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Institutional Holdings Dashboard

Last Updated: 4 hours 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
FLPUTNAM INVESTMENT MANAGEMENT CO yesterday
180 GPS Investments IC Ltd yesterday
Jackson Brooke LLC yesterday
Horizon Investment Services, LLC yesterday
Global Retirement Partners, LLC yesterday
Titiun Yejiel yesterday
1ST SOURCE BANK yesterday
Alberta Investment Management Corp yesterday
Elite Life Management LLC yesterday
Fielder Capital Group LLC yesterday
Kennon-Green & Company, LLC yesterday
Wilkinson Global Asset Management LLC yesterday
Heritage Trust Co yesterday
GOULD ASSET MANAGEMENT LLC |CA| yesterday
Arrowroot Family Office, LLC yesterday
Argent Trust Co yesterday
Zeit Capital LLC yesterday
Barden Capital Management, Inc. yesterday
Aspirean Wealth, LLC yesterday
DEEPWATER ASSET MANAGEMENT, LLC yesterday
IMC-Chicago, LLC yesterday
PPM AMERICA INC|IL yesterday
Nippon Life Global Investors Americas, Inc. yesterday
CVS HEALTH Corp yesterday
Private Wealth Advisors, LLC yesterday
VISA FOUNDATION yesterday
J.Safra Asset Management Corp yesterday
Diamond Hill Capital Management, LLC (Investment Advisor) yesterday
HBK Sorce Advisory LLC yesterday
AMAZON COM INC yesterday
Diana Davis Spencer Foundation yesterday
Groupe Bruxelles Lambert yesterday
Yorkville Advisors Global, LP yesterday
Abbot Financial Management, Inc. yesterday
Continuum Advisory, LLC yesterday
Peachtree Investment Partners, LLC yesterday
Tulsa Wealth Advisors, INC yesterday
OMC Financial Services LTD yesterday
Briggs Wealth Management, Inc yesterday
GERMAN AMERICAN BANCORP, INC. yesterday
Northstar Financial Companies, Inc. yesterday
Tillman Hartley LLC yesterday
Landing Point Financial Group, LLC yesterday
Cranbrook Wealth Management, LLC yesterday
FINANCIAL MANAGEMENT NETWORK INC yesterday
LETSON INVESTMENT MANAGEMENT, INC. yesterday
BASS LEE M |TX| yesterday
Intelligence Driven Advisers, LLC yesterday
TWIN CAPITAL MANAGEMENT INC yesterday
WINSLOW ASSET MANAGEMENT INC yesterday
Carr Financial Group Corp yesterday
MANAGED ASSET PORTFOLIOS, LLC yesterday
Johnson Financial Group, LLC yesterday
Cheviot Value Management, LLC yesterday
JACKSON THORNTON WEALTH MANAGEMENT, LLC yesterday
17 CAPITAL PARTNERS, LLC yesterday
GS Investments, Inc. yesterday
Lakewood Asset Management LLC yesterday
Liberty Street Advisors, Inc. yesterday
Patten Group, Inc. yesterday
ESSEX INVESTMENT MANAGEMENT CO LLC yesterday
Morling Financial Advisors, LLC yesterday
Balentine LLC yesterday
Townsend Financial Planning, LLC yesterday
Swisher Financial Concepts, Inc. yesterday
Urban Financial Advisory Corp yesterday
BASS SID R yesterday
Valmark Advisers, Inc. yesterday
Trailhead Planners LLC yesterday
Valence8 US LP yesterday
ICICI Prudential Asset Management Co Ltd yesterday
GenTrust, LLC yesterday
Donalies Financial Planning, LLC yesterday
BUCKHEAD CAPITAL MANAGEMENT LLC yesterday
Capital Investment Advisors, LLC yesterday
MOR Wealth Management, LLC yesterday
KLCM Advisors, Inc. yesterday
Hartford Funds Management Co LLC yesterday
Avise Financial Cooperative, Inc. yesterday
Insight Wealth Partners, LLC yesterday
ROMAN BUTLER FULLERTON & CO yesterday
CURA WEALTH ADVISORS, LLC yesterday
Simplicity Wealth,LLC yesterday
BAXTER BROS INC yesterday
Uniting Wealth Partners, LLC yesterday
WEALTH EFFECTS LLC yesterday
Trivium Point Advisory, LLC yesterday
LONGFELLOW INVESTMENT MANAGEMENT CO LLC yesterday
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN yesterday
AMS Capital Ltda yesterday
WEALTHSPAN PARTNERS, LLC yesterday
Three Arch Wealth Management LLC yesterday
Old West Investment Management, LLC yesterday
CHASE INVESTMENT COUNSEL CORP yesterday
Bass Edward P yesterday
RW Investment Management LLC yesterday
N.E.W. Advisory Services LLC yesterday
NovaPoint Capital, LLC yesterday
Geneos Wealth Management Inc. yesterday
Rock Point Advisors, 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.