Skip to Main Content

Institutional Holdings Dashboard

Last Updated: 8 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
Moran Wealth Management, LLC yesterday
Covenant Partners, LLC yesterday
River Street Advisors LLC yesterday
Tanager Wealth Management LLP yesterday
Keystone Wealth Services, LLC yesterday
Patriot Financial Group Insurance Agency, LLC yesterday
Phraction Management LLC yesterday
Chicago Capital, LLC yesterday
Next Level Wealth Planning, LLC yesterday
Asset Dedication, LLC yesterday
NOTTINGHAM ADVISORS, INC. yesterday
Zullo Investment Group, Inc. yesterday
PHILLIPS FINANCIAL MANAGEMENT, LLC yesterday
Shaker Financial Services, LLC yesterday
Pacific Capital Wealth Advisors, Inc. yesterday
Legacy CG, LLC yesterday
Lakewood Asset Management LLC yesterday
Main Street Group, LTD yesterday
LEDERER & ASSOCIATES INVESTMENT COUNSEL|CA yesterday
Seneca Financial Advisors LLC yesterday
DUPONT CAPITAL MANAGEMENT CORP yesterday
Frankly Finances, LLC yesterday
China-UAE Investment Cooperation Fund, L.P. yesterday
Global Wealth Management, LLC yesterday
KIRR MARBACH & CO LLC |IN| yesterday
GRACE & WHITE INC |NY yesterday
Merit Financial Group, LLC yesterday
Martin Capital Advisors, LLP yesterday
Heritage Wealth Management, Inc. yesterday
Welch Group, LLC yesterday
WHITTIER TRUST CO OF NEVADA INC yesterday
Bretton Capital Management, LLC yesterday
WHITTIER TRUST CO yesterday
PENNSYLVANIA CAPITAL MANAGEMENT INC |ADV yesterday
J.M. Arbour, LLC yesterday
IAMS WEALTH MANAGEMENT, LLC yesterday
O'Connor Financial Group LLC yesterday
Marion Wealth Management yesterday
GRAND WEALTH MANAGEMENT, LLC yesterday
Hendershot Investments Inc. yesterday
Lionsbridge Wealth Management LLC yesterday
Berkeley, Inc yesterday
Sightline Wealth Advisors, LLC yesterday
Rolek Wealth Management LLC yesterday
Argo Wealth Advisory, LLC yesterday
Oxinas Partners, LLC yesterday
Draper Asset Management, LLC yesterday
Inman Jager Wealth Management, LLC yesterday
CM WEALTH ADVISORS LLC yesterday
Apex Wealth Management, LLC yesterday
LUTS & GREENLEIGH GROUP, INC. yesterday
Capitol Family Office, Inc. yesterday
MIDLAND WEALTH ADVISORS, LLC yesterday
LOWERY THOMAS, LLC yesterday
Slocum, Gordon & Co LLP yesterday
Trivium Point Advisory, LLC yesterday
AE Wealth Management LLC yesterday
Ferguson Shapiro LLC yesterday
Roof Eidam Maycock Peralta, LLC yesterday
Fisher Funds Management LTD yesterday
SHELTON WEALTH MANAGEMENT, LLC yesterday
JGP Global Gestao de Recursos Ltda. yesterday
American Wealth Advisors, LLC yesterday
DUFF & PHELPS INVESTMENT MANAGEMENT CO yesterday
Transcendent Capital Group LLC yesterday
Xcel Wealth Management, LLC yesterday
NORTHWESTERN UNIVERSITY yesterday
Quadrant Private Wealth Management, LLC yesterday
Slow Capital, Inc. yesterday
Thomasville National Bank yesterday
Pacific Life Fund Advisors LLC yesterday
Trellis Wealth Advisors LLC yesterday
Zeit Capital LLC yesterday
THOMAS STORY & SON LLC yesterday
Oceanside Advisors LLC yesterday
Nabity-Jensen Investment Management Inc yesterday
Independent Wealth Network Inc. yesterday
West Wealth Group, LLC yesterday
CAMPBELL NEWMAN ASSET MANAGEMENT INC yesterday
PRIVATE TRUST CO NA yesterday
Key Capital Management, INC yesterday
WRIGHT INVESTORS SERVICE INC yesterday
Mirae Asset Global Investments Co., Ltd. yesterday
BOYUM WEALTH ARCHITECTS LLC yesterday
WBH ADVISORY INC yesterday
Sellwood Investment Partners LLC yesterday
PDS Planning, Inc yesterday
JNBA Financial Advisors yesterday
KILEY JUERGENS WEALTH MANAGEMENT, LLC yesterday
BCM ADVISORS, LLC yesterday
Variant Private Wealth, LLC yesterday
LifeWealth Investments, LLC yesterday
Moss Adams Wealth Advisors LLC yesterday
SMART Wealth LLC yesterday
QUATTRO FINANCIAL ADVISORS LLC yesterday
CWC Advisors, LLC. yesterday
MBM WEALTH CONSULTANTS, LLC yesterday
BAXTER BROS INC yesterday
Grey Rock Energy Management, LLC yesterday
FORTERIS WEALTH MANAGEMENT INC. 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)

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

Loading Graph...