ELECTRONICS INC COMMON STOCK$47M

DOW HLDGS INC COM$40M

APPLE INC COM$39M

Salomon & Ludwin, LLC

Next filing ≈ Aug 14, 2026

2,090 positions

ISHARES SHORT-TERM$76M

ISHARES S&P 500 GROWTH$69M

JPMORGAN ULTRA-SHORT$61M

STATE STREET TECHNOLOGY$58M

STATE STREET SPDR$48M

Chescapmanager LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INCCall$187M

NVIDIA CORPORATIONCall$148M

VERTIV HOLDINGS CO$106M

ALPHABET INCCall$86M

ALPHABET INC$55M

Allen Capital Group, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$69M

SPDR SERIES TRUST$68M

VICTORY PORTFOLIOS II$52M

BERKSHIRE HATHAWAY INC DEL$43M

CANANDAIGUA NATIONAL CORP

Next filing ≈ Aug 14, 2026

iShares Core S&P US Value ETF$83M

State Street SPDR S&P 500 Growth ETF$58M

Schwab Fundamental Intl Equity ETF$53M

State Street SPDR S&P 500 ETF Trust$41M

State Street SPDR S&P 400 Mid Cap Value ETF$36M

Mint Tower Capital Management B.V.

Next filing ≈ Aug 14, 2026

LUMENTUM HLDGS INC$134M

ALIBABA GROUP HLDG LTD$130M

ECHOSTAR CORP$71M

LUMENTUM HLDGS INC$70M

ISHARES BITCOIN TRUST ETF$46M

VIKING FUND MANAGEMENT LLC

Next filing ≈ Nov 14, 2026

BROADCOM INC$41M

CORNING INC$33M

CHEVRON CORP$32M

TC Energy Corp$30M

Advyzon Investment Management, LLC

Next filing ≈ Aug 14, 2026

1,195 positions

VANGUARD INDEX FDS$30M

FIDELITY COVINGTON TRUST$21M

GRANITESHARES GOLD TR$20M

CAPITAL GROUP DIVIDEND VALUE$18M

First Light Asset Management, LLC

Next filing ≈ Aug 14, 2026

AXOGEN INC$133M

PALVELLA THERAPEUTICS INC$122M

NEOGENOMICS INC$72M

SI-BONE INC$68M

CENTESSA PHARMACEUTICALS LIMITED$62M

CANANDAIGUA NATIONAL BANK & TRUST CO

Next filing ≈ May 15, 2026

iShares Core S&P US Value ETF$89M

State Street SPDR S&P 500 Growth ETF$62M

Schwab Fundamental Intl Equity ETF$48M

SPDR S&P 500 ETF Trust$44M

Microsoft Corporation$37M

Certified Advisory Corp

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$42M

INVESCO QQQ TR$36M

PACER FDS TR$28M

SCHWAB STRATEGIC TR$25M

VANGUARD INDEX FDS$24M

Verus Financial Partners, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$268M

VANGUARD BD INDEX FDS$132M

VANGUARD STAR FDS$84M

AMERICAN CENTY ETF TR$64M

AMERICAN CENTY ETF TR$63M

2017–2044 of 7980 funds

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