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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
PVG ASSET MANAGEMENT CORP today
EVOLUTION WEALTH MANAGEMENT INC. Aug. 29, 2025
TOTAL INVESTMENT MANAGEMENT INC Aug. 29, 2025
CENTAURUS FINANCIAL, INC. Aug. 29, 2025
Infini Capital Management Ltd Aug. 29, 2025
Prospera Capital Management, LLC Aug. 28, 2025
STRAIGHTLINE GROUP LLC Aug. 28, 2025
Stark Wealth Management LLC Aug. 28, 2025
Midwestern Financial, LLC |IA Aug. 28, 2025
China Universal Asset Management Co., Ltd. Aug. 28, 2025
Barnes Wealth Management Group, Inc Aug. 27, 2025
Stonebridge Wealth Management, LLC Aug. 27, 2025
Tribridge Partners Financial LLC Aug. 27, 2025
Munro Partners Aug. 27, 2025
Provident Investment Management, Inc. Aug. 26, 2025
Zeit Capital LLC Aug. 26, 2025
Claris Financial LLC Aug. 26, 2025
MASTERINVEST Kapitalanlage GmbH Aug. 26, 2025
Nautilus Advisors LLC Aug. 25, 2025
SILVERLAKE WEALTH MANAGEMENT LLC Aug. 25, 2025
Fulcrum Equity Management Aug. 25, 2025
BLVD Private Wealth, LLC Aug. 25, 2025
Hilltop Partners LLC Aug. 25, 2025
AE INDUSTRIAL PARTNERS, LP Aug. 22, 2025
Carter Financial Group, INC. Aug. 22, 2025
STANCE CAPITAL LLC Aug. 22, 2025
CIM INVESTMENT MANAGEMENT INC Aug. 22, 2025
Pathway Financial Advisers, LLC Aug. 21, 2025
Clarion Wealth Managment Partners, LLC Aug. 21, 2025
Aveo Capital Partners, LLC Aug. 21, 2025
Kentucky Retirement Systems Aug. 20, 2025
Saratoga Research & Investment Management Aug. 20, 2025
Kentucky Retirement Systems Insurance Trust Fund Aug. 20, 2025
NORTH DALLAS BANK & TRUST CO Aug. 20, 2025
MONARCH CAPITAL MANAGEMENT INC Aug. 20, 2025
Forefront Wealth Partners, LLC Aug. 20, 2025
MRP Capital Investments, LLC Aug. 19, 2025
Cape Investment Advisory, Inc. Aug. 19, 2025
Marex Group plc Aug. 19, 2025
Newbridge Financial Services Group, Inc. Aug. 19, 2025
Ranger Investment Management, L.P. Aug. 19, 2025
B. Riley Wealth Advisors, Inc. Aug. 19, 2025
Slocum, Gordon & Co LLP Aug. 19, 2025
Advisory Services Network, LLC Aug. 19, 2025
Anchor Investment Management, LLC Aug. 19, 2025
CIM, LLC Aug. 19, 2025
CONTINENTAL ADVISORS LLC Aug. 19, 2025
NewGen Asset Management Ltd Aug. 19, 2025
State of Wyoming Aug. 19, 2025
Wealth Group, Ltd. Aug. 19, 2025
Delos Wealth Advisors, LLC Aug. 19, 2025
Asset Dedication, LLC Aug. 19, 2025
Liontrust Investment Partners LLP Aug. 19, 2025
ELEMENT POINTE ADVISORS, LLC Aug. 19, 2025
HOHIMER WEALTH MANAGEMENT, LLC Aug. 18, 2025
CAMPBELL CAPITAL MANAGEMENT INC Aug. 18, 2025
Capital Impact Advisors, LLC Aug. 18, 2025
Impala Asset Management LLC Aug. 18, 2025
Finward Bancorp Aug. 18, 2025
General Equity Holdings LP Aug. 18, 2025
Old North State Trust, LLC Aug. 18, 2025
Tyler-Stone Wealth Management Aug. 18, 2025
Brick & Kyle, Associates Aug. 18, 2025
ARQ WEALTH ADVISORS, LLC Aug. 18, 2025
Tactive Advisors, LLC Aug. 18, 2025
WOLVERINE TRADING, LLC Aug. 18, 2025
SPINNAKER CAPITAL LTD Aug. 18, 2025
N.E.W. Advisory Services LLC Aug. 18, 2025
Geneos Wealth Management Inc. Aug. 18, 2025
HOLLENCREST CAPITAL MANAGEMENT Aug. 18, 2025
V2 Financial group LLC Aug. 18, 2025
Hershey Financial Advisers, LLC Aug. 18, 2025
GRAND JEAN CAPITAL MANAGEMENT INC Aug. 18, 2025
SPG ADVISORS LLC Aug. 18, 2025
Cunning Capital Partners, LP Aug. 18, 2025
ASHFORD CAPITAL MANAGEMENT INC Aug. 18, 2025
MASO CAPITAL PARTNERS Ltd Aug. 18, 2025
Hanwha Asset Management Co., Ltd. Aug. 18, 2025
Shengqi Capital (Hong Kong) Ltd Aug. 18, 2025
CASTLEARK MANAGEMENT LLC Aug. 16, 2025
Wellington Capital Management, Inc. Aug. 16, 2025
CYBER HORNET ETFs LLC Aug. 16, 2025
Second Line Capital, LLC Aug. 15, 2025
1248 Management, LLC Aug. 15, 2025
REXFORD CAPITAL INC Aug. 15, 2025
Ironclad Investments LLC Aug. 15, 2025
Pacific Center for Financial Services Aug. 15, 2025
Front Row Advisors LLC Aug. 15, 2025
Goodman Advisory Group, LLC Aug. 15, 2025
Front Street Capital Management, Inc. Aug. 15, 2025
Duquesne Family Office LLC Aug. 15, 2025
First Heartland Consultants, Inc. Aug. 15, 2025
RAFFLES ASSOCIATES LP Aug. 15, 2025
SECURITY NATIONAL BANK OF SIOUX CITY IOWA |IA| Aug. 15, 2025
HOWLAND CAPITAL MANAGEMENT LLC Aug. 15, 2025
BROOKS, MOORE & ASSOCIATES, INC. Aug. 15, 2025
Synergy Financial Group, LTD Aug. 15, 2025
Global View Capital Management LLC Aug. 15, 2025
SECURITY NATIONAL BANK OF SO DAK Aug. 15, 2025
Sugar Maple Asset Management, LLC Aug. 15, 2025

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Jun 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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