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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.

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR ACTIVEBETA U S LARGE CAP EQUITY ETF$45M

MICROSOFT CORP COM$31M

FIDELITY MERRIMACK STR TR TOTAL BD ETF$28M

ISHARES TR CORE 1-5 YR USD BD ETF$23M

O'Brien Wealth Partners LLC

Next filing ≈ May 15, 2026

SPDR SERIES TRUST$65M

PRINCIPAL EXCHANGE TRADED FD$61M

Symphony Financial, Ltd. Co.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$38M

NVIDIA CORPORATION$31M

SPDR SERIES TRUST$26M

AMERICAN CENTY ETF TR$25M

PGIM ETF TR$20M

Tennessee Valley Asset Management Partners

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$138M

BLACKROCK ETF TRUST$46M

SPDR SERIES TRUST$44M

VANGUARD INDEX FDS$43M

HMI Capital Management, L.P.

Next filing ≈ Aug 14, 2026

COUPANG INC$111M

AMAZON COM INC$110M

MICROSOFT CORP$67M

Integrity Advisory Solutions, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$117M

DIMENSIONAL ETF TRUST$64M

DIMENSIONAL ETF TRUST$42M

DIMENSIONAL ETF TRUST$30M

DIMENSIONAL ETF TRUST$29M

Front Street Capital Management, Inc.

Next filing ≈ Aug 14, 2026

LUMEN TECHNOLOGIES INC$88M

COGNEX CORP$65M

GE AEROSPACE$55M

GE VERNOVA INC$40M

VANGUARD S&P 500 ETF$40M

Next filing ≈ Aug 14, 2026

iShares J.P. Morgan USD Emergi$202M

iShares Broad USD High Yield C$178M

iShares Global REIT ETF$106M

First Trust Water ETF$28M

iShares MSCI Japan ETF$15M

FIDUCIARY FINANCIAL GROUP, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$53M

DIMENSIONAL ETF TRUST$32M

DIMENSIONAL ETF TRUST$31M

GCQ FUNDS MANAGEMENT PTY Ltd

Next filing ≈ Aug 14, 2026

AMAZON COM INC$135M

UBER TECHNOLOGIES INC$105M

S&P GLOBAL INC$64M

Talon Private Wealth, LLC

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$36M

INNOVATOR ETFS TRUST$36M

INNOVATOR ETFS TRUST$36M

INNOVATOR ETFS TRUST$16M

McGlone Suttner Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$147M

AMERICAN CENTY ETF TR$58M

SCHWAB STRATEGIC TR$54M

FIDELITY MERRIMACK STR TR$49M

Technology Crossover Management IX, Ltd.

Next filing ≈ Aug 14, 2026

Sportradar Group AG$489M

Zillow Group, Inc.$126M

LegalZoom.com$93M

TripAdvisor, Inc.$24M

Peloton Interactive, Inc.$16M

Peterson Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$184M

SPDR INDEX SHS FDS$86M

J P MORGAN EXCHANGE TRADED F$48M

J P MORGAN EXCHANGE TRADED F$45M

SPDR SERIES TRUST$43M

Wallington Asset Management, LLC

Next filing ≈ Aug 14, 2026

Vanguard FTSE Developed Market ETF$80M

TJX Companies Inc.$34M

Alphabet Inc. Class C$31M

American Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$74M

SCHWAB STRATEGIC TR$42M

VANGUARD WHITEHALL FDS$40M

BERKSHIRE HATHAWAY INC DEL$38M

Manchester Global Management (UK) Ltd

Next filing ≈ Aug 14, 2026

AMAZON COM INC$106M

ANALOG DEVICES INC$72M

ALPHABET INC$59M

FERGUSON ENTERPRISES INC$58M

DANAHER CORP DEL$44M

CENTRAL TRUST Co

Next filing ≈ Aug 14, 2026

1,547 positions

GLOBAL X FDS$43M

NVIDIA CORPORATION$18M

CATERPILLAR INC$15M

BROADCOM INC$14M

Next filing ≈ Aug 14, 2026

NVIDIA CORP$76M

MICROSOFT CORP$56M

ALPHABET INC-CL C$30M

BROADCOM INC$30M

Cornerstone Planning Group LLC

Next filing ≈ Aug 14, 2026

1,808 positions

INVESCO NASDAQ 100 ETF$81M

FIDELITY ENHANCED INTERNATIONAL ETF$70M

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF$51M

VANGUARD INTERMEDIATE-TERM BOND ETF$45M

ISHARES U.S. SMALLCAP EQUITY FACTOR ETF$39M

Power Corp of Canada

Next filing ≈ Aug 14, 2026

FRANKLIN RESOURCES INC$745M

Conversant Capital LLC

Next filing ≈ Aug 14, 2026

SONIDA SENIOR LIVING ORD$471M

INVITATION HOMES ORD$31M

JANUS LIVING CL A 1 ORD$29M

CROWN CASTLE ORD$27M

SMARTSTOP SELF STORAGE REIT ORD$26M

Capital Advisors Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$51M

VANGUARD SPECIALIZED FUNDS$43M

VANGUARD SCOTTSDALE FDS$35M

Hendershot Investments Inc.

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$102M

TJX COS INC NEW$39M

JOHNSON & JOHNSON$38M

ALPHABET INC$29M

Ellenbecker Investment Group

Next filing ≈ Aug 14, 2026

ISHARES TR$187M

VANGUARD INTL EQUITY INDEX F$66M

VANGUARD INDEX FDS$54M

Abacus Planning Group, Inc.

Next filing ≈ Aug 14, 2026

ETF SER SOLUTIONS$83M

VANGUARD INDEX FDS$71M

VANGUARD INDEX FDS$46M

VANGUARD STAR FDS$34M

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$67M

SELECT SECTOR SPDR TR$49M

INVESCO EXCHANGE TRADED FD T$44M

INVESCO QQQ TR$37M

SPDR SERIES TRUST$35M

Allegheny Financial Group

Next filing ≈ Aug 14, 2026

PUTNAM ETF TRUST$106M

DIAMOND HILL FUNDS$38M

J P MORGAN EXCHANGE TRADED F$35M

EA SERIES TRUST$30M

2577–2604 of 7980 funds

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