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Institutional Holdings Dashboard

Last Updated: 12 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
Alliance Wealth Strategies, LLC d|b|a Brown Edwards Wealth Strategies today
ALBERT D MASON INC today
Fortune Financial Advisors, LLC today
ADAMS NATURAL RESOURCES FUND, INC. today
Metropolis Capital Ltd today
ADAMS DIVERSIFIED EQUITY FUND, INC. today
E Fund Management (Hong Kong) Co., Ltd. today
Sumitomo Mitsui DS Asset Management Company, Ltd today
Lakehouse Capital Pty Ltd today
Q Fund Management (Hong Kong) Ltd today
DRIVE WEALTH MANAGEMENT, LLC today
Franchise GP Ltd today
Xena Financial Planning, LLC today
ROMANO BROTHERS AND COMPANY today
Balance Wealth Partners LLC today
STAPP WEALTH MANAGEMENT, PLLC today
American Institute for Advanced Investment Management, LLP today
CAPSTONE CAPITAL LLC yesterday
SBI Okasan Asset Management Co.Ltd. yesterday
4J Wealth Management LLC yesterday
Liberty Atlantic Advisors LLC yesterday
STERLING INVESTMENT MANAGEMENT, LLC yesterday
Benchmark Financial, LLC yesterday
Fearless Solutions, LLC dba Best Invest yesterday
Aurora Private Wealth, Inc. yesterday
JM2 Capital Inc. yesterday
Capital Squared Financial LLC yesterday
MFA Wealth Services yesterday
Foundry Financial LLC yesterday
North Growth Management Ltd. yesterday
Catterton Management Company, L.L.C. yesterday
Sequent Asset Management, LLC yesterday
WINNACLE WEALTH LLC yesterday
Revisor Wealth Management LLC yesterday
CENTRAL VALLEY ADVISORS, LLC yesterday
Foundation Wealth Management, LLC\PA yesterday
BetterWealth, LLC yesterday
Hidden Cove Wealth Management, LLC yesterday
My Personal CFO, LLC yesterday
Life Planning Partners, Inc yesterday
JCSD Capital, LLC yesterday
Braeburn Wealth Management LLC yesterday
Orange Investment Advisors, Inc. yesterday
Scarborough Advisors, LLC yesterday
Shotwell Rutter Baer Inc yesterday
Appalachian Capital Management Ltd yesterday
Midwest Financial Group LLC yesterday
Flagstone Financial Management yesterday
Financial Life Planners yesterday
Pearl Planning LLC yesterday
Northland Capital Management LLC yesterday
Columbia Asset Management yesterday
Crown Wealth Group, LLC yesterday
HighRoad Wealth Advisors, LLC yesterday
Hofer & Associates. Inc yesterday
WASHINGTON CAPITAL MANAGEMENT, INC yesterday
bLong Financial, LLC yesterday
NORRIS PERNE & FRENCH LLP|MI yesterday
CAMPBELL NEWMAN ASSET MANAGEMENT INC yesterday
NOVEM GROUP yesterday
Bay Capital Advisors, LLC yesterday
5T Wealth, LLC yesterday
Demars Financial Group, LLC yesterday
Retirement Management Systems Inc. yesterday
Wilkerson Advisory Group LLC yesterday
Center for Financial Planning, Inc. yesterday
WestHill Financial Advisors, Inc. yesterday
LS Investment Advisors, LLC yesterday
CV Advisors LLC yesterday
MONEYWISE, INC. yesterday
Gunderson Capital Management LLC yesterday
SOUTHERN MICHIGAN BANK & TRUST yesterday
AMI ASSET MANAGEMENT CORP yesterday
EVOLUTION WEALTH MANAGEMENT INC. yesterday
Biltmore Wealth Management, LLC yesterday
Cordoba Advisory Partners LLC yesterday
GREENLEAF TRUST yesterday
CRUX WEALTH ADVISORS yesterday
DAVIDSON INVESTMENT ADVISORS yesterday
UNIQUE WEALTH, LLC yesterday
LAUREL OAK WEALTH MANAGEMENT, LLC yesterday
ABSOLUTE INVESTMENT ADVISERS, LLC yesterday
Jefferson Bridge Capital, LLC yesterday
PROATHLETE WEALTH MANAGEMENT LLC yesterday
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC|WI yesterday
FULCRUM WEALTH ADVISORS, LLC yesterday
WEALTHEDGE INVESTMENT ADVISORS, LLC yesterday
Portus Wealth Advisors, LLC yesterday
RCW Management, LLC yesterday
Madson Wealth Advisors Inc yesterday
Raleigh Capital Management Inc. yesterday
Financial Architects, LLC yesterday
CLARIS ADVISORS, LLC | MO | yesterday
LANDAAS & CO |WI |ADV yesterday
OLD SECOND NATIONAL BANK OF AURORA yesterday
Ifrah Financial Services, Inc. yesterday
Red Mountain Financial, LLC yesterday
FLYWHEEL PRIVATE WEALTH LLC yesterday
October Effect Ltd yesterday
Keystone Financial Group, Inc. 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.