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Institutional Holdings Dashboard

Last Updated: 1 day, 11 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
ZynergyRetirementPlanningLLC July 17, 2026
Fifth Third Wealth Advisors LLC July 17, 2026
Fairvoy Private Wealth, LLC July 17, 2026
Altus Wealth Group LLC July 17, 2026
CJM Wealth Advisers, Ltd. July 17, 2026
Larry Mathis Financial Planning, LLC July 17, 2026
MARYLAND CAPITAL ADVISORS INC. July 17, 2026
Storen Legacy Partners, LLC July 17, 2026
Bouvel Investment Partners, LLC July 17, 2026
Burns Matteson Capital Management, LLC July 17, 2026
InTrack Investment Management Inc July 17, 2026
O'Connor Financial Group LLC July 17, 2026
Financial Synergies Wealth Advisors, Inc. July 17, 2026
Lynch Investment Planning, LLC July 17, 2026
Petersen Hastings Wealth Advisors Inc. July 17, 2026
Amplius Wealth Advisors, LLC July 17, 2026
Core Wealth Partners LLC July 17, 2026
Burton Enright Welch July 17, 2026
Sensenig Capital Advisors, Inc July 17, 2026
TCFG Investment Advisors, LLC July 17, 2026
PEAK FINANCIAL ADVISORS LLC July 17, 2026
Martin Investment Management, LLC July 17, 2026
Farther Finance Advisors, LLC July 17, 2026
LifeSteps Financial, Inc. July 17, 2026
Ballentine Partners, LLC July 17, 2026
Constellation Investments, Inc. July 17, 2026
GRACE & WHITE INC |NY July 17, 2026
Madrona Financial Services, LLC July 17, 2026
Nova R Wealth, Inc. July 17, 2026
Centerline Wealth Advisors, LLC July 17, 2026
Cypress Point Wealth Management, LLC July 17, 2026
AEGON USA Investment Management, LLC July 17, 2026
BUILDER INVESTMENT GROUP INC |ADV July 17, 2026
Formidable Asset Management, LLC July 17, 2026
VAQUERO PRIVATE WEALTH, LTD July 17, 2026
Andrews Advisory Associates, LLC July 17, 2026
Good Harbor Advisors, Inc. July 17, 2026
Sara-Bay Financial July 17, 2026
CITIZENS & NORTHERN CORP July 17, 2026
Sierra Legacy Group July 17, 2026
WATERSHED PRIVATE WEALTH LLC July 17, 2026
Pacific Wealth Strategies Group, Inc. July 17, 2026
Advantage Trust Co July 17, 2026
Merit Financial Group, LLC July 17, 2026
Div Capital Phoenix Assets Ltd July 17, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC |OH| July 17, 2026
Sulzberger Capital Advisors, Inc. July 17, 2026
Heartwood Wealth Advisors LLC July 17, 2026
Pachira Investments Inc. July 17, 2026
TRUE BLUE FINANCIAL, LLC July 17, 2026
Liberty Capital Management, Inc. July 17, 2026
Forza Wealth Management, LLC July 17, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC July 17, 2026
Rosenberg Matthew Hamilton July 17, 2026
ADVOCATE GROUP LLC July 17, 2026
Richardson Capital Management LLC July 17, 2026
SLT Holdings LLC July 17, 2026
CENTRAL BANK & TRUST CO July 17, 2026
Hickory Point Bank & Trust July 17, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC July 17, 2026
PEREGRINE CAPITAL MANAGEMENT LLC July 17, 2026
CIDEL ASSET MANAGEMENT INC July 17, 2026
BluePrint Investing LLC July 17, 2026
Ironwood Financial, llc July 17, 2026
Onyx Financial Advisors, LLC July 17, 2026
Sequoia Financial Advisors, LLC July 17, 2026
Laurel Wealth Advisors LLC July 17, 2026
Old North State Wealth Management, LLC July 17, 2026
Crown Oak Advisors, LLC July 17, 2026
ARVEST INVESTMENTS, INC. July 17, 2026
River Road Asset Management, LLC July 17, 2026
Aspen Investment Management Inc July 17, 2026
Grey Fox Wealth Advisors, LLC July 17, 2026
Benchmark Financial Wealth Advisors, LLC July 17, 2026
LTS Liquid Investments LLC July 17, 2026
Cypress Capital, LLC July 17, 2026
BRC-Global BAH Investments Ltd. July 17, 2026
OFI INVEST ASSET MANAGEMENT July 17, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS July 17, 2026
MANCHESTER FINANCIAL INC July 17, 2026
Asio Capital, LLC July 17, 2026
Rezny Wealth Management, Inc. July 17, 2026
LongView Wealth Management July 17, 2026
Camelot Portfolios, LLC July 17, 2026
Winthrop Advisory Group LLC July 17, 2026
MCRAE CAPITAL MANAGEMENT INC July 17, 2026
AAF Wealth Management, LLC July 17, 2026
HM PAYSON & CO July 17, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC July 17, 2026
Great Diamond Partners, LLC July 17, 2026
Archford Capital Strategies, LLC July 17, 2026
CARY STREET PARTNERS FINANCIAL LLC July 17, 2026
Roger Wittlin Investment Advisory, LLC July 17, 2026
SeaBridge Investment Advisors LLC July 17, 2026
Corecam AG July 17, 2026
4WEALTH ADVISORS, INC. July 17, 2026
OLIO Financial Planning July 17, 2026
Matson Money. Inc. July 17, 2026
SVB WEALTH LLC July 17, 2026
Intergy Private Wealth, LLC July 17, 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.