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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.

Coronation Fund Managers Ltd.

Next filing ≈ Aug 14, 2026

MERCADOLIBRE INC$164M

NU HLDGS LTD$104M

COUPANG INC$83M

GRAB HOLDINGS LIMITED$46M

Madrone Advisors, LLC

Next filing ≈ Aug 14, 2026

STUBHUB HLDGS INC$473M

STONECO LTD$358M

VANGUARD INTL EQUITY INDEX F$104M

Bison Wealth, LLC

Next filing ≈ Aug 14, 2026

LISTED FDS TR$115M

LISTED FDS TR$44M

LISTED FDS TR$35M

NVIDIA CORPORATION$26M

Global Strategic Investment Solutions, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$103M

VANGUARD SCOTTSDALE FDS$86M

VANGUARD SCOTTSDALE FDS$76M

AMERICAN CENTY ETF TR$54M

TOTH FINANCIAL ADVISORY CORP

Next filing ≈ Nov 14, 2026

ALPHABET INC$29M

CISCO SYS INC$24M

PROSHARES TR$23M

IMA Advisory Services, Inc.

Next filing ≈ Aug 14, 2026

1,033 positions

VANGUARD LARGE CAP$79M

ISHARES MSCI USA ESG SELECT ETF$69M

ISHARES ESG ADVANCED MSCI EAFE ETF$56M

ISHARES TR KLD 400 SOCIAL INDEX FD$50M

Schwab US Large-Cap ETF$47M

MASON STREET ADVISORS, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$303M

ISHARES TR$138M

SPDR SERIES TRUST$105M

SPDR SERIES TRUST$93M

FJ Investments, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$754M

ALPHABET INC$146M

PAR PAC HOLDINGS INC$62M

AMAZON COM INC$30M

BERKSHIRE HATHAWAY INC DEL$30M

CARRET ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC CL C$47M

JPMORGAN CHASE & CO$43M

MICROSOFT CORP$42M

ALPHABET INC CL A$31M

EQT Fund Management S.a r.l.

Next filing ≈ Aug 14, 2026

WAYSTAR HLDG CORP$600M

OCULIS HOLDING AG$157M

EVOMMUNE INC$113M

PHARVARIS N V$97M

AGOMAB THERAPEUTICS NV$54M

Silicon Valley Capital Partners

Next filing ≈ Aug 14, 2026

STATE STREET SPDR S&P 500 ETF$138M

INVESCO QQQ TRUST SERIES I$75M

VANGUARD INFORMATION TECHNOLOGY ETF$67M

NVIDIA CORPORATION COM$65M

MICROSOFT CORP COM$54M

Galileo (PTC) Ltd

Next filing ≈ Aug 14, 2026

CHIME FINL INC$979M

DINGDONG CAYMAN LTD$30M

CHAI TRUST CO LLC

Next filing ≈ Aug 14, 2026

ARDENT HEALTH INC$661M

INVESCO EXCHANGE TRADED FD T$84M

VANGUARD TAX-MANAGED FDS$68M

VANGUARD INDEX FDS$45M

EQUITY RESIDENTIAL$42M

CONNABLE OFFICE INC

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF Trust$251M

Vanguard FTSE Developed Markets ETF$81M

iShares Core MSCI Emerging Markets ETF$72M

FlexShares Mstar Glbl Upstream Nat Res ETF$67M

iShares MSCI Emerging Markets ETF$58M

Melqart Asset Management (UK) Ltd

Next filing ≈ Aug 14, 2026

ELECTRONIC ARTS INC$75M

TXNM ENERGY INC$61M

WARNER BROS DISCOVERY INC$56M

CYTOKINETICS INC$56M

CHART INDS INC$55M

Versant Capital Management, Inc

Next filing ≈ Aug 14, 2026

2,771 positions

AVANTIS INTERNATIONAL EQUITY ETF$50M

FLEXSHARES TR MORNSTAR UPSTR$46M

DIMENSIONAL U.S. CORE EQUITY 2 ETF$36M

AVANTIS EMERGING MARKETS EQUITY ETF$31M

Next filing ≈ Aug 14, 2026

NVIDIA Corp$52M

Microsoft Corp$32M

Amazon Com Inc$29M

LODESTAR PRIVATE ASSET MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$38M

INVESCO EXCH TRADED FD TR II$36M

SPDR SERIES TRUST$34M

WEALTH ALLIANCE, LLC

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$32M

GRS Advisors, LLC

Next filing ≈ Aug 14, 2026

PROLOGIS INC.$82M

FEDERAL RLTY INVT TR NEW$73M

WYNDHAM HOTELS & RESORTS INC$61M

COPT DEFENSE PROPERTIES$50M

Quantum Financial Advisors, LLC

Next filing ≈ Nov 14, 2026

AMERICAN CENTY ETF TR$116M

DIMENSIONAL ETF TRUST$111M

DIMENSIONAL ETF TRUST$73M

AMERICAN CENTY ETF TR$41M

DIMENSIONAL ETF TRUST$37M

Artal Group S.A.

Next filing ≈ Aug 14, 2026

Cava Group Inc$769M

Lexicon Pharmaceuticals Inc$241M

Bronte Capital Management Pty Ltd.

Next filing ≈ Aug 14, 2026

REGENERON PHARMACEUTICALS$134M

ALPHABET INC$110M

INTERACTIVE BROKERS GROUP$86M

BERKSHIRE HATHAWAY INC DEL$74M

VISA INC-CLASS A SHARES$72M

BALDWIN WEALTH PARTNERS LLC/MA

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$79M

NVIDIA CORPORATION$79M

AMAZON COM INC$65M

Euro Pacific Asset Management, LLC

Next filing ≈ Aug 14, 2026

AGNICO EAGLE MINES LTD$84M

PAN AMERICAN SILVER CORP$63M

BARRICK MINING CORP$61M

FRANCO-NEVADA CORP$57M

FORTUNA MINING CORP$44M

Coastline Trust Co

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$80M

ALPHABET INC$48M

ALLEN HOLDING INC /NY

Next filing ≈ Aug 14, 2026

COCA COLA CO$456M

PALANTIR TECHNOLOGIES INC$219M

BERKSHIRE HATHAWAY INC DEL$213M

Provident Investment Management, Inc.

Next filing ≈ Aug 14, 2026

Vertex Pharmaceuticals Inc.$66M

Alphabet Inc. Cl C$64M

Corpay, Inc.$52M

2129–2156 of 7980 funds

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