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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.

Polymer Capital Management (US) LLC

Next filing ≈ Aug 14, 2026

OCCIDENTAL PETE CORPCall$33M

NVIDIA CORPORATION$30M

LUMENTUM HLDGS INC$21M

VERTIV HOLDINGS COPut$16M

DOW HLDGS INCPut$13M

Wealth Management Nebraska

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$196M

AMERICAN CENTY ETF TR$120M

AMERICAN CENTY ETF TR$76M

DIMENSIONAL ETF TRUST$70M

DIMENSIONAL ETF TRUST$59M

Forge Financial Services LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVIDEND VALUE$240M

CAPITAL GROUP GROWTH ETF$217M

CAPITAL GROUP GBL GROWTH EQT$194M

CAPITAL GROUP CORE BALANCED$130M

FIRST TR EXCHNG TRADED FD VI$109M

Planning Center, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$180M

DIMENSIONAL ETF TRUST$134M

DIMENSIONAL ETF TRUST$83M

DIMENSIONAL ETF TRUST$81M

DIMENSIONAL ETF TRUST$73M

Politan Capital Management LP

Next filing ≈ Aug 14, 2026

MASIMO CORP$816M

CENTENE CORP DEL$71M

Rodgers & Associates, LTD

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$80M

VANGUARD INDEX FDS$69M

VANGUARD INDEX FDS$69M

Medicxi Ventures Management (Jersey) Ltd

Next filing ≈ Aug 14, 2026

CENTESSA PHARMACEUTICALS PLC$793M

NEWAMSTERDAM PHARMA COMPANY$86M

PHATHOM PHARMACEUTICALS INC$83M

AURA BIOSCIENCES INC$20M

Evolution Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$176M

SELECT SECTOR SPDR TR$68M

SELECT SECTOR SPDR TR$33M

GLOBAL X FDS$31M

Blueprint Investment Partners LLC

Next filing ≈ Aug 14, 2026

SCHNEIDER NATIONAL INC$161M

TIDAL TRUST II$96M

SPDR SERIES TRUST$60M

SPDR SERIES TRUST$42M

Laurel Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$188M

AMAZON COM INC$71M

VANGUARD SPECIALIZED FUNDS$40M

ALPHABET INC$33M

RATIONAL ADVISORS, INC.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$71M

VANGUARD BD INDEX FDS$71M

GLOBAL X FDS$50M

INVESCO EXCH TRADED FD TR II$45M

SILVERARC CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUSTPut$105M

KALVISTA PHARMACEUTICALS INC$58M

DIANTHUS THERAPEUTICS INC$55M

COGENT BIOSCIENCES INC$51M

CELCUITY INC$41M

PSG Equity L.L.C.

Next filing ≈ Aug 14, 2026

EverCommerce Inc$977M

Fortis Capital Management LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$226M

MICROSOFT CORP$133M

SCHWAB STRATEGIC TR$39M

NVIDIA CORPORATION$31M

AMAZON COM INC$26M

Berkshire Money Management, Inc.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$221M

STATE STR SPDR DOW JONES IND$95M

INNOVATOR ETFS TRUST$64M

VANGUARD SPECIALIZED FUNDS$60M

INVESCO EXCHANGE TRADED FD T$59M

DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$78M

STATE STR SPDR S&P 500 ETF TCall$42M

META PLATFORMS INCPut$29M

NVIDIA CORPORATIONPut$25M

Abu Dhabi Investment Council Co P.J.S.C

Next filing ≈ Aug 14, 2026

NU HLDGS LTD$316M

ISHARES BITCOIN TRUST ETF$316M

VISTA ENERGY S.A.B. DE C.V.$184M

STUBHUB HLDGS INC$21M

MOSAIC FAMILY WEALTH PARTNERS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD GROWTH ETF$147M

DIMENSIONAL US LARGE CAP VALUE ETF$107M

XTRACKERS MSCI EAFE HEDGED EQUITY ETF$74M

VANGUARD SMALL-CAP GROWTH ETF$37M

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF$37M

Steigerwald, Gordon & Koch Inc.

Next filing ≈ Aug 14, 2026

JP Morgan Chase & Co$35M

Raytheon Technologies Ord$35M

Wal-Mart Stores Inc$34M

CACI International$33M

Two Creeks Capital Management, LP

Next filing ≈ Aug 14, 2026

TALEN ENERGY CORP$72M

UBER TECHNOLOGIES INC$71M

DANAHER CORP DEL$67M

TAIWAN SEMICONDUCTOR MANUFAC$61M

Jackson Wealth Management, LLC

Next filing ≈ Aug 14, 2026

UNITED STATES TREAS BILLS$101M

APPLE INC COM$52M

MICROSOFT CORP COM$50M

BROADCOM INC COM$50M

SCHWAB VALUE ADVANTAGE MONEY INV$49M

Cascade Financial Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$39M

PEPSICO INC$20M

WISDOMTREE TR$18M

NVIDIA CORPORATION$16M

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$48M

MORGAN STANLEY ETF TRUST$43M

MICROSOFT CORP$40M

ALPHABET INC$34M

Intrua Financial, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$74M

WISDOMTREE TR$44M

J P MORGAN EXCHANGE TRADED F$41M

J P MORGAN EXCHANGE TRADED F$39M

AMERICAN CENTY ETF TR$33M

Stokes Family Office, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$76M

ALPHABET INC$31M

WNY Asset Management, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GRP FIXED INCM ETF T$94M

CAPITAL GROUP GROWTH ETF$73M

CAPITAL GROUP DIVIDEND VALUE$68M

DIMENSIONAL ETF TRUST$62M

DIMENSIONAL ETF TRUST$56M

Great Lakes Retirement, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$60M

NVIDIA CORPORATION$40M

GOLDMAN SACHS ETF TR$36M

VANGUARD SCOTTSDALE FDS$33M

ALPHABET INC$32M

Pinnacle Wealth Planning Services, Inc.

Next filing ≈ Aug 14, 2026

2,728 positions

VANECK ETF TRUST$102M

SPDR SERIES TRUST$90M

ENERGY TRANSFER L P$59M

SPDR SERIES TRUST$35M

SPDR SERIES TRUST$25M

2185–2212 of 7980 funds

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