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Institutional Holdings Dashboard

Last Updated: 10 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
5th Street Advisors, LLC yesterday
Delta Investment Management, LLC yesterday
Bell & Brown Wealth Advisors, LLC yesterday
JENNISON ASSOCIATES LLC yesterday
SOFI WEALTH, LLC yesterday
Safe Harbor Family Capital, LLC yesterday
Activest Wealth Management yesterday
Laurel Wealth Advisors LLC yesterday
Precision Wealth Strategies, LLC yesterday
REICON WEALTH ADVISORS, LLC yesterday
Spectrum Financial Alliance Ltd LLC yesterday
Verity Asset Management, Inc. yesterday
WoodTrust Financial Corp yesterday
Joseph Group Capital Management yesterday
Centerstone Investors, LLC yesterday
Cosner Financial Group, LLC yesterday
SECURED RETIREMENT ADVISORS, LLC yesterday
Sigma Planning Corp yesterday
CULLINAN ASSOCIATES INC yesterday
Belleair Asset Management, LLC yesterday
CITIZENS FINANCIAL GROUP INC|RI yesterday
MOGY JOEL R INVESTMENT COUNSEL INC yesterday
AMANSA CAPITAL PTE. LTD. yesterday
NEW YORK STATE TEACHERS RETIREMENT SYSTEM yesterday
North Star Investment Management Corp. yesterday
RCW Management, LLC yesterday
MCDONALD CAPITAL INVESTORS INC|CA yesterday
Cannon Capital Management, Inc. yesterday
Prentice Wealth Management LLC yesterday
ABS Direct Equity Fund LLC yesterday
Smart Portfolios, LLC yesterday
TOEWS CORP |ADV yesterday
Heritage Investment Group, Inc. yesterday
Richardson Capital Management LLC yesterday
Trifecta Capital Advisors, LLC yesterday
Jackson Hole Capital Partners, LLC yesterday
Sageworth Trust Co of South Dakota yesterday
State of New Jersey Common Pension Fund D yesterday
CALDWELL SUTTER CAPITAL, INC. yesterday
US BANCORP \DE\ yesterday
Wagner Wealth Management, LLC yesterday
Palisades Hudson Asset Management, L.P. yesterday
INNEALTA CAPITAL, LLC yesterday
Wealth High Governance Capital Ltda yesterday
Renasant Bank yesterday
W.G. Shaheen & Associates DBA Whitney & Co yesterday
SHAKER INVESTMENTS LLC|OH yesterday
Trust Co of Tennessee yesterday
GC Wealth Management RIA, LLC yesterday
Cardinal Capital Management yesterday
Rachor Investment Advisory Services, LLC yesterday
Socha Financial Group, LLC yesterday
Bogart Wealth, LLC yesterday
First Fiduciary Investment Counsel, Inc. yesterday
TAIYO LIFE INSURANCE CO yesterday
Canandaigua National Trust Co of Florida yesterday
Georgetown University yesterday
LEVIN CAPITAL STRATEGIES, L.P. yesterday
CANANDAIGUA NATIONAL BANK & TRUST CO yesterday
SPRENG CAPITAL MANAGEMENT, INC. yesterday
WENDELL DAVID ASSOCIATES INC yesterday
Harbor Advisors LLC yesterday
Oakwell Private Wealth Management, LLC yesterday
North Horizon Holdings Inc. yesterday
Pacific Park Financial, Inc. yesterday
FINANCIAL LIFE ADVISORS yesterday
Simplicity Wealth,LLC yesterday
Turning Point Benefit Group, Inc. yesterday
Smart Money Group LLC yesterday
Ellenbecker Investment Group yesterday
Kondo Wealth Advisors, Inc. yesterday
Dale Q Rice Investment Management Ltd yesterday
Wealth Forward, LLC yesterday
PVG ASSET MANAGEMENT CORP yesterday
KEYBANK NATIONAL ASSOCIATION|OH yesterday
PURE PORTFOLIOS HOLDINGS LLC yesterday
Kohmann Bosshard Financial Services, LLC yesterday
American Capital Advisory, LLC yesterday
SAGE RHINO CAPITAL LLC yesterday
DMKC Advisory Services, LLC yesterday
WEALTH MANAGEMENT RESOURCES, INC. yesterday
BARNES PETTEY FINANCIAL ADVISORS, LLC yesterday
FAGAN ASSOCIATES, INC. yesterday
New Harbor Financial Group, LLC yesterday
Joel Isaacson & Co., LLC yesterday
Pekin Hardy Strauss, Inc. yesterday
MOODY ALDRICH PARTNERS LLC yesterday
Narwhal Capital Management yesterday
Four Tree Island Advisory LLC yesterday
Kiker Wealth Management, LLC yesterday
CHAPIN DAVIS, INC. yesterday
Interchange Capital Partners, LLC yesterday
DURANTE & WATERS, LLC yesterday
Brown University yesterday
Woodside Wealth Management LLC yesterday
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC yesterday
Stegner Investment Associates Inc. yesterday
Aries Wealth Management yesterday
RV Capital AG yesterday
FIRST NATIONAL BANK SIOUX FALLS 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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