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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.

Convergence Financial, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$49M

SPDR SERIES TRUST$45M

SPDR SERIES TRUST$36M

SPDR SERIES TRUST$31M

SPDR SERIES TRUST$26M

Minneapolis Portfolio Management Group, LLC

Next filing ≈ Aug 14, 2026

Corning Inc$70M

Coherent Corp$43M

Popular Inc$41M

Lockheed Martin Corp$39M

FSM Wealth Advisors, LLC

Next filing ≈ Nov 14, 2026

J P MORGAN EXCHANGE TRADED F$67M

PIMCO ETF TR$54M

J P MORGAN EXCHANGE TRADED F$44M

VANGUARD INDEX FDS$41M

SCHWAB STRATEGIC TR$39M

LINCLUDEN MANAGEMENT LTD

Next filing ≈ Aug 14, 2026

ROYAL BANK OF CANADA$67M

TORONTO DOMINION BK ONT$65M

TC ENERGY CORP.$49M

PEMBINA PIPELINE CORP.$45M

LEUTHOLD GROUP, LLC

Next filing ≈ Aug 14, 2026

Direxion Daily S&P500 Bear 1X$31M

Alphabet Inc. Cl A$19M

SPDR Bloomberg Barclays Intern$18M

Microsoft Corp.$18M

Institute for Wealth Management, LLC.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$129M

INVESCO QQQ TR$23M

MICROSOFT CORP$18M

AMAZON COM INC$18M

Newtyn Management, LLC

Next filing ≈ Aug 14, 2026

ENVIRI CORP$108M

THERAVANCE BIOPHARMA INC$79M

QUIDELORTHO CORP$75M

ARRAY DIGITAL INFRASTRUCTURE$75M

VISTANCE NETWORKS INC$68M

Private Wealth Asset Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$94M

ISHARES TRUST CORE MSCI EAFE ETF$65M

ISHARES CORE MSCI EMERGING MARKETS ETF$60M

ISHARES CORE S&P MID-CAP ETF$57M

ISHARES CORE S&P SMALL-CAP E$31M

ALTFEST L J & CO INC

Next filing ≈ Aug 14, 2026

VANGUARD MALVERN FDS$50M

INVESCO EXCH TRADED FD TR II$46M

FIRST TR EXCHANGE-TRADED FD$42M

Sovran Advisors, LLC

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$23M

STATE STR SPDR S&P 500 ETF T$22M

BLACKROCK ETF TRUST$19M

CAPITAL GROUP DIVIDEND VALUE$16M

Next filing ≈ Aug 14, 2026

PDD HOLDINGS INC$906M

Massar Capital Management, LP

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUSTPut$182M

ISHARES TRPut$68M

INVESCO QQQ TR$44M

EXXON MOBIL CORPPut$37M

Tamar Securities, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$53M

INTERNATIONAL BANCSHARES COR$51M

AMAZON COM INC$50M

META PLATFORMS INC$42M

MICROSOFT CORP$40M

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$414M

BERKSHIRE HATHAWAY INC DEL$270M

ISHARES TR$103M

INVESCO QQQ TR$50M

Financial Plan, Inc.

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$155M

DIMENSIONAL ETF TRUST$137M

AMERICAN CENTY ETF TR$101M

DIMENSIONAL ETF TRUST$54M

DIMENSIONAL ETF TRUST$44M

FORTE CAPITAL LLC /ADV

Next filing ≈ Nov 14, 2025

Schwab US Large-Cap Growth ETF$46M

NVIDIA CORP$37M

ISHS EDGE MSCI USA QUAL FACTOR$36M

VANG VALUE INDEX$34M

Columbus Macro, LLC

Next filing ≈ Aug 14, 2026

ENBRIDGE INC$19M

ONEOK INC NEW$18M

ANTERO MIDSTREAM CORP$18M

Moisand Fitzgerald Tamayo, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$140M

AMERICAN CENTY ETF TR$110M

SCHWAB STRATEGIC TR$97M

SCHWAB STRATEGIC TR$95M

AMERICAN CENTY ETF TR$70M

Westerkirk Capital Inc.

Next filing ≈ Aug 14, 2026

ISHARES TR$153M

VANGUARD INTL EQUITY INDEX F$76M

VANGUARD SCOTTSDALE FDS$35M

NVIDIA CORPORATION$34M

Van Cleef Asset Management,Inc

Next filing ≈ Aug 14, 2026

PROGRESSIVE CORP$152M

VANGUARD INDEX FDS$72M

PALANTIR TECHNOLOGIES INC$61M

ALPHABET INC$54M

DiNuzzo Private Wealth, Inc.

Next filing ≈ Aug 14, 2026

1,344 positions

DIMENSIONAL ETF TRUST$106M

DIMENSIONAL ETF TRUST$98M

DIMENSIONAL ETF TRUST$83M

DIMENSIONAL ETF TRUST$64M

DIMENSIONAL ETF TRUST$52M

Arista Wealth Management, LLC

Next filing ≈ Nov 14, 2026

DIMENSIONAL ETF TRUST$109M

VANGUARD ADMIRAL FDS INC$87M

DIMENSIONAL ETF TRUST$83M

VANGUARD SCOTTSDALE FDS$51M

DIMENSIONAL ETF TRUST$44M

Opus Capital Group, LLC

Next filing ≈ Aug 14, 2026

Vanguard S&P 500 ETF$154M

iShares Core MSCI EAFE ETF$71M

Vanguard Intermediate-Term Treasury Index$50M

iShares Core S&P Small-Cap ETF$44M

Avantis US Large Cap Value ETF$40M

BARLOW WEALTH PARTNERS, LLC

Next filing ≈ Nov 14, 2026

ALPHABET INC$62M

NVIDIA CORPORATION$46M

MICROSOFT CORP$39M

Innovator Capital Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$922M

NVIDIA CORPORATION$709K

MICROSOFT CORP$468K

AMAZON COM INC$356K

Tairen Capital Ltd

Next filing ≈ Aug 14, 2026

MICRON TECHNOLOGY INC$88M

ISHARES INC$71M

TAIWAN SEMICONDUCTOR MANUFAC$55M

ALPHABET INC$43M

META PLATFORMS INC$39M

CAHILL FINANCIAL ADVISORS INC

Next filing ≈ Aug 14, 2026

VANGUARD GROWTH INDEX FUND$72M

VANGUARD VALUE ETF$53M

VANECK VECTORS MORNINGSTAR WIDE MOAT ETF$46M

DIMENSIONAL U.S. CORE EQUITY 2 ETF$43M

VANGUARD FTSE DEVELOPED MARKETS ETF$37M

Marble Harbor Investment Counsel, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$52M

CISCO SYS INC$35M

IRON MTN INC DEL$31M

2241–2268 of 7980 funds

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