Institutional Holdings Dashboard

Last Updated: 3 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.

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View the top holders of a given company

Recent Holdings Disclosures - All Funds

Fund File Date
TCM Advisors, LLC yesterday
Capital Square, LLC yesterday
Newport Capital Group, LLC yesterday
Petix & Botte Co yesterday
Watts Gwilliam & Co., LLC yesterday
Nebula Research & Development LLC yesterday
Magnolia Wealth Management, LLC yesterday
HealthCor Partners Management LP yesterday
Bell Investment Advisors, Inc yesterday
SYCOMORE ASSET MANAGEMENT yesterday
Urban Financial Advisory Corp yesterday
Ovata Capital Management Ltd yesterday
Forefront Analytics, LLC yesterday
Inflection Point Investments LLP yesterday
Maple Capital Management, Inc. yesterday
Sulzberger Capital Advisors, Inc. yesterday
Blue Fin Capital, Inc. yesterday
Achmea Investment Management B.V. yesterday
Yunqi Capital Ltd yesterday
OARSMAN CAPITAL, INC. yesterday
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
AdviceOne Advisory Services, LLC Nov. 19, 2025
Aldebaran Financial Inc. Nov. 19, 2025
REGIONS FINANCIAL CORP Nov. 19, 2025
Caitong International Asset Management Co., Ltd Nov. 19, 2025
Second Line Capital, LLC Nov. 19, 2025
ORACLE INVESTMENT MANAGEMENT INC Nov. 19, 2025
STANCE CAPITAL LLC Nov. 18, 2025
Provident Investment Management, Inc. Nov. 18, 2025
Lakehouse Capital Pty Ltd Nov. 18, 2025
GM Advisory Group, LLC Nov. 18, 2025
Advisory Services Network, LLC Nov. 18, 2025
Kozak & Associates, Inc. Nov. 18, 2025
Del-Sette Capital Management, LLC Nov. 18, 2025
CIM INVESTMENT MANAGEMENT INC Nov. 18, 2025
Copley Financial Group, Inc. Nov. 18, 2025
HEIGHTS CAPITAL MANAGEMENT, INC Nov. 18, 2025
DigitalBridge Group, Inc. Nov. 18, 2025
BOYAR ASSET MANAGEMENT INC. Nov. 18, 2025
Raab & Moskowitz Asset Management LLC Nov. 18, 2025
Global Frontier Investments LLC Nov. 18, 2025
Integrated Investment Consultants, LLC Nov. 18, 2025
Fulcrum Asset Management LLP Nov. 18, 2025
Dorsey Wright & Associates Nov. 18, 2025
TCFG WEALTH MANAGEMENT, LLC Nov. 18, 2025
Reliant Wealth Planning Nov. 18, 2025
COWBIRD CAPITAL LP Nov. 18, 2025
Pictet Asset Management Holding SA Nov. 18, 2025
Vertex Planning Partners, LLC Nov. 18, 2025
US Asset Management LLC Nov. 18, 2025
Livforsakringsbolaget Skandia, Omsesidigt Nov. 18, 2025
Corus Family Wealth Advisors Nov. 18, 2025
U S WEALTH GROUP, LLC. Nov. 18, 2025
MARATHON ASSET MANAGEMENT LP Nov. 17, 2025
Stonebridge Financial Planning Group, LLC Nov. 17, 2025
Garrett Wealth Advisory Group, LLC Nov. 17, 2025
Apexium Financial, LP Nov. 17, 2025
Parvin Asset Management, LLC Nov. 17, 2025
American Trust Nov. 17, 2025
Westshore Wealth, LLC Nov. 17, 2025
Papamarkou Wellner Asset Management inc. Nov. 17, 2025
Equity Wealth Partners, LLC Nov. 17, 2025
IMS Capital Management Nov. 17, 2025
Auto-Owners Insurance Co Nov. 17, 2025
Mittelman Wealth Management Nov. 17, 2025
Hilltop Partners LLC Nov. 17, 2025
FWL INVESTMENT MANAGEMENT, LLC Nov. 17, 2025
PIN OAK INVESTMENT ADVISORS INC Nov. 17, 2025
Optimist Retirement Group LLC Nov. 17, 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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