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Institutional Holdings Dashboard

Last Updated: 12 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
Summit Wealth Partners, LLC today
GILEAD SCIENCES, INC. today
Price Financial Group Wealth Management, Inc today
TOTAL INVESTMENT MANAGEMENT INC today
PECAUT & CO. today
Summit Global Investments today
Stack Financial Management, Inc today
HUSSMAN STRATEGIC ADVISORS, INC. today
Daytona Street Capital LLC today
OPPENHEIMER ASSET MANAGEMENT INC. today
Bryn Mawr Trust Advisors, LLC today
Mill Capital Management, LLC today
Plan Group Financial, LLC today
Towercrest Capital Management today
Laraway Financial Advisors Inc today
PSI Advisors, LLC today
Cornerstone Capital, Inc. today
BANYAN CAPITAL MANAGEMENT, INC. today
Freedom Together Foundation today
McCartney Wealth Management LLC today
Next Capital Management LLC today
Good Steward Wealth Advisors,LLC today
Elyxium Wealth, LLC today
EVERETT HARRIS & CO |CA| today
Persium Advisors, LLC today
GR FINANCIAL GROUP, LLC today
Everstar Asset Management, LLC today
One Day In July LLC today
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC today
Kingsway Capital Partners Ltd today
Oakwell Private Wealth Management, LLC today
MTM Investment Management, LLC today
TCW GROUP INC today
MARCO INVESTMENT MANAGEMENT LLC today
FULTON BREAKEFIELD BROENNIMAN LLC today
BIP Wealth, LLC today
PHILLIPS FINANCIAL MANAGEMENT, LLC today
Compound Global Advisors, LLC today
SWS Partners today
Trifecta Capital Advisors, LLC today
Oakmont Advisory Group, LLC today
Performa Ltd (US), LLC today
Finer Wealth Management, Inc. today
FIDUCIARY COUNSELLING INC today
DUFF & PHELPS INVESTMENT MANAGEMENT CO today
Archer Investment Corp today
DSM CAPITAL PARTNERS LLC today
Acumen Wealth Advisors, LLC today
Fidato Wealth LLC today
Qsemble Capital Management, LP today
Mueller Wealth, LLC today
Eagle Bay Advisors LLC today
LRZ CAPITAL LLC today
Alaska Permanent Fund Corp today
UNIVERSITY OF TEXAS|TEXAS AM INVESTMENT MANAGEMENT CO today
Ascent Group, LLC today
Old Peak Finance LLC today
Crew Capital Management, Ltd today
MEYER HANDELMAN CO today
Van Cleef Asset Management,Inc today
Gutierrez Wealth Advisory, LLC today
Willis Investment Counsel today
SUMMIT SECURITIES GROUP LLC today
Commonwealth Retirement Investments LLC today
Access Investment Management LLC today
Rede Wealth, LLC today
NIA IMPACT ADVISORS, LLC today
Caldwell Trust Co today
Valtinson Bruner Financial Planning LLC today
Sagace Wealth Management LLC today
Ridgewood Investments LLC today
WASHINGTON STATE INVESTMENT BOARD today
Titan Investment Management LLC today
WASHINGTON TRUST Co today
OBSIDIAN CIO, LLC today
Cornerstone Wealth Partners, LLC today
Crestwood Advisors Group, LLC today
Campbell & CO Investment Adviser LLC today
CONNABLE OFFICE INC today
LWM Advisory Services, LLC today
AE Wealth Management LLC today
Heirloom Wealth Management today
AG Asset Advisory, LLC today
Blue Grotto Capital, LLC today
INVESTMENT MANAGEMENT ASSOCIATES INC |ADV today
Redwood Wealth Management Group, LLC today
GLOBE LIFE INC. today
LOWE BROCKENBROUGH & CO INC today
Carrera Capital Advisors today
JENNISON ASSOCIATES LLC today
Turn8 Private Wealth Inc. today
Gerald Baker Financial Group LLC today
First Dallas Securities Inc. today
Fire Capital Management LLC today
PATHWAY CAPITAL MANAGEMENT, LP today
Ranch Capital Advisors Inc. today
MASSACHUSETTS FINANCIAL SERVICES CO |MA| today
MilWealth Group LLC today
Avid Wealth Partners LLC today
Outlook Wealth Advisors, LLC today

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.