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Institutional Holdings Dashboard

Last Updated: 17 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
BURKETT FINANCIAL SERVICES, LLC yesterday
ATMOS ADVISORY, LLC yesterday
Cedar Mountain Advisors, LLC yesterday
COLLECTIVE FAMILY OFFICE LLC yesterday
KERR FINANCIAL PLANNING Corp yesterday
Versant Capital Management, Inc yesterday
Diesslin Group, Inc. yesterday
Sarver Vrooman Wealth Advisors yesterday
Frisco Financial Planning LLC yesterday
Asset Management Advisors, LLC yesterday
Financial Management, Inc. yesterday
MassMutual Private Wealth & Trust, FSB yesterday
Brick & Kyle, Associates yesterday
Eleva Capital SAS yesterday
Box Hill Private Wealth LLC yesterday
Kozak & Associates, Inc. yesterday
Gladwyn Financial Advisors, Inc. yesterday
Silverleafe Capital Partners, LLC yesterday
Pangea Capital Gestao de Recursos Ltda. yesterday
Robert B. Daugherty Foundation yesterday
First County Bank |CT| yesterday
THOR INVESTMENT MANAGEMENT INC |OH| |ADV yesterday
Bank of Finland yesterday
Stairway Partners, LLC yesterday
Hilltop National Bank July 1, 2026
CX Institutional July 1, 2026
SWP Investment Management LLC July 1, 2026
PVG ASSET MANAGEMENT CORP July 1, 2026
PartnerRe Asset Management CORP July 1, 2026
Noble Wealth Management PBC July 1, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC July 1, 2026
Trust Co of the South July 1, 2026
Roxbury Financial LLC July 1, 2026
Beacon Wealthcare LLC July 1, 2026
First Nebraska Trust Co July 1, 2026
CACTI ASSET MANAGEMENT LLC July 1, 2026
EASTERN BANK July 1, 2026
Valor Advisors LLC July 1, 2026
Miller Global Investments, LLC July 1, 2026
First Financial Bank - Trust Division July 1, 2026
Adelphi Trust Co July 1, 2026
Marathon Mission, Inc. July 1, 2026
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT July 1, 2026
Samson Rock Capital LLP July 1, 2026
GP Brinson Investments LLC July 1, 2026
Global Wealth Strategies & Associates July 1, 2026
Pensionfund Sabic July 1, 2026
Pensionfund PDN July 1, 2026
Winning Points Advisors, LLC June 30, 2026
VectorGlobal IAG, Inc. June 30, 2026
Ravenstone Capital Management Inc. June 26, 2026
Paladin Partners, LLC June 25, 2026
Peak Planning Group, LLC June 24, 2026
Optimus Capital Advisors, LLC June 24, 2026
Basecamp Wealth Advisors LLC June 24, 2026
MTM FINANCIAL GROUP, LLC June 23, 2026
Vilga Financial Planning LLC June 22, 2026
Dala Group, LLC June 18, 2026
Wealth High Governance Asset Management Ltda. June 18, 2026
Southern Financial Group, LLC June 18, 2026
Wealth High Governance Capital Ltda June 18, 2026
STOREBRAND ASSET MANAGEMENT AS June 18, 2026
Steelhead Wealth Management LLC June 15, 2026
INDEPENDENT FINANCIAL GROUP, LLC June 15, 2026
J. R. Prunier Capital Management LLC June 15, 2026
ZAZOVE ASSOCIATES LLC June 15, 2026
SIMA Wealth Partners, LLC June 15, 2026
Carmignac Gestion June 15, 2026
LANDESBANK BADEN-WUERTTEMBERG June 12, 2026
National Philanthropic Trust June 12, 2026
SHARIAPORTFOLIO, INC. June 12, 2026
S&A Financial Services, Inc. June 11, 2026
E-Wealth Partners, LLC June 11, 2026
Three Bearings Fiduciary Advisors, Inc. June 11, 2026
LFG Wealth Partners, LLC June 11, 2026
Brandywine Financial Group June 10, 2026
Curry Webb Wealth Management LLC June 10, 2026
US Asset Management LLC June 10, 2026
Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) June 10, 2026
Dakota Community Bank & Trust NA June 10, 2026
FAS Wealth Partners, Inc. June 10, 2026
Contango Wealth Management LLC June 9, 2026
Robinswood Financial LLC June 9, 2026
Pine Valley Investments Ltd Liability Co June 8, 2026
First National Bank of Mount Dora, Trust Investment Services June 8, 2026
Farmers National Bank June 8, 2026
Positano Wealth Management Ltd June 8, 2026
Verus Advisory, Inc. June 5, 2026
Town Capital LLC June 4, 2026
FISCHER INVESTMENT STRATEGIES, LLC June 4, 2026
Evansbrook LLC June 4, 2026
Midwest Financial Network, LLC June 4, 2026
Stillwater Private Wealth, LLC June 3, 2026
DBK Financial Counsel, LLC June 3, 2026
CoreFirst Bank & Trust June 3, 2026
Blue Edge Capital, LLC June 2, 2026
Norris Financial Group, LLC June 2, 2026
Southern Farm Bureau Life Insurance June 2, 2026
FLAGSHIP WEALTH ADVISORS, LLC June 1, 2026
Caerus Investment Advisors, LLC June 1, 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.