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Institutional Holdings Dashboard

Last Updated: 16 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
Barry Investment Advisors, LLC today
Friday Financial today
Fortitude Financial, LLC today
Baron Financial Group, LLC today
DiPaolo Financial Group, Inc. today
Revolve Wealth Partners, LLC today
Ares Financial Consulting, LLC today
Key Client Fiduciary Advisors, LLC today
Asset Advisory Group, Inc. today
VISTA INVESTMENT PARTNERS LLC today
Centurion Wealth Management LLC today
Bay Rivers Group today
Finivi Inc. today
FRANKLIN STREET ADVISORS INC |NC today
Matrix Trust Co today
QVR LLC today
Wealthcare Capital Partners, LLC today
Tenzing Financial LLC today
WARNER FINANCIAL, INC today
FFG RETIREMENT ADVISORS LLC today
Charis Legacy Partners, LLC today
Kraft, Davis & Associates, LLC today
Defender Capital, LLC. today
Kopp Family Office, LLC today
Financial Management Professionals, Inc. today
HARRELL INVESTMENT PARTNERS, LLC today
First Bank & Trust today
SHRIER WEALTH MANAGEMENT, LLC today
Perkins Coie Trust Co today
Hoffman, Alan N Investment Management today
Alliance Private Wealth, LLC today
FULTON BANK, N.A. today
AdviceOne Advisory Services, LLC today
Mendota Financial Group, LLC today
Choice Wealth Advisors LLC today
Wealthcare Advisory Partners LLC today
Paladin Wealth, LLC today
Fluent Financial, LLC today
WEALTHCARE CAPITAL MANAGEMENT LLC today
Legacy Wealth Asset Management, LLC today
Legacy Wealth Management, LLC today
Pettinga Financial Advisors LLC today
CAPITAL WEALTH MANAGEMENT, LLC today
Vertrix Wealth Management, LLC today
Alliance Wealth Advisors, LLC today
DUDLEY & SHANLEY, INC. today
Melone Private Wealth, LLC today
Allied Private Wealth LLC today
Kastel Capital Advisors, LLC today
IFC & Insurance Marketing, Inc. today
COREPATH WEALTH PARTNERS LLC today
HERBST GROUP, LLC today
Franklin, Parlapiano, Turner & Welch, LLC today
TOWER TRUST & INVESTMENT Co today
StoneCrest Wealth Management, Inc. today
Constitution Capital LLC today
Snow Phipps Group, LLC today
Ferguson Shapiro LLC today
CONTRAVISORY INVESTMENT MANAGEMENT, INC. today
Shira Ridge Wealth Management today
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP today
Atlas Brown,Inc. today
WORLD EQUITY GROUP, INC. today
Professional Financial Advisors, LLC today
Next Level Private LLC today
Focus Financial Network, Inc. today
Arbor Wealth Advisors LLC today
Sherman Wealth Management LLC today
LVM CAPITAL MANAGEMENT LTD|MI today
Bay Colony Advisory Group, Inc d|b|a Bay Colony Advisors today
STERLING INVESTMENT ADVISORS LLC |ADV today
Community Financial Services Group, LLC today
KMG FIDUCIARY PARTNERS, LLC today
William Howard & Co Financial Advisors Inc today
Redhawk Wealth Advisors, Inc. today
Marquette Asset Management, LLC today
Sage Capital Advisors,llc today
Highland Financial Advisors, LLC today
Carolina Wealth Advisors, LLC today
FC Advisory LLC today
SMI Advisory Services, LLC today
ShankerValleau Wealth Advisors, Inc. today
Fulcrum Equity Management today
BONNESS ENTERPRISES INC today
Pacific Capital Wealth Advisors, Inc. today
FFG Partners, LLC today
CMH Wealth Management LLC today
NORTHWESTERN UNIVERSITY today
Affiance Financial, LLC today
A&I FINANCIAL SERVICES, LLC today
Infinity Wealth Counsel, LLC today
LVZ, Inc. today
Piscataqua Savings Bank today
Safir Wealth Advisors, LLC today
LifeGuide Financial Advisors, LLC today
Lantz Financial LLC today
Stablepoint Partners, LLC today
MEMBERS WEALTH LLC today
Henry James International Management Inc. today
EAGLE WEALTH STRATEGIES LLC today

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)

Loading Fund Data...

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.