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Institutional Holdings Dashboard

Last Updated: 13 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
PETERSON WEALTH MANAGEMENT yesterday
NewGen Asset Management Ltd yesterday
Alternative Investment Advisors, LLC. yesterday
Financial Symmetry Inc yesterday
Keel Point, LLC Dec. 16, 2025
Garde Capital, Inc. Dec. 16, 2025
Lindenwold Advisors, INC Dec. 16, 2025
BOURNE LENT ASSET MANAGEMENT INC Dec. 15, 2025
HARBOUR INVESTMENT MANAGEMENT LLC Dec. 15, 2025
Farmers National Bank Dec. 15, 2025
FNY Investment Advisers, LLC Dec. 15, 2025
NEW MEXICO EDUCATIONAL RETIREMENT BOARD Dec. 15, 2025
CTC LLC Dec. 12, 2025
CTC Alternative Strategies, Ltd. Dec. 12, 2025
ACADEMY CAPITAL MANAGEMENT Dec. 12, 2025
Permira Holdings LTD Dec. 11, 2025
AMS Capital Ltda Dec. 10, 2025
MAINSTAY CAPITAL MANAGEMENT LLC |ADV Dec. 9, 2025
Dean, Jacobson Financial Services, LLC Dec. 9, 2025
Painted Porch Advisors LLC Dec. 9, 2025
Alecta Tjanstepension Omsesidigt Dec. 8, 2025
Tull Financial Group, Inc. Dec. 8, 2025
Moneda S.A. Administradora General de Fondos Dec. 5, 2025
Vestwell Advisors, LLC Dec. 5, 2025
LYNWOOD PRICE CAPITAL MANAGEMENT LP Dec. 5, 2025
Severin Investments, LLC Dec. 3, 2025
Strategic Investment Solutions, Inc. |IL Dec. 3, 2025
Penn Mutual Asset Management Dec. 3, 2025
SSA SWISS ADVISORS AG Dec. 3, 2025
CROSSPOINT FINANCIAL, LLC Dec. 3, 2025
Allworth Financial LP Dec. 2, 2025
IFP Advisors, Inc Dec. 2, 2025
Strategic Point Investment Advisors, LLC Dec. 2, 2025
Innova Wealth Partners Dec. 2, 2025
Steadtrust LLC Dec. 2, 2025
Stillwater Wealth Management Group Dec. 2, 2025
Tevis Investment Management Dec. 2, 2025
Gilbert Capital Group, Inc. Dec. 2, 2025
Private Wealth Advisors, LLC Dec. 1, 2025
EnCap Energy Capital Fund IX, L.P. Dec. 1, 2025
CMC Financial Group Dec. 1, 2025
LTG Capital LLC Dec. 1, 2025
GROUPAMA ASSET MANAGMENT Dec. 1, 2025
Somnio Financial Group, LLC Dec. 1, 2025
RIA Advisory Group LLC Dec. 1, 2025
Syverson Strege & Co Dec. 1, 2025
Payne Capital Management, LLC Dec. 1, 2025
Investment Research Partners LLC Dec. 1, 2025
Strategic Advocates LLC Nov. 26, 2025
Lantern Wealth Advisors, LLC Nov. 26, 2025
EQUITEC PROPRIETARY MARKETS, LLC Nov. 26, 2025
XXEC, Inc. Nov. 26, 2025
Vermillion & White Wealth Management Group, LLC Nov. 25, 2025
KERR FINANCIAL PLANNING Corp Nov. 25, 2025
CONNORS INVESTOR SERVICES INC Nov. 25, 2025
Court Place Advisors, LLC Nov. 25, 2025
ALEXANDER LABRUNERIE & CO., INC. Nov. 25, 2025
LWM Advisory Services, LLC Nov. 25, 2025
Keyes, Stange & Wooten Wealth Management, LLC Nov. 25, 2025
ARQ WEALTH ADVISORS, LLC Nov. 25, 2025
Peak XV Partners Operations LLC Nov. 25, 2025
Little Harbor Advisors, LLC Nov. 25, 2025
Briaud Financial Planning, Inc Nov. 25, 2025
Kimelman & Baird, LLC Nov. 25, 2025
CHELSEA COUNSEL CO Nov. 24, 2025
Opes Wealth Management LLC Nov. 24, 2025
TD Capital Management LLC Nov. 24, 2025
Cherry Tree Wealth Management, LLC Nov. 24, 2025
Trust Investment Advisors Nov. 24, 2025
Pointe Capital Management LLC Nov. 24, 2025
Penn Capital Management Company, LLC Nov. 24, 2025
Manhattan West Asset Management, LLC Nov. 24, 2025
GRAYBILL WEALTH MANAGEMENT, LTD. Nov. 24, 2025
LifeGoal Investments, LLC Nov. 24, 2025
BURKETT FINANCIAL SERVICES, LLC Nov. 24, 2025
Liontrust Investment Partners LLP Nov. 24, 2025
CIBC Private Wealth Group LLC Nov. 21, 2025
TCM Advisors, LLC Nov. 21, 2025
Capital Square, LLC Nov. 21, 2025
Newport Capital Group, LLC Nov. 21, 2025
Petix & Botte Co Nov. 21, 2025
Watts Gwilliam & Co., LLC Nov. 21, 2025
Nebula Research & Development LLC Nov. 21, 2025
HealthCor Partners Management LP Nov. 21, 2025
Bell Investment Advisors, Inc Nov. 21, 2025
SYCOMORE ASSET MANAGEMENT Nov. 21, 2025
Urban Financial Advisory Corp Nov. 21, 2025
Ovata Capital Management Ltd Nov. 21, 2025
Forefront Analytics, LLC Nov. 21, 2025
Inflection Point Investments LLP Nov. 21, 2025
Maple Capital Management, Inc. Nov. 21, 2025
Sulzberger Capital Advisors, Inc. Nov. 21, 2025
Blue Fin Capital, Inc. Nov. 21, 2025
Achmea Investment Management B.V. Nov. 21, 2025
Yunqi Capital Ltd Nov. 21, 2025
OARSMAN CAPITAL, INC. Nov. 21, 2025
TrueWealth Financial Partners Nov. 20, 2025
CHARTIST INC |CA| Nov. 20, 2025
Ariadne Wealth Management, LP Nov. 20, 2025
EMC Capital Management Nov. 20, 2025

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)

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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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