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Institutional Holdings Dashboard

Last Updated: 2 minutes 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
Catalyst Investment Management LLC today
Sunbelt Securities, Inc. today
Dorsey Wright & Associates today
CAMBIENT FAMILY OFFICE, LLC today
Anchor Capital Management Group Inc today
Attestor Capital Ltd today
Kovitz Investment Group Partners, LLC today
Ruggaard & Associates LLC today
McLaughlin Asset Management, Inc. today
Capstone Wealth Management, Inc. today
Bauman Advisory Group, LLC today
JOSH ARNOLD INVESTMENT CONSULTANT, LLC today
White Knight Strategic Wealth Advisors, LLC today
Kinloch Capital, LLC today
Waterford Advisors, LLC today
Talisman Wealth Advisors LLC today
Wick Capital Partners, LLC today
93 Financial Group, LLC yesterday
PROFESSIONAL FINANCIAL SOLUTIONS LLC |ADV yesterday
MCGUIRE CAPITAL ADVISORS INC yesterday
BFI Wealth Solutions, LLC yesterday
WealthPoint Financial, LLC yesterday
SIP Global Opportunity Manager LLC yesterday
Van Diest Capital, LLC yesterday
Compound Planning, Inc. yesterday
Claris Financial LLC yesterday
Connective Capital Management, LLC yesterday
TMB Capital Partners, LLC yesterday
Briggs Wealth Management, Inc yesterday
ATX Financial Planning, LLC yesterday
Torrey-Payne Wealth Management, LLC yesterday
VCU Investment Management Co yesterday
Invesco Ltd. yesterday
Michels Family Financial, LLC yesterday
Evansbrook LLC yesterday
Rare Wolf Capital LLC yesterday
Harbour Wealth Management Group, Inc. yesterday
CBM Financial, LLC yesterday
Spinecap SAS yesterday
Lexington Hill Partners, LLC yesterday
First Growth Capital LLC yesterday
Aznar Financial Advisors, LLC yesterday
Birchwood Financial Partners, Inc. yesterday
Corient Private Wealth LLC yesterday
Jacobs Equity LLC yesterday
Smith Asset Management Co., LLC yesterday
Little Harbor Advisors, LLC Feb. 18, 2026
Royal Harbor Partners, LLC Feb. 18, 2026
CrossGen Wealth, LLC Feb. 18, 2026
Plotkin Financial Advisors, LLC Feb. 18, 2026
Ironclad Investments LLC Feb. 18, 2026
Andrews Advisory Associates, LLC Feb. 18, 2026
Onyx Bridge Wealth Group LLC Feb. 18, 2026
Wealthspire Retirement, LLC Feb. 18, 2026
ORACLE INVESTMENT MANAGEMENT INC Feb. 18, 2026
Grand Central Investment Group Feb. 18, 2026
Kastel Capital Advisors, LLC Feb. 18, 2026
Wealth Intelligence, LLC Feb. 18, 2026
NewEdge Advisors, LLC Feb. 18, 2026
Veratis Advisors, Inc. Feb. 18, 2026
Crusonia Wealth Advisors LLC Feb. 18, 2026
Hershey Financial Advisers, LLC Feb. 18, 2026
Strong Retirement Solutions LLC Feb. 18, 2026
Sunstone Asset Management, L.P. Feb. 18, 2026
CIM, LLC Feb. 18, 2026
ALPHA CAPITAL ADVISORS INC |ADV Feb. 18, 2026
CAT ROCK CAPITAL MANAGEMENT LP Feb. 18, 2026
KVP Capital Advisors, LP Feb. 18, 2026
VestGen Investment Management Feb. 18, 2026
Garton & Associates Financial Advisors LLC Feb. 18, 2026
KKM Financial LLC Feb. 18, 2026
Pacific Excel Wealth Advisors, Inc. Feb. 18, 2026
Skyview Financial Group LLC Feb. 18, 2026
Adventist Health System| West Feb. 18, 2026
Financial Planning Fort Collins, LLC Feb. 18, 2026
Caitlin John, LLC Feb. 18, 2026
Nalanda India Equity Fund Ltd Feb. 18, 2026
DCM Advisors, LLC Feb. 18, 2026
Galaxy Group Investments LLC Feb. 18, 2026
SOF Ltd Feb. 18, 2026
Corecam AG Feb. 18, 2026
NAYA CAPITAL MANAGEMENT UK LTD Feb. 18, 2026
Arohi Asset Management PTE Ltd. Feb. 18, 2026
Achmea Investment Management B.V. Feb. 18, 2026
Braeburn Wealth Management LLC Feb. 18, 2026
Front Street Capital Management, Inc. Feb. 18, 2026
Vident Advisory, LLC Feb. 18, 2026
Beacon Pointe Advisors, LLC Feb. 18, 2026
FAS Wealth Partners, Inc. Feb. 18, 2026
KITCHING PARTNERS, LLC Feb. 18, 2026
FIRST CITIZENS BANK & TRUST CO Feb. 18, 2026
Wahed Invest LLC Feb. 18, 2026
Global Frontier Investments LLC Feb. 18, 2026
MENDON CAPITAL ADVISORS CORP Feb. 18, 2026
Kanen Wealth Management LLC Feb. 18, 2026
State of Tennessee, Department of Treasury Feb. 18, 2026
ZAZOVE ASSOCIATES LLC Feb. 18, 2026
EP Wealth Advisors, LLC Feb. 18, 2026
Krensavage Asset Management, LLC Feb. 18, 2026
Strategic Planning, Inc. Feb. 18, 2026

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Dec 31, 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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