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← SEC Filings

Institutional Holdings

← SEC Filings

Funds 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.

INGALLS & SNYDER LLC

Next filing ≈ Aug 14, 2026

CORCEPT THERAPEUTICS INC$307M

EXXON MOBIL CORP$115M

CANADIAN NAT RES LTD MED TER$114M

WILLIAMS COS INC$101M

PAN AMERN SILVER CORP$97M

Focus Financial Network, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$283M

SCHWAB STRATEGIC TR$138M

INVESCO QQQ TR$92M

Leonard Green & Partners, L.P.

Next filing ≈ Aug 14, 2026

MISTER CAR WASH INC$1.5B

LIFE TIME GROUP HOLDINGS INC$671M

CLARIVATE PLC$295M

WILLIAMS SONOMA INC$182M

CALLAWAY GOLF CO$79M

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$212M

VANGUARD INTL EQUITY INDEX F$152M

VANGUARD INDEX FDS$133M

ISHARES TR$131M

Nantahala Capital Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES TRPut$508M

HERBALIFE LTDCall$82M

PELOTON INTERACTIVE INCCall$77M

BANCORP INC DEL$74M

VIATRIS INCCall$68M

Bowie Capital Management, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INCCall$345M

ALPHABET INC$152M

FAIR ISAAC CORP$151M

META PLATFORMS INC$148M

MICROSOFT CORP$140M

Shaolin Capital Management LLC

Next filing ≈ Aug 14, 2026

DUKE ENERGY CORP NEW$281M

CNX RES CORP$205M

FIRSTENERGY CORP$162M

APOLLO GLOBAL MGMT INC$147M

STRATEGY INCPut$109M

CAPITAL INTERNATIONAL LTD /CA/

Next filing ≈ Aug 14, 2026

META PLATFORMS INC$159M

NVIDIA CORPORATION$129M

BROADCOM INC$124M

MICROSOFT CORP$114M

Leonteq Securities AG

Next filing ≈ Aug 14, 2026

1,279 positions

ISHARES TRPut$231M

ISHARES TRCall$199M

META PLATFORMS INC$80M

AMAZON COM INC$62M

NVIDIA CORPORATION$60M

VR Adviser, LLC

Next filing ≈ Aug 14, 2026

APOGEE THERAPEUTICS INC$715M

ERASCA INC$265M

ORUKA THERAPEUTICS INC$203M

SPYRE THERAPEUTICS INC$186M

KALVISTA PHARMACEUTICALS INC$130M

Welch Group, LLC

Next filing ≈ Aug 14, 2026

RTX CORPORATION$89M

CHEVRON CORPORATION$89M

EXXON MOBIL CORP$89M

JOHNSON & JOHNSON$88M

Next filing ≈ Aug 14, 2026

RIVIAN AUTOMOTIVE INC$2.4B

BETA TECHNOLOGIES INC$173M

MARVELL TECHNOLOGY INC$39M

ASTERA LABS INC$30M

NAUTILUS BIOTECHNOLOGY INC$6M

Sofinnova Investments, Inc.

Next filing ≈ Aug 14, 2026

Natera Inc$310M

iShares TRPut$149M

SPDR Series TrustPut$134M

Bristol-Myers Squibb Co$121M

Jazz Pharmaceuticals PLC$113M

Advance Capital Management, Inc.

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVIDEND VALUE$434M

CAPITAL GROUP CORE BALANCED$412M

SPDR SERIES TRUST$403M

VANGUARD MALVERN FDS$288M

PIMCO ETF TR$186M

Bogart Wealth, LLC

Next filing ≈ Aug 14, 2026

1,804 positions

EXXON MOBIL CORP COM$206M

VANGUARD S&P 500 ETF$150M

ISHARES MSCI ACWI ETF$143M

VANGUARD TOTAL BOND MARKET ETF$114M

CAPITAL GROUP DIVIDEND VALUE ETF$102M

Electron Capital Partners, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$337M

MASTEC INC$229M

NEXTERA ENERGY INC$189M

XCEL ENERGY INC$152M

FIRSTENERGY CORP$152M

SECURIAN ASSET MANAGEMENT, INC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$144M

ISHARES TR$130M

NVIDIA CORPORATION$115M

Federation des caisses Desjardins du Quebec

Next filing ≈ Aug 14, 2026

2,933 positions

ISHARES INC$287M

TORONTO DOMINION BK ONT$58M

ROYAL BK CDA$58M

Next filing ≈ Aug 14, 2026

TESLA INCPut$495M

NVIDIA CORPORATIONPut$326M

ALPHABET INCPut$302M

META PLATFORMS INCPut$292M

ADVANCED MICRO DEVICES INCPut$185M

Trajan Wealth LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$203M

ISHARES TR$130M

ALPHABET INC$129M

VANGUARD BD$115M

ISHARES TR$110M

Soleus Capital Management, L.P.

Next filing ≈ Aug 14, 2026

KRYSTAL BIOTECH INC$298M

CELCUITY INC$147M

TG THERAPEUTICS INC$134M

INSULET CORP$118M

NOVOCURE LTD$114M

Next filing ≈ Aug 14, 2026

COINBASE GLOBAL INC$251M

ALIBABA GROUP HLDG LTD$147M

AMAZON COM INC$117M

MICROSOFT CORP$116M

SMURFIT WESTROCK PLC$111M

Lighthouse Investment Partners, LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$31M

NVIDIA CORPORATION$28M

COLUMBIA BKG SYS INC$28M

MCDONALDS CORP$27M

CANADIAN NATL RY CO$25M

Krane Funds Advisors LLC

Next filing ≈ Aug 14, 2026

PDD HOLDINGS INC$582M

FULL TRUCK ALLIANCE CO LTD$236M

TAL ED GROUP$214M

KANZHUN LIMITED$193M

KRANESHARES TRUST$171M

PARADIGM CAPITAL MANAGEMENT INC/NY

Next filing ≈ Aug 14, 2026

Modine Manufacturing Co$298M

Broadcom Ltd$250M

Onto Innovation Inc.$216M

BIP Wealth, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$319M

WISDOMTREE TR$257M

VANGUARD INDEX FDS$107M

VANGUARD INDEX FDS$91M

GC Wealth Management RIA, LLC

Next filing ≈ Aug 14, 2026

TEMPUS AI INC$299M

META PLATFORMS INC$205M

ALPHABET INC$147M

NVIDIA CORPORATION$133M

ALPHABET INC$106M

Divisadero Street Capital Management, LP

Next filing ≈ Aug 14, 2026

SUPER GROUP SGHC LTD$176M

SUPER GROUP SGHC LTDCall$157M

RUSH STREET INTERACTIVE$140M

CELSIUS HLDGS$90M

253–280 of 2150 funds

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