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Institutional Holdings Dashboard

Last Updated: 13 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
Diversified Investment Strategies, LLC today
Koshinski Asset Management, Inc. today
Wealth Quarterback LLC today
M Wealth Management, LLC today
Bpifrance SA today
Compass Planning Associates Inc today
Oceanside Advisors LLC today
Capital Investment Counsel, Inc today
Dilation Capital Management LP today
Hilton Head Capital Partners, LLC today
Family Office Research LLC today
OCO Capital Partners, L.P. today
T3 Companies, LLC today
Centennial Advisors, LLC today
Asset Planning,Inc today
PCG ASSET MANAGEMENT, LLC today
Vistica Wealth Advisors, LLC today
ASHTON THOMAS SECURITIES, LLC today
GLR Partners, LLC today
Venture Visionary Partners LLC today
WoodTrust Financial Corp today
Truxt Investmentos Ltda. today
WOODMONT INVESTMENT COUNSEL LLC today
Atwater Malick LLC today
Border to Coast Pensions Partnership Ltd today
HAMEL ASSOCIATES, INC. today
Saber Capital Managment, LLC today
Detalus Advisors, LLC today
Wilshire Advisors LLC today
Concurrent Investment Advisors, LLC today
Closed-End Fund Advisors, Inc. today
Spinecap SAS today
KINGSWOOD WEALTH ADVISORS, LLC today
Hedges Asset Management LLC today
Randall & Associates Wealth Management today
Wrenne Financial Planning LLC today
PEOPLES BANK |OH today
Bancreek Capital Management, LP today
SUMMIT WEALTH & RETIREMENT PLANNING, INC. today
VALINOR MANAGEMENT, L.P. today
Philip James Wealth Mangement, LLC today
Investment Insight Wealth Management, LLC today
Parkway Wealth Management Group, LLC today
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. today
Provident Co of the Employees of the Hebrew University LTD today
Great Hill Capital LLC today
DT Investment Partners, LLC today
Spear Holdings RSC Ltd today
PBCay One RSC Ltd today
Shengqi Capital (Hong Kong) Ltd today
Silver Lake Advisory, LLC July 24, 2026
Wall Capital Group, Inc. July 24, 2026
TABR Capital Management, LLC July 24, 2026
Directional Asset Management July 24, 2026
Fairlight Advisors July 24, 2026
Fortune Financial Group, Inc. July 24, 2026
CKW FINANCIAL GROUP July 24, 2026
Watchman Group, Inc. July 24, 2026
Daviman Financial, LLC July 24, 2026
Oak Harvest Investment Services July 24, 2026
Cassady Wealth & Retirement Planning, LLC July 24, 2026
BXM Wealth LLC July 24, 2026
Resonant Capital Advisors, LLC July 24, 2026
MARINER INVESTMENT GROUP LLC July 24, 2026
Sidoxia Capital Management, LLC July 24, 2026
Compass Financial Services Inc July 24, 2026
Montz Harcus Wealth Management LLC July 24, 2026
Ridgeline Wealth Planning, LLC July 24, 2026
XML Financial, LLC July 24, 2026
KPP Advisory Services LLC July 24, 2026
Wolfstich Capital, LLC July 24, 2026
SimpliFi, Inc. July 24, 2026
FELL CAPITAL MANAGEMENT |ADV July 24, 2026
Tenon Financial LLC July 24, 2026
SURIENCE PRIVATE WEALTH LLC July 24, 2026
Penobscot Investment Management Company, Inc. July 24, 2026
L.K. Benson & Company, P.C. July 24, 2026
Vest Financial, LLC July 24, 2026
Beta Wealth Group, Inc. July 24, 2026
Conestoga Capital Advisors, LLC July 24, 2026
Tower View Wealth Management LLC July 24, 2026
CPC Advisors, LLC July 24, 2026
Avidian Wealth Enterprises, LLC July 24, 2026
Transce3nd, LLC July 24, 2026
Whelan Financial July 24, 2026
D.A. DAVIDSON & CO. July 24, 2026
North Forty Two & Co. July 24, 2026
RIVULET CAPITAL, LLC July 24, 2026
Vawter Financial, Ltd. July 24, 2026
Trinity Legacy Partners, LLC July 24, 2026
Noble Wealth Partners LLC July 24, 2026
Columbia Bank July 24, 2026
BENJAMIN EDWARDS INC July 24, 2026
Freedom Day Solutions, LLC July 24, 2026
CRITERIA CAIXA, S.A.U. July 24, 2026
OPTIMA CAPITAL LLC July 24, 2026
Roble, Belko & Company, Inc July 24, 2026
FISCHER INVESTMENT STRATEGIES, LLC July 24, 2026
BARRETT & COMPANY, INC. July 24, 2026
a16z Perennial Management, L.P. July 24, 2026

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.