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Institutional Holdings Dashboard

Last Updated: 6 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
DB Fitzpatrick & Co, Inc yesterday
Capital Investment Counsel, LLC yesterday
Asset Allocation & Management Company, LLC yesterday
WINEBRENNER CAPITAL MANAGEMENT LLC yesterday
Embree Financial Group yesterday
Cerro Pacific Wealth Advisors LLC yesterday
Lauer Wealth, LLC yesterday
Harold Davidson & Associates Inc. yesterday
RAINIER FAMILY WEALTH INC yesterday
Keudell|Morrison Wealth Management yesterday
Gemmer Asset Management LLC yesterday
Wealth Care LLC yesterday
FSM Wealth Advisors, LLC yesterday
Range Financial Group LLC yesterday
Fort Henry Capital, LLC yesterday
BDFS Capital LLC yesterday
Secure Asset Management, LLC yesterday
TCP Asset Management, LLC yesterday
Value Partners Investments Inc. yesterday
Vertex Investment Solutions Co., Ltd. yesterday
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC yesterday
Tensor Edge Capital, LLC yesterday
Professional Financial Management, Inc. yesterday
MATRIX ASSET ADVISORS INC|NY yesterday
FIFTH THIRD SECURITIES, INC. yesterday
Westwind Capital yesterday
FIRST MERCHANTS CORP yesterday
WealthBridge Investment Counsel Inc. yesterday
TOMPKINS FINANCIAL CORP yesterday
PARK NATIONAL CORP |OH| yesterday
Hartz Capital, Inc. yesterday
SWMG, LLC yesterday
SPRENG CAPITAL MANAGEMENT, INC. yesterday
Benin Management CORP yesterday
Outbound Financial Inc yesterday
HARTFORD INVESTMENT MANAGEMENT CO yesterday
ENZI WEALTH yesterday
Canada Post Corp Registered Pension Plan yesterday
Dakota Community Bank & Trust NA yesterday
AMI INVESTMENT MANAGEMENT INC yesterday
MOODY ALDRICH PARTNERS LLC yesterday
Guardian Financial Partners, LLC yesterday
Members Advisory Group LLC yesterday
INDEPENDENT FINANCIAL GROUP, LLC yesterday
Cohen Klingenstein LLC yesterday
Joule Financial, LLC yesterday
Security National Bank yesterday
CHEMUNG CANAL TRUST CO yesterday
Retirement Investment Advisors, Inc. yesterday
Cannon Advisors, Inc. yesterday
FLAGSTAR SECURITIES, INC yesterday
BIRCH FINANCIAL GROUP, LLC yesterday
Syntegra Private Wealth Group, LLC yesterday
WADDELL & ASSOCIATES, LLC yesterday
S. R. Schill & Associates yesterday
Klaas Financial Asset Advisors, LLC yesterday
Belleair Asset Management, LLC yesterday
CITY NATIONAL BANK OF FLORIDA |MSD yesterday
Cascade Investment Advisors, Inc. yesterday
Five Oceans Advisors yesterday
Harbour Capital Advisors, LLC yesterday
VVR Holdings LLC yesterday
Prospera Financial Services Inc yesterday
AMARILLO NATIONAL BANK yesterday
First PREMIER Bank yesterday
BAR HARBOR WEALTH MANAGEMENT yesterday
Clear Retirement Advice LLC yesterday
Reliant Investment Management, LLC yesterday
WEBSTERROGERS FINANCIAL ADVISORS, LLC yesterday
HIGHLINE WEALTH PARTNERS LLC yesterday
Acropolis Investment Management, LLC yesterday
MONTGOMERY INVESTMENT MANAGEMENT INC yesterday
One Charles Private Wealth Services, LLC yesterday
Vert Asset Management LLC yesterday
Perpetual Ltd yesterday
Bricktown Capital, LLC yesterday
TRAN CAPITAL MANAGEMENT, L.P. yesterday
Midwest Financial Partners Investments, Inc. yesterday
Shaker Financial Services, LLC yesterday
MBL Wealth, LLC yesterday
Aurdan Capital Management, LLC yesterday
Wealthspring Capital LLC yesterday
Blake Schutter Theil Wealth Advisors, LLC yesterday
Aspire Private Capital, LLC yesterday
Winthrop Partners - WNY, LLC yesterday
Greater Midwest Financial Group, LLC yesterday
J.E. Simmons & Co., P.C. yesterday
Applied Capital LLC|FL yesterday
Geremia Financial Services, LLC yesterday
BOYUM WEALTH ARCHITECTS LLC yesterday
Carrhae Capital LLP yesterday
Security Financial Services, INC. yesterday
Summit Financial Wealth Advisors, LLC yesterday
NorthCrest Asset Manangement, LLC yesterday
Legal Advantage Investments, Inc. yesterday
Lindsell Train Ltd yesterday
Aventura Private Wealth, LLC yesterday
Portman Square Capital LLP yesterday
SHAKER INVESTMENTS LLC|OH yesterday
WEALTH ENHANCEMENT ADVISORY SERVICES, 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.