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Institutional Holdings Dashboard

Last Updated: 11 minutes 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
UNITED BANK today
Ruffer LLP today
MPS Loria Financial Planners, LLC today
ASSETMARK, INC today
Zinnia Wealth Advisory, LLC today
CAP Partners, LLC today
Quadrant Private Wealth Management, LLC today
Bulltick Wealth Management, LLC today
BCI SECURITIES, INC. today
LEGACY FINANCIAL GROUP, INC. today
TOKIO MARINE ASSET MANAGEMENT CO LTD today
KICKSTAND VENTURES, LLC. today
GHE, LLC today
PINKERTON WEALTH, LLC today
Ascentis Independent Advisors today
SkyOak Wealth, LLC today
ROGCO, LP today
Banque Transatlantique SA today
Tuttle Capital Management, LLC today
Cedrus Wealth Group LLC today
Pinnacle Financial Group, LLC | IL today
Local Pensions Partnership Investment Ltd today
Lunt Capital Management, Inc. today
RETIREMENT GUYS FORMULA LLC today
FIRST NATIONAL TRUST CO today
Left Brain Wealth Management, LLC today
CWS Financial Advisors, LLC today
LECAP ASSET MANAGEMENT LTD today
Great Lakes Retirement, Inc. today
Clarity Retirement & Wealth, LLC today
Pictet Asset Management Holding SA today
Acorn Wealth Advisors, LLC today
Carter Financial Group, INC. today
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP|MA today
Glass Wealth Management Co LLC today
PSG Equity L.L.C. today
DOCK STREET ASSET MANAGEMENT INC today
AlphaStar Capital Management, LLC today
Mondrian Investment Partners LTD today
Cannon Global Investment Management, LLC today
Cooksen Wealth, LLC today
CAMBRIDGE CAPITAL MANAGEMENT, LLC today
Generali Asset Management SPA SGR today
Main Line Retirement Advisors, LLC today
Mercuria Capital Strategies, LLC today
Maryland State Retirement & Pension System today
STRS OHIO today
North of South Capital LLP today
Clientfirst Wealth Management, LLC today
Sensible Money, LLC today
Eos Management, L.P. today
Harbor Island Capital LLC today
MONTCHANIN ASSET MANAGEMENT, LLC today
Towne Trust Company, N.A today
Roundview Capital LLC today
Ovata Capital Management Ltd today
PETERSON WEALTH MANAGEMENT today
Cherry Creek Investment Advisors, Inc. today
Buck Wealth Strategies, LLC today
Galilei Investment Office LLP today
Saudi Central Bank today
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group today
Ironwood Wealth Management, LLC. today
Eurizon Asset Management Hungary Ltd. today
Broad Peak Investment Advisers Pte Ltd today
Sumitomo Mitsui Trust Group, Inc. today
Pilgrim Partners Asia Pte Ltd today
McBroom & Associates, LLC today
WJ Interests, LLC today
DIVERSIFY WEALTH MANAGEMENT, LLC today
Roberts Wealth Advisors, LLC today
Leeward Investments, LLC - MA today
Bestgate Wealth Advisors, LLC today
Sovran Advisors, LLC yesterday
Griffith & Werner, Inc. yesterday
Challenger Wealth Management yesterday
Nadler Financial Group, Inc. yesterday
Gladius Capital Management LP yesterday
Cornerstone Planning, LLC yesterday
Carmel Capital Partners, LLC yesterday
Ampfield Management, L.P. yesterday
CATALYST FINANCIAL PARTNERS LLC yesterday
GreatBanc Trust CO yesterday
COOKE & BIELER LP yesterday
Signet Investment Advisory Group, Inc. yesterday
Fort Vancouver Investment Management, LLC yesterday
Providence Wealth Advisors, LLC yesterday
Keeler Thomas Management LLC yesterday
John A. Wolfe & Associates, Inc. yesterday
Planning Center, Inc. yesterday
Chicago Partners Investment Group LLC yesterday
Quantum Private Wealth, LLC yesterday
CORRADO ADVISORS, LLC yesterday
VIRTUE ASSET MANAGEMENT LLC yesterday
TPG Advisors LLC yesterday
Wealth Forward, LLC yesterday
Cornerstone Wealth, LLC|TN yesterday
SAWGRASS ASSET MANAGEMENT LLC yesterday
Family Capital Trust Co yesterday
BANK OF STOCKTON yesterday

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Mar 31, 2026

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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This data is parsed from SEC filings by Quiver Quantitative. Sign up for the Quiver Quantitative API for access to data on institutional holdings.