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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
ZynergyRetirementPlanningLLC yesterday
Fifth Third Wealth Advisors LLC yesterday
Fairvoy Private Wealth, LLC yesterday
Altus Wealth Group LLC yesterday
CJM Wealth Advisers, Ltd. yesterday
Larry Mathis Financial Planning, LLC yesterday
MARYLAND CAPITAL ADVISORS INC. yesterday
Storen Legacy Partners, LLC yesterday
Bouvel Investment Partners, LLC yesterday
Burns Matteson Capital Management, LLC yesterday
InTrack Investment Management Inc yesterday
O'Connor Financial Group LLC yesterday
Financial Synergies Wealth Advisors, Inc. yesterday
Lynch Investment Planning, LLC yesterday
Petersen Hastings Wealth Advisors Inc. yesterday
Amplius Wealth Advisors, LLC yesterday
Core Wealth Partners LLC yesterday
Burton Enright Welch yesterday
Sensenig Capital Advisors, Inc yesterday
TCFG Investment Advisors, LLC yesterday
PEAK FINANCIAL ADVISORS LLC yesterday
Martin Investment Management, LLC yesterday
Farther Finance Advisors, LLC yesterday
LifeSteps Financial, Inc. yesterday
Ballentine Partners, LLC yesterday
Constellation Investments, Inc. yesterday
GRACE & WHITE INC |NY yesterday
Madrona Financial Services, LLC yesterday
Nova R Wealth, Inc. yesterday
Centerline Wealth Advisors, LLC yesterday
Cypress Point Wealth Management, LLC yesterday
AEGON USA Investment Management, LLC yesterday
BUILDER INVESTMENT GROUP INC |ADV yesterday
Formidable Asset Management, LLC yesterday
VAQUERO PRIVATE WEALTH, LTD yesterday
Andrews Advisory Associates, LLC yesterday
Good Harbor Advisors, Inc. yesterday
Sara-Bay Financial yesterday
CITIZENS & NORTHERN CORP yesterday
Sierra Legacy Group yesterday
WATERSHED PRIVATE WEALTH LLC yesterday
Pacific Wealth Strategies Group, Inc. yesterday
Advantage Trust Co yesterday
Merit Financial Group, LLC yesterday
Div Capital Phoenix Assets Ltd yesterday
FORT WASHINGTON INVESTMENT ADVISORS INC |OH| yesterday
Sulzberger Capital Advisors, Inc. yesterday
Heartwood Wealth Advisors LLC yesterday
Pachira Investments Inc. yesterday
TRUE BLUE FINANCIAL, LLC yesterday
Liberty Capital Management, Inc. yesterday
Forza Wealth Management, LLC yesterday
BAKER TILLY WEALTH MANAGEMENT, LLC yesterday
Rosenberg Matthew Hamilton yesterday
ADVOCATE GROUP LLC yesterday
Richardson Capital Management LLC yesterday
SLT Holdings LLC yesterday
CENTRAL BANK & TRUST CO yesterday
Hickory Point Bank & Trust yesterday
GRIMES & Co WEALTH MANAGEMENT, LLC yesterday
PEREGRINE CAPITAL MANAGEMENT LLC yesterday
CIDEL ASSET MANAGEMENT INC yesterday
BluePrint Investing LLC yesterday
Ironwood Financial, llc yesterday
Onyx Financial Advisors, LLC yesterday
Sequoia Financial Advisors, LLC yesterday
Laurel Wealth Advisors LLC yesterday
Old North State Wealth Management, LLC yesterday
Crown Oak Advisors, LLC yesterday
ARVEST INVESTMENTS, INC. yesterday
River Road Asset Management, LLC yesterday
Aspen Investment Management Inc yesterday
Grey Fox Wealth Advisors, LLC yesterday
Benchmark Financial Wealth Advisors, LLC yesterday
LTS Liquid Investments LLC yesterday
Cypress Capital, LLC yesterday
BRC-Global BAH Investments Ltd. yesterday
OFI INVEST ASSET MANAGEMENT yesterday
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS yesterday
MANCHESTER FINANCIAL INC yesterday
Asio Capital, LLC yesterday
Rezny Wealth Management, Inc. yesterday
LongView Wealth Management yesterday
Camelot Portfolios, LLC yesterday
Winthrop Advisory Group LLC yesterday
MCRAE CAPITAL MANAGEMENT INC yesterday
AAF Wealth Management, LLC yesterday
HM PAYSON & CO yesterday
CARY STREET PARTNERS INVESTMENT ADVISORY LLC yesterday
Great Diamond Partners, LLC yesterday
Archford Capital Strategies, LLC yesterday
CARY STREET PARTNERS FINANCIAL LLC yesterday
Roger Wittlin Investment Advisory, LLC yesterday
SeaBridge Investment Advisors LLC yesterday
Corecam AG yesterday
4WEALTH ADVISORS, INC. yesterday
OLIO Financial Planning yesterday
Matson Money. Inc. yesterday
SVB WEALTH LLC yesterday
Intergy Private Wealth, 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.