Skip to Main Content

Institutional Holdings Dashboard

Last Updated: 4 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
Compass Wealth Management LLC yesterday
BNP Paribas Asset Management Holding S.A. yesterday
Boundary Creek Advisors LP yesterday
WEALTH ALLIANCE, LLC yesterday
Fiera Capital Corp yesterday
WAFRA INC. yesterday
MIDLAND WEALTH ADVISORS LLC yesterday
HC Advisors, LLC yesterday
Hemenway Trust Co LLC yesterday
ABRAMS CAPITAL MANAGEMENT, L.P. yesterday
REGENERON PHARMACEUTICALS, INC. yesterday
CFO4Life Group, LLC yesterday
Horizon Family Wealth, Inc. yesterday
MUHLENKAMP & CO INC yesterday
Piedmont Capital Management, LLC yesterday
Collaborative Wealth Managment Inc. yesterday
AlpInvest Partners B.V. yesterday
Harold Davidson & Associates Inc. yesterday
Carlyle Group Inc. yesterday
Rothschild & Co Wealth Management UK Ltd yesterday
COMGEST GLOBAL INVESTORS S.A.S. yesterday
ENDEAVOUR CAPITAL ADVISORS INC yesterday
LEVIN CAPITAL STRATEGIES, L.P. yesterday
SYNOVUS FINANCIAL CORP yesterday
NewEdge Wealth, LLC yesterday
KRAEMATON INVESTMENT ADVISORS, INC yesterday
AMERICAN SECURITIES LLC yesterday
SIGNET FINANCIAL MANAGEMENT, LLC yesterday
ONTARIO TEACHERS PENSION PLAN BOARD yesterday
VeraBank, N.A. yesterday
Alpha Financial Partners, LLC yesterday
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC yesterday
Cumberland Partners Ltd yesterday
JW Asset Management, LLC yesterday
Altos Ventures Management, Inc. yesterday
MCRAE CAPITAL MANAGEMENT INC yesterday
Red Tree Management, LLC yesterday
BURLING WEALTH PARTNERS, LLC yesterday
Cornerstone Advisors, LLC yesterday
Alta Partners Management Company, L.P. yesterday
KING LUTHER CAPITAL MANAGEMENT CORP yesterday
Wernau Asset Management Inc. yesterday
Avestar Capital, LLC yesterday
PZENA INVESTMENT MANAGEMENT LLC yesterday
CenterBook Partners LP yesterday
Westchester Capital Management, Inc. yesterday
MJP ASSOCIATES INC |ADV yesterday
Grange Capital, LLC yesterday
Essex Financial Services, Inc. yesterday
Chicago Capital Management, LLC yesterday
Fairfield University yesterday
L & S Advisors Inc yesterday
SG Capital Management LLC yesterday
MRP Capital Investments, LLC yesterday
NewView Capital Partners I, LLC yesterday
PROSPECTOR PARTNERS LLC yesterday
Synergy Investment Management, LLC yesterday
KEYVANTAGE WEALTH, LLC yesterday
Centennial Bank|AR| yesterday
Presima Securities ULC yesterday
Fiscal Wisdom Wealth Management, LLC yesterday
Alberta Investment Management Corp yesterday
REDMONT WEALTH ADVISORS LLC yesterday
Bornite Capital Management LP yesterday
Certus Wealth Management, LLC yesterday
STUDIO INVESTMENT MANAGEMENT LLC yesterday
Cercano Management LLC yesterday
King Wealth Management Group yesterday
SYON CAPITAL LLC yesterday
BOK Financial Private Wealth, Inc. yesterday
Aspiring Ventures, LLC yesterday
Advisors Capital Management, LLC yesterday
Graticule Asia Macro Advisors LLC yesterday
Eagle Health Investments LP yesterday
BBR PARTNERS, LLC yesterday
MARTIN & CO INC |TN| yesterday
AE INDUSTRIAL PARTNERS, LP yesterday
SUMMER ROAD LLC yesterday
Investure, LLC yesterday
Horrell Capital Management, Inc. yesterday
May Hill Capital, LLC yesterday
Prospect Hill Management, LLC yesterday
INGALLS & SNYDER LLC yesterday
Silver Oak Advisory Group, Inc. yesterday
VISTA INVESTMENT MANAGEMENT yesterday
FIRST NATIONAL BANK OF OMAHA yesterday
Keener Financial Planning LLC yesterday
AXXCESS WEALTH MANAGEMENT, LLC yesterday
626 Financial, LLC yesterday
CORA CAPITAL ADVISORS LLC yesterday
Maridea Wealth Management LLC yesterday
LUTS & GREENLEIGH GROUP, INC yesterday
Deuterium Capital Management, LLC yesterday
Jacobi Capital Management LLC yesterday
CONDOR CAPITAL MANAGEMENT yesterday
READYSTATE ASSET MANAGEMENT LP yesterday
WAYCROSS PARTNERS, LLC yesterday
BURKE & HERBERT BANK & TRUST CO yesterday
Hodges Capital Management Inc. yesterday
NORTHEAST INVESTMENT MANAGEMENT yesterday

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Jun 30, 2025

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...