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Institutional Holdings Dashboard

Last Updated: an hour 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
CROSSPOINT FINANCIAL, LLC today
Allworth Financial LP yesterday
IFP Advisors, Inc yesterday
Swiss Life Asset Management Ltd yesterday
Strategic Point Investment Advisors, LLC yesterday
Innova Wealth Partners yesterday
Steadtrust LLC yesterday
Stillwater Wealth Management Group yesterday
Tevis Investment Management yesterday
Gilbert Capital Group, Inc. yesterday
Private Wealth Advisors, LLC Dec. 1, 2025
EnCap Energy Capital Fund IX, L.P. Dec. 1, 2025
CMC Financial Group Dec. 1, 2025
LTG Capital LLC Dec. 1, 2025
GROUPAMA ASSET MANAGMENT Dec. 1, 2025
Somnio Financial Group, LLC Dec. 1, 2025
RIA Advisory Group LLC Dec. 1, 2025
Syverson Strege & Co Dec. 1, 2025
Payne Capital Management, LLC Dec. 1, 2025
Investment Research Partners LLC Dec. 1, 2025
Strategic Advocates LLC Nov. 26, 2025
Lantern Wealth Advisors, LLC Nov. 26, 2025
EQUITEC PROPRIETARY MARKETS, LLC Nov. 26, 2025
XXEC, Inc. Nov. 26, 2025
Vermillion & White Wealth Management Group, LLC Nov. 25, 2025
KERR FINANCIAL PLANNING Corp Nov. 25, 2025
CONNORS INVESTOR SERVICES INC Nov. 25, 2025
Court Place Advisors, LLC Nov. 25, 2025
ALEXANDER LABRUNERIE & CO., INC. Nov. 25, 2025
LWM Advisory Services, LLC Nov. 25, 2025
Keyes, Stange & Wooten Wealth Management, LLC Nov. 25, 2025
ARQ WEALTH ADVISORS, LLC Nov. 25, 2025
Peak XV Partners Operations LLC Nov. 25, 2025
Little Harbor Advisors, LLC Nov. 25, 2025
Briaud Financial Planning, Inc Nov. 25, 2025
Kimelman & Baird, LLC Nov. 25, 2025
CHELSEA COUNSEL CO Nov. 24, 2025
Opes Wealth Management LLC Nov. 24, 2025
TD Capital Management LLC Nov. 24, 2025
Cherry Tree Wealth Management, LLC Nov. 24, 2025
Trust Investment Advisors Nov. 24, 2025
Pointe Capital Management LLC Nov. 24, 2025
Penn Capital Management Company, LLC Nov. 24, 2025
Manhattan West Asset Management, LLC Nov. 24, 2025
GRAYBILL WEALTH MANAGEMENT, LTD. Nov. 24, 2025
LifeGoal Investments, LLC Nov. 24, 2025
BURKETT FINANCIAL SERVICES, LLC Nov. 24, 2025
Liontrust Investment Partners LLP Nov. 24, 2025
CIBC Private Wealth Group LLC Nov. 21, 2025
TCM Advisors, LLC Nov. 21, 2025
Capital Square, LLC Nov. 21, 2025
Newport Capital Group, LLC Nov. 21, 2025
Petix & Botte Co Nov. 21, 2025
Watts Gwilliam & Co., LLC Nov. 21, 2025
Nebula Research & Development LLC Nov. 21, 2025
HealthCor Partners Management LP Nov. 21, 2025
Bell Investment Advisors, Inc Nov. 21, 2025
SYCOMORE ASSET MANAGEMENT Nov. 21, 2025
Urban Financial Advisory Corp Nov. 21, 2025
Ovata Capital Management Ltd Nov. 21, 2025
Forefront Analytics, LLC Nov. 21, 2025
Inflection Point Investments LLP Nov. 21, 2025
Maple Capital Management, Inc. Nov. 21, 2025
Sulzberger Capital Advisors, Inc. Nov. 21, 2025
Blue Fin Capital, Inc. Nov. 21, 2025
Achmea Investment Management B.V. Nov. 21, 2025
Yunqi Capital Ltd Nov. 21, 2025
OARSMAN CAPITAL, INC. Nov. 21, 2025
TrueWealth Financial Partners Nov. 20, 2025
CHARTIST INC |CA| Nov. 20, 2025
Ariadne Wealth Management, LP Nov. 20, 2025
EMC Capital Management Nov. 20, 2025
SPEECE THORSON CAPITAL GROUP INC Nov. 20, 2025
WBI INVESTMENTS, LLC Nov. 20, 2025
Kensington Investment Counsel, LLC Nov. 20, 2025
CAROLINAS WEALTH CONSULTING LLC Nov. 20, 2025
Old North State Trust, LLC Nov. 20, 2025
Portus Wealth Advisors, LLC Nov. 20, 2025
CENTAURUS FINANCIAL, INC. Nov. 20, 2025
Maven Securities LTD Nov. 20, 2025
PCG ASSET MANAGEMENT, LLC Nov. 20, 2025
First Affirmative Financial Network Nov. 20, 2025
KMT WEALTH MANAGEMENT, LLC Nov. 20, 2025
Asset Dedication, LLC Nov. 20, 2025
Tweedy, Browne Co LLC Nov. 20, 2025
MAYPORT, LLC Nov. 20, 2025
CROWN ADVISORS MANAGEMENT, INC. Nov. 20, 2025
Caerus Investment Advisors, LLC Nov. 19, 2025
Center For Asset Management LLC Nov. 19, 2025
AUXIER ASSET MANAGEMENT LLC Nov. 19, 2025
MOSAIC FINANCIAL GROUP, LLC Nov. 19, 2025
MTCO Ltd. Nov. 19, 2025
CAMPBELL CAPITAL MANAGEMENT INC Nov. 19, 2025
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC Nov. 19, 2025
Faithward Advisors, LLC Nov. 19, 2025
Sunbelt Securities, Inc. Nov. 19, 2025
CAPTRUST FINANCIAL ADVISORS Nov. 19, 2025
COLDSTREAM CAPITAL MANAGEMENT INC Nov. 19, 2025
AVITY INVESTMENT MANAGEMENT INC. Nov. 19, 2025
PENOBSCOT WEALTH MANAGEMENT Nov. 19, 2025

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Sep 30, 2025

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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