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Institutional Holdings Dashboard

Last Updated: 2 days, 1 hour 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
Purpose Unlimited Inc. March 20, 2026
CONSILIO WEALTH ADVISORS, LLC March 20, 2026
Painted Porch Advisors LLC March 19, 2026
STANCE CAPITAL LLC March 17, 2026
Carter Financial, LLC March 17, 2026
Cornerstone Planning, LLC March 17, 2026
AMG Asset Management Group, Inc. March 17, 2026
U S WEALTH GROUP, LLC. March 17, 2026
Forty-three Eighteen Advisors, LLC March 17, 2026
John A. Wolfe & Associates, Inc. March 16, 2026
Bank of New Hampshire March 16, 2026
Osbon Capital Management LLC March 16, 2026
LANE BROTHERS & CO INC March 13, 2026
Fund Advisors of America Inc|FL March 13, 2026
Spear Advisors LLC March 13, 2026
DEMMING FINANCIAL SERVICES CORP |ADV March 13, 2026
ARP Global Capital Ltd March 12, 2026
Vericrest Private Wealth March 12, 2026
Farmers National Bank March 12, 2026
Winthrop Partners - WNY, LLC March 12, 2026
Bawa N Mallick Trust March 12, 2026
Meadowbrook Advisors Group, LLC March 11, 2026
DUTCH ASSET Corp March 11, 2026
Larry Mathis Financial Planning, LLC March 11, 2026
Green Ridge Wealth Planning LLC March 11, 2026
Downshift Financial, LLC March 11, 2026
Montanaro Asset Management Ltd March 10, 2026
ADVISORTRUST PARTNERS, LLC March 10, 2026
PeakShares LLC March 10, 2026
Audent Global Asset Management, LLC March 10, 2026
MY.Alpha Management HK Advisors Ltd March 10, 2026
Rubicon Advisors, GP March 9, 2026
FLAX POND CAPITAL, LLC March 9, 2026
EMC Capital Management March 9, 2026
Auto-Owners Insurance Co March 9, 2026
Lifetime Wealth Management P.C. March 9, 2026
UNION SAVINGS BANK March 6, 2026
HSBC HOLDINGS PLC March 6, 2026
Redwood Family Wealth LLC March 6, 2026
BRIGHTON SECURITIES CORP. March 6, 2026
Cedarwood Wealth LLC March 5, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management March 5, 2026
Mengis Capital Management, Inc. March 5, 2026
MOZAYYX MANAGEMENT LLC March 5, 2026
Storen Legacy Partners, LLC March 5, 2026
Worthington Financial Partners, LLC March 5, 2026
Taylor Securities Services, Inc. March 5, 2026
BAYBAN March 5, 2026
XXEC, Inc. March 5, 2026
Sentinel Dome Partners, LLC March 5, 2026
BUSH INVESTMENT GROUP, LLC March 5, 2026
AG Campbell Advisory, LLC March 4, 2026
Compass Financial Group, Inc. (Ohio) March 4, 2026
Rehmann Capital Advisory Group March 4, 2026
Hayek Kallen Investment Management March 4, 2026
SHP Wealth Management March 4, 2026
Henson-Edgewater Management, LLC March 4, 2026
Stenger Family Office, LLC March 4, 2026
Midway Capital Research & Management March 3, 2026
S Harris Financial Group, LLC March 3, 2026
STRATEGIC ADVISORY PARTNERS, LLC March 3, 2026
Targeted Financial Services LLC March 3, 2026
Integrated Wealth Management March 3, 2026
WMS Group LLC March 3, 2026
EJMK Ventures LLC March 3, 2026
Tulsa Wealth Advisors, INC March 3, 2026
hemming& Wealth Management, Inc. March 3, 2026
Koenig Investment Advisory, LLC March 3, 2026
PLATINUM PARAMOUNT INVESTMENT LTD. March 3, 2026
NWF Advisory Services Inc. March 3, 2026
BANK OF HAWAII March 2, 2026
COGENT STRATEGIC WEALTH LLC March 2, 2026
Reflection Asset Management March 2, 2026
CFO CAPITAL MANAGEMENT LLC March 2, 2026
Sankala Group LLC March 2, 2026
TOBAM March 2, 2026
Amicus Financial Advisors, LLC March 2, 2026
Clearwave Capital, LLC March 2, 2026
NCM Capital Management, LLC Feb. 28, 2026
Rising Stella Capital Pte. Ltd Feb. 27, 2026
SOUTHERN CAPITAL SERVICES INC |ADV Feb. 27, 2026
ARWA LLC Feb. 27, 2026
INSTRUMENTAL WEALTH, LLC Feb. 27, 2026
MISHPACHA HOLDINGS CORP Feb. 27, 2026
Cross Staff Investments Inc Feb. 27, 2026
Financially in Tune, LLC Feb. 27, 2026
BEACON ADVISORS HOLDINGS, LLC Feb. 27, 2026
Strategic Investment Solutions, Inc. |IL Feb. 27, 2026
Compass Financial Services Inc Feb. 27, 2026
OakTrust Wealth Advisors, LLC Feb. 27, 2026
GROUPAMA ASSET MANAGMENT Feb. 27, 2026
46 Peaks LLC Feb. 26, 2026
Seven Fleet Capital Management LP Feb. 26, 2026
Oak Grove Capital LLC Feb. 26, 2026
Anchor Investment Management, LLC Feb. 26, 2026
TD Capital Management LLC Feb. 26, 2026
BDFS Capital LLC Feb. 26, 2026
SSA SWISS ADVISORS AG Feb. 26, 2026
Overlook Investments LP Feb. 26, 2026
Topor & Co. Korea Feb. 25, 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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