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Institutional Holdings Dashboard

Last Updated: 7 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
Fortis Capital Advisors, LLC today
Lakeside Advisors, INC. today
PRIVATE MANAGEMENT GROUP INC today
True Link Financial Advisors, LLC today
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC today
Stirlingshire Investments, Inc. today
VestGen Investment Management today
W ADVISORS, LLC today
Soltis Investment Advisors LLC today
Aspen Private Advisors, LLC today
B&D White Capital Company, LLC today
Chung Wu Investment Group, LLC today
Freestone Capital Holdings, LLC today
Tandem Investment Advisors, Inc. today
Warwick Investment Management, Inc. today
Probity Advisors, Inc. today
J. Derek Lewis & Associates Inc. today
Schorn Wealth LLC today
KORNITZER CAPITAL MANAGEMENT INC |KS today
Three Magnolias Financial Advisors, LLC today
Daiwa Securities Group Inc. today
Peck Wealth Management, LLC today
Badgley Phelps Wealth Managers, LLC today
Kerusso Capital Management LLC today
ASSOCIATED BANC-CORP today
DB&C Advisors, LLC today
Granite Harbor Advisors, Inc. today
Curative Ventures V LLC today
Aberdeen Group plc today
Troy Asset Management Ltd today
BCS Private Wealth Management, Inc. today
New Republic Capital, LLC today
Napier Financial, LLC today
Rossmore Private Capital today
ABBINGTON INVESTMENT GROUP today
Avail Investment Partners, LLC today
Glassy Mountain Advisors, Inc. today
Brendel Financial Advisors LLC today
Code Waechter LLC today
Calamos Wealth Management LLC today
Calamos Advisors LLC today
DEMMING FINANCIAL SERVICES CORP |ADV today
FORMULATE FINANCIAL LLC today
Integrated Capital Management, LLC today
ZEGA Investments, LLC today
Stone Ridge Holdings Group LP today
Park Square Financial Group, LLC today
Seneca House Advisors today
Impact Investors, Inc today
Westview Management dba Westview Investment Advisors today
Family Capital Management, Inc. today
Austin Asset Management Co Inc today
Shared Vision Wealth Group LLC today
Lansing Management LP today
TOBAM today
WEALTHGARDEN F.S. LLC today
THEORY FINANCIAL LLC today
MB Generational Wealth, LLC today
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. today
MWA Asset Management today
Davies Financial Advisors, Inc. today
ZIONS BANCORPORATION, NATIONAL ASSOCIATION |UT| today
Mascagni Wealth Management, Inc. today
IQ EQ FUND MANAGEMENT (IRELAND) Ltd today
EADS & HEALD WEALTH MANAGEMENT today
CAHABA WEALTH MANAGEMENT, INC. today
NNS Investments (Cyprus) Ltd today
NNS Holding today
Bank of Italy today
Legacy Trust today
CENTRAL TRUST Co today
Banque Cantonale Vaudoise today
J. Safra Sarasin Holding AG today
PINCUS CAPITAL MANAGEMENT, LP today
Jackson, Grant Investment Advisers, Inc. today
NORTH POINT PORTFOLIO MANAGERS CORP|OH today
SYNTAX RESEARCH, INC. today
S.A. Mason LLC today
STUDIO INVESTMENT MANAGEMENT LLC today
MOTCO today
Intesa Sanpaolo S.p.A. today
Thayer Partners, LLC | MA today
Aspen Wealth Management LLC today
Atlas Legacy Advisors, LLC today
FOUNDERS FINANCIAL SECURITIES LLC today
JTC Employer Solutions Trustee Ltd today
Opus Capital Group, LLC today
AWM CAPITAL, LLC today
OSLO PENSJONSFORSIKRING AS today
Mn Services Vermogensbeheer B.V. today
GARRISON POINT ADVISORS, LLC today
Hudock, Inc. today
Ranmore Fund Management Ltd today
Cove Private Wealth, LLC today
Capital Wealth Alliance, LLC today
ARGA Investment Management, LP today
Japan Science & Technology Agency today
Aviance Capital Partners, LLC today
Worth Financial Advisory Group, LLC today
Axiom Investment Management 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.