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Institutional Holdings Dashboard

Last Updated: 22 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
Dean Capital Management yesterday
Verus Advisory, Inc. yesterday
Framtiden Holdings Management Co LLC yesterday
SB Capital Management Inc yesterday
Keenan, LLC yesterday
LARCH CAPITAL PARTNERS LLC yesterday
Catalyst Investment Management LLC yesterday
Sunbelt Securities, Inc. yesterday
Dorsey Wright & Associates yesterday
CAMBIENT FAMILY OFFICE, LLC yesterday
Anchor Capital Management Group Inc yesterday
Attestor Capital Ltd yesterday
Kovitz Investment Group Partners, LLC yesterday
Ruggaard & Associates LLC yesterday
McLaughlin Asset Management, Inc. yesterday
Capstone Wealth Management, Inc. yesterday
Bauman Advisory Group, LLC yesterday
JOSH ARNOLD INVESTMENT CONSULTANT, LLC yesterday
White Knight Strategic Wealth Advisors, LLC yesterday
Kinloch Capital, LLC yesterday
Waterford Advisors, LLC yesterday
Talisman Wealth Advisors LLC yesterday
Wick Capital Partners, LLC yesterday
93 Financial Group, LLC Feb. 19, 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC |ADV Feb. 19, 2026
MCGUIRE CAPITAL ADVISORS INC Feb. 19, 2026
BFI Wealth Solutions, LLC Feb. 19, 2026
WealthPoint Financial, LLC Feb. 19, 2026
SIP Global Opportunity Manager LLC Feb. 19, 2026
Van Diest Capital, LLC Feb. 19, 2026
Compound Planning, Inc. Feb. 19, 2026
Claris Financial LLC Feb. 19, 2026
Connective Capital Management, LLC Feb. 19, 2026
TMB Capital Partners, LLC Feb. 19, 2026
Briggs Wealth Management, Inc Feb. 19, 2026
ATX Financial Planning, LLC Feb. 19, 2026
Torrey-Payne Wealth Management, LLC Feb. 19, 2026
VCU Investment Management Co Feb. 19, 2026
Invesco Ltd. Feb. 19, 2026
Michels Family Financial, LLC Feb. 19, 2026
Evansbrook LLC Feb. 19, 2026
Rare Wolf Capital LLC Feb. 19, 2026
Harbour Wealth Management Group, Inc. Feb. 19, 2026
CBM Financial, LLC Feb. 19, 2026
Spinecap SAS Feb. 19, 2026
Lexington Hill Partners, LLC Feb. 19, 2026
First Growth Capital LLC Feb. 19, 2026
Aznar Financial Advisors, LLC Feb. 19, 2026
Birchwood Financial Partners, Inc. Feb. 19, 2026
Corient Private Wealth LLC Feb. 19, 2026
Jacobs Equity LLC Feb. 19, 2026
Smith Asset Management Co., LLC Feb. 19, 2026
Little Harbor Advisors, LLC Feb. 18, 2026
Royal Harbor Partners, LLC Feb. 18, 2026
CrossGen Wealth, LLC Feb. 18, 2026
Plotkin Financial Advisors, LLC Feb. 18, 2026
Ironclad Investments LLC Feb. 18, 2026
Andrews Advisory Associates, LLC Feb. 18, 2026
Onyx Bridge Wealth Group LLC Feb. 18, 2026
Wealthspire Retirement, LLC Feb. 18, 2026
ORACLE INVESTMENT MANAGEMENT INC Feb. 18, 2026
Grand Central Investment Group Feb. 18, 2026
Kastel Capital Advisors, LLC Feb. 18, 2026
Wealth Intelligence, LLC Feb. 18, 2026
NewEdge Advisors, LLC Feb. 18, 2026
Veratis Advisors, Inc. Feb. 18, 2026
Crusonia Wealth Advisors LLC Feb. 18, 2026
Hershey Financial Advisers, LLC Feb. 18, 2026
Strong Retirement Solutions LLC Feb. 18, 2026
Sunstone Asset Management, L.P. Feb. 18, 2026
CIM, LLC Feb. 18, 2026
ALPHA CAPITAL ADVISORS INC |ADV Feb. 18, 2026
CAT ROCK CAPITAL MANAGEMENT LP Feb. 18, 2026
KVP Capital Advisors, LP Feb. 18, 2026
VestGen Investment Management Feb. 18, 2026
Garton & Associates Financial Advisors LLC Feb. 18, 2026
KKM Financial LLC Feb. 18, 2026
Pacific Excel Wealth Advisors, Inc. Feb. 18, 2026
Skyview Financial Group LLC Feb. 18, 2026
Adventist Health System| West Feb. 18, 2026
Financial Planning Fort Collins, LLC Feb. 18, 2026
Caitlin John, LLC Feb. 18, 2026
Nalanda India Equity Fund Ltd Feb. 18, 2026
DCM Advisors, LLC Feb. 18, 2026
Galaxy Group Investments LLC Feb. 18, 2026
SOF Ltd Feb. 18, 2026
Corecam AG Feb. 18, 2026
NAYA CAPITAL MANAGEMENT UK LTD Feb. 18, 2026
Arohi Asset Management PTE Ltd. Feb. 18, 2026
Achmea Investment Management B.V. Feb. 18, 2026
Braeburn Wealth Management LLC Feb. 18, 2026
Front Street Capital Management, Inc. Feb. 18, 2026
Vident Advisory, LLC Feb. 18, 2026
Beacon Pointe Advisors, LLC Feb. 18, 2026
FAS Wealth Partners, Inc. Feb. 18, 2026
KITCHING PARTNERS, LLC Feb. 18, 2026
FIRST CITIZENS BANK & TRUST CO Feb. 18, 2026
Wahed Invest LLC Feb. 18, 2026
Global Frontier Investments LLC Feb. 18, 2026
MENDON CAPITAL ADVISORS CORP Feb. 18, 2026

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Dec 31, 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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