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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
Marks Wealth, LLC yesterday
MONTGOMERY INVESTMENT MANAGEMENT INC yesterday
RK Asset Management, LLC yesterday
Schaeffer Financial LLC yesterday
WASHINGTON UNIVERSITY yesterday
CHURCHILL MANAGEMENT Corp yesterday
Wiser Wealth Management, Inc yesterday
FLEMING JAMES B JR yesterday
AMI ASSET MANAGEMENT CORP yesterday
Brookmont Capital Management yesterday
EWA, LLC yesterday
Pinnacle Investment Management Ltd yesterday
FengHe Fund Management Pte. Ltd. yesterday
Pelham Capital Ltd. yesterday
ACCESS FINANCIAL SERVICES, INC. yesterday
Ledgewood Wealth Advisors, LLC yesterday
Wildcat Capital Management, LLC yesterday
Northstar Group, Inc. yesterday
SimpliFi, Inc. yesterday
Philip James Wealth Mangement, LLC yesterday
VIEWPOINT INVESTMENT PARTNERS CORP yesterday
Tanager Wealth Management LLP yesterday
McGuire Investment Group, LLC yesterday
Warren Street Wealth Advisors, LLC yesterday
RKL Wealth Management LLC yesterday
Consolidated Planning Corp yesterday
Robeco Institutional Asset Management B.V. yesterday
Clarity Financial LLC yesterday
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. yesterday
BSW Wealth Partners yesterday
WOODWARD DIVERSIFIED CAPITAL, LLC yesterday
BOCHK Asset Management Ltd yesterday
TPG Advisors LLC yesterday
Hudson Value Partners, LLC yesterday
GEN Financial Management, INC. yesterday
NEW WAVE WEALTH ADVISORS LLC yesterday
VICUS CAPITAL yesterday
Gold Investment Management Ltd. yesterday
NAPLES GLOBAL ADVISORS, LLC yesterday
Silchester International Investors LLP yesterday
Vert Asset Management LLC yesterday
PARSONS CAPITAL MANAGEMENT INC|RI yesterday
Astor Investment Management LLC yesterday
Foundry Financial Group, Inc. yesterday
Pure Financial Advisors, LLC yesterday
BloombergSen Inc. yesterday
Community Financial Services Group, LLC yesterday
NRI Wealth Management LC yesterday
Precision Wealth Strategies, LLC yesterday
TruNorth Capital Management, LLC yesterday
USA FINANCIAL FORMULAS yesterday
jvl associates llc yesterday
Benchmark Wealth Management, LLC yesterday
B.O.S.S. Retirement Advisors, LLC yesterday
Newman Dignan & Sheerar, Inc. yesterday
Founders Capital Management yesterday
MILLER WEALTH ADVISORS, LLC yesterday
Parkwoods Wealth Partners, LLC yesterday
Northeast Financial Group, Inc. yesterday
Cohen Klingenstein LLC yesterday
Meritas Wealth Management, LLC yesterday
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC yesterday
Heritage Financial Services, LLC yesterday
Madrona Financial Services, LLC yesterday
SOA Wealth Advisors, LLC. yesterday
1623 Capital LLC yesterday
Dogwood Wealth Management LLC yesterday
CLIENT 1ST ADVISORY GROUP, LLC yesterday
Vigilare Wealth Management yesterday
Centricity Wealth Management, LLC yesterday
First Pacific Financial yesterday
Nabity-Jensen Investment Management Inc yesterday
DELTEC ASSET MANAGEMENT LLC yesterday
CHELSEA COUNSEL CO yesterday
Trilogy Capital Inc. yesterday
QTR Family Wealth, LLC yesterday
Eagle Capital Management, LLC yesterday
TRUST CO OF VERMONT yesterday
FORBES J M & CO LLP yesterday
SMI Advisory Services, LLC yesterday
BCO Wealth Management LLC yesterday
Ninety One North America, Inc. yesterday
Ninety One SA (PTY) Ltd yesterday
BARTLETT & CO. WEALTH MANAGEMENT LLC yesterday
Ninety One UK Ltd yesterday
Loudon Investment Management, LLC yesterday
Lynx Investment Advisory yesterday
Community Bank & Trust, Waco, Texas yesterday
SigFig Wealth Management, LLC yesterday
Whitebark Investors LP yesterday
INDEPENDENT INVESTORS INC yesterday
CHILDRESS CAPITAL ADVISORS, LLC yesterday
LOWERY THOMAS, LLC yesterday
OLD POINT TRUST & FINANCIAL SERVICES N A yesterday
Provident Wealth Management, LLC yesterday
WETZEL INVESTMENT ADVISORS, INC. yesterday
Magnolia Private Wealth, LLC yesterday
MARINO, STRAM & ASSOCIATES LLC yesterday
SWP FINANCIAL LLC yesterday
Panoramic Capital Partners, LLC yesterday

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Mar 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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