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Institutional Holdings Dashboard

Last Updated: 12 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
AG Campbell Advisory, LLC yesterday
Compass Financial Group, Inc. (Ohio) yesterday
Rehmann Capital Advisory Group yesterday
Hayek Kallen Investment Management yesterday
SHP Wealth Management yesterday
Henson-Edgewater Management, LLC yesterday
Stenger Family Office, LLC yesterday
Midway Capital Research & Management March 3, 2026
Employees Provident Fund Board March 3, 2026
S Harris Financial Group, LLC March 3, 2026
STRATEGIC ADVISORY PARTNERS, LLC March 3, 2026
Targeted Financial Services LLC March 3, 2026
Integrated Wealth Management March 3, 2026
WMS Group LLC March 3, 2026
EJMK Ventures LLC March 3, 2026
Tulsa Wealth Advisors, INC March 3, 2026
hemming& Wealth Management, Inc. March 3, 2026
Koenig Investment Advisory, LLC March 3, 2026
PLATINUM PARAMOUNT INVESTMENT LTD. March 3, 2026
NWF Advisory Services Inc. March 3, 2026
BANK OF HAWAII March 2, 2026
COGENT STRATEGIC WEALTH LLC March 2, 2026
Reflection Asset Management March 2, 2026
CFO CAPITAL MANAGEMENT LLC March 2, 2026
Sankala Group LLC March 2, 2026
TOBAM March 2, 2026
Amicus Financial Advisors, LLC March 2, 2026
Clearwave Capital, LLC March 2, 2026
Corecam Pte. Ltd. Feb. 28, 2026
NCM Capital Management, LLC Feb. 28, 2026
Rising Stella Capital Pte. Ltd Feb. 27, 2026
SOUTHERN CAPITAL SERVICES INC |ADV Feb. 27, 2026
ARWA LLC Feb. 27, 2026
INSTRUMENTAL WEALTH, LLC Feb. 27, 2026
MISHPACHA HOLDINGS CORP Feb. 27, 2026
Cross Staff Investments Inc Feb. 27, 2026
Financially in Tune, LLC Feb. 27, 2026
BEACON ADVISORS HOLDINGS, LLC Feb. 27, 2026
Strategic Investment Solutions, Inc. |IL Feb. 27, 2026
Compass Financial Services Inc Feb. 27, 2026
OakTrust Wealth Advisors, LLC Feb. 27, 2026
GROUPAMA ASSET MANAGMENT Feb. 27, 2026
46 Peaks LLC Feb. 26, 2026
Seven Fleet Capital Management LP Feb. 26, 2026
Oak Grove Capital LLC Feb. 26, 2026
Anchor Investment Management, LLC Feb. 26, 2026
TD Capital Management LLC Feb. 26, 2026
BDFS Capital LLC Feb. 26, 2026
SSA SWISS ADVISORS AG Feb. 26, 2026
Overlook Investments LP Feb. 26, 2026
Topor & Co. Korea Feb. 25, 2026
Cosmic Management, LLC Feb. 25, 2026
Diesslin Group, Inc. Feb. 25, 2026
Tempo Wealth, LLC Feb. 25, 2026
THRYVE WEALTH MANAGEMENT LLC Feb. 25, 2026
MARINER INVESTMENT GROUP LLC Feb. 25, 2026
HAHN CAPITAL MANAGEMENT LLC Feb. 25, 2026
KW WEALTH MANAGEMENT LLC Feb. 25, 2026
Westshore Wealth, LLC Feb. 25, 2026
MidFirst Bank Feb. 24, 2026
West Virginia University Foundation, Inc Feb. 24, 2026
Alternative Investment Advisors, LLC. Feb. 24, 2026
Villanova Investment Management Co LLC Feb. 24, 2026
Astoria Portfolio Advisors LLC. Feb. 24, 2026
DGS Capital Management, LLC Feb. 24, 2026
Anderson Financial Strategies, LLC Feb. 24, 2026
Ketron Financial Feb. 24, 2026
Bell Investment Advisors, Inc Feb. 24, 2026
Avory & Company, LLC Feb. 24, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC Feb. 24, 2026
CHELSEA COUNSEL CO Feb. 24, 2026
Coastline Complete Wealth LLC Feb. 24, 2026
Barnes Wealth Management Group, Inc Feb. 24, 2026
River Road Asset Management, LLC Feb. 24, 2026
SG Trading Solutions, LLC Feb. 24, 2026
Amanah Holdings Trust Feb. 24, 2026
Titan Investment Management LLC Feb. 24, 2026
Investment Insight Wealth Management, LLC Feb. 24, 2026
Macco Financial Group, Inc. Feb. 24, 2026
WLTH Capital Management, LLC Feb. 24, 2026
DiPaolo Financial Group, Inc. Feb. 24, 2026
Nolet Wealth Management, LLC Feb. 24, 2026
Stone Wealth Partners Feb. 24, 2026
Lynch Investment Planning, LLC Feb. 24, 2026
FLOYD FINANCIAL GROUP LLC Feb. 23, 2026
Clear Retirement Advice LLC Feb. 23, 2026
Arrow Capital Management, LLC Feb. 23, 2026
Drake & Associates, LLC Feb. 23, 2026
Forthright Family Wealth Advisory LLC Feb. 23, 2026
GuidedMoney, LLC Feb. 23, 2026
Beaird Harris Wealth Management, LLC Feb. 23, 2026
Wealth Preservation Advisors, LLC Feb. 23, 2026
Sonoma Allocations LLC Feb. 23, 2026
Monetary Solutions, Ltd Feb. 23, 2026
McMill Wealth Management Feb. 23, 2026
Investments & Financial Planning, LLC Feb. 23, 2026
Kera Capital Partners, Inc. Feb. 23, 2026
Walser Wealth Management Company, A Ltd Liability Co Feb. 23, 2026
Phillip James Consulting Co. Feb. 23, 2026
Blue Capital, Inc. Feb. 23, 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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