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Institutional Holdings Dashboard

Last Updated: 9 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
Headland Capital, LLC today
Alchemi Wealth, LLC today
Goodman Financial Corp today
Prasad Wealth Partners, LLC today
Keystone Financial Group today
Paragon Capital Management Ltd today
Stash Investments, LLC today
Eurizon Asset Management Slovakia, sprav. spol., a.s. today
EMC Capital Management today
Ashton Thomas Private Wealth, LLC today
FAS Wealth Partners, Inc. today
GERBER, LLC today
Elgethun Capital Management today
Industrial Alliance Investment Management Inc. today
Waterloo Capital, L.P. today
Gilliland Jeter Wealth Management LLC today
Compagnie Lombard Odier SCmA today
iA Global Asset Management Inc. today
BOURNE LENT ASSET MANAGEMENT INC today
Cornerstone Planning Group LLC today
Aspire Growth Partners LLC today
NBT BANK, N.A. today
Prosperity Advisers, LLC today
WOODARD & CO ASSET MANAGEMENT GROUP INC |ADV today
AMG Asset Management Group, Inc. today
COMMONWEALTH EQUITY SERVICES, LLC today
Cordatus Wealth Management LLC today
CULBERTSON A N & CO INC today
Solano Wealth Investment Advisors LLC today
MV CAPITAL MANAGEMENT, INC. today
Treasure Coast Financial Planning today
Kintegral Advisory, LLC today
FF Advisors,LLC today
Verde Servicos Internacionais S.A. today
ROBINSON SMITH WEALTH ADVISORS LLC today
Heritage Investment Group, Inc. today
Disciplined Equity Management, Inc. today
Richwood Investment Advisors, LLC today
LOWERY THOMAS, LLC today
Mastercard Foundation Asset Management Corp today
Robertson Stephens Wealth Management, LLC today
Clayton, Dubilier & Rice, LLC today
Avantra Family Wealth, Inc. today
Rubicon Advisors, GP today
Klingman & Associates, LLC today
Southern Farm Bureau Life Insurance today
MayTech Global Investments, LLC today
Dean, Jacobson Financial Services, LLC today
Genus Capital Management Inc. today
EDMP, INC. today
Moment Partners, LLC today
Triodos Investment Management BV today
Avalon Advisory Group today
Alteri Wealth LLC today
Slagle Financial, LLC today
NWF Advisory Services Inc. today
SOL Capital Management CO today
BEACON ADVISORS HOLDINGS, LLC today
Sagewood Asset Management LP today
Metatron Capital SICAV plc - Metatron Long Term Equity Fund today
Value Base Ltd. today
Eurizon Capital SGR S.p.A. today
Values First Advisors, Inc. today
Kathmere Capital Management, LLC today
Vectors Research Management, LLC today
Miller Financial Services LLC today
FJARDE AP-FONDEN |FOURTH SWEDISH NATIONAL PENSION FUND today
Banco Santander, S.A. today
Analyst IMS Investment Management Services Ltd. today
Resona Asset Management Co.,Ltd. today
Harel Insurance Investments & Financial Services Ltd. today
Funde Sino Life Insurance Co Ltd today
Aware Super Pty Ltd as trustee of Aware Super today
NVWM, LLC today
Fund Resources Investment Holding Group Co Ltd today
OREGON PUBLIC EMPLOYEES RETIREMENT FUND today
MCDONALD CAPITAL INVESTORS INC|CA today
Clear Point Advisors Inc. yesterday
Haven Private, LLC yesterday
Powell Investment Advisors, LLC yesterday
Highlander Partners, L.P. yesterday
Kovack Advisors, Inc. yesterday
New England Professional Planning Group Inc. yesterday
HARTLINE INVESTMENT CORP| yesterday
Meramec Financial Planners, LLC yesterday
MRWM Advisors, LLC yesterday
RED CRANE WEALTH MANAGEMENT, LLC yesterday
Advocate Investing Services LLC yesterday
VICTORY FINANCIAL GROUP, LLC yesterday
Pullen Investment Management, LLC yesterday
Clark Wealth Partners yesterday
Verger Capital Management LLC yesterday
ANGELES WEALTH MANAGEMENT, LLC yesterday
Alessandra Capital Management, LLC yesterday
Iowa State Bank yesterday
Total Wealth Planning & Management, Inc. yesterday
WESTCO ADVISORY SERVICES INC |ADV yesterday
Sciencast Management LP yesterday
Seek First Inc. yesterday
Vivid Wealth Management, LLC 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)

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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.