Institutional Holdings Dashboard

Last Updated: 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.

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Recent Holdings Disclosures - All Funds

Fund File Date
Parvin Asset Management, LLC yesterday
American Trust yesterday
Westshore Wealth, LLC yesterday
Papamarkou Wellner Asset Management inc. yesterday
Equity Wealth Partners, LLC yesterday
IMS Capital Management yesterday
Auto-Owners Insurance Co yesterday
Mittelman Wealth Management yesterday
Hilltop Partners LLC yesterday
FWL INVESTMENT MANAGEMENT, LLC yesterday
PIN OAK INVESTMENT ADVISORS INC yesterday
Optimist Retirement Group LLC yesterday
Sterling Financial Group, Inc. yesterday
Avondale Wealth Management yesterday
Hershey Financial Advisers, LLC yesterday
LGT Financial Advisors LLC yesterday
BROOKS, MOORE & ASSOCIATES, INC. yesterday
Investidor Profissional Gestao de Recursos Ltda. yesterday
Schneider Downs Wealth Management Advisors, LP yesterday
Wealth Management Strategies, Inc. yesterday
Camelot Portfolios, LLC yesterday
Eaton Financial Holdings Company, LLC yesterday
TEXAS TREASURY SAFEKEEPING TRUST CO yesterday
HANCOCK WHITNEY CORP yesterday
Jasper Ridge Partners, L.P. yesterday
Saratoga Research & Investment Management yesterday
Peloton Wealth Strategists yesterday
Greenline Partners, LLC yesterday
Abel Hall, LLC yesterday
Aureus Asset Management, LLC yesterday
Financial Engines Advisors L.L.C. yesterday
OmniStar Financial Group, Inc. yesterday
Harvest Investment Services, LLC yesterday
Sterling Wealth Management, Inc. yesterday
Opulen Financial Group LLC yesterday
Palisade Asset Management, LLC yesterday
FSA Wealth Management LLC yesterday
JACOBS LEVY EQUITY MANAGEMENT, INC yesterday
Conservest Capital Advisors, Inc. yesterday
Kestra Investment Management, LLC yesterday
Vivaldi Capital Management LP yesterday
METEORA CAPITAL, LLC yesterday
First Trust Capital Management L.P. yesterday
Central Asset Investments & Management Holdings (HK) Ltd yesterday
CANADA LIFE ASSURANCE Co yesterday
CAXTON ASSOCIATES LLP yesterday
OBERWEIS ASSET MANAGEMENT INC| yesterday
Morningstar Investment Management LLC yesterday
Hancock Prospecting Pty Ltd Nov. 15, 2025
KESTRA PRIVATE WEALTH SERVICES, LLC Nov. 15, 2025
Revere Asset Management, Inc Nov. 15, 2025
NewEdge Advisors, LLC Nov. 15, 2025
Synergy Financial Group, LTD Nov. 15, 2025
Johns Hopkins University Nov. 15, 2025
SHUTTLEWORTH & Co Nov. 15, 2025
Financial Avengers, Inc. Nov. 15, 2025
Krensavage Asset Management, LLC Nov. 15, 2025
Adelante Capital Management LLC Nov. 15, 2025
CASTLEARK MANAGEMENT LLC Nov. 15, 2025
Connective Capital Management, LLC Nov. 15, 2025
Reynders McVeigh Capital Management, LLC Nov. 15, 2025
FIRST FOUNDATION ADVISORS Nov. 15, 2025
Pine Ridge Advisers LLC Nov. 15, 2025
Gould Capital, LLC Nov. 14, 2025
FMA Wealth Management, LLC Nov. 14, 2025
ARMISTICE CAPITAL, LLC Nov. 14, 2025
ACORN CAPITAL ADVISORS, LLC Nov. 14, 2025
Paul R. Ried Financial Group, LLC Nov. 14, 2025
Laurion Capital Management LP Nov. 14, 2025
Adalta Capital Management LLC Nov. 14, 2025
Drystone LLC Nov. 14, 2025
WJ Wealth Management, LLC Nov. 14, 2025
Turning Point Benefit Group, Inc. Nov. 14, 2025
Alyeska Investment Group, L.P. Nov. 14, 2025
CacheTech Inc. Nov. 14, 2025
Front Row Advisors LLC Nov. 14, 2025
CYBER HORNET ETFs LLC Nov. 14, 2025
Solari Capital Management, LLC Nov. 14, 2025
Blue Chip Partners, LLC Nov. 14, 2025
Schwallier Wealth Management LLC Nov. 14, 2025
Texas County & District Retirement System Nov. 14, 2025
McCollum Christoferson Group LLC Nov. 14, 2025
Triumph Capital Management Nov. 14, 2025
TCG Crossover Management, LLC Nov. 14, 2025
Harbor Spring Capital, LLC Nov. 14, 2025
Makaira Partners LLC Nov. 14, 2025
PDT Partners, LLC Nov. 14, 2025
PERRITT CAPITAL MANAGEMENT INC Nov. 14, 2025
Vision One Management Partners, LP Nov. 14, 2025
Founders Fund III Management, LLC Nov. 14, 2025
Sender Co & Partners, Inc. Nov. 14, 2025
Silicon Valley Capital Partners Nov. 14, 2025
PharVision Advisers, LLC Nov. 14, 2025
17 CAPITAL PARTNERS, LLC Nov. 14, 2025
SYLEBRA CAPITAL LLC Nov. 14, 2025
VALUEWORKS LLC Nov. 14, 2025
ZACKS INVESTMENT MANAGEMENT Nov. 14, 2025
Alapocas Investment Partners, Inc. Nov. 14, 2025
Prairie Wealth Advisors, Inc. Nov. 14, 2025
CREDIT AGRICOLE S A Nov. 14, 2025

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Sep 30, 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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