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Institutional Holdings Dashboard

Last Updated: 5 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
Elser Financial Planning, Inc yesterday
Enclave Advisors LLC yesterday
BCU Wealth Advisors, LLC yesterday
American Financial Advisors, LLC yesterday
Portside Wealth Group, LLC yesterday
SOUTHERN CAPITAL ADVISORS, LLC yesterday
Kings Path Partners LLC yesterday
McGrath & Associates, Inc. yesterday
Systelligence, LLC yesterday
Upper Left Wealth Management, LLC yesterday
CDM FINANCIAL COUNSELING SERVICES, INC. yesterday
WASHINGTON UNIVERSITY yesterday
BAM Wealth Management, LLC yesterday
Delta Wealth Advisors LLC yesterday
Smith Thornton Advisors LLC yesterday
YHB Investment Advisors, Inc. yesterday
KELLY FINANCIAL GROUP LLC yesterday
BCO Wealth Management LLC yesterday
Mullaney, Keating & Wright, Inc. yesterday
CUTLER INVESTMENT COUNSEL LLC yesterday
Cache Advisors, LLC yesterday
TRUST CO OF OKLAHOMA yesterday
Family Legacy Financial Solutions, LLC yesterday
YARGER WEALTH STRATEGIES, LLC yesterday
Sunbeam Capital Management, LLC yesterday
Rolek Wealth Management LLC yesterday
Peak Wealth Management LLC yesterday
Presidio Capital Management, LLC yesterday
Fisher Funds Management LTD yesterday
Oxinas Partners, LLC yesterday
Octavia Wealth Advisors, LLC yesterday
HENDLEY & CO INC yesterday
Northstar Advisory Group, LLC yesterday
NESTEGG ADVISORS, INC. yesterday
FENIMORE ASSET MANAGEMENT INC yesterday
Mountain Capital Investment Advisors Inc. yesterday
KIRR MARBACH & CO LLC |IN| yesterday
JACOBSON & SCHMITT ADVISORS, LLC yesterday
IAM Advisory, LLC yesterday
Westhampton Capital, LLC yesterday
SEAVIEW INVESTMENT MANAGERS LLC yesterday
Curbstone Financial Management Corp yesterday
GREAT OAK CAPITAL PARTNERS, LLC yesterday
BARLOW WEALTH PARTNERS, LLC yesterday
Congress Park Capital LLC yesterday
BayBridge Capital Group, LLC yesterday
Cardinal Point Capital Management ULC yesterday
Plancorp, LLC yesterday
DLK Investment Management, LLC yesterday
Longview Financial Advisors LLC yesterday
Nepsis Inc. yesterday
QRG CAPITAL MANAGEMENT, INC. yesterday
B. Riley Wealth Advisors, Inc. yesterday
Credit Capital Investments LLC yesterday
Verisail Partners, LLC yesterday
Successful Portfolios LLC yesterday
Allodium Investment Consultants, LLC yesterday
Corecam Pte. Ltd. yesterday
Blue Zone Wealth Advisors, LLC yesterday
Ayrshire Capital Management LLC yesterday
Addenda Capital Inc. yesterday
Triangle Securities Wealth Management yesterday
Hoese & Co LLP yesterday
TTP Investments, Inc. yesterday
Benson Investment Management Company, Inc. yesterday
Waycross Investment Management Co yesterday
DOPKINS WEALTH MANAGEMENT, LLC yesterday
Intrinsic Value Partners, LLC yesterday
Christensen, King & Associates Investment Services, Inc. yesterday
Antonelli Financial Advisors, LLC yesterday
SALEM INVESTMENT COUNSELORS INC yesterday
Stolper Co yesterday
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC yesterday
Twele Capital Management, Inc. yesterday
Mason & Associates, LLC yesterday
Plan A Wealth LLC yesterday
SageOak Financial, LLC yesterday
Chatterton & Associates Inc. yesterday
Douglas Lane & Associates, LLC yesterday
Ritter Daniher Financial Advisory LLC | DE yesterday
Magnolia Wealth Management, LLC yesterday
SPRING CAPITAL MANAGEMENT, LLC yesterday
EWA, LLC yesterday
Impact Capital Partners LLC yesterday
TopTier Wealth Management, LLC yesterday
Shore Point Advisors, LLC yesterday
BigSur Wealth Management LLC yesterday
Lipe & Dalton yesterday
1620 INVESTMENT ADVISORS, INC. yesterday
MKD WEALTH COACHES, LLC yesterday
National Wealth Management Group, LLC yesterday
Newman Dignan & Sheerar, Inc. yesterday
Kelly Financial Services LLC yesterday
Financial Symmetry Inc yesterday
IRONWOOD WEALTH MANAGEMENT, INC. yesterday
Gibson Wealth Advisors LLC yesterday
Spectrum Planning & Advisory Services Inc. yesterday
Paradiem, LLC yesterday
HWG Holdings LP yesterday
M & L Capital Management Ltd 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.