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    1. Institutional Holdings
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    Institutional Holdings (13F)

    Track portfolio changes of major hedge funds and institutional investors

    Showing 20 of 75892 filings

    Leonteq Securities AG
    HR
    Holdings
    Filed Mar 11, 2026
    Period: Mar 31, 2024

    Total Portfolio Value

    $1.34B

    Holdings Count

    1,223

    Top Holdings

    ISHARES TR

    $61.58M792,200 SH

    ISHARES TR

    $35.86M1,490,000 SH

    SPDR S&P 500 ETF TR TR

    $34.47M65,900 SH
    Green Ridge Wealth Planning LLC
    HR
    Holdings
    Filed Mar 11, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $195.56M

    Holdings Count

    87

    Top Holdings

    INVESCO QQQ TR

    $22.45M36,540 SH

    VANGUARD TAX-MANAGED FDS

    $15.03M240,618 SH

    INVESCO EXCH TRADED FD TR II

    $13.58M113,810 SH
    Downshift Financial, LLC
    HR
    Holdings
    Filed Mar 11, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $162.17M

    Holdings Count

    68

    Top Holdings

    SCHWAB STRATEGIC TR

    $19.99M750,046 SH

    SCHWAB STRATEGIC TR

    $17.09M673,329 SH

    SCHWAB STRATEGIC TR

    $13.66M544,824 SH
    DUTCH ASSET Corp
    HR
    Holdings
    Filed Mar 11, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $129,850

    Holdings Count

    85

    Top Holdings

    ALPHABET INC

    $12,44239,650 SH

    BONDBLOXX ETF TRUST

    $10,612280,436 SH

    ADVANCED MICRO DEVICES INC

    $9,30743,460 SH
    RETIREMENT FINANCIAL SOLUTIONS, LLC
    HR/A
    Amendment
    Holdings
    Filed Mar 10, 2026
    Period: Sep 30, 2025

    Total Portfolio Value

    $319.49M

    Holdings Count

    45

    Top Holdings

    SPDR SERIES TRUST

    $40.03M510,926 SH

    SPDR SERIES TRUST

    $21.29M372,319 SH

    AMERICAN CENTY ETF TR

    $21.26M371,434 SH
    RETIREMENT FINANCIAL SOLUTIONS, LLC
    HR/A
    Amendment
    Holdings
    Filed Mar 10, 2026
    Period: Jun 30, 2025

    Total Portfolio Value

    $284.05M

    Holdings Count

    38

    Top Holdings

    SPDR SERIES TRUST

    $36.47M501,657 SH

    VANGUARD INDEX FDS

    $20.41M72,922 SH

    VANGUARD INDEX FDS

    $19.18M98,339 SH
    RETIREMENT FINANCIAL SOLUTIONS, LLC
    HR/A
    Amendment
    Holdings
    Filed Mar 10, 2026
    Period: Mar 31, 2025

    Total Portfolio Value

    $256.89M

    Holdings Count

    37

    Top Holdings

    SPDR SER TR

    $30.65M466,141 SH

    VANGUARD INDEX FDS

    $20.01M77,385 SH

    VANGUARD INDEX FDS

    $19.24M103,294 SH
    Montanaro Asset Management Ltd
    HR
    Holdings
    Filed Mar 10, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $358.84M

    Holdings Count

    41

    Top Holdings

    NOVA LTD

    $20.90M63,630 SH

    BIO-TECHNE CORP

    $20.37M346,450 SH

    ROLLINS INC

    $18.31M305,000 SH
    ADVISORTRUST PARTNERS, LLC
    HR
    Holdings
    Filed Mar 10, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $227.62M

    Holdings Count

    156

    Top Holdings

    INVESCO QQQ TR

    $16.74M27,245 SH

    BROADCOM INC

    $15.23M44,000 SH

    ISHARES TR

    $12.22M61,218 SH
    PeakShares LLC
    HR
    Holdings
    Filed Mar 10, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $102.42M

    Holdings Count

    107

    Top Holdings

    Vanguard Information Technology ETF

    $5.65M7,500 SH

    State Street Technology Select Sector SPDR ETF USD Class

    $5.48M38,082 SH

    State Street Financial Select Sector SPDR ETF USD Class

    $4.96M90,604 SH
    Audent Global Asset Management, LLC
    HR
    Holdings
    Filed Mar 10, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $158.02M

    Holdings Count

    52

    Top Holdings

    SPDR S&P 500 ETF TR

    $15.71M22,971 SH

    ALPHABET INC

    $14.70M46,963 SH

    ISHARES TR

    $13.87M55,423 SH
    MY.Alpha Management HK Advisors Ltd
    HR/A
    Amendment
    Holdings
    Filed Mar 10, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $186.42M

    Holdings Count

    10

    Top Holdings

    FUTU HLDGS LTD

    $40.95M249,369 SH

    JOYY INC

    $29.27M451,904 SH

    SANDISK CORP

    $25.53M107,560 SH
    MY.Alpha Management HK Advisors Ltd
    HR
    Holdings
    Filed Mar 10, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $18.64M

    Holdings Count

    10

    Top Holdings

    FUTU HLDGS LTD

    $40.95M249,369 SH

    JOYY INC

    $29.27M451,904 SH

    SANDISK CORP

    $25.53M107,560 SH
    Rubicon Advisors, GP
    HR
    Holdings
    Filed Mar 9, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $108.09M

    Holdings Count

    83

    Top Holdings

    APPLE INC

    $13.45M49,477 SH

    TESLA INC

    $9.83M21,857 SH

    NVIDIA CORPORATION

    $7.22M38,698 SH
    Corient Private Wealth LLC
    HR/A
    Amendment
    Holdings
    Filed Mar 9, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $73.54B

    Holdings Count

    2,642

    Top Holdings

    APPLE INC

    $2.99B11,001,858 SH

    MICROSOFT CORP

    $2.92B6,035,222 SH

    ISHARES TR

    $2.78B4,055,791 SH
    Auto-Owners Insurance Co
    HR/A
    Amendment
    Holdings
    Filed Mar 9, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $4.76B

    Holdings Count

    181

    Top Holdings

    SPDR INDEX SHS FDS

    $676.39M15,230,666 SH

    ISHARES TR

    $451.69M3,037,774 SH

    SPDR SERIES TRUST

    $363.33M1,307,500 SH
    FACT Capital, LP
    HR/A
    Amendment
    Holdings
    Filed Mar 9, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $178.83M

    Holdings Count

    18

    Top Holdings

    ALPHABET INC

    $18.45M58,960 SH

    TAIWAN SEMICONDUCTOR MFG LTD

    $16.76M55,164 SH

    ATOUR LIFESTYLE HLDGS LTD

    $13.95M354,084 SH
    FLAX POND CAPITAL, LLC
    HR
    Holdings
    Filed Mar 9, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $134.51M

    Holdings Count

    51

    Top Holdings

    SPDR GOLD TR

    $13.08M33,007 SH

    MURPHY OIL CORP

    $6.97M222,956 SH

    XPLR INFRASTRUCTURE LP

    $5.83M583,084 SH
    Corecam Pte. Ltd.
    HR
    Holdings
    Filed Mar 9, 2026
    Period: Dec 31, 2024

    Total Portfolio Value

    $184.73M

    Holdings Count

    33

    Top Holdings

    ISHARES SILVER TR

    $20.74M787,700 SH

    SPDR GOLD TR

    $18.56M76,636 SH

    ISHARES TR

    $13.18M114,370 SH
    Corecam Pte. Ltd.
    HR
    Holdings
    Filed Mar 9, 2026
    Period: Sep 30, 2024

    Total Portfolio Value

    $153.59M

    Holdings Count

    26

    Top Holdings

    ISHARES SILVER TR

    $20.58M724,500 SH

    SPDR GOLD TR

    $16.21M66,710 SH

    VANECK ETF TRUST

    $11.36M232,800 SH
    PreviousPage 11 of 3795Next

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    About

    • Data updates every 5 min
    • SEC EDGAR Source
    © 2025–2026 StockGist|Information only, not investment advice