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Institutional Holdings Dashboard

Last Updated: 36 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
Heck Capital Advisors, LLC today
Leverty Financial Group, LLC today
Taylor & Morgan Wealth Management, LLC today
Adirondack Capital Advisors, LLC today
FORM Wealth Advisors, LLC today
RAMSEY QUANTITATIVE SYSTEMS today
Processus Wealth & Capital Management, LLC today
CABANA LLC today
Uptown Financial Advisors LLC today
Hudson Value Partners, LLC today
Trust Co today
WHITENER CAPITAL MANAGEMENT, INC. today
Partnership Wealth Management, LLC today
HRC WEALTH MANAGEMENT, LLC today
G&S Capital LLC today
LEDERER & ASSOCIATES INVESTMENT COUNSEL|CA today
Kentucky Trust Co today
Torren Management, LLC today
Nolet Wealth Management, LLC today
William Mack & Associates, Inc. today
Fruth Investment Management today
FIDUCIARY FINANCIAL GROUP, LLC today
Farrell Financial LLC today
LAM GROUP, INC. today
Stonekeep Investments, LLC today
Canvas Wealth Advisors, LLC today
Rise Advisors, LLC today
Arkfeld Wealth Strategies, L.L.C. today
Sunesis Advisors, LLC today
GenWealth Group, Inc. today
DAGCO, INC. today
West Branch Capital LLC today
Peirce Capital Management, LLC today
Nvest Wealth Strategies, Inc. today
DiNuzzo Private Wealth, Inc. today
KENNICOTT CAPITAL MANAGEMENT LLC today
FAMILY WEALTH PARTNERS, LLC today
Cardinal Capital Management, Inc. today
MAGNOLIA CAPITAL MANAGEMENT LTD today
TEMA ETFS LLC today
Haven Capital Group, Inc. today
BUTENSKY & COHEN FINANCIAL SECURITY, INC today
Japan Post Holdings Co., Ltd. today
Financial Planning Fort Collins, LLC today
JFS WEALTH ADVISORS, LLC today
Envision Financial LLC today
Investors Research Corp today
Annex Advisory Services, LLC today
Pathfinder Wealth Consulting, Inc. today
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. today
Insight Wealth Strategies, LLC today
Accel Wealth Management today
Bank & Trust Co today
Buska Wealth Management, LLC today
Hyperion Asset Management Ltd today
WEDGE CAPITAL MANAGEMENT L L P|NC today
Abound Wealth Management today
Northside Capital Management, LLC today
Trinity Street Asset Management LLP today
Regent Peak Wealth Advisors LLC today
GoalFusion Wealth Management, LLC today
Lee, Kelleher & Klein Wealth Management today
Oldfield Partners LLP today
FIRST COMMUNITY TRUST NA today
SL ADVISORS, LLC today
Alken Asset Management Ltd today
Walker Asset Management, LLC today
Ballast, Inc. today
ALM First Financial Advisors, LLC today
CAMELOT TECHNOLOGY ADVISORS, INC. today
Charles Schwab Trust Co today
Salvus Wealth Management, LLC today
BFI Infinity Ltd. today
KWB Wealth today
Prosperity Planning, Inc. today
Financial Designs Corp today
Scott Capital Advisors, LLC today
Spinnaker Investment Group, LLC today
Wealth Group Ltd today
CITY HOLDING CO today
ORRSTOWN FINANCIAL SERVICES INC today
Stephens Group, LLC today
Handelsbanken Fonder AB today
Aquamarine Zurich AG today
Generali Investments, Management Co LLC today
E. Ohman J:or Asset Management AB today
Northcape Capital Pty Ltd today
Yoffe Investment Management, LLC yesterday
Ausbil Investment Management Ltd yesterday
Ocean Park Asset Management, LLC yesterday
WASATCH ADVISORS LP yesterday
DOLIVER ADVISORS, LP yesterday
DIVERSIFIED MANAGEMENT INC yesterday
Clarus Wealth Advisors yesterday
Peoples Bank|KS yesterday
CPA Asset Management Group, LLC yesterday
Financial Advisory Corp yesterday
LWM ADVISORS INC yesterday
Veery Capital, LLC yesterday
Steadtrust 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)

Loading Fund Data...

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.