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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.

Exchange Capital Management, Inc.

Next filing ≈ Nov 14, 2025

Microsoft Corp$36M

Vanguard Sector Index Fds Vanguard Information Tec$25M

Amazon.com Inc$22M

Alphabet Inc. CL A$21M

WisdomTree Dynamic Ccy Hdgd Intl Eq ETF$18M

ALLEN OPERATIONS LLC

Next filing ≈ Aug 14, 2026

PALANTIR TECHNOLOGIES INC$165M

AURORA INNOVATION INC$43M

SCHWAB CHARLES CORP$36M

AFFIRM HLDGS INC$33M

SNS Financial Group, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$89M

SCHWAB STRATEGIC TR$45M

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

J P MORGAN EXCHANGE TRADED F$39M

INVESCO EXCH TRD SLF IDX FD$38M

ADVISORY RESEARCH INC

Next filing ≈ Aug 14, 2026

MYERS INDS INC$31M

TAIWAN SEMICONDUCTOR MANUFAC$28M

ALPHABET INC$27M

PURSUIT ATTRACTIONS AND HOSP$23M

KEURIG DR PEPPER INC$22M

LS Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WHITEHALL FDS$40M

ALPHABET INC$36M

MICROSOFT CORP$28M

CATERPILLAR INC$21M

Oliver Luxxe Assets LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$14M

GE VERNOVA INC$14M

CITIGROUP INC$13M

MORGAN STANLEY$12M

PHILIP MORRIS INTL INC$12M

IDG-Accel China Capital II Associates L.P.

Next filing ≈ Aug 14, 2026

CIRCLE INTERNET GROUP INC$667M

CFM WEALTH PARTNERS LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$95M

ALPHABET INC$38M

AMAZON COM INC$22M

MICROSOFT CORP$19M

PERRYMAN FINANCIAL ADVISORY INC /AD

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$72M

AMAZON COM INC$20M

MICROSOFT CORP$19M

BROADCOM INC$18M

Lee Financial Co

Next filing ≈ Aug 14, 2026

ISHARES TR$176M

SCHWAB STRATEGIC TR$61M

BERKSHIRE HATHAWAY INC DEL$34M

Wellington Shields Capital Management, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP COM$46M

ALPHABET INC CAP STK CL C$36M

APPLE INC COM$27M

ALPHABET INC CAP STK CL A$25M

AMAZON COM INC COM$23M

Crane Advisory, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$111M

VANGUARD INDEX FDS$89M

PGIM ETF TR$76M

SCHWAB STRATEGIC TR$70M

J P MORGAN EXCHANGE TRADED F$60M

Bain Capital Prairie, LLC

Next filing ≈ Aug 14, 2026

Lincoln National Corporation$666M

Counterpoint Mutual Funds LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$202M

NORTHERN LTS FD TR III$65M

SPDR SERIES TRUST$15M

Marquette Asset Management, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$124M

DIMENSIONAL ETF TRUST$86M

AMERICAN CENTY ETF TR$50M

Covenant Asset Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$43M

MONOLITHIC PWR SYS INCPut$26M

MICROSOFT CORP$25M

INVESCO QQQ TRPut$25M

SAWGRASS ASSET MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$35M

NVIDIA CORPORATION$32M

ALPHABET INC$31M

AMAZON COM INC$30M

MainStreet Investment Advisors LLC

Next filing ≈ Aug 14, 2026

iShares Core S&P Mid-Cap ETF$43M

iShares MSCI EAFE ETF$40M

Vanguard Short-Term Treasury E$29M

Microsoft Corp$25M

SC&H Financial Advisors, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$85M

AMERICAN CENTY ETF TR$71M

DIMENSIONAL ETF TRUST$39M

DIMENSIONAL ETF TRUST$36M

DIMENSIONAL ETF TRUST$34M

DUDLEY & SHANLEY, INC.

Next filing ≈ Nov 14, 2026

Amphenol Corp.$41M

Ametek Inc.$34M

Wheaton Precious Mtls$33M

Watsco, Inc.$33M

Artemis Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$460M

ISHARES INC$62M

AMAZON COM INC$15M

SANDISK CORP$9M

TSG Advice Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$68M

VANGUARD BD INDEX FDS$67M

SCHWAB STRATEGIC TR$48M

STATE STR SPDR S&P 500 ETF T$41M

SPDR INDEX SHS FDS$38M

Triasima Portfolio Management inc.

Next filing ≈ Aug 14, 2026

ROYAL BK CDA$41M

TORONTO DOMINION BK ONT$26M

CANADIAN IMPERIAL BANK OF CO$22M

BANK MONTREAL MEDIUM$19M

SHOPIFY INC$18M

Wealthstream Advisors, Inc.

Next filing ≈ Feb 14, 2026

DIMENSIONAL ETF TRUST$196M

DIMENSIONAL ETF TRUST$106M

DIMENSIONAL ETF TRUST$48M

DIMENSIONAL ETF TRUST$42M

DIMENSIONAL ETF TRUST$35M

Decheng Capital LLC

Next filing ≈ Aug 14, 2026

CG ONCOLOGY INC$431M

Nuvation Bio Inc.$111M

Upstream Bio Inc.$25M

Aclaris Therapeutics, Inc.$15M

AARDVARK THERAPEUTICS INC$15M

Heritage Investment Group, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$88M

VANGUARD MUN BD FDS$43M

REGATTA CAPITAL GROUP, LLC

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$47M

VANGUARD INDEX FDS$36M

AMERICAN CENTY ETF TR$33M

Freemont Management S.A.

Next filing ≈ Aug 14, 2026

NVIDIA Corporation$33M

Arista Networks, Inc.$31M

Alphabet Inc.$25M

Toast, Inc.Call$20M

Take-Two Interactive Software, Inc.Call$19M

2773–2800 of 7980 funds

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