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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.

TWINBEECH CAPITAL LP

Next filing ≈ Aug 14, 2026

TRACTOR SUPPLY CO$11M

BROADRIDGE FINL SOLUTIONS IN$10M

SS&C TECH HLDGS$10M

CHIPOTLE MEXICAN GRILL INC$10M

RED CEDAR INVESTMENT MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$153M

ISHARES TR$141M

ISHARES INC$40M

Focused Wealth Management, Inc

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$147M

VANGUARD INDEX FDS$137M

INVESCO QQQ TR$107M

VANGUARD SCOTTSDALE FDS$48M

VANGUARD WHITEHALL FDS$32M

HCR Wealth Advisors

Next filing ≈ Aug 14, 2026

Vanguard Growth Index Fund ETF$97M

Vanguard High Dividend Yield Index Fund ETF$96M

Nvidia Corp$53M

Vanguard Extended Market ETF S &P Compl$37M

Triple Frond Partners LLC

Next filing ≈ Aug 14, 2026

ASML HOLDING N V$157M

MICROSOFT CORP$130M

TRANSDIGM GROUP INC$123M

ALPHABET INC$101M

AMAZON.COM INC$100M

Quantitative Investment Management, LLC

Next filing ≈ Aug 14, 2026

Industrial Select Sector SPDR Fund$29M

Microsoft Corp$27M

Ishr S&P Gs Sftw$20M

Alphabet Inc A$19M

Consumer Staples Select Sector SPDR Fund$18M

MASTERINVEST Kapitalanlage GmbH

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$62M

MICROSOFT CORP$43M

BROADCOM INC$31M

AMAZON COM INC$28M

Red Door Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$50M

NVIDIA CORPORATION$46M

BERKSHIRE HATHAWAY INC DEL$40M

2023 ETF SERIES TRUST$34M

JGP Wealth Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$123M

NAVELLIER & ASSOCIATES INC

Next filing ≈ Aug 14, 2026

NVIDIA Corporation$104M

EMCOR Group, Inc.$30M

Comfort Systems USA, Inc.$27M

Quanta Services, Inc.$25M

Eli Lilly and Company$25M

BURNS J W & CO INC/NY

Next filing ≈ Nov 14, 2026

ALPHABET CLASS C$47M

MICROSOFT CORP$44M

VANGUARD TOTAL STOCK MARKET ETF$38M

BRUNI J V & CO /CO

Next filing ≈ Aug 14, 2026

Brookfield Corp$85M

Affiliated Managers Group Inc$69M

Primoris Svcs Corp$63M

Citizens Finl Group Inc$58M

Radian Group Inc$53M

Capital Investment Services of America, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION COM$58M

VANGUARD SHORT-TERM CORPORATE BOND ETF$54M

ALPHABET INC CAP STK CL C$50M

MICROSOFT CORP COM$42M

Lombard Odier Asset Management (USA) Corp

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TCall$163M

AMERICAN AIRLINES GROUP INCPut$65M

APPLE INCPut$48M

ISHARES TRPut$36M

AVIS BUDGET GROUP INCPut$36M

GuoLine Advisory Pte Ltd

Next filing ≈ Aug 14, 2026

ALPHABET INC$129M

MICROSOFT CORP$96M

AMAZON COM INC$73M

REGENERON PHARMACEUTICALS$52M

Paradigm Operations LP

Next filing ≈ Aug 14, 2026

COINBASE GLOBAL INC$627M

ROBINHOOD MKTS INC$298M

HYPERLIQUID STRATEGIES INC$29M

Inscription Capital, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$64M

STATE STR SPDR S&P 500 ETF T$43M

NVIDIA CORPORATION$24M

SPDR SERIES TRUST$22M

DOCK STREET ASSET MANAGEMENT INC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$177M

PALANTIR TECHNOLOGIES INC$109M

AMAZON COM INC$75M

ALPHABET INC$61M

TAIWAN SEMICONDUCTOR MANUFAC$54M

Discipline Wealth Solutions, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$91M

VANGUARD BD INDEX FDS$56M

VANGUARD INDEX FDS$52M

DIREXION SHARES ETF TRUST$37M

Next filing ≈ Aug 14, 2026

EQUINOX GOLD CORP$120M

GULFPORT ENERGY CORP$108M

AMAZON COM INC$60M

BARRICK MNG CORP$56M

VISTA ENERGY S.A.B. DE C.V$51M

Tanager Wealth Management LLP

Next filing ≈ Aug 14, 2026

ISHARES TR$158M

BONDBLOXX ETF TRUST$74M

VANGUARD TAX-MANAGED FDS$72M

VANGUARD INDEX FDS$66M

BNY MELLON ETF TRUST$51M

SUMMIT WEALTH GROUP LLC / CO

Next filing ≈ Aug 14, 2026

SEI EXCHANGE TRADED FUNDS$114M

SEI EXCHANGE TRADED FUNDS$110M

SEI EXCHANGE TRADED FUNDS$77M

SEI EXCHANGE TRADED FUNDS$53M

SEI EXCHANGE TRADED FUNDS$46M

Southern Farm Bureau Life Insurance

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$145M

ISHARES INC$141M

VANECK ETF TRUST$107M

STATE STR SPDR S&P 500 ETF T$105M

VANECK ETF TRUST$74M

CVA Family Office, LLC

Next filing ≈ Aug 14, 2026

1,827 positions

SCHWAB STRATEGIC TR$66M

SCHWAB STRATEGIC TR$59M

DIMENSIONAL ETF TRUST$38M

VANGUARD WORLD FD$37M

AMERICAN CENTY ETF TR$36M

Iron Gate Global Advisors LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$95M

AMAZON COM INC$84M

NVIDIA CORPORATION$72M

ALPHABET INC$70M

Discerene Group LP

Next filing ≈ Aug 14, 2026

ALIBABA GROUP HLDG LTD$332M

JD.COM INC$176M

NEW ORIENTAL ED & TECHNOLOGY$107M

INTEL CORPCall$83M

V-Square Quantitative Management LLC

Next filing ≈ Aug 14, 2026

iShares Core U.S. Aggregate Bo$126M

NVIDIA Corp$84M

Microsoft Corp$50M

Alphabet Inc$34M

Alphabet Inc$29M

Teamwork Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$37M

NVIDIA CORPORATION$30M

MICROSOFT CORP$24M

CAPITAL GROUP DIVIDEND VALUE$23M

2213–2240 of 7980 funds

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