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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
DecisionPoint Financial, LLC yesterday
AlTi Global, Inc. yesterday
HighTower Advisors, LLC yesterday
Pier Capital, LLC yesterday
Advisor OS, LLC yesterday
Up Capital Management, Inc. yesterday
NorthStar Asset Management LLC |NJ| yesterday
Alexander Randolph Advisory, Inc. yesterday
TANDEMGROWTH FINANCIAL ADVISORS LLC yesterday
Weil Company, Inc. yesterday
Paragon Capital Management LLC yesterday
Gruss & Co., LLC yesterday
Vigil Wealth Management, LLC yesterday
RIK SAYLOR FINANCIAL, INC. yesterday
BLB&B Advisors, LLC yesterday
SMH CAPITAL ADVISORS INC yesterday
Convergence Financial, LLC yesterday
WealthSpring Partners, LLC yesterday
Renaissance Capital LLC yesterday
TBH Global Asset Management, LLC yesterday
Triton Wealth Management, PLLC yesterday
Bridgewater Advisors Inc. yesterday
SFE Investment Counsel yesterday
Walter Public Investments Inc. yesterday
Retirement Planning Group, LLC yesterday
Goehring & Rozencwajg Associates, LLC yesterday
Journey Beyond Wealth, LLC yesterday
Fourth Sail Capital LP yesterday
Brown University yesterday
DONALDSON CAPITAL MANAGEMENT, LLC yesterday
LTG Capital LLC yesterday
COLRAIN CAPITAL LLC yesterday
STONEBRIDGE ADVISORS LLC yesterday
Norris Financial Group, LLC yesterday
Aspire Capital Advisors LLC yesterday
Risk Paradigm Group, LLC yesterday
Innovative Asset Advisors Group, LLC yesterday
CALDWELL SUTTER CAPITAL, INC. yesterday
Cane Capital Partners, LLC yesterday
Andina Capital Management, LLC yesterday
Linden Rose Investment LLC yesterday
SPIREPOINT PRIVATE CLIENT, LLC yesterday
Mechanics Financial Corp yesterday
Mustard Seed Financial, LLC yesterday
Gray Foundation yesterday
Ellis Investment Partners, LLC yesterday
Kinsale Capital Group, Inc. yesterday
INTRUST BANK NA yesterday
MOSAIC FAMILY WEALTH PARTNERS, LLC yesterday
OFC FINANCIAL PLANNING, LLC yesterday
LANE BROTHERS & CO INC yesterday
Capital Analysts, LLC yesterday
Delta Accumulation, LLC yesterday
Indaba Capital Management, L.P. yesterday
OPAL CAPITAL LLC yesterday
Hackensack Meridian Health, Inc. yesterday
Stone House Investment Management, LLC yesterday
SILVER OAK WEALTH ADVISORS SERVICES, LLC yesterday
PRAIRIEVIEW WEALTH PARTNERS, LLC yesterday
Tamar Securities, LLC yesterday
Icon Wealth Advisors, LLC yesterday
Fusion Capital, LLC yesterday
Virtue Capital Management, LLC yesterday
PAX Financial Group, LLC yesterday
BROOKTREE CAPITAL MANAGEMENT yesterday
Argent Advisors, Inc. yesterday
Hilltop Partners LLC yesterday
VICUS CAPITAL yesterday
RIDGECREST WEALTH PARTNERS, LLC yesterday
Meridian Wealth Management, LLC yesterday
Cornerstone Select Advisors, LLC yesterday
CoreFirst Bank & Trust yesterday
Strata Wealth Advisors, LLC yesterday
Fort Sheridan Advisors LLC yesterday
Centerpoint Advisors, LLC yesterday
Moran Wealth Management, LLC yesterday
Insight Advisors, LLC| PA yesterday
Magnolia Private Wealth, LLC yesterday
Midwest Professional Planners, LTD. yesterday
IFC Advisors LLC yesterday
Maestria Partners LLC yesterday
First Eagle Investment Management, LLC yesterday
KMT WEALTH MANAGEMENT, LLC yesterday
VANTAGEPOINT INVESTMENT ADVISERS LLC yesterday
Marest Capital, LLC yesterday
Roberts Capital Advisors, LLC yesterday
STEINBERG ASSET MANAGEMENT LLC yesterday
Financial Gravity Companies, Inc. yesterday
Transcendent Capital Group LLC yesterday
Leith Wheeler Investment Counsel Ltd. yesterday
Tull Financial Group, Inc. yesterday
CLARK ESTATES INC|NY yesterday
Nicollet Investment Management, Inc. yesterday
Spartan Wealth Advisory Services LLC yesterday
NICHOLS & PRATT ADVISERS LLP |MA yesterday
5th Street Advisors, LLC yesterday
Prime Capital Investment Advisors, LLC yesterday
EMERALD MUTUAL FUND ADVISERS TRUST yesterday
Rovida Investment Management Ltd yesterday
EMERALD ADVISERS, 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.