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Institutional Holdings Dashboard

Last Updated: 2 days, 8 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
Aspire Growth Partners LLC April 17, 2026
Stonebridge Financial Group, LLC | MO April 17, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC April 17, 2026
Sovereign Financial Group, Inc. April 17, 2026
Robbins Farley April 17, 2026
Signal Advisors Wealth, LLC April 17, 2026
FIRST NATIONAL BANK SIOUX FALLS April 17, 2026
Essex Bank April 17, 2026
Worth Asset Management, LLC April 17, 2026
Provident Wealth Management, LLC April 17, 2026
COTTONWOOD CAPITAL ADVISORS, LLC April 17, 2026
First City Capital Management, Inc. April 17, 2026
Trinity Wealth Management, LLC April 17, 2026
Wealth Management Partners, LLC April 17, 2026
Certified Advisory Corp April 17, 2026
Prentice Wealth Management LLC April 17, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD April 17, 2026
Total Clarity Wealth Management, Inc. April 17, 2026
Forbes Financial Planning, Inc. April 17, 2026
Sherborne Investors Management LP April 17, 2026
Blankinship & Foster, LLC April 17, 2026
INVESTMENT ADVISORY SERVICES INC |TX |ADV April 17, 2026
CAPITAL WEALTH MANAGEMENT, LLC April 17, 2026
WealthBridge Capital Management, LLC April 17, 2026
NOVARE CAPITAL MANAGEMENT LLC April 17, 2026
Summit Wealth Partners, LLC April 17, 2026
SWP FINANCIAL LLC April 17, 2026
Gibson Capital, LLC April 17, 2026
WEBSTER BANK, N. A. April 17, 2026
PARAGON CAPITAL MANAGEMENT INC April 17, 2026
Verde Capital Management April 17, 2026
LMG Wealth Partners, LLC April 17, 2026
Clear Trail Advisors, LLC April 17, 2026
Harbour Wealth Management Group, Inc. April 17, 2026
RAMSEY QUANTITATIVE SYSTEMS April 17, 2026
Elk River Wealth Management LLC April 17, 2026
Atlas Brown,Inc. April 17, 2026
AGP FRANKLIN, LLC April 17, 2026
First Citizens Asset Management, Inc. April 17, 2026
Baker Ellis Asset Management LLC April 17, 2026
SVB WEALTH LLC April 17, 2026
Bell Investment Advisors, Inc April 17, 2026
Cornell Pochily Investment Advisors, Inc. April 17, 2026
Outlook Wealth Advisors, LLC April 17, 2026
ANCHYRA PARTNERS LLC April 17, 2026
Marathon Mission, Inc. April 17, 2026
Athena Wealth Management, LLC April 17, 2026
Discipline Wealth Solutions, LLC April 17, 2026
Viewpoint Capital Management LLC April 17, 2026
AdvisorNet Financial, Inc April 17, 2026
Ballentine Capital Advisors, Inc April 17, 2026
Community Bank & Trust, Waco, Texas April 17, 2026
DEFINED WEALTH MANAGEMENT, LLC April 17, 2026
Verde Servicos Internacionais S.A. April 17, 2026
Krilogy Financial LLC April 17, 2026
KIRR MARBACH & CO LLC |IN| April 17, 2026
Andina Capital Management, LLC April 17, 2026
Kennebec Savings Bank April 17, 2026
Sara-Bay Financial April 17, 2026
A. D. Beadell Investment Counsel, Inc. April 17, 2026
HENDLEY & CO INC April 17, 2026
Western Pacific Wealth Management, LP April 17, 2026
Great Waters Wealth Management April 17, 2026
PMG Wealth Management, Inc. April 17, 2026
Vermillion Wealth Management, Inc. April 17, 2026
Mainstream Capital Management LLC April 17, 2026
STEPH & CO April 17, 2026
Murphy & Mullick Capital Management Corp April 17, 2026
Legacy Wealth Partners, LLC April 17, 2026
HHM Wealth Advisors, LLC April 17, 2026
NOTTINGHAM ADVISORS, INC. April 17, 2026
Phil A. Younker & Associates, Ltd. April 17, 2026
RIVERBRIDGE PARTNERS LLC April 17, 2026
RICHARDS, MERRILL & PETERSON, INC. April 17, 2026
GUYASUTA INVESTMENT ADVISORS INC April 17, 2026
New Covenant Trust Company, N.A. April 17, 2026
Stonehearth Capital Management, LLC April 17, 2026
BAR HARBOR WEALTH MANAGEMENT April 17, 2026
COERENTE CAPITAL MANAGEMENT April 17, 2026
AMARILLO NATIONAL BANK April 17, 2026
PRESILIUM PRIVATE WEALTH, LLC April 17, 2026
MORRIS FINANCIAL CONCEPTS, INC. April 17, 2026
Weaver Capital Management LLC April 17, 2026
Nautilus Advisors LLC April 17, 2026
Faithward Advisors, LLC April 17, 2026
BRAVE ASSET MANAGEMENT INC April 17, 2026
Community Bank of Raymore April 17, 2026
HAMILTON CAPITAL PARTNERS, LLC April 17, 2026
CENTRAL TRUST Co April 17, 2026
Integrated Capital Management, LLC April 17, 2026
BURNS J W & CO INC|NY April 17, 2026
DEMMING FINANCIAL SERVICES CORP |ADV April 17, 2026
CORA CAPITAL ADVISORS LLC April 17, 2026
Berman McAleer LLC April 17, 2026
BCS Wealth Management April 17, 2026
CIDEL ASSET MANAGEMENT INC April 17, 2026
BOURNE LENT ASSET MANAGEMENT INC April 17, 2026
Leeward Investments, LLC - MA April 17, 2026
RPOA Advisors, Inc. April 17, 2026
Cache Advisors, LLC April 17, 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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This data is parsed from SEC filings by Quiver Quantitative. Sign up for the Quiver Quantitative API for access to data on institutional holdings.