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Institutional Holdings Dashboard

Last Updated: 14 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
GREENWOOD CAPITAL ASSOCIATES LLC today
American Capital Advisory, LLC today
Phillip James Consulting Co. today
Guild Investment Management, Inc. today
Robeco Schweiz AG today
Harbour Trust & Investment Management Co today
Rosenthal | Henry Capital Advisors, Inc. today
WealthPLAN Partners, LLC today
SIMA Wealth Partners, LLC today
Wise Wealth Partners today
4Thought Financial Group Inc. today
WealthPlan Investment Management, LLC today
ROBERT WOOD JOHNSON FOUNDATION today
WEYBOSSET RESEARCH & MANAGEMENT LLC today
FIRST BUSINESS FINANCIAL SERVICES, INC. today
Mitsubishi UFJ Asset Management (UK) Ltd. today
Greystone Financial Group, LLC today
CERTUITY, LLC today
Hartmann Taylor Wealth Management, LLC today
Seven Post Investment Office LP today
Paladin Advisory Group, LLC today
BlueSky Wealth Advisors, LLC today
Element Squared LLC today
KANAWHA CAPITAL MANAGEMENT LLC today
TRUIST FINANCIAL CORP today
INCA Investments LLC today
CORTLAND ASSOCIATES INC|MO today
Applied Finance Capital Management, LLC today
Fundamenta Capital S.A. today
Wilmington Savings Fund Society, FSB today
JSF Financial, LLC today
Sterling Capital Management LLC today
MA Private Wealth today
Emissary Wealth LLC today
Lubar & Co., Inc today
ALTA CAPITAL MANAGEMENT LLC| today
MACROVIEW INVESTMENT MANAGEMENT LLC today
Harbor Advisors LLC today
LFA - Lugano Financial Advisors SA today
Aubrey Capital Management Ltd today
KEYBANK NATIONAL ASSOCIATION|OH today
OP Asset Management Ltd today
Wesleyan Assurance Society today
Prosperity Financial Group, Inc. today
Asset Management One Co., Ltd. today
KFA Private Wealth Group, LLC today
Sanofi today
TMT General Partner Ltd today
ProCore Advisors, LLC today
TAIYO LIFE INSURANCE CO today
Latitude Advisors, LLC today
Strategic Financial Concepts, LLC today
Sellwood Investment Partners LLC today
ACUTE INVESTMENT ADVISORY, LLC today
NOVUS ADVISORS, LLC today
Kure Advisory, LLC today
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust today
Lauterbach Financial Advisors, LLC yesterday
Pioneer Family Office, LLC yesterday
P.A.W. CAPITAL CORP yesterday
Equity Wealth Partners, LLC yesterday
FMB WEALTH MANAGEMENT yesterday
Borer Denton & Associates, Inc. yesterday
Werba Rubin Papier Wealth Management yesterday
Virginia Estate & Retirement Planning Advisors Inc. yesterday
WHITTIER TRUST CO yesterday
Town Capital LLC yesterday
Clear Creek Financial Management, LLC yesterday
WHITTIER TRUST CO OF NEVADA INC yesterday
Northern Financial Advisors Inc yesterday
MOKAN Wealth Management Inc. yesterday
New Insight Wealth Advisors yesterday
QUARRY HILL ADVISORS, LLC yesterday
Ascension Capital Advisors, Inc. yesterday
URS Advisory LLC yesterday
Atlas Private Wealth Advisors yesterday
Chicago Capital, LLC yesterday
LODESTAR PRIVATE ASSET MANAGEMENT LLC yesterday
Key Capital Management, INC yesterday
Navalign, LLC yesterday
Marks Group Wealth Management, Inc yesterday
Generate Investment Management Ltd yesterday
Straight Path Wealth Management yesterday
Rockport Wealth LLC yesterday
Samalin Investment Counsel, LLC yesterday
BLUELINE ADVISORS LLC yesterday
Valley Brook Capital Group, Inc. yesterday
Independent Wealth Advisors LLC yesterday
Ascentis Wealth Management, LLC yesterday
Cedar Point Capital Partners, LLC yesterday
Accordant Advisory Group Inc yesterday
Trivant Custom Portfolio Group, LLC yesterday
Royal Harbor Partners, LLC yesterday
Atlas Wealth Partners, LLC yesterday
Bernardo Wealth Planning LLC yesterday
Tilson Financial Group, Inc. yesterday
Warner Group LLC yesterday
IBEX WEALTH ADVISORS yesterday
Prossimo Advisors, LLC yesterday
Values Added Financial 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.