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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.

Glen Eagle Advisors, LLC

Next filing ≈ Aug 14, 2026

1,016 positions

WISDOMTREE TR$45M

SPDR S&P 500 ETF TR$36M

BNY MELLON ETF TRUST$30M

JOHNSON &JOHNSON$27M

PROSHARES TR$27M

Leelyn Smith, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$56M

VANECK ETF TRUST$49M

SCHWAB STRATEGIC TR$49M

TCW ETF TRUST$31M

FIDELITY MERRIMACK STR TR$31M

Insight Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TCall$465M

VANGUARD SCOTTSDALE FDS$23M

DIREXION SHARES ETF TRUST$18M

J P MORGAN EXCHANGE TRADED F$14M

DIMENSION CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$116M

STATE STR SPDR S&P 500 ETF T$114M

SPDR GOLD TR$70M

SPDR SERIES TRUST$41M

Tri Locum Partners LP

Next filing ≈ Aug 14, 2026

JOHNSON & JOHNSON$101M

INTUITIVE SURGICAL INC$71M

THERMO FISHER SCIENTIFIC INC$65M

ASCENDIS PHARMA A/S$58M

VERTEX PHARMACEUTICALS INC$58M

Defilade Capital Management, L.P.

Next filing ≈ Aug 14, 2026

ZIMMER BIOMET HOLDINGS INC$52M

SCHEIN HENRY INC$46M

BECTON DICKINSON & CO$44M

PTC THERAPEUTICS INC$41M

Alvarez & Marsal Private Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$72M

VANGUARD MUN BD FDS$71M

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

GMO ETF TRUST$63M

INVESCO QQQ TR$56M

Asio Capital, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$46M

NVIDIA CORPORATION$29M

ALPHABET INC$24M

T ROWE PRICE ETF INC$19M

PERSONAL CFO SOLUTIONS, LLC

Next filing ≈ Aug 14, 2026

CHUBB LTD SWITZ$63M

INNOVATOR ETFS TRUST$27M

INNOVATOR ETFS TRUST$18M

ALPHABET INC$16M

GREENUP STREET WEALTH MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$92M

INVESCO QQQ TR$58M

AMERICAN CENTY ETF TR$50M

VANGUARD INDEX FDS$47M

AA Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVIDEND VALUE$34M

VANGUARD INDEX FDS$34M

CAPITAL GROUP GROWTH ETF$29M

DIMENSIONAL ETF TRUST$29M

CAPITAL GROUP CORE EQUITY ET$21M

Annandale Capital, LLC

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TRPut$81M

VANGUARD BD INDEX FDS$43M

DIMENSIONAL ETF TRUST$37M

DIMENSIONAL ETF TRUST$36M

DIMENSIONAL ETF TRUST$31M

SYCOMORE ASSET MANAGEMENT

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$82M

WASTE CONNECTIONS$28M

ASTRA ZENECA$26M

WORKDAY INC$24M

Summit Street Capital Management, LLC

Next filing ≈ Aug 14, 2026

CF INDUSTRIES HOLD$35M

TEEKAY TANKERS LTD$35M

LYONDELLBASELL INDUSTRIES NV$34M

UNITED THERAPEUTICS CORP DEL$34M

WEATHERFORD INTL PLC$34M

Mirador Capital Partners LP

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRD SLF IDX FD$75M

INVESCO EXCH TRD SLF IDX FD$50M

ALPHABET INC$35M

BERKSHIRE HATHAWAY INC DEL$24M

FAGAN ASSOCIATES, INC.

Next filing ≈ Aug 14, 2026

ALPHABET INC$68M

MICROSOFT CORP$30M

NVIDIA CORPORATION$26M

AMAZON COM INC$22M

J.P. Marvel Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$96M

ELI LILLY & CO$51M

ALPHABET INC$51M

CORNING INC$35M

Physician Wealth Advisors, Inc.

Next filing ≈ Aug 14, 2026

2,043 positions

SPDR SERIES TRUST$52M

DIMENSIONAL ETF TRUST$30M

Sava Infond d.o.o.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$53M

ALPHABET INC$48M

BROADCOM INC$39M

ARISTA NETWORKS INC$32M

TAIWAN SEMICONDUCTOR MANUFAC$28M

BROWN CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

GLOBAL E ONLINE LTD$43M

CELLEBRITE DI LTD$37M

GLAUKOS CORP$25M

MERCADOLIBRE INC$24M

TRB Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$56M

VANGUARD STAR FDS$40M

DIMENSIONAL ETF TRUST$33M

VANGUARD INDEX FDS$30M

Hilltop Holdings Inc.

Next filing ≈ Aug 14, 2026

iShares Iboxx Usd$28M

Invesco QQQ Trust Series I$14M

Ishares Tr/ishares 0-3 Mnth Treas B$12M

NVIDIA CORPORATION$12M

Shellback Capital, LP

Next filing ≈ Aug 14, 2026

TAPESTRY INC$38M

ROSS STORES INC$37M

ZEBRA TECHNOLOGIES CORPORATI$36M

RALPH LAUREN CORP$31M

VIKING HOLDINGS LTD$28M

Arlington Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP GBL GROWTH EQT$49M

HARBOR ETF TRUST$49M

DIMENSIONAL ETF TRUST$48M

J P MORGAN EXCHANGE TRADED F$38M

SCHWAB STRATEGIC TR$37M

Trust Co of the South

Next filing ≈ Nov 14, 2026

DIMENSIONAL U.S. TARGETED VALUE$117M

DIMENSIONAL U.S. MARKETWIDE VAL$92M

DIMENSIONAL U.S. CORE EQUITY 2$58M

VANGUARD S&P 500$50M

DFA DIMENSIONAL INTL CORE EQUIT$40M

Tensile Capital Management LP

Next filing ≈ Aug 14, 2026

DICK'S SPORTING GOODS INC$71M

VALVOLINE INC$71M

LITHIA MOTORS INC$56M

US FOODS HOLDING CORP$50M

CENTURI HOLDINGS INC$46M

WILKINS INVESTMENT COUNSEL INC

Next filing ≈ Aug 14, 2026

CHUBB LIMITED$24M

Kelman-Lazarov, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$66M

SCHWAB STRATEGIC TR$55M

VANECK ETF TRUST$54M

SPDR SERIES TRUST$32M

2661–2688 of 7980 funds

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