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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.

Dorsey Wright & Associates

Next filing ≈ Aug 14, 2026

GE VERNOVA LLC COM$30M

NEWMONT CORP COM$26M

NVIDIA CORPORATION COM$25M

AMPHENOL CORP CL A$25M

CARDINAL HEALTH INC COM$24M

Pathway Financial Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$105M

GOLDMAN SACHS ETF TR$96M

VANGUARD INDEX FDS$91M

VANGUARD INDEX FDS$43M

ISHARES INC$37M

Strid Group, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$217M

VANGUARD INTL EQUITY INDEX F$115M

FIRST TR EXCHANGE-TRADED FD$91M

EA SERIES TRUST$89M

VANGUARD INTL EQUITY INDEX F$60M

Grove Bank & Trust

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$70M

Flaharty Asset Management, LLC

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$47M

JANUS DETROIT STR TR$38M

FIRST TR EXCHANGE-TRADED FD$36M

SELECT SECTOR SPDR TR$32M

AMERICAN CENTY ETF TR$32M

OARSMAN CAPITAL, INC.

Next filing ≈ Aug 14, 2026

ISHARES CORE U.S. AGGREGATE BOND ETF$91M

SCHWAB INTERNATIONAL EQUITY ETF$69M

VANGUARD VALUE ETF$62M

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF$53M

STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF$35M

ARMSTRONG HENRY H ASSOCIATES INC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$233M

BERKSHIRE HATHAWAY INC DEL$197M

JOHNSON & JOHNSON$78M

MOODYS CORP$63M

PROCTER & GAMBLE CO$51M

Redwood Investment Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$111M

INVESCO S&P 500 MOMENTUM ETF$74M

LEADERSHARES ALPHAFACTOR US$54M

ISHARES MSCI EAFE ETF$41M

SS SPDR P S&P 500 GROWTH ETF$39M

Glendon Capital Management LP

Next filing ≈ Aug 14, 2026

EXPAND ENERGY CORPORATION$222M

VISTRA CORP$95M

NRG ENERGY INC$84M

TALEN ENERGY CORP$82M

ALLY FINL INC$82M

Savoie Capital LLC

Next filing ≈ Nov 14, 2025

NVIDIA CORPORATION$217M

AMAZON COM INC$85M

ALPHABET INC$37M

LIBERTY BROADBAND CORP COM SER C$35M

INVESCO QQQ TR$27M

Johnson Bixby & Associates, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVIDEND VALUE$90M

CAPITAL GRP FIXED INCM ETF T$57M

CAPITAL GROUP GROWTH ETF$57M

VANGUARD SCOTTSDALE FDS$47M

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$46M

INVESCO EXCH TRADED FD TR II$28M

SPDR SERIES TRUST$26M

NVIDIA CORPORATION$26M

WISDOMTREE TR$23M

Ally Financial Inc.

Next filing ≈ Aug 14, 2026

State Street Spdr S&p 500 Etf Trust$96M

Ishares 20 Year Treasury Bond Etf$76M

Amazon.com Inc$37M

Microsoft Corp$32M

Nvidia Corp$27M

INSPIRION WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WHITEHALL FDS$87M

VANGUARD INDEX FDS$73M

CAPITAL GROUP INTL FOCUS EQT$60M

JANUS DETROIT STR TR$52M

VANGUARD INDEX FDS$49M

Financial Enhancement Group LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$52M

AMERICAN CENTY ETF TR$30M

JANUS DETROIT STR TR$26M

Ulysses Management LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$455M

MICROSOFT CORP$52M

HENRY SCHEIN$48M

Sierra Capital LLC

Next filing ≈ Aug 14, 2026

Vanguard S&P 500 ETF$60M

iShares MSCI EM ex-China UCITS ETF (Acc)$27M

iShares $ Short Duration Corp Bond UCITS ETF (Acc)$26M

iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF (Acc)$25M

Naviter Wealth, LLC

Next filing ≈ Aug 14, 2026

ALPS ETF TR$71M

J P MORGAN EXCHANGE TRADED F$39M

TAIWAN SEMICONDUCTOR MANUFAC$31M

NVIDIA CORPORATION$27M

Cynosure Group, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$114M

STATE STR SPDR S&P 500 ETF T$68M

VANGUARD INDEX FDS$42M

King Wealth Management Group

Next filing ≈ Aug 14, 2026

ISHARES TR IVV$112M

INVESCO QQQ TR$69M

STATE STR SPDR S&P 500 ETF SPY$53M

MICROSOFT CORP$43M

Hound Partners, LLC

Next filing ≈ Aug 14, 2026

CARNIVAL CORP$117M

NORWEGIAN CRUISE LINE HLDGS$107M

NVIDIA CORPORATION$86M

PALANTIR TECHNOLOGIES INC$79M

ROBINHOOD MKTS INC$73M

BRIGADE CAPITAL MANAGEMENT, LP

Next filing ≈ Aug 14, 2026

ISHARES TRPut$191M

ISHARES TRPut$178M

ISHARES TRCall$109M

ISHARES TRCall$95M

ISHARES TRCall$76M

Geometric Wealth Advisors

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$338M

DIMENSIONAL ETF TRUST$253M

AMERICAN CENTY ETF TR$54M

AMERICAN CENTY ETF TR$48M

DIMENSIONAL ETF TRUST$21M

Ashe Capital Management, LP

Next filing ≈ Aug 14, 2026

SHOPIFY INC$195M

APPFOLIO INC$165M

LIBERTY MEDIA CORP DELAWARE$137M

LIBERTY MEDIA CORP DELAWARE$92M

DATADOG INC$87M

Rovida Investment Management Ltd

Next filing ≈ Aug 14, 2026

NEBIUS GROUP N.V.$196M

KRATOS DEFENSE & SEC SOLUTIO$125M

BANK OF NT BUTTERFIELD&SON L$94M

NVIDIA CORPORATION$66M

Barton Investment Management

Next filing ≈ Aug 14, 2026

NETFLIX INC.$225M

SHOPIFY INC$190M

AMAZON COM INC$104M

GLOBAL E ONLINE LTD$34M

EQUINIX INC$32M

Arkos Global Advisors

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$107M

ISHARES CORE MSCI EAFE ETF$99M

ISHARES 7-10 YEAR TREASURY BOND ETF$57M

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF$52M

VANGUARD TOTAL BOND MARKET ETF$49M

Silvant Capital Management LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$58M

MICROSOFT CORP$41M

ALPHABET INC$28M

AMAZON COM INC$24M

2465–2492 of 7980 funds

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