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Institutional Holdings Dashboard

Last Updated: 2 days, 8 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
MARKEL GROUP INC. May 1, 2026
Vantage Investment Partners, LLC May 1, 2026
VALINOR MANAGEMENT, L.P. May 1, 2026
EQ WEALTH ADVISORS, LLC May 1, 2026
Premier Wealth Management W.L.L. May 1, 2026
Compass Financial Services Inc May 1, 2026
American Trust May 1, 2026
Signature Resources Capital Management, LLC May 1, 2026
Glass Wealth Management Co LLC May 1, 2026
Altium Capital Management LLC May 1, 2026
Sovran Advisors, LLC May 1, 2026
Rossmore Private Capital May 1, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS May 1, 2026
GENERAL AMERICAN INVESTORS CO INC May 1, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC May 1, 2026
Wildcat Capital Management, LLC May 1, 2026
Riverview Trust Co May 1, 2026
CULLINAN ASSOCIATES INC May 1, 2026
Capital Squared Financial LLC May 1, 2026
Greylock XIV GP LLC May 1, 2026
CITIZENS FINANCIAL GROUP INC|RI May 1, 2026
Midwest Trust Co May 1, 2026
FIFTH THIRD BANCORP May 1, 2026
BANYAN CAPITAL MANAGEMENT, INC. May 1, 2026
Global Assets Advisory, LLC May 1, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC May 1, 2026
Trifecta Capital Advisors, LLC May 1, 2026
Anchor Investment Management, LLC May 1, 2026
Castleview Partners, LLC May 1, 2026
Navigoe, LLC May 1, 2026
Silver Oak Advisory Group, Inc. May 1, 2026
ASSOCIATED BANC-CORP May 1, 2026
Arlington Capital Management, Inc. May 1, 2026
Keener Financial Planning LLC May 1, 2026
United Bank May 1, 2026
Strategic Wealth Advisors LLC May 1, 2026
ARQ WEALTH ADVISORS, LLC May 1, 2026
Financial Alternatives, Inc May 1, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC May 1, 2026
Towercrest Capital Management May 1, 2026
Valmark Advisers, Inc. May 1, 2026
PITTENGER & ANDERSON INC May 1, 2026
R. W. Roge & Company, Inc. May 1, 2026
AF Advisors, Inc. May 1, 2026
Vestment Financial LLC May 1, 2026
GABLES CAPITAL MANAGEMENT INC. May 1, 2026
Clientfirst Wealth Management, LLC May 1, 2026
Carnegie Investment Counsel May 1, 2026
SFE Investment Counsel May 1, 2026
Merrithew & Thorsten Inc May 1, 2026
UNIVEST FINANCIAL Corp May 1, 2026
Kaizen Financial Strategies May 1, 2026
180 WEALTH ADVISORS, LLC May 1, 2026
WELCH & FORBES LLC May 1, 2026
Seneca House Advisors May 1, 2026
Seaside Wealth Management, Inc. May 1, 2026
Lincoln Capital LLC May 1, 2026
Luminvest Wealth Management LLC May 1, 2026
CASTLE WEALTH MANAGEMENT LLC May 1, 2026
S. R. Schill & Associates May 1, 2026
Summit Financial Strategies, Inc. May 1, 2026
DROMS STRAUSS ADVISORS INC |MO| |ADV May 1, 2026
Ball & Co Wealth Management Inc. May 1, 2026
Oakwell Private Wealth Management, LLC May 1, 2026
Sachetta, LLC May 1, 2026
FINANCIAL COUNSELORS INC May 1, 2026
BCR Wealth Strategies, LLC May 1, 2026
46 Peaks LLC May 1, 2026
WealthShield Partners, LLC May 1, 2026
WASHBURN CAPITAL MANAGEMENT, INC. May 1, 2026
U S GLOBAL INVESTORS INC May 1, 2026
TSA Wealth Managment LLC May 1, 2026
Capital Today Evergreen Fund, L.P. May 1, 2026
Darwin Wealth Management, LLC May 1, 2026
Van Cleef Asset Management,Inc May 1, 2026
Financial Connections Group, Inc. May 1, 2026
Farrow Financial, Inc. May 1, 2026
ADVISORS MANAGEMENT GROUP INC |ADV May 1, 2026
ACCOUNT MANAGEMENT LLC May 1, 2026
DUMAC, INC. May 1, 2026
TORRAY INVESTMENT PARTNERS LLC May 1, 2026
Warburton Capital Management, LLC May 1, 2026
Triton Wealth Management, PLLC May 1, 2026
J. Derek Lewis & Associates Inc. May 1, 2026
SoundView Advisors Inc. May 1, 2026
Granite Bay Wealth Management, LLC May 1, 2026
PineStone Asset Management Inc. May 1, 2026
Forvis Mazars Wealth Advisors, LLC May 1, 2026
BCK CAPITAL MANAGEMENT LP May 1, 2026
One Degree Advisors Inc May 1, 2026
Elwood & Goetz Wealth Advisory Group, LLC May 1, 2026
MOKAN Wealth Management Inc. May 1, 2026
Citizens Business Bank May 1, 2026
Avion Wealth May 1, 2026
Persium Advisors, LLC May 1, 2026
Pacific Life Fund Advisors LLC May 1, 2026
FINANCIAL ADVISORY PARTNERS, LLC May 1, 2026
IDG-Accel China Capital GP II Associates Ltd. May 1, 2026
IDG-Accel China Capital II Associates L.P. May 1, 2026
IDG China Capital Fund III Associates L.P. May 1, 2026

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Dec 31, 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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This data is parsed from SEC filings by Quiver Quantitative. Sign up for the Quiver Quantitative API for access to data on institutional holdings.