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Institutional Holdings Dashboard

Last Updated: 1 day, 6 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
5th Street Advisors, LLC Jan. 30, 2026
Delta Investment Management, LLC Jan. 30, 2026
Bell & Brown Wealth Advisors, LLC Jan. 30, 2026
JENNISON ASSOCIATES LLC Jan. 30, 2026
SOFI WEALTH, LLC Jan. 30, 2026
Safe Harbor Family Capital, LLC Jan. 30, 2026
Activest Wealth Management Jan. 30, 2026
Laurel Wealth Advisors LLC Jan. 30, 2026
Precision Wealth Strategies, LLC Jan. 30, 2026
REICON WEALTH ADVISORS, LLC Jan. 30, 2026
Spectrum Financial Alliance Ltd LLC Jan. 30, 2026
Verity Asset Management, Inc. Jan. 30, 2026
WoodTrust Financial Corp Jan. 30, 2026
Joseph Group Capital Management Jan. 30, 2026
Centerstone Investors, LLC Jan. 30, 2026
Cosner Financial Group, LLC Jan. 30, 2026
SECURED RETIREMENT ADVISORS, LLC Jan. 30, 2026
Sigma Planning Corp Jan. 30, 2026
CULLINAN ASSOCIATES INC Jan. 30, 2026
Belleair Asset Management, LLC Jan. 30, 2026
CITIZENS FINANCIAL GROUP INC|RI Jan. 30, 2026
MOGY JOEL R INVESTMENT COUNSEL INC Jan. 30, 2026
AMANSA CAPITAL PTE. LTD. Jan. 30, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM Jan. 30, 2026
North Star Investment Management Corp. Jan. 30, 2026
RCW Management, LLC Jan. 30, 2026
MCDONALD CAPITAL INVESTORS INC|CA Jan. 30, 2026
Cannon Capital Management, Inc. Jan. 30, 2026
Prentice Wealth Management LLC Jan. 30, 2026
ABS Direct Equity Fund LLC Jan. 30, 2026
Smart Portfolios, LLC Jan. 30, 2026
TOEWS CORP |ADV Jan. 30, 2026
Heritage Investment Group, Inc. Jan. 30, 2026
Richardson Capital Management LLC Jan. 30, 2026
Trifecta Capital Advisors, LLC Jan. 30, 2026
Jackson Hole Capital Partners, LLC Jan. 30, 2026
Sageworth Trust Co of South Dakota Jan. 30, 2026
State of New Jersey Common Pension Fund D Jan. 30, 2026
CALDWELL SUTTER CAPITAL, INC. Jan. 30, 2026
US BANCORP \DE\ Jan. 30, 2026
Wagner Wealth Management, LLC Jan. 30, 2026
Palisades Hudson Asset Management, L.P. Jan. 30, 2026
INNEALTA CAPITAL, LLC Jan. 30, 2026
Wealth High Governance Capital Ltda Jan. 30, 2026
Renasant Bank Jan. 30, 2026
W.G. Shaheen & Associates DBA Whitney & Co Jan. 30, 2026
SHAKER INVESTMENTS LLC|OH Jan. 30, 2026
Trust Co of Tennessee Jan. 30, 2026
GC Wealth Management RIA, LLC Jan. 30, 2026
Cardinal Capital Management Jan. 30, 2026
Rachor Investment Advisory Services, LLC Jan. 30, 2026
Socha Financial Group, LLC Jan. 30, 2026
Bogart Wealth, LLC Jan. 30, 2026
First Fiduciary Investment Counsel, Inc. Jan. 30, 2026
TAIYO LIFE INSURANCE CO Jan. 30, 2026
Canandaigua National Trust Co of Florida Jan. 30, 2026
Georgetown University Jan. 30, 2026
LEVIN CAPITAL STRATEGIES, L.P. Jan. 30, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO Jan. 30, 2026
SPRENG CAPITAL MANAGEMENT, INC. Jan. 30, 2026
WENDELL DAVID ASSOCIATES INC Jan. 30, 2026
Harbor Advisors LLC Jan. 30, 2026
Oakwell Private Wealth Management, LLC Jan. 30, 2026
North Horizon Holdings Inc. Jan. 30, 2026
Pacific Park Financial, Inc. Jan. 30, 2026
FINANCIAL LIFE ADVISORS Jan. 30, 2026
Simplicity Wealth,LLC Jan. 30, 2026
Turning Point Benefit Group, Inc. Jan. 30, 2026
Smart Money Group LLC Jan. 30, 2026
Ellenbecker Investment Group Jan. 30, 2026
Kondo Wealth Advisors, Inc. Jan. 30, 2026
Dale Q Rice Investment Management Ltd Jan. 30, 2026
Wealth Forward, LLC Jan. 30, 2026
PVG ASSET MANAGEMENT CORP Jan. 30, 2026
KEYBANK NATIONAL ASSOCIATION|OH Jan. 30, 2026
PURE PORTFOLIOS HOLDINGS LLC Jan. 30, 2026
Kohmann Bosshard Financial Services, LLC Jan. 30, 2026
American Capital Advisory, LLC Jan. 30, 2026
SAGE RHINO CAPITAL LLC Jan. 30, 2026
DMKC Advisory Services, LLC Jan. 30, 2026
WEALTH MANAGEMENT RESOURCES, INC. Jan. 30, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC Jan. 30, 2026
FAGAN ASSOCIATES, INC. Jan. 30, 2026
New Harbor Financial Group, LLC Jan. 30, 2026
Joel Isaacson & Co., LLC Jan. 30, 2026
Pekin Hardy Strauss, Inc. Jan. 30, 2026
MOODY ALDRICH PARTNERS LLC Jan. 30, 2026
Narwhal Capital Management Jan. 30, 2026
Four Tree Island Advisory LLC Jan. 30, 2026
Kiker Wealth Management, LLC Jan. 30, 2026
CHAPIN DAVIS, INC. Jan. 30, 2026
Interchange Capital Partners, LLC Jan. 30, 2026
DURANTE & WATERS, LLC Jan. 30, 2026
Brown University Jan. 30, 2026
Woodside Wealth Management LLC Jan. 30, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC Jan. 30, 2026
Stegner Investment Associates Inc. Jan. 30, 2026
Aries Wealth Management Jan. 30, 2026
RV Capital AG Jan. 30, 2026
FIRST NATIONAL BANK SIOUX FALLS Jan. 30, 2026

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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