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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.

Telemark Asset Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$105M

CAMECO CORP$98M

HALLIBURTON CO$47M

NOVANTA INC$44M

AMAZON COM INC$42M

Next filing ≈ Aug 14, 2026

RUSH ENTERPRISES INC-CL A$21M

JPMORGAN ACTIVE GROWTH ETF$4M

VANGUARD INTL HIGH DIVIDEND YIELD INDEX FD$3M

ALPHABET INC CL C$2M

ISHARES MSCI EAFE ETF$2M

Altshuler Shaham Ltd

Next filing ≈ Aug 14, 2026

EXPAND ENERGY CORPORATION$162M

RIO TINTO PLC$107M

TRIMBLE INC$74M

SOCIEDAD QUIMICA Y MINERA DE$50M

Great Waters Wealth Management

Next filing ≈ Nov 14, 2026

DIMENSIONAL ETF TRUST$240M

DIMENSIONAL ETF TRUST$186M

DIMENSIONAL ETF TRUST$162M

DIMENSIONAL ETF TRUST$95M

DIMENSIONAL ETF TRUST$93M

KMG FIDUCIARY PARTNERS, LLC

Next filing ≈ Nov 14, 2026

NVIDIA CORPORATION$56M

ALPHABET INC$50M

MICROSOFT CORP$44M

Next filing ≈ May 15, 2026

ALPHABET INC$53M

MICROSOFT CORP$42M

META PLATFORMS INC$32M

NVIDIA CORPORATION$30M

SIR Capital Management, L.P.

Next filing ≈ Aug 14, 2026

ANTERO RESOURCES CORP$53M

DEVON ENERGY CORP NEW$52M

PERMIAN RESOURCES CORP$47M

EXPAND ENERGY CORPORATION$45M

CENOVUS ENERGY INC$39M

E20 Capital Ltd

Next filing ≈ Aug 14, 2026

LUMENTUM HLDGS INC$131M

TOWER SEMICONDUCTOR LTD$108M

SANDISK CORP$81M

Camber Capital Management LP

Next filing ≈ Nov 14, 2025

SPDR S&P 500 ETF TRPut$309M

ZIMMER BIOMET HOLDINGS INC$91M

BAXTER INTL INC$86M

CVS HEALTH CORP$72M

Zuckerman Investment Group, LLC

Next filing ≈ Aug 14, 2026

VERTIV HOLDINGS CO$101M

ALPHABET INC$47M

ULTA BEAUTY INC$46M

MCKESSON CORP$36M

SALESFORCE INC$36M

WASHINGTON TRUST BANK

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$87M

DIMENSIONAL ETF TRUST$80M

DIMENSIONAL ETF TRUST$56M

NVIDIA CORPORATION$50M

Clark Asset Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$164M

VANGUARD INDEX FDS$100M

VANGUARD INDEX FDS$97M

VANGUARD INTL EQUITY INDEX F$57M

VANGUARD INDEX FDS$43M

LVM CAPITAL MANAGEMENT LTD/MI

Next filing ≈ Aug 14, 2026

EXXON MOBIL$42M

Hackensack Meridian Health, Inc.

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TR$346M

ISHARES TR$231M

ISHARES TR$148M

ISHARES TR$140M

SPDR INDEX SHS FDS$120M

WEBSTER BANK, N. A.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$88M

VANGUARD INDEX FDS$83M

NVIDIA CORPORATION$36M

ALPHABET INC$35M

Cornerstone Advisory, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$115M

GOLDMAN SACHS ETF TR$80M

VANGUARD WHITEHALL FDS$52M

VANGUARD SPECIALIZED FUNDS$33M

MIRABELLA FINANCIAL SERVICES LLP

Next filing ≈ Aug 14, 2026

ADS TEC ENERGY PLC$255M

CSG SYS INTL INC$33M

FIRST BUSEY CORP$32M

EVEREST GROUP LTD$20M

AES CORPCall$19M

Kintegral Advisory, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$100M

MICROSOFT CORP$63M

ALPHABET INC$59M

MONOGRAPH WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

DFA US Core Equity 2 ETF$266M

DFA World ex US Core Equity 2 ETF$209M

DFA US Marketwide Value ETF$49M

DFA US Targeted Value ETF$46M

DFA US Core Equity 1 ETF$37M

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$41M

ISHARES GOLD TR$34M

NVIDIA CORPORATION$30M

NEWMONT CORP$29M

WEALTHCARE CAPITAL MANAGEMENT LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$384M

ISHARES TR$174M

EA SERIES TRUST$94M

VANGUARD INTL EQUITY INDEX F$78M

TRUST CO OF TOLEDO NA /OH/

Next filing ≈ Aug 14, 2026

1,001 positions

Caterpillar Inc$9M

Advanced Micro Devices Inc$8M

Invesco QQQ Trust Ser 1 ETF$6M

iShares Russell 2000 Index ETF$6M

Invesco S&P Mid Cap Quality ETF$6M

ELEMENT CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$488M

QNITY ELECTRONICS INCCall$58M

META PLATFORMS INCCall$57M

T-MOBILE US INC$57M

NETFLIX INC.Call$45M

Nemes Rush Group LLC

Next filing ≈ Aug 14, 2026

APPLE INCORPORATED$51M

BROADCOM INCORPORATED$48M

NVIDIA CORPORATION$34M

MICROSOFT CORPORATION$33M

JPMORGAN CHASE & COMPANY$33M

SPIREPOINT PRIVATE CLIENT, LLC

Next filing ≈ Aug 14, 2026

UNITED PARCEL SVCS INC$101M

VANGUARD INDEX FDS$32M

BROADCOM INC$31M

MICROSOFT CORP$30M

TOMPKINS FINANCIAL CORP

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$86M

NVIDIA CORPORATION$44M

Syntegra Private Wealth Group, LLC

Next filing ≈ Aug 14, 2026

FIDELITY COVINGTON TRUST$135M

SPDR SERIES TRUST$130M

SPDR SERIES TRUST$114M

SPDR SERIES TRUST$112M

VANGUARD INDEX FDS$87M

Bramshill Investments, LLC

Next filing ≈ Aug 14, 2026

Vanguard Ultra Short Bond ETF$154M

iShares Short Duration Bond Ac$122M

Invesco Ultra Short Duration E$99M

PIMCO Enhanced Short Maturity$92M

iShares 0-5 Year High Yield Co$88M

2073–2100 of 7980 funds

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