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Institutional Holdings Dashboard

Last Updated: 8 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
LifeGuide Financial Advisors, LLC yesterday
ARGENT CAPITAL MANAGEMENT LLC yesterday
COMMONS CAPITAL, LLC yesterday
FIRST HAWAIIAN BANK yesterday
PARK NATIONAL CORP |OH| yesterday
Noble Wealth Management PBC yesterday
Catherine Avery Investment Management LLC yesterday
CONFLUENCE INVESTMENT MANAGEMENT LLC yesterday
ABLES, IANNONE, MOORE & ASSOCIATES, INC. yesterday
BancFirst Trust & Investment Management yesterday
Horizons Wealth Management yesterday
ANDERSON HOAGLAND & CO yesterday
PARK AVENUE SECURITIES LLC yesterday
Coastline Trust Co yesterday
Holos Integrated Wealth LLC yesterday
Aryeh Capital Management Ltd. yesterday
GoalVest Advisory LLC yesterday
Miller Global Investments, LLC yesterday
CGN Advisors LLC yesterday
JDH Wealth Management, LLC yesterday
Aspen Wealth Management LLC yesterday
Legacy Wealth Management, LLC | MS yesterday
GK Wealth Management LLC yesterday
RK Asset Management, LLC yesterday
Kopion Asset Management, LLC yesterday
Grant Private Wealth Management Inc yesterday
City Center Advisors, LLC yesterday
CHESAPEAKE ASSET MANAGEMENT LLC yesterday
Stairway Partners, LLC yesterday
Union Bancaire Privee, UBP SA yesterday
Trust Co of the South yesterday
Foguth Wealth Management, LLC. yesterday
Samson Rock Capital LLP yesterday
Roxbury Financial LLC yesterday
BURKETT FINANCIAL SERVICES, LLC yesterday
Marathon Mission, Inc. yesterday
GAMMA Investing LLC Jan. 3, 2026
JACOBS & CO|CA Jan. 3, 2026
Rosenberg Matthew Hamilton Jan. 3, 2026
Boltwood Capital Management Jan. 2, 2026
LBJ Family Wealth Advisors, Ltd. Jan. 2, 2026
McAlister, Sweet & Associates, Inc. Jan. 2, 2026
First Financial Bank - Trust Division Jan. 2, 2026
GP Brinson Investments LLC Jan. 2, 2026
Insight Wealth Strategies, LLC Jan. 2, 2026
Global Wealth Strategies & Associates Jan. 2, 2026
CACTI ASSET MANAGEMENT LLC Jan. 2, 2026
PVG ASSET MANAGEMENT CORP Dec. 31, 2025
Swiss Life Asset Management Ltd Dec. 29, 2025
MIROVA Dec. 29, 2025
Cape Investment Advisory, Inc. Dec. 29, 2025
Narus Financial Partners, LLC Dec. 23, 2025
SHERMAN PORFOLIOS, LLC Dec. 22, 2025
PMG Family Office LLC Dec. 22, 2025
Finivi Inc. Dec. 19, 2025
ADVISORS MANAGEMENT GROUP INC |ADV Dec. 18, 2025
BUSH INVESTMENT GROUP, LLC Dec. 18, 2025
AIA Group Ltd Dec. 18, 2025
Groupe Bruxelles Lambert Dec. 18, 2025
Danica Pension, Livsforsikringsaktieselskab Dec. 18, 2025
DANSKE BANK A|S Dec. 18, 2025
PETERSON WEALTH MANAGEMENT Dec. 17, 2025
NewGen Asset Management Ltd Dec. 17, 2025
Alternative Investment Advisors, LLC. Dec. 17, 2025
Financial Symmetry Inc Dec. 17, 2025
Emergent Wealth Advisors, LLC Dec. 17, 2025
Keel Point, LLC Dec. 16, 2025
Garde Capital, Inc. Dec. 16, 2025
Lindenwold Advisors, INC Dec. 16, 2025
BOURNE LENT ASSET MANAGEMENT INC Dec. 15, 2025
HARBOUR INVESTMENT MANAGEMENT LLC Dec. 15, 2025
Farmers National Bank Dec. 15, 2025
FNY Investment Advisers, LLC Dec. 15, 2025
NEW MEXICO EDUCATIONAL RETIREMENT BOARD Dec. 15, 2025
Saranac Partners Ltd Dec. 15, 2025
CTC LLC Dec. 12, 2025
CTC Alternative Strategies, Ltd. Dec. 12, 2025
ACADEMY CAPITAL MANAGEMENT Dec. 12, 2025
Permira Holdings LTD Dec. 11, 2025
Evelyn Partners Investment Management Services Ltd Dec. 11, 2025
Evelyn Partners Investment Management LLP Dec. 11, 2025
Evelyn Partners Investment Management (Europe) Ltd Dec. 11, 2025
Evelyn Partners Asset Management Ltd Dec. 11, 2025
AMS Capital Ltda Dec. 10, 2025
MAINSTAY CAPITAL MANAGEMENT LLC |ADV Dec. 9, 2025
Dean, Jacobson Financial Services, LLC Dec. 9, 2025
Painted Porch Advisors LLC Dec. 9, 2025
Alecta Tjanstepension Omsesidigt Dec. 8, 2025
Tull Financial Group, Inc. Dec. 8, 2025
NWF Advisory Services Inc. Dec. 8, 2025
Moneda S.A. Administradora General de Fondos Dec. 5, 2025
Vestwell Advisors, LLC Dec. 5, 2025
LYNWOOD PRICE CAPITAL MANAGEMENT LP Dec. 5, 2025
Severin Investments, LLC Dec. 3, 2025
Strategic Investment Solutions, Inc. |IL Dec. 3, 2025
Penn Mutual Asset Management Dec. 3, 2025
SSA SWISS ADVISORS AG Dec. 3, 2025
CROSSPOINT FINANCIAL, LLC Dec. 3, 2025
Allworth Financial LP Dec. 2, 2025
IFP Advisors, Inc Dec. 2, 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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