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Institutional Holdings Dashboard

Last Updated: 1 day, 18 hours ago

We scrape SEC 13-F filings to find newly disclosed portfolio position changes by institutional investors, along with their most recently reported holdings.

Recent Holdings Disclosures - All Funds

Fund File Date
JNBA Financial Advisors April 26, 2024
BELLEVUE ASSET MANAGEMENT, LLC April 26, 2024
Crestone Asset Management LLC April 26, 2024
Northwest Bancshares, Inc. April 26, 2024
RENAISSANCE GROUP LLC April 26, 2024
Prestige Wealth Management Group LLC April 26, 2024
GUNN & Co INVESTMENT MANAGEMENT, INC. April 26, 2024
RIVERBRIDGE PARTNERS LLC April 26, 2024
Altos Ventures Management, Inc. April 26, 2024
Zoom Video Communications, Inc. April 26, 2024
StrongBox Wealth, LLC April 26, 2024
RCS Financial Planning, LLC April 26, 2024
ADVISORS MANAGEMENT GROUP INC |ADV April 26, 2024
Narwhal Capital Management April 26, 2024
QUARRY HILL ADVISORS, LLC April 26, 2024
MBA Advisors LLC April 26, 2024
LifeSteps Financial, Inc. April 26, 2024
COTTONWOOD CAPITAL ADVISORS, LLC April 26, 2024
ROCKY MOUNTAIN ADVISERS, LLC April 26, 2024
Arcataur Capital Management LLC April 26, 2024
Highview Capital Management LLC|DE| April 26, 2024
Trevian Wealth Management LLC April 26, 2024
SlateStone Wealth, LLC April 26, 2024
ZWJ INVESTMENT COUNSEL INC April 26, 2024
PEREGRINE CAPITAL MANAGEMENT LLC April 26, 2024
AUGUSTINE ASSET MANAGEMENT INC April 26, 2024
Farmers & Merchants Trust Co of Chambersburg PA April 26, 2024
HORIZON FINANCIAL SERVICES, LLC April 26, 2024
YHB Investment Advisors, Inc. April 26, 2024
UMB Bank, n.a. April 26, 2024
Carlton Hofferkamp & Jenks Wealth Management, LLC April 26, 2024
Prairiewood Capital, LLC April 26, 2024
YOUSIF CAPITAL MANAGEMENT, LLC April 26, 2024
SCHMIDT P J INVESTMENT MANAGEMENT INC April 26, 2024
Triasima Portfolio Management inc. April 26, 2024
Harrington Investments, INC April 26, 2024
McGuire Investment Group, LLC April 26, 2024
BLB&B Advisors, LLC April 26, 2024
Planned Solutions, Inc. April 26, 2024
Pavion Blue Capital, LLC April 26, 2024
Conestoga Capital Advisors, LLC April 26, 2024
Acorn Wealth Advisors, LLC April 26, 2024
Sterling Investment Counsel, LLC April 26, 2024
SECURIAN ASSET MANAGEMENT, INC April 26, 2024
Aspen Investment Management Inc April 26, 2024
Plan Group Financial, LLC April 26, 2024
NORTHSTAR ASSET MANAGEMENT Co LLC April 26, 2024
Treasure Coast Financial Planning April 26, 2024
CONNING INC. April 26, 2024
Fonville Wealth Management LLC April 26, 2024
Finer Wealth Management, Inc. April 26, 2024
Foster Victor Wealth Advisors, LLC April 26, 2024
Signature Wealth Management Partners, LLC April 26, 2024
CAAS CAPITAL MANAGEMENT LP April 26, 2024
K.J. Harrison & Partners Inc April 26, 2024
SALZHAUER MICHAEL April 26, 2024
Members Advisory Group LLC April 26, 2024
CAPITAL PERFORMANCE ADVISORS LLP April 26, 2024
Austin Asset Management Co Inc April 26, 2024
McCollum Christoferson Group LLC April 26, 2024
BayBridge Capital Group, LLC April 26, 2024
DORVAL Corp April 26, 2024
PINNACLE ASSOCIATES LTD April 26, 2024
Trueblood Wealth Management, LLC April 26, 2024
SAGE RHINO CAPITAL LLC April 26, 2024
Guild Investment Management, Inc. April 26, 2024
McKinley Carter Wealth Services, Inc. April 26, 2024
MITCHELL & PAHL PRIVATE WEALTH, LLC April 26, 2024
Bond & Devick Financial Network, Inc. April 26, 2024
SFG Wealth Management, LLC. April 26, 2024
GUARDIAN INVESTMENT MANAGEMENT April 26, 2024
Clear Creek Financial Management, LLC April 26, 2024
Quantum Financial Advisors, LLC April 26, 2024
Tenon Financial LLC April 26, 2024
Guardian Financial Partners, LLC April 26, 2024
Kellett Wealth Advisors, LLC April 26, 2024
Glass Jacobson Investment Advisors llc April 26, 2024
Vigilare Wealth Management April 26, 2024
Phoenix Wealth Advisors April 26, 2024
HOURGLASS CAPITAL, LLC April 26, 2024
Millburn Ridgefield Corp April 26, 2024
SIB LLC April 26, 2024
Skorpios Trust April 26, 2024
Nadler Financial Group, Inc. April 26, 2024
Dougherty Wealth Advisers LLC April 26, 2024
Artemis Wealth Advisors, LLC April 26, 2024
EQUITEC PROPRIETARY MARKETS, LLC April 26, 2024
Coastline Trust Co April 26, 2024
Opus Capital Group, LLC April 26, 2024
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC April 26, 2024
FIRST NATIONAL TRUST CO April 26, 2024
Value Aligned Research Advisors, LLC April 26, 2024
Polunin Capital Partners Ltd April 26, 2024
Barton Investment Management April 26, 2024
Sage Advisory Services, Ltd.Co. April 26, 2024
State Insurance Fund April 26, 2024
Unique Wealth Strategies, LLC April 26, 2024
INDEPENDENT INVESTORS INC April 26, 2024
James Hambro & Partners April 26, 2024
White Pine Investment CO April 26, 2024

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Dec 31, 2023

Rank
Fund
Est. % Return
# of Holdings
Est. Stock AUM (USD)

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Fund returns are estimated using the fund's stock positions disclosed in 13F filings. Funds that had less than 3 unique stock holdings were excluded. The estimated returns may be significantly different from each fund's actual returns, due to limitations of information available through 13F holdings, changes made by funds between disclosures, and data errors.

Largest Recent Changes

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