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Institutional Holdings Dashboard

Last Updated: 1 day, 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 July 24, 2026
Compass Financial Services Inc July 24, 2026
Montz Harcus Wealth Management LLC July 24, 2026
Ridgeline Wealth Planning, LLC July 24, 2026
XML Financial, LLC July 24, 2026
KPP Advisory Services LLC July 24, 2026
Wolfstich Capital, LLC July 24, 2026
SimpliFi, Inc. July 24, 2026
FELL CAPITAL MANAGEMENT |ADV July 24, 2026
Tenon Financial LLC July 24, 2026
SURIENCE PRIVATE WEALTH LLC July 24, 2026
Penobscot Investment Management Company, Inc. July 24, 2026
L.K. Benson & Company, P.C. July 24, 2026
Vest Financial, LLC July 24, 2026
Beta Wealth Group, Inc. July 24, 2026
Conestoga Capital Advisors, LLC July 24, 2026
Tower View Wealth Management LLC July 24, 2026
CPC Advisors, LLC July 24, 2026
Avidian Wealth Enterprises, LLC July 24, 2026
Transce3nd, LLC July 24, 2026
Whelan Financial July 24, 2026
D.A. DAVIDSON & CO. July 24, 2026
North Forty Two & Co. July 24, 2026
RIVULET CAPITAL, LLC July 24, 2026
Vawter Financial, Ltd. July 24, 2026
Trinity Legacy Partners, LLC July 24, 2026
Noble Wealth Partners LLC July 24, 2026
Columbia Bank July 24, 2026
BENJAMIN EDWARDS INC July 24, 2026
Freedom Day Solutions, LLC July 24, 2026
CRITERIA CAIXA, S.A.U. July 24, 2026
OPTIMA CAPITAL LLC July 24, 2026
Roble, Belko & Company, Inc July 24, 2026
FISCHER INVESTMENT STRATEGIES, LLC July 24, 2026
BARRETT & COMPANY, INC. July 24, 2026
a16z Perennial Management, L.P. July 24, 2026
TERRIL BROTHERS, INC. July 24, 2026
Drystone LLC July 24, 2026
Stronghold Wealth Management L.L.C. July 24, 2026
Boston Trust Walden Corp July 24, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC July 24, 2026
TCV Trust & Wealth Management, Inc. July 24, 2026
CRA Financial Services, LLC July 24, 2026
Meredith Wealth Planning July 24, 2026
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd July 24, 2026
MADDEN SECURITIES Corp July 24, 2026
Brookmont Capital Management July 24, 2026
Narwhal Capital Management July 24, 2026
Nelson Capital Management, LLC July 24, 2026
EdgeRock Capital LLC July 24, 2026
PERRYMAN FINANCIAL ADVISORY INC |AD July 24, 2026
Lansing Street Advisors July 24, 2026
Silver Coast Investments LLC July 24, 2026
DORVAL Corp July 24, 2026
SEMITAM BONAM LLC July 24, 2026
Blossom Wealth Management July 24, 2026
JAMES INVESTMENT RESEARCH, INC. July 24, 2026
Legacy Advisors, LLC July 24, 2026
Investment Partners Asset Management, Inc. July 24, 2026
Donor Advised Charitable Giving, Inc. July 24, 2026
GREENWOOD GEARHART LLC July 24, 2026
Grey Rock Energy Management, LLC July 24, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC July 24, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. July 24, 2026
Tiller Private Wealth, Inc. July 24, 2026
Opus Financial Solutions LLC July 24, 2026
MBM WEALTH CONSULTANTS, LLC July 24, 2026
SEAMOUNT FINANCIAL GROUP INC July 24, 2026
Pine Valley Investments Ltd Liability Co July 24, 2026
Clarity Wealth Advisors, LLC July 24, 2026
TOWNSEND ASSET MANAGEMENT CORP |NC| |ADV July 24, 2026
ALLEN WEALTH MANAGEMENT, LLC July 24, 2026
Bogart Wealth, LLC July 24, 2026
FIDUCIARY ADVISORS, INC. July 24, 2026
Stonebridge Financial Group, LLC | MO July 24, 2026
Cohalo Advisory LLC July 24, 2026
STONE LOFT WEALTH MANAGEMENT LLC July 24, 2026
GREATMARK INVESTMENT PARTNERS, INC. July 24, 2026
SPWM Advisors LLC July 24, 2026
Sunpointe, LLC July 24, 2026
Prism Advisors, Inc. July 24, 2026
SWP FINANCIAL LLC July 24, 2026
Fortis Group Advisors, LLC July 24, 2026
Clarus Group, Inc. July 24, 2026
Farmers & Merchants Trust Co of Chambersburg PA July 24, 2026
Wealth Advisory Solutions, LLC July 24, 2026
TMB Capital Partners, LLC July 24, 2026
DHJJ Financial Advisors, Ltd. July 24, 2026
UDINE WEALTH MANAGEMENT, INC. July 24, 2026
BridgePort Financial Solutions, LLC July 24, 2026
Xcel Wealth Management, LLC July 24, 2026
WealthBridge Capital Management, LLC July 24, 2026
Quaker Wealth Management, LLC July 24, 2026
PETRA FINANCIAL ADVISORS INC July 24, 2026
POSTROCK PARTNERS LLC July 24, 2026
VIMA LLC July 24, 2026
Sharp Wealth Advisory, LLC July 24, 2026
Starlite Capital INC July 24, 2026
Shepherd Street Advisors LLC July 24, 2026
Kaydan Wealth Management, Inc. July 24, 2026

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.