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Institutional Holdings Dashboard

Last Updated: 28 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
Topor & Co. Korea yesterday
Cosmic Management, LLC yesterday
Diesslin Group, Inc. yesterday
Tempo Wealth, LLC yesterday
THRYVE WEALTH MANAGEMENT LLC yesterday
MARINER INVESTMENT GROUP LLC yesterday
HAHN CAPITAL MANAGEMENT LLC yesterday
KW WEALTH MANAGEMENT LLC yesterday
Westshore Wealth, LLC yesterday
MidFirst Bank Feb. 24, 2026
West Virginia University Foundation, Inc Feb. 24, 2026
Alternative Investment Advisors, LLC. Feb. 24, 2026
Villanova Investment Management Co LLC Feb. 24, 2026
Astoria Portfolio Advisors LLC. Feb. 24, 2026
DGS Capital Management, LLC Feb. 24, 2026
Anderson Financial Strategies, LLC Feb. 24, 2026
Ketron Financial Feb. 24, 2026
Bell Investment Advisors, Inc Feb. 24, 2026
Avory & Company, LLC Feb. 24, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC Feb. 24, 2026
CHELSEA COUNSEL CO Feb. 24, 2026
Coastline Complete Wealth LLC Feb. 24, 2026
Barnes Wealth Management Group, Inc Feb. 24, 2026
River Road Asset Management, LLC Feb. 24, 2026
SG Trading Solutions, LLC Feb. 24, 2026
Amanah Holdings Trust Feb. 24, 2026
Titan Investment Management LLC Feb. 24, 2026
Investment Insight Wealth Management, LLC Feb. 24, 2026
Macco Financial Group, Inc. Feb. 24, 2026
WLTH Capital Management, LLC Feb. 24, 2026
DiPaolo Financial Group, Inc. Feb. 24, 2026
Nolet Wealth Management, LLC Feb. 24, 2026
Stone Wealth Partners Feb. 24, 2026
Lynch Investment Planning, LLC Feb. 24, 2026
FLOYD FINANCIAL GROUP LLC Feb. 23, 2026
Clear Retirement Advice LLC Feb. 23, 2026
Arrow Capital Management, LLC Feb. 23, 2026
Drake & Associates, LLC Feb. 23, 2026
Forthright Family Wealth Advisory LLC Feb. 23, 2026
GuidedMoney, LLC Feb. 23, 2026
Beaird Harris Wealth Management, LLC Feb. 23, 2026
Wealth Preservation Advisors, LLC Feb. 23, 2026
Sonoma Allocations LLC Feb. 23, 2026
Monetary Solutions, Ltd Feb. 23, 2026
McMill Wealth Management Feb. 23, 2026
Investments & Financial Planning, LLC Feb. 23, 2026
Kera Capital Partners, Inc. Feb. 23, 2026
Walser Wealth Management Company, A Ltd Liability Co Feb. 23, 2026
Phillip James Consulting Co. Feb. 23, 2026
Blue Capital, Inc. Feb. 23, 2026
Virtu Financial LLC Feb. 23, 2026
Copos Capital S.a r.l. Feb. 23, 2026
Vinland Capital Management Gestora de Recursos LTDA. Feb. 23, 2026
REX Advisers, LLC Feb. 23, 2026
CONTINENTAL INVESTORS SERVICES, INC. Feb. 23, 2026
IronBridge Private Wealth, LLC Feb. 23, 2026
Dean Capital Management Feb. 20, 2026
Verus Advisory, Inc. Feb. 20, 2026
Framtiden Holdings Management Co LLC Feb. 20, 2026
SB Capital Management Inc Feb. 20, 2026
Keenan, LLC Feb. 20, 2026
LARCH CAPITAL PARTNERS LLC Feb. 20, 2026
Catalyst Investment Management LLC Feb. 20, 2026
Sunbelt Securities, Inc. Feb. 20, 2026
Dorsey Wright & Associates Feb. 20, 2026
CAMBIENT FAMILY OFFICE, LLC Feb. 20, 2026
Anchor Capital Management Group Inc Feb. 20, 2026
Attestor Capital Ltd Feb. 20, 2026
Kovitz Investment Group Partners, LLC Feb. 20, 2026
Ruggaard & Associates LLC Feb. 20, 2026
McLaughlin Asset Management, Inc. Feb. 20, 2026
Capstone Wealth Management, Inc. Feb. 20, 2026
Bauman Advisory Group, LLC Feb. 20, 2026
JOSH ARNOLD INVESTMENT CONSULTANT, LLC Feb. 20, 2026
White Knight Strategic Wealth Advisors, LLC Feb. 20, 2026
Kinloch Capital, LLC Feb. 20, 2026
Waterford Advisors, LLC Feb. 20, 2026
Talisman Wealth Advisors LLC Feb. 20, 2026
Wick Capital Partners, LLC Feb. 20, 2026
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

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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