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Institutional Holdings Dashboard

Last Updated: 8 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
Mascoma Wealth Management LLC today
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC today
Penn Mutual Asset Management today
RATIONAL ADVISORS, INC. today
AlphaCentric Advisors LLC today
Woodside Wealth Management LLC today
Catalyst Capital Advisors LLC today
RiverPark Advisors, LLC today
Stegner Investment Associates Inc. today
Wagner Wealth Management, LLC today
Bank Pictet & Cie (Europe) AG today
Gray Private Wealth, LLC today
Provenance Wealth Advisors, LLC today
Munich Reinsurance Co Stock Corp in Munich today
MIZUHO MARKETS AMERICAS LLC today
Mizuho Markets Cayman LP today
MIZUHO SECURITIES USA LLC today
PICTET BANK & TRUST Ltd today
Martin Capital Advisors, LLP today
Corsicana & Co. today
Capital Asset Managemnet, LLC today
ARQ WEALTH ADVISORS, LLC today
Oath Planning, LLC today
Vestment Financial LLC today
UHLMANN PRICE SECURITIES, LLC today
Painted Porch Advisors LLC today
Pictet North America Advisors SA today
Quest 10 Wealth Builders, Inc. today
Guardian Wealth Management, LLC today
Echo Wealth Management, LLC today
CREDIT INDUSTRIEL ET COMMERCIAL today
FUKOKU MUTUAL LIFE INSURANCE CO today
Atle Fund Management AB today
MOUNT VERNON ASSOCIATES INC |MD| today
LBP AM SA today
Aries Wealth Management today
Bright Futures Wealth Management, LLC. today
BENNETT SELBY INVESTMENTS LP today
ABSOLUTE CAPITAL MANAGEMENT, LLC today
COMGEST GLOBAL INVESTORS S.A.S. today
Capricorn Fund Managers Ltd today
CAISSE DES DEPOTS ET CONSIGNATIONS today
ONE WEALTH CAPITAL MANAGEMENT, LLC today
BANQUE PICTET & CIE SA today
Taproot Management LP today
Ameliora Wealth Management Ltd. today
Income Insurance Ltd today
BROADWATER CAPITAL MANAGEMENT LLC today
Nationwide Fund Advisors today
Empire Life Investments Inc. today
Essex LLC today
E-L Financial Corp Ltd today
NAN FUNG TRINITY (HK) Ltd today
SeaTown Holdings Pte. Ltd. today
Leelyn Smith, LLC today
Malaga Cove Capital, LLC today
SIGNATUREFD, LLC today
Intelligent Financial Strategies today
Arizona PSPRS Trust yesterday
RAINEY & RANDALL WEALTH ADVISORS INC. yesterday
Rare Wolf Capital LLC yesterday
Crewe Advisors LLC yesterday
VISTA CAPITAL PARTNERS, INC. yesterday
Tradewinds Capital Management, LLC yesterday
Genoa Capital Gestora de Recursos Ltda. yesterday
Insight Inv LLC yesterday
PENNSYLVANIA CAPITAL MANAGEMENT INC |ADV yesterday
Hartford Financial Management Inc. yesterday
Lodestone Wealth Management LLC yesterday
ORBA Wealth Advisors, L.L.C. yesterday
Bensler, LLC yesterday
JOHNSON INVESTMENT COUNSEL INC yesterday
Courage Miller Partners, LLC yesterday
GKV Capital Management Co., Inc. yesterday
Wealth Architects, LLC yesterday
ANCHYRA PARTNERS LLC yesterday
BAYSHORE ASSET MANAGEMENT, LLC yesterday
Prism Planning Partners LLC yesterday
J. M. Brown & Associates Inc. yesterday
Fingerlakes Wealth Management, Inc. yesterday
New Harbor Financial Group, LLC yesterday
NDWM LLC yesterday
Abundance Wealth Counselors yesterday
William Marsh Rice University yesterday
Forum Financial Management, LP yesterday
MILLER WEALTH ADVISORS, LLC yesterday
Dynamic Wealth Strategies, LLC yesterday
Ted Buchan & Co yesterday
Hibernia Wealth Partners, LLC yesterday
Urban Wealth Management, LLC yesterday
Atala Financial Inc yesterday
Kesler, Norman & Wride, LLC yesterday
IFS Group,LLC yesterday
JNBA Financial Advisors yesterday
Evergreen Private Wealth LLC yesterday
Etesian Wealth Advisors, Inc. yesterday
WMS Group LLC yesterday
Bravera Wealth yesterday
Carmel Capital Management L.L.C. yesterday
Innovative Wealth Building 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.