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Institutional Holdings Dashboard

Last Updated: 5 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
Marest Capital, LLC yesterday
YCG, LLC yesterday
Stirlingshire Investments, Inc. yesterday
CSM Advisors, LLC yesterday
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC yesterday
PFC CAPITAL GROUP, INC. yesterday
Babb Wealth Advisors LLC yesterday
Red Tree Management, LLC yesterday
SCHOLTZ & COMPANY, LLC yesterday
ARK Investment Management LLC yesterday
Dodds Wealth, LLC yesterday
LEGACY CAPITAL WEALTH MANAGEMENT, LLC yesterday
Gateway Wealth Partners, LLC yesterday
Revolution Growth Management Company, Inc. yesterday
AGAVE CAPITAL MANAGEMENT Ltd yesterday
GFI Investment Counsel Ltd. yesterday
Harpswell Capital Advisors, LLC yesterday
Makaira Partners LLC yesterday
MCMORGAN & CO LLC yesterday
PICTON MAHONEY ASSET MANAGEMENT yesterday
Mill Capital Management, LLC yesterday
PRIMECAP MANAGEMENT CO|CA| yesterday
PACES FERRY WEALTH ADVISORS, LLC yesterday
Ameraudi Asset Management, Inc. yesterday
Atlanta Consulting Group Advisors, LLC yesterday
Fund Evaluation Group, LLC yesterday
BARROW HANLEY MEWHINNEY & STRAUSS LLC yesterday
MEEDER ASSET MANAGEMENT INC yesterday
WALTER & KEENAN WEALTH MANAGEMENT LLC |IN| |ADV yesterday
Meiji Yasuda Life Insurance Co yesterday
Empowered Funds, LLC yesterday
V3 Holding Ltd yesterday
Foyston, Gordon & Payne Inc yesterday
Endurance Services Ltd yesterday
NYL Investors LLC yesterday
Meeder Advisory Services, Inc. yesterday
Marathon Strategic Advisors, LLC yesterday
EQT Fund Management S.a r.l. yesterday
E&R Wealth Management, LLC yesterday
NEW YORK LIFE INSURANCE CO yesterday
DONALD SMITH & CO., INC. yesterday
USCF Advisers LLC yesterday
INCEPTIONR LLC yesterday
T3 Companies, LLC yesterday
Capital Wealth Planning, LLC yesterday
KDK Private Wealth Management, LLC yesterday
Cedar Point Capital Partners, LLC yesterday
RENAISSANCE GROUP LLC yesterday
Miller Investment Management, LP yesterday
Entelevest, LLC yesterday
Truepoint, Inc. yesterday
United Wealth Management, LLC yesterday
GILPIN WEALTH MANAGEMENT, LLC yesterday
First American Financial Corp yesterday
MKA Charitable Fund yesterday
MITCHELL MCLEOD PUGH & WILLIAMS INC yesterday
SMITHBRIDGE ASSET MANAGEMENT INC|DE yesterday
All Terrain Financial Advisors, LLC yesterday
M Holdings Securities, Inc. yesterday
Jessup Wealth Management, Inc yesterday
Signet Private Wealth LLC yesterday
Empery Asset Management, LP yesterday
Fidelity National Financial, Inc. yesterday
HEARTLAND ADVISORS INC yesterday
Hughes Financial Services, LLC yesterday
VeraBank, N.A. yesterday
Nicollet Investment Management, Inc. yesterday
SHARPEPOINT LLC yesterday
Clarity Wealth Development LLC yesterday
Hoxton Planning & Management, LLC yesterday
Accuvest Global Advisors yesterday
FIRST AMERICAN TRUST, FSB yesterday
Investure, LLC yesterday
Wills Financial Group LLC yesterday
GFS Advisors, LLC yesterday
Amova Asset Management Americas, Inc. yesterday
Prime Buchholz LLC yesterday
MIRAE ASSET SECURITIES (USA) INC. yesterday
MILLBANK DARTMOOR PORTSMOUTH LLC yesterday
Premier Private Wealth Management LLC yesterday
VESTOR CAPITAL, LLC yesterday
REGENTS OF THE UNIVERSITY OF CALIFORNIA yesterday
BOSTON RESEARCH & MANAGEMENT INC yesterday
SATURNA CAPITAL CORP yesterday
Compass Wealth Management LLC yesterday
Dorsey & Whitney Trust CO LLC yesterday
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. yesterday
AE INDUSTRIAL PARTNERS, LP yesterday
HAMEL ASSOCIATES, INC. yesterday
Prism Planning Partners LLC yesterday
Nixon Capital, LLC yesterday
CoreFirst Bank & Trust yesterday
Daner Wealth Management, LLC yesterday
Wilkinson Global Asset Management LLC yesterday
Madden Advisory Services, Inc. yesterday
Symphony Financial, Ltd. Co. yesterday
Lindsell Train Ltd yesterday
Strategic Financial Partners, Ltd. yesterday
Cypress Capital Group yesterday
Aspetuck Financial Management LLC yesterday

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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