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Institutional Holdings Dashboard

Last Updated: 2 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
MUHLENKAMP & CO INC yesterday
Foundry Financial Group, Inc. yesterday
CATALYST FINANCIAL PARTNERS LLC yesterday
MONECO ADVISORS, LLC yesterday
Strategic Family Wealth Counselors, L.L.C. yesterday
Knuff & Co LLC yesterday
DAG Ventures, LLC yesterday
Heritage Wealth Management, Inc. |CA| yesterday
VanderPol Investments L.L.C. yesterday
CAP Partners, LLC yesterday
Biltmore Family Office, LLC yesterday
Pacer Advisors, Inc. yesterday
OREGON PUBLIC EMPLOYEES RETIREMENT FUND yesterday
Stonebridge Financial Group, LLC | MO yesterday
Tepp RIA, LLC yesterday
American Family Investments, Inc. yesterday
Essex Woodlands Management, Inc. yesterday
Bridgewealth Advisory Group, LLC yesterday
Global Wealth Management Investment Advisory, Inc. yesterday
SUMMIT WEALTH GROUP LLC | CO yesterday
Ameritas Advisory Services, LLC yesterday
LIBERTY WEALTH MANAGEMENT LLC yesterday
AIFG Consultants Ltd. yesterday
Independent Advisor Alliance yesterday
Rockbridge Investment Management, LCC yesterday
Urban Financial Advisory Corp yesterday
Gallatin Point Capital LLC yesterday
St. James Investment Company, LLC yesterday
Compound Global Advisors, LLC yesterday
West Tower Group, LLC yesterday
Atlantic Union Bankshares Corp yesterday
Midwest Heritage Bank, FSB yesterday
PARADIGM ASSET MANAGEMENT CO LLC yesterday
Community Bank, N.A. yesterday
World Investment Advisors yesterday
INCA Investments LLC yesterday
HealthCor Partners Management LP yesterday
Legacy Financial Advisors, Inc. yesterday
Madison Asset Management, LLC yesterday
PATRICK M SWEENEY & ASSOCIATES, INC yesterday
Cascade Wealth Advisors, Inc yesterday
Ground Swell Capital, LLC yesterday
Gray Private Wealth, LLC yesterday
One Wealth Map LLC yesterday
Hirtle Callaghan & Co LLC yesterday
Simcoe Capital LLC yesterday
Topsail Wealth Management, LLC yesterday
Rollins Financial Advisors, LLC yesterday
GGM Financials LLC yesterday
Corus Family Wealth Advisors yesterday
Cascades Capital Asset Management, LLC yesterday
Delta Accumulation, LLC yesterday
Buttonwood Financial Advisors Inc. yesterday
TLS Advisors LLC yesterday
PEREGRINE INVESTMENT MANAGEMENT INC yesterday
Timonier Family Office, LTD. yesterday
E-L Financial Corp Ltd yesterday
Empire Life Investments Inc. yesterday
Rock Point Advisors, LLC yesterday
PERKINS CAPITAL MANAGEMENT INC yesterday
Western Pacific Wealth Management, LP yesterday
Argos Wealth Advisors, LLC yesterday
CONTINUUM WEALTH ADVISORS, LLC yesterday
SCHWARTZ INVESTMENT COUNSEL INC yesterday
MASON STREET ADVISORS, LLC yesterday
FIRST FOUNDATION ADVISORS yesterday
INVESTORS ASSET MANAGEMENT OF GEORGIA INC |GA| |ADV yesterday
Investment Advisory Services Group LLC yesterday
Pacific Ridge Capital Partners, LLC yesterday
LIFE LINE WEALTH MANAGEMENT LLC yesterday
Objective Capital Management, LLC yesterday
Jacksonville Wealth Management, LLC yesterday
TradeLink Capital LLC yesterday
VALLEY WEALTH MANAGERS, INC. yesterday
ELCO Management Co., LLC yesterday
VIRGINIA RETIREMENT SYSTEMS ET Al yesterday
Anson Capital, Inc. yesterday
BOYD WATTERSON ASSET MANAGEMENT LLC|OH yesterday
OPINICUS CAPITAL, INC. yesterday
NORTHEAST INVESTMENT MANAGEMENT yesterday
PATHWAY CAPITAL MANAGEMENT, LP yesterday
HARTFORD INVESTMENT MANAGEMENT CO yesterday
Seelaus Asset Management LLC yesterday
WESTPORT ASSET MANAGEMENT INC yesterday
BIRCHBROOK, INC. yesterday
One Day In July LLC yesterday
Purkiss Capital Advisors LLC yesterday
Provident Investment Management, Inc. yesterday
ESG Planning DBA Harper Investing yesterday
OFC FINANCIAL PLANNING, LLC yesterday
Shade Tree Advisors LLC yesterday
Chapman Investment Management, LLC yesterday
Englebert Financial Advisers, LLC yesterday
Glass Wealth Management Co LLC yesterday
Fourth Dimension Wealth, LLC yesterday
HighPoint Advisor Group LLC yesterday
Ashoka WhiteOak Capital Pte Ltd yesterday
Versor Investments LP yesterday
Prosperitas Financial LLC yesterday
WIN ADVISORS, INC yesterday

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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