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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.

Legacy Financial Group LLC

Next filing ≈ Aug 14, 2026

JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF$62M

FT VEST LADDERED DEEP BUFFER ETF$56M

ISHARES CORE S&P U.S. GROWTH ETF$53M

STATE STREET SPDR S&P DIVIDEND ETF$43M

VANGUARD SMALL-CAP ETF$38M

L & S Advisors Inc

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF$43M

NVIDIA CORP$23M

ALPHABET INC A$19M

AMAZON.COM INC$15M

Murchinson Ltd.

Next filing ≈ Aug 14, 2026

NUTRIEN LTDPut$204M

SOUTH BOW CORP$57M

ROYAL BK CDACall$54M

ROYAL BK CDAPut$54M

NUTRIEN LTD$50M

Financial Solutions Advisory Group, Inc.

Next filing ≈ Nov 14, 2026

SPDR SERIES TRUST$104M

SCHWAB STRATEGIC TR$80M

INVESCO QQQ TR$62M

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

Alpha Wave Global, LP

Next filing ≈ Aug 14, 2026

ALTO NEUROSCIENCE INC$83M

WOODWARD INC$35M

LENZ THERAPEUTICS INC$33M

Enclave Advisors LLC

Next filing ≈ Nov 14, 2026

J P MORGAN EXCHANGE TRADED F$44M

VANGUARD SPECIALIZED FUNDS$41M

SPDR SERIES TRUST$41M

Atlas Venture Life Science Advisors, LLC

Next filing ≈ Aug 14, 2026

Kymera Therapeutics, Inc.$381M

Dyne Therapeutics, Inc.$166M

Sionna Therapeutics, Inc.$120M

Disc Medicine, Inc.$97M

Q32 Bio, Inc.$13M

FIRST HAWAIIAN BANK

Next filing ≈ Nov 14, 2026

ISHARES TR$256M

VANGUARD INDEX FDS$26M

BLACKROCK ETF TRUST$24M

Avenir Tech Ltd

Next filing ≈ Aug 14, 2026

ISHARES BITCOIN TRUST ETF$702M

UP FINTECH HLDG LTD$65M

BITWISE BITCOIN ETF TR$6M

FIDELITY WISE ORIGIN BITCOIN$3M

Atlas Merchant Capital LLC

Next filing ≈ Aug 14, 2026

EVOLUTION METALS & TECH CORP$789M

Mivtachim The Workers Social Insurance Fund Ltd. (Under Spec

Next filing ≈ Aug 14, 2026

TOWER SEMICONDUCTOR LTD$31M

SELECT SECTOR SPDR TR$28M

SPDR S&P 500 ETF TR TR$25M

SILVERCREST METALS INC$23M

TEVA PHARMACEUTICAL INDS LTD$23M

Aperture Investors, LLC

Next filing ≈ Aug 14, 2026

CAVA GROUP INC$36M

ORMAT TECHNOLOGIES INC$31M

INTERDIGITAL INC$31M

SITIME CORP$30M

Independence Bank of Kentucky

Next filing ≈ Aug 14, 2026

S&P 500 Tr UTS Unit 1 Ser$85M

Microsoft Corp$30M

Apple Incorporated$29M

JP Morgan Chase & Co$27M

Alphabet Inc Class A$24M

SCHWERIN BOYLE CAPITAL MANAGEMENT INC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATH B$103M

WELLS FARGO$52M

META PLATFORMS$45M

ALPHABET, INC$44M

AMER EXPRESS$43M

One Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$52M

BLACKROCK ETF TRUST$27M

Thrive Wealth Management, LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$189M

SCHWAB STRATEGIC TR$184M

STATE STR SPDR S&P 500 ETF T$24M

LIBERTY WEALTH MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$32M

DIMENSIONAL ETF TRUST$31M

BLACKROCK ETF TRUST$29M

ISHARES CORE S&P 500$29M

Fideuram Asset Management (Ireland) dac

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$24M

META PLATFORMS INC$19M

CURTISS WRIGHT CORP$17M

UNITED RENTALS INC$15M

PROCTER & GAMBLE CO$11M

Greenland Capital Management LP

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TCall$40M

STRATEGY INCPut$39M

STATE STR SPDR S&P 500 ETF TPut$38M

NORFOLK SOUTHN CORP$30M

ISHARES TRPut$30M

Roble, Belko & Company, Inc

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$138M

VANGUARD STAR FDS$81M

VANGUARD BD INDEX FDS$48M

VANGUARD TAX-MANAGED FDS$46M

VANGUARD WHITEHALL FDS$31M

NEW ENGLAND ASSET MANAGEMENT INC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$66M

VANGUARD INDEX FDS$64M

VANGUARD WHITEHALL FDS$38M

LAKE STREET PRIVATE WEALTH, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$51M

NVIDIA CORPORATION$38M

VANGUARD INDEX FDS$35M

GRANITESHARES GOLD TR$19M

McGowan Group Asset Management, Inc.

Next filing ≈ Aug 14, 2026

NUVEEN GLOBAL HIGH INCOME FD SHS$46M

EXXON MOBIL CORP COM$42M

BLACKROCK CORPOR HI YLD FD INC COM$39M

ALLIANCEBERNSTEIN GLOBAL HIGH COM$38M

COHEN & STEERS INFRASTRUCTURE COM$36M

Sciencast Management LP

Next filing ≈ Aug 14, 2026

CLOUDFLARE INC - CLASS A$6M

WILLIAMS COS INC$6M

CAPITAL ONE FINANCIAL CORP$6M

LAM RESEARCH CORP$6M

GFS Advisors, LLC

Next filing ≈ Aug 14, 2026

CROWDSTRIKE HLDGS INC$35M

CORE & MAIN INC$31M

ALPHABET INC$27M

ARDSLEY ADVISORY PARTNERS LP

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TCall$32M

UNITED THERAPEUTICS CORP DEL$30M

BROADCOM INC$28M

SANDISK CORP$27M

AMAZON COM INC$22M

TT International Asset Management LTD

Next filing ≈ Nov 14, 2026

CREDICORP LTD$138M

TAIWAN SEMICONDUCTOR MANUFAC$98M

ONTO INNOVATION INC$92M

ELDORADO GOLD CORP NEW$83M

ICICI BANK LIMITED$74M

CHATHAM CAPITAL GROUP, INC.

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$37M

NVIDIA CORPORATION$33M

GE VERNOVA INC$25M

ISHARES GOLD TR$24M

2493–2520 of 7980 funds

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