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Institutional Holdings Dashboard

Last Updated: 2 days, 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
Box Hill Private Wealth LLC April 3, 2026
First County Bank |CT| April 3, 2026
ADIRONDACK TRUST CO April 3, 2026
Ridgewood Investments LLC April 3, 2026
Hickory Point Bank & Trust April 3, 2026
Coastline Trust Co April 3, 2026
Rise Advisors, LLC April 3, 2026
Investors Research Corp April 3, 2026
Global Wealth Strategies & Associates April 3, 2026
WALLER FINANCIAL PLANNING GROUP, INC April 3, 2026
Employees Provident Fund Board April 3, 2026
Ares Financial Consulting, LLC April 2, 2026
Norman Fields, Gottscho Capital Management, LLC April 2, 2026
Cassady Wealth & Retirement Planning, LLC April 2, 2026
Noble Wealth Management PBC April 2, 2026
Silverleafe Capital Partners, LLC April 2, 2026
Somerset Trust Co April 2, 2026
COLLECTIVE FAMILY OFFICE LLC April 2, 2026
Stash Investments, LLC April 2, 2026
Byrne Asset Management LLC April 2, 2026
Hilltop National Bank April 2, 2026
Ahara Advisors LLC April 2, 2026
Aspect Partners, LLC April 2, 2026
LVM CAPITAL MANAGEMENT LTD|MI April 2, 2026
MJT & Associates Financial Advisory Group, Inc. April 2, 2026
Crumly & Associates Inc. April 2, 2026
McAlister, Sweet & Associates, Inc. April 2, 2026
Fulcrum Equity Management April 2, 2026
Stairway Partners, LLC April 2, 2026
NorthAvenue LLC April 2, 2026
Marex Group plc April 2, 2026
Horizons Wealth Management April 2, 2026
LBJ Family Wealth Advisors, Ltd. April 1, 2026
Mink Brook Asset Management LLC April 1, 2026
Royalty Pharma Sub-Manager, LLC April 1, 2026
Laurus Global Equity Management Inc. April 1, 2026
Robert B. Daugherty Foundation April 1, 2026
Aspen Wealth Management LLC April 1, 2026
First Financial Bank - Trust Division April 1, 2026
Beacon Wealthcare LLC April 1, 2026
Vigilare Wealth Management April 1, 2026
BEACON FINANCIAL GROUP April 1, 2026
BURKETT FINANCIAL SERVICES, LLC April 1, 2026
ROWLANDMILLER & PARTNERS.ADV April 1, 2026
Bangor Savings Bank April 1, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC April 1, 2026
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT April 1, 2026
BancFirst Trust & Investment Management April 1, 2026
Adelphi Trust Co April 1, 2026
GP Brinson Investments LLC April 1, 2026
NEVILLE RODIE & SHAW INC April 1, 2026
Pensionfund Sabic April 1, 2026
Pensionfund PDN April 1, 2026
Signature Wealth Management Group April 1, 2026
Financial Insights, Inc. April 1, 2026
Hamrick Investment Counsel, llc March 31, 2026
DWR WEALTH MANAGEMENT, LLC March 31, 2026
Dedeker Financial LLC March 31, 2026
Sankala Group LLC March 31, 2026
FELL CAPITAL MANAGEMENT |ADV March 27, 2026
Prosperity Wealth Management, Inc. March 27, 2026
rebel Financial LLC March 27, 2026
Merited Wealth, LLC March 26, 2026
Leonteq Securities AG March 26, 2026
ALEXANDER LABRUNERIE & CO., INC. March 26, 2026
Mission Financial Group, LLC March 25, 2026
McAlvany Wealth Management LLC March 25, 2026
Bison Wealth, LLC March 24, 2026
Old North State Trust, LLC March 24, 2026
Galaxy Digital Capital Management GP LLC March 23, 2026
Galaxy Group Investments LLC March 23, 2026
J. Derek Lewis & Associates Inc. March 23, 2026
Up Capital Management, Inc. March 23, 2026
Purpose Unlimited Inc. March 20, 2026
CONSILIO WEALTH ADVISORS, LLC March 20, 2026
Painted Porch Advisors LLC March 19, 2026
Corecam Pte. Ltd. March 18, 2026
DANSKE BANK A|S March 18, 2026
Danica Pension, Livsforsikringsaktieselskab March 18, 2026
STANCE CAPITAL LLC March 17, 2026
Carter Financial, LLC March 17, 2026
Cornerstone Planning, LLC March 17, 2026
AMG Asset Management Group, Inc. March 17, 2026
U S WEALTH GROUP, LLC. March 17, 2026
Forty-three Eighteen Advisors, LLC March 17, 2026
John A. Wolfe & Associates, Inc. March 16, 2026
Bank of New Hampshire March 16, 2026
Osbon Capital Management LLC March 16, 2026
LANE BROTHERS & CO INC March 13, 2026
Fund Advisors of America Inc|FL March 13, 2026
Spear Advisors LLC March 13, 2026
DEMMING FINANCIAL SERVICES CORP |ADV March 13, 2026
ARP Global Capital Ltd March 12, 2026
Vericrest Private Wealth March 12, 2026
Farmers National Bank March 12, 2026
Winthrop Partners - WNY, LLC March 12, 2026
Nalls Sherbakoff Group, LLC March 12, 2026
Bawa N Mallick Trust March 12, 2026
Meadowbrook Advisors Group, LLC March 11, 2026
DUTCH ASSET Corp March 11, 2026

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Dec 31, 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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This data is parsed from SEC filings by Quiver Quantitative. Sign up for the Quiver Quantitative API for access to data on institutional holdings.