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Institutional Holdings Dashboard

Last Updated: an hour 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
CALIFORNIA FIRST LEASING CORP today
YANKCOM Partnership today
Callan Capital, LLC today
TD PRIVATE CLIENT WEALTH LLC today
BOCHK Asset Management Ltd today
OLD REPUBLIC INTERNATIONAL CORP today
CAPITAL ADVISORS INC|OK today
Apex Wealth Management, LLC today
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York today
Heritage Wealth Management, Inc. today
Fairway Wealth LLC today
Siguler Guff Advisers, LLC today
RPM Capital Partners, LLC today
U.S. Capital Wealth Advisors, LLC today
Pacific Point Advisors, LLC today
Sightline Wealth Advisors, LLC today
Jordan Park Group LLC today
Richard Bernstein Advisors LLC today
BRASS TAX WEALTH MANAGEMENT, INC today
SECURITY NATIONAL BANK OF SO DAK today
FINANCIAL COUNSELORS INC today
Raleigh Capital Management Inc. today
Cooksen Wealth, LLC today
LIBERTY SQUARE WEALTH PARTNERS LLC today
BYRNE FINANCIAL FREEDOM, LLC today
Wood Tarver Financial Group, LLC today
Penserra Capital Management LLC today
Oppenheimer & Close, LLC today
Crew Capital Management, Ltd. today
Investor's Fiduciary Advisor Network, LLC today
HENDLEY & CO INC today
CHILTON CAPITAL MANAGEMENT LLC today
Ifrah Financial Services, Inc. today
US Asset Management LLC today
Financiere des Professionnels - Fonds d,investissement inc. today
Centennial Bank|AR| today
ENVESTNET ASSET MANAGEMENT INC today
ROFFMAN MILLER ASSOCIATES INC |PA| today
Fund Evaluation Group, LLC today
Hexagon Capital Partners LLC today
Drake & Associates, LLC today
Astoria Strategic Wealth, Inc. today
Financial Architects, LLC today
Traveka Wealth, LLC today
PURE PORTFOLIOS HOLDINGS LLC today
Rice Partnership, LLC today
Tradewinds, LLC. today
Cloud Capital Management, LLC today
FORTE ASSET MANAGEMENT LLC today
Argentarii, LLC today
Jackson Wealth Management, LLC today
Minneapolis Portfolio Management Group, LLC today
INTERACTIVE FINANCIAL ADVISORS, INC. today
MERIDIAN INVESTMENT COUNSEL INC. today
Schulz Wealth, LTD. today
BUSH INVESTMENT GROUP, LLC today
PROFFITT & GOODSON INC today
NORTHSTAR ASSET MANAGEMENT Co LLC today
Vickerman Investment Advisors, Inc. today
Core Alternative Capital today
Olistico Wealth, LLC today
Summit Financial Consulting LLC today
Atlantic Edge Private Wealth Management, LLC today
SwitchPoint Financial Planning, LLC today
McGlone Suttner Wealth Management, Inc. today
Capital Planning LLC today
Compass Wealth Management LLC today
Viewpoint Capital Management LLC today
CoreFirst Bank & Trust today
SIERRA OCEAN, LLC today
LEE DANNER & BASS INC today
FLAGSHIP WEALTH ADVISORS, LLC today
Bolthouse Investments, LLC today
Riggs Asset Managment Co. Inc. today
One Day In July LLC today
Catawba River Capital today
QUATTRO FINANCIAL ADVISORS LLC today
ADELL HARRIMAN & CARPENTER INC today
LB Partners LLC today
REDW Wealth LLC today
Whelan Financial today
BURKE & HERBERT BANK & TRUST CO today
MEMBERS CAPITAL ADVISORS INC today
SUTTON PLACE INVESTORS LLC today
Sharp Financial Services, LLC today
NOVARE CAPITAL MANAGEMENT LLC today
STAGE HARBOR FINANCIAL, LLC today
World Investment Advisors today
Generali Investments CEE, investicni spolecnost, a.s. today
VELA Investment Management, LLC today
SONATA CAPITAL GROUP INC today
Wayfinding Financial, LLC today
ALM First Financial Advisors, LLC today
JACKSON THORNTON WEALTH MANAGEMENT, LLC today
CEERA INVESTMENTS, LLC today
von Borstel & Associates, Inc. today
Olde Wealth Management, LLC today
Centered Wealth LLC dba Miller Equity Capital Advisors today
GROESBECK INVESTMENT MANAGEMENT CORP |NJ| today
Bestgate Wealth Advisors, LLC today

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Dec 31, 2024

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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