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Institutional Holdings Dashboard

Last Updated: an hour 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
Flagship Private Wealth, LLC today
Fox Financial, Inc today
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC today
MERIDIAN MANAGEMENT CO today
CARRET ASSET MANAGEMENT, LLC today
MINDSET WEALTH MANAGEMENT, LLC today
BELLEVUE ASSET MANAGEMENT, LLC today
Garda Capital Partners LP today
REAP Financial Group, LLC today
Hedeker Wealth, LLC today
ARCH CAPITAL GROUP LTD. today
ADVISORS MANAGEMENT GROUP INC |ADV today
RPg Family Wealth Advisory, LLC today
AMANSA CAPITAL PTE. LTD. today
TRANSCEND CAPITAL ADVISORS, LLC today
JEPPSON WEALTH MANAGEMENT, LLC today
Garrett Wealth Advisory Group, LLC today
ENGLISH CAPITAL MANAGEMENT LLC today
SYM FINANCIAL Corp today
GPI CAPITAL, L.P. today
Vodafone Ventures Ltd today
JACKSON HILL ADVISORS, LLC today
Evergreen Advisors, LLC today
Alliance Wealth Management Group today
Strategic Wealth Investment Group, LLC today
HORIZON BANCORP INC |IN| today
PRINCIPAL FINANCIAL GROUP INC today
Windward Private Wealth Management Inc. today
Spectrum Asset Management, Inc. today
Hilton Capital Management, LLC today
FOX RUN MANAGEMENT, L.L.C. today
Mattson Financial Services, LLC today
NOESIS CAPITAL MANGEMENT CORP today
Community Bank & Trust, Waco, Texas today
Gaddis Premier Wealth Advisors LLC today
Ravenstone Capital Management Inc. today
TD PRIVATE CLIENT WEALTH LLC today
Westover Capital Advisors, LLC today
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC today
Juno Financial Group LLC today
TOWERVIEW LLC today
North Dakota State Investment Board today
USA FINANCIAL FORMULAS today
Rollins Financial Advisors, LLC today
AXON CAPITAL LP today
ACCOUNT MANAGEMENT LLC today
Declaration Partners LP today
Golden Reserve Retirement LLC today
New Paradigm Capital Management, LLC today
Investment Research Partners LLC today
INVESTED ADVISORS today
STEINBERGANNA WEALTH MANAGEMENT today
Summit Wealth Group, LLC today
Tribridge Partners Financial LLC today
Texas County & District Retirement System today
71 West Capital Partners today
CAPE ANN SAVINGS BANK today
Founders Financial Alliance, LLC today
Checchi Capital Advisers, LLC today
Armor Investment Advisors, LLC today
Boulay Financial Advisors, LLC today
Petix & Botte Co today
Cascade Financial Partners, LLC today
ENTERPRISE FINANCIAL SERVICES CORP today
GraniteShares Advisors LLC today
FAGAN ASSOCIATES, INC. today
Arrow Investment Advisors, LLC today
New England Private Wealth Advisors LLC today
INVESTMENT PARTNERS, LTD. today
Veritas Asset Management LLP today
Joel Isaacson & Co., LLC today
AKUNA SECURITIES LLC today
McAdam, LLC today
SP Asset Management LLC today
VALLEY WEALTH MANAGERS, INC. today
PIER 88 INVESTMENT PARTNERS LLC today
MMA ASSET MANAGEMENT LLC today
ADELL HARRIMAN & CARPENTER INC today
CORE WEALTH ADVISORS, LLC today
Fairman Group, LLC today
NAVELLIER & ASSOCIATES INC today
Seven Springs Wealth Group, LLC today
Tannin Capital LLC today
Grand Central Investment Group today
Attestor Capital Ltd today
Commerce Advisors, LLC today
Huntleigh Advisors, Inc. today
Wescott Financial Advisory Group, LLC today
Berger Financial Group, Inc today
Viewpoint Capital Management LLC today
LANDESBANK BADEN-WUERTTEMBERG today
RedJay Asset Management Inc. today
LeClair Wealth Partners LLC today
Gimbal Financial today
Blue Sky Capital Consultants Group, Inc. today
Beaumont Financial Advisors, LLC today
INNEALTA CAPITAL, LLC today
Banco de Sabadell, S.A today
LOM Asset Management Ltd today
Signal Advisors Wealth, LLC today

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.