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Institutional Holdings Dashboard

Last Updated: 4 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
Addis & Hill, Inc today
Wisconsin Wealth Advisors, LLC today
Central Pacific Bank - Trust Division today
GAMMA Investing LLC today
Grant Private Wealth Management Inc today
Avior Wealth Management, LLC today
Value Investment Professionals, LLC today
Crescent Sterling, Ltd. today
Mader & Shannon Wealth Management, Inc. today
Martin Capital Partners, LLC today
GK Wealth Management LLC today
BDF-GESTION today
55 North Private Wealth, LLC today
Byrne Asset Management LLC today
Clark Asset Management, LLC today
Baron Wealth Management LLC today
WALNUT PRIVATE EQUITY PARTNERS, LLC today
Connective Portfolio Management, LLC today
TT International Asset Management LTD today
Mills Wealth Advisors LLC today
Manitou Investment Management Ltd. today
ORSER CAPITAL MANAGEMENT, LLC today
Red Spruce Capital, LLC today
ARMSTRONG HENRY H ASSOCIATES INC today
Prodigy Asset Management LLC today
St. Louis Financial Planners Asset Management, LLC today
Westmount Partners, LLC today
Ballew Advisors, Inc today
Retirement Wealth Solutions LLC today
CONGRESS ASSET MANAGEMENT CO today
SigFig Wealth Management, LLC today
Lake Hills Wealth Management, LLC today
Silverberg Bernstein Capital Management LLC today
Hiley Hunt Wealth Management today
HOWARD FINANCIAL SERVICES, LTD. today
FIRST FINANCIAL CORP |IN| today
City Center Advisors, LLC today
MOULTON WEALTH MANAGEMENT, INC today
Paul R. Ried Financial Group, LLC today
JBGlobal.com LLC today
COOPER INVESTORS PTY LTD yesterday
Silchester International Investors LLP yesterday
Kopion Asset Management, LLC yesterday
CenturyLink Investment Management Co yesterday
St. Clair Advisors, LLC yesterday
Pathway Financial Advisors LLC yesterday
ANDERSON HOAGLAND & CO yesterday
TETRAD CORP yesterday
Boston Standard Wealth Management, LLC yesterday
EMINENCE CAPITAL, LP yesterday
Somnio Financial Group, LLC yesterday
LEGACY SOLUTIONS, LLC yesterday
Ridgeline Wealth, LLC yesterday
Trinity Financial Advisors LLC yesterday
CGN Advisors LLC yesterday
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. yesterday
CoreCap Advisors, LLC yesterday
Pacific Excel Wealth Advisors, Inc. yesterday
TTRF Capital Ltd yesterday
Longview Financial Advisors, Inc. yesterday
Dogwood Wealth Management LLC yesterday
RDA Financial Network yesterday
Vigilare Wealth Management yesterday
Stonebridge Financial Group, LLC yesterday
Bulwark Capital Corp yesterday
PRIVATE CLIENT SERVICES, LLC yesterday
Brandywine Financial Group yesterday
Meadowbrook Wealth Management, LLC yesterday
OLD REPUBLIC INTERNATIONAL CORP yesterday
Somerset Trust Co yesterday
Acasta Partners UK LLP yesterday
STABLEFORD CAPITAL II LLC yesterday
MJT & Associates Financial Advisory Group, Inc. yesterday
Sincerus Advisory, LLC yesterday
MTCO Ltd. yesterday
Bangor Savings Bank yesterday
Hobart Private Capital, LLC yesterday
NEVILLE RODIE & SHAW INC yesterday
jvl associates llc yesterday
ACIMA PRIVATE WEALTH, LLC yesterday
General Partner, Inc. yesterday
Boltwood Capital Management July 2, 2026
Trilogy Capital Inc. July 2, 2026
BURKETT FINANCIAL SERVICES, LLC July 2, 2026
ATMOS ADVISORY, LLC July 2, 2026
Cedar Mountain Advisors, LLC July 2, 2026
COLLECTIVE FAMILY OFFICE LLC July 2, 2026
KERR FINANCIAL PLANNING Corp July 2, 2026
Versant Capital Management, Inc July 2, 2026
Diesslin Group, Inc. July 2, 2026
Sarver Vrooman Wealth Advisors July 2, 2026
Frisco Financial Planning LLC July 2, 2026
Asset Management Advisors, LLC July 2, 2026
MassMutual Private Wealth & Trust, FSB July 2, 2026
Eleva Capital SAS July 2, 2026
Box Hill Private Wealth LLC July 2, 2026
Kozak & Associates, Inc. July 2, 2026
Gladwyn Financial Advisors, Inc. July 2, 2026
Silverleafe Capital Partners, LLC July 2, 2026
Robert B. Daugherty Foundation July 2, 2026

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.