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Institutional Holdings Dashboard

Last Updated: 9 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
Lisanti Capital Growth, LLC yesterday
Csenge Advisory Group yesterday
OV Management LLC yesterday
PLANNING DIRECTIONS INC yesterday
Bradley & Co. Private Wealth Management, LLC yesterday
AssuredPartners Investment Advisors, LLC yesterday
Shepherd Financial Partners LLC yesterday
Tieton Capital Management, LLC yesterday
MYECFO, LLC yesterday
Xiamen Xinweidachuang Investment Partnership (Limited Partnership) yesterday
Johnson Financial Group, Inc. yesterday
Crescent Grove Advisors, LLC yesterday
TOCQUEVILLE ASSET MANAGEMENT L.P. yesterday
Kelman-Lazarov, Inc. yesterday
CONSILIO WEALTH ADVISORS, LLC yesterday
Turim 21 Investimentos Ltda. yesterday
DCF Advisers, LLC yesterday
one8zero8, LLC yesterday
Kentucky Farm Bureau Mutual Insurance Co yesterday
Addison Advisors LLC yesterday
DeLarme Wealth Management, Inc. yesterday
MMBG INVESTMENT ADVISORS CO. yesterday
AMJ Financial Wealth Management yesterday
West Family Investments, Inc. yesterday
BANTAMAC CAPITAL, LLC yesterday
SSI INVESTMENT MANAGEMENT LLC yesterday
Tacita Capital Inc yesterday
Portfolio Strategies, Inc. yesterday
Knuff & Co LLC yesterday
DENALI ADVISORS LLC yesterday
NewEdge Wealth, LLC yesterday
First American Financial Corp yesterday
BOKF, NA yesterday
NatWest Group plc yesterday
Thomas J. Herzfeld Advisors, Inc. yesterday
FIRST AMERICAN TRUST, FSB yesterday
Anthracite Investment Company, Inc. yesterday
NEW SOUTH CAPITAL MANAGEMENT INC yesterday
Prepared Retirement Institute LLC yesterday
Tanglewood Legacy Advisors, LLC yesterday
RLH Capital LLC yesterday
Hurley Capital, LLC yesterday
Menlo Ventures Management, L.P. yesterday
RiverGlades Family Offices LLC yesterday
HERSHEY TRUST CO yesterday
TVL Management Corp yesterday
Robinson Value Management, Ltd. yesterday
INVESTMENT COUNSEL CO OF NEVADA yesterday
DELTA ASSET MANAGEMENT LLC|TN yesterday
KING LUTHER CAPITAL MANAGEMENT CORP yesterday
Hills Bank & Trust Co yesterday
Partners in Financial Planning yesterday
INTECH INVESTMENT MANAGEMENT LLC yesterday
ADVISORTRUST PARTNERS, LLC yesterday
Bull Oak Capital, LLC yesterday
Schiavi & Co LLC yesterday
Municipal Employees' Retirement System of Michigan yesterday
Legacy Edge Advisors, LLC yesterday
NWK Group, Inc. yesterday
Quartz Partners, LLC yesterday
MidAtlantic Capital Management, Inc. yesterday
Live Oak Investment Partners yesterday
Frazier Financial Advisors, LLC yesterday
Bell & Brown Wealth Advisors, LLC yesterday
Strategic Equity Management yesterday
STRATEGIC ADVISORY PARTNERS, LLC yesterday
Aurora Investment Counsel yesterday
Alpha Family Trust yesterday
NORTHCAPE WEALTH MANAGEMENT, LLC yesterday
CAPITAL MANAGEMENT ASSOCIATES |NY| yesterday
TOEWS CORP |ADV yesterday
Western Standard LLC yesterday
EDMOND DE ROTHSCHILD HOLDING S.A. yesterday
Pinegrove Venture Partners, LLC yesterday
Wellington Shields & Co., LLC yesterday
RETIREMITTEN FINANCIAL LLC yesterday
Geneva Partners, LLC yesterday
Abacus FCF Advisors LLC yesterday
EVOKE WEALTH, LLC yesterday
Wellington Shields Capital Management, LLC yesterday
Portland Financial Advisors Inc yesterday
Strathmore Capital Advisors, Inc. yesterday
United Bank yesterday
Trivest Advisors Ltd yesterday
UPTICK PARTNERS, LLC yesterday
CM WEALTH ADVISORS LLC yesterday
Madison Asset Management, LLC yesterday
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA yesterday
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM yesterday
Parsonex Advisory Services, Inc. yesterday
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA yesterday
TIAA TRUST, NATIONAL ASSOCIATION yesterday
MEDIATEL PARTNERS yesterday
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC yesterday
Goepper Burkhardt LLC yesterday
Spurstone Advisory Services, LLC yesterday
TIAA Wealth Investment Management LLC yesterday
Vision Capital Management, Inc. yesterday
Windmill Hill Asset Management Ltd yesterday
SENTRY INVESTMENT MANAGEMENT LLC yesterday

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.