Skip to Main Content

Institutional Holdings Dashboard

Last Updated: 7 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
CHICAGO TRUST Co NA yesterday
Johnson Bixby & Associates, LLC yesterday
PFG Advisors yesterday
HENGEHOLD CAPITAL MANAGEMENT LLC yesterday
Mid-American Wealth Advisory Group, Inc. yesterday
CogentBlue Wealth Advisors, LLC yesterday
Cambridge Advisors Inc. yesterday
Certified Advisory Corp yesterday
Cooke Wealth Management, LLC yesterday
Sharper & Granite LLC yesterday
Bond & Devick Financial Network, Inc. yesterday
Frist Capital, LLC yesterday
Stone Wealth Partners yesterday
BEACON FINANCIAL GROUP yesterday
Apeiron RIA LLC yesterday
BRANDYWINE OAK PRIVATE WEALTH LLC yesterday
True Wind Capital Management, L.P. yesterday
WAYSTONE ADVISORS LLC yesterday
Integrated Financial Solutions, Inc. yesterday
Ledyard National Bank yesterday
Global Trust Wealth Management LLC yesterday
PMG Family Office LLC yesterday
Cornerstone Management, Inc. yesterday
Targeted Financial Services LLC yesterday
Patriot Financial Group Insurance Agency, LLC yesterday
RIVERSEDGE ADVISORS, LLC yesterday
McHugh Group, LLC yesterday
DAILY JOURNAL CORP yesterday
Higgins & Schmidt Wealth Strategies LLC yesterday
James Reed Financial Services, Inc. yesterday
ALKEME WEALTH, LLC yesterday
Ramiah Investment Group yesterday
Clarity Asset Management, Inc. yesterday
PENOBSCOT WEALTH MANAGEMENT yesterday
Baker Chad R yesterday
Crossmark Global Holdings, Inc. yesterday
AVALON CAPITAL MANAGEMENT yesterday
Mraz, Amerine & Associates, Inc. yesterday
REBALANCE, LLC yesterday
Rempart Asset Management Inc. yesterday
Coastwise Capital Group, LLC yesterday
TRUEFG, LLC yesterday
STEPHENS GROUP ASSET MANAGEMENT, LLC yesterday
LIFELONG WEALTH ADVISORS, INC. yesterday
Kaufman Rossin Wealth, LLC yesterday
VERITY Wealth Advisors yesterday
Capital Advisors, Ltd. LLC yesterday
RICHARDS, MERRILL & PETERSON, INC. yesterday
Forthright Family Wealth Advisory LLC yesterday
Brown Miller Wealth Management, LLC yesterday
INSTRUMENTAL WEALTH, LLC yesterday
Finward Bancorp yesterday
Thoma Capital Management LLC yesterday
Simplify Asset Management Inc. yesterday
Marathon Strategic Advisors, LLC yesterday
Morangie Management LLC yesterday
Howard Capital Management Group, LLC yesterday
NORTHEAST INVESTMENT MANAGEMENT yesterday
Seelaus Asset Management LLC yesterday
Marion Wealth Management yesterday
RIVER'S EDGE WEALTH MANAGEMENT, LLC yesterday
SANDER CAPITAL ADVISORS INC yesterday
ACCESS FINANCIAL SERVICES, INC. yesterday
BLUEDOOR PRIVATE WEALTH, LLC yesterday
Wolff Financial Management LLC yesterday
Yardley Wealth Management LLC yesterday
WASHINGTON GROWTH STRATEGIES LLC yesterday
San Luis Wealth Advisors LLC yesterday
Radnor Capital Management, LLC yesterday
HENNESSY ADVISORS INC yesterday
Single Point Partners, LLC yesterday
Johnson & White Wealth Management, LLC yesterday
CFS Investment Advisory Services, LLC yesterday
BCS Wealth Management yesterday
Berman McAleer LLC yesterday
Activest Wealth Management yesterday
Segment Wealth Management, LLC yesterday
Stanich Group LLC yesterday
Navigation Wealth Management, Inc. yesterday
STRATEGIC PLANNING GROUP, LLC yesterday
Aspect Partners, LLC yesterday
Newport Asia LLC yesterday
Crews Bank & Trust yesterday
KEATING INVESTMENT COUNSELORS INC yesterday
Aegis Wealth Management, Inc. yesterday
SECURED RETIREMENT ADVISORS, LLC yesterday
Violich Capital Management, Inc. yesterday
GC Wealth Management RIA, LLC yesterday
DELTA CAPITAL MANAGEMENT LLC yesterday
MinichMacGregor Wealth Management, LLC yesterday
Alhambra Investment Management LLC yesterday
ZAZOVE ASSOCIATES LLC yesterday
Bucket List Wealth Management, LLC yesterday
IAMS WEALTH MANAGEMENT, LLC yesterday
Hunter Perkins Capital Management, LLC yesterday
Porter White Investment Advisors, Inc. yesterday
STEPH & CO yesterday
Horrell Capital Management, Inc. yesterday
CLG LLC yesterday
Princeton Global Asset Management 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

Loading Graph...

This data is parsed from SEC filings by Quiver Quantitative. Sign up for the Quiver Quantitative API for access to data on institutional holdings.