Skip to Main Content

Institutional Holdings Dashboard

Last Updated: 17 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
Sidoxia Capital Management, LLC yesterday
Compass Financial Services Inc yesterday
Montz Harcus Wealth Management LLC yesterday
Ridgeline Wealth Planning, LLC yesterday
XML Financial, LLC yesterday
KPP Advisory Services LLC yesterday
Wolfstich Capital, LLC yesterday
SimpliFi, Inc. yesterday
FELL CAPITAL MANAGEMENT |ADV yesterday
Tenon Financial LLC yesterday
SURIENCE PRIVATE WEALTH LLC yesterday
Penobscot Investment Management Company, Inc. yesterday
L.K. Benson & Company, P.C. yesterday
Vest Financial, LLC yesterday
Beta Wealth Group, Inc. yesterday
Conestoga Capital Advisors, LLC yesterday
Tower View Wealth Management LLC yesterday
CPC Advisors, LLC yesterday
Avidian Wealth Enterprises, LLC yesterday
Transce3nd, LLC yesterday
Whelan Financial yesterday
D.A. DAVIDSON & CO. yesterday
North Forty Two & Co. yesterday
RIVULET CAPITAL, LLC yesterday
Vawter Financial, Ltd. yesterday
Trinity Legacy Partners, LLC yesterday
Noble Wealth Partners LLC yesterday
Columbia Bank yesterday
BENJAMIN EDWARDS INC yesterday
Freedom Day Solutions, LLC yesterday
CRITERIA CAIXA, S.A.U. yesterday
OPTIMA CAPITAL LLC yesterday
Roble, Belko & Company, Inc yesterday
FISCHER INVESTMENT STRATEGIES, LLC yesterday
BARRETT & COMPANY, INC. yesterday
a16z Perennial Management, L.P. yesterday
TERRIL BROTHERS, INC. yesterday
Drystone LLC yesterday
Stronghold Wealth Management L.L.C. yesterday
Boston Trust Walden Corp yesterday
BARTLETT & CO. WEALTH MANAGEMENT LLC yesterday
TCV Trust & Wealth Management, Inc. yesterday
CRA Financial Services, LLC yesterday
Meredith Wealth Planning yesterday
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd yesterday
MADDEN SECURITIES Corp yesterday
Brookmont Capital Management yesterday
Narwhal Capital Management yesterday
Nelson Capital Management, LLC yesterday
EdgeRock Capital LLC yesterday
PERRYMAN FINANCIAL ADVISORY INC |AD yesterday
Lansing Street Advisors yesterday
Silver Coast Investments LLC yesterday
DORVAL Corp yesterday
SEMITAM BONAM LLC yesterday
Blossom Wealth Management yesterday
JAMES INVESTMENT RESEARCH, INC. yesterday
Legacy Advisors, LLC yesterday
Investment Partners Asset Management, Inc. yesterday
Donor Advised Charitable Giving, Inc. yesterday
GREENWOOD GEARHART LLC yesterday
Grey Rock Energy Management, LLC yesterday
FLYNN ZITO CAPITAL MANAGEMENT, LLC yesterday
SCHNIEDERS CAPITAL MANAGEMENT, LLC. yesterday
Tiller Private Wealth, Inc. yesterday
Opus Financial Solutions LLC yesterday
MBM WEALTH CONSULTANTS, LLC yesterday
SEAMOUNT FINANCIAL GROUP INC yesterday
Pine Valley Investments Ltd Liability Co yesterday
Clarity Wealth Advisors, LLC yesterday
TOWNSEND ASSET MANAGEMENT CORP |NC| |ADV yesterday
ALLEN WEALTH MANAGEMENT, LLC yesterday
Bogart Wealth, LLC yesterday
FIDUCIARY ADVISORS, INC. yesterday
Stonebridge Financial Group, LLC | MO yesterday
Cohalo Advisory LLC yesterday
STONE LOFT WEALTH MANAGEMENT LLC yesterday
GREATMARK INVESTMENT PARTNERS, INC. yesterday
SPWM Advisors LLC yesterday
Sunpointe, LLC yesterday
Prism Advisors, Inc. yesterday
SWP FINANCIAL LLC yesterday
Fortis Group Advisors, LLC yesterday
Clarus Group, Inc. yesterday
Farmers & Merchants Trust Co of Chambersburg PA yesterday
Wealth Advisory Solutions, LLC yesterday
TMB Capital Partners, LLC yesterday
DHJJ Financial Advisors, Ltd. yesterday
UDINE WEALTH MANAGEMENT, INC. yesterday
BridgePort Financial Solutions, LLC yesterday
Xcel Wealth Management, LLC yesterday
WealthBridge Capital Management, LLC yesterday
Quaker Wealth Management, LLC yesterday
PETRA FINANCIAL ADVISORS INC yesterday
POSTROCK PARTNERS LLC yesterday
VIMA LLC yesterday
Sharp Wealth Advisory, LLC yesterday
Starlite Capital INC yesterday
Shepherd Street Advisors LLC yesterday
Kaydan Wealth Management, Inc. 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.