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Institutional Holdings Dashboard

Last Updated: 12 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
Oakworth Capital, Inc. today
FLOSSBACH VON STORCH SE today
Citizens National Bank Trust Department today
Arlington Trust Co LLC today
GPM Growth Investors, Inc. today
Values First Advisors, Inc. today
FIRST CITIZENS INVESTOR SERVICES, INC. today
CERTUITY, LLC today
Sound Stewardship, LLC today
Opus Capital Group, LLC today
BCU Wealth Advisors, LLC today
United Community Bank today
Seek First Inc. today
AMERICAN FINANCIAL & TAX STRATEGIES INC today
Boyer Financial Services, Inc. today
Urban Wealth Management, LLC today
Axis Wealth Partners, LLC today
Vivid Wealth Management, LLC today
Towneley Capital Management, Inc | DE today
Wealthfront Advisers LLC today
Samalin Investment Counsel, LLC today
Wealthstar Advisors, LLC today
ARGA Investment Management, LP today
Mitsubishi UFJ Trust & Banking Corp today
R Squared Ltd today
Yong Rong (HK) Asset Management Ltd today
TCG Capital Management, LP today
Mizuho Securities Co. Ltd. today
Torren Management, LLC yesterday
ROGCO, LP yesterday
Ares Financial Consulting, LLC yesterday
EXENCIAL WEALTH ADVISORS, LLC yesterday
Glenorchy Capital Ltd yesterday
Children's Medical Center Corp yesterday
First National Bank of Hutchinson yesterday
WASHINGTON CAPITAL MANAGEMENT, INC yesterday
Index Fund Advisors, Inc. yesterday
HOWARD WEALTH MANAGEMENT, LLC yesterday
Koa Wealth Management, LLC yesterday
Quadcap Wealth Management, LLC yesterday
SCHNIEDERS CAPITAL MANAGEMENT, LLC. yesterday
Rareview Capital LLC yesterday
Comprehensive Financial Consultants Institutional, Inc. yesterday
COMERICA BANK yesterday
Eagle Wealth Advisors LLC yesterday
Renaissance Capital LLC yesterday
FWG Holdings, LLC yesterday
Advantage Trust Co yesterday
Ashton Thomas Private Wealth, LLC yesterday
WEST BANCORPORATION INC yesterday
MIDDLETON & CO INC|MA yesterday
Farmers & Merchants Trust Co of Long Beach yesterday
Hingham Institution for Savings yesterday
SILVER OAK WEALTH ADVISORS SERVICES, LLC yesterday
Aspen Capital Management, LLC yesterday
MANAGED ASSET PORTFOLIOS, LLC yesterday
Spider Management Company, LLC yesterday
Gray Foundation yesterday
1834 INVESTMENT ADVISORS CO yesterday
EADS & HEALD WEALTH MANAGEMENT yesterday
RMR Wealth Builders yesterday
ANCHYRA PARTNERS LLC yesterday
Nippon Life Global Investors Americas, Inc. yesterday
IMC-Chicago, LLC yesterday
New Hampshire Trust yesterday
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN yesterday
Wheelhouse Advisory Group LLC yesterday
Aprio Wealth Management, LLC yesterday
Midwest Capital Advisors, LLC yesterday
D.A. DAVIDSON & CO. yesterday
Stilwell Value LLC yesterday
Physician Wealth Advisors, Inc. yesterday
JAMES INVESTMENT RESEARCH, INC. yesterday
Cornerstone Investment Partners, LLC yesterday
Atlas Legacy Advisors, LLC yesterday
Arlington Partners LLC yesterday
STATE OF MICHIGAN RETIREMENT SYSTEM yesterday
SAYBROOK CAPITAL |NC yesterday
SENTINEL TRUST CO LBA yesterday
Atlas Venture Advisors, Inc. yesterday
DELTEC ASSET MANAGEMENT LLC yesterday
Cornerstone National Bank & Trust Co yesterday
Scissortail Wealth Management, LLC yesterday
Elevated Financial Group LLC yesterday
DUMONT & BLAKE INVESTMENT ADVISORS LLC yesterday
Roth Financial Partners LLC yesterday
SIMON QUICK ADVISORS, LLC yesterday
Prospect Hill Management, LLC yesterday
New Jersey Better Educational Savings Trust yesterday
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC yesterday
SPEECE THORSON CAPITAL GROUP INC yesterday
Supplemental Annuity Collective Trust of NJ yesterday
Horizon Advisory Services, Inc. yesterday
LEE DANNER & BASS INC yesterday
Verdence Capital Advisors LLC yesterday
Matisse Capital yesterday
Carmel Capital Partners, LLC yesterday
State of New Jersey Common Pension Fund E yesterday
Quest 10 Wealth Builders, Inc. yesterday
NICHOLS & PRATT ADVISERS LLP |MA yesterday

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Sep 30, 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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