Skip to Main Content

Institutional Holdings Dashboard

Last Updated: 5 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
KOM Wealth Management Group, LLC today
Strategic Blueprint, LLC today
NEW WAVE WEALTH ADVISORS LLC today
WEST BANCORPORATION INC today
CORNERSTONE ENTERPRISES, LLC today
BREAKTHRU ADVISORY SERVICES, LLC today
Monetary Solutions, Ltd today
Yorktown Management & Research Co Inc today
Police & Firemen's Retirement System of New Jersey today
Palacios Wealth Management, LLC today
Grove Street Fiduciary, LLC today
VUB Generali dochodkova spravcovska spolocnost, a.s. today
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. today
TFC Financial Management, Inc. today
Artemis Investment Management LLP today
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. today
Morton Capital Management LLC|CA today
Arena Capital Advisors, LLC- CA today
Cedarwood Wealth LLC today
EQ LLC today
NWAM LLC today
PARTHENON LLC today
Sherrill & Hutchins Financial Advisory, Inc today
COTTONWOOD CAPITAL ADVISORS, LLC today
Smallwood Wealth Investment Management, LLC today
Groupe des Assurances du Credit Mutuel today
Markin Volterra Fund LP today
Intesa Sanpaolo Wealth Management today
DARA CAPITAL US, INC. today
Brummer Multi-Strategy AB today
Baader Bank Aktiengesellschaft today
PPSC Investment Service Corp today
PayPay Securities Corp today
Alecta Tjanstepension Omsesidigt today
ABN AMRO INVESTMENT SOLUTIONS today
WealthNavi Inc. today
SECURIAN ASSET MANAGEMENT, INC today
VMS Asset Management Limited today
UG Investment Advisers Ltd. today
THOMAS STORY & SON LLC today
Apollon Financial, LLC today
Apollon Wealth Management, LLC today
SBI Securities Co., Ltd. today
PIONEER TRUST BANK N A|OR yesterday
Westchester Capital Management, Inc. yesterday
LOUISBOURG INVESTMENTS INC. yesterday
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. yesterday
WT Wealth Management yesterday
Better Way Financial, LLC yesterday
MERIDIAN INVESTMENT COUNSEL INC. yesterday
LAZARI CAPITAL MANAGEMENT, INC. yesterday
Cooper Capital Advisors LLC yesterday
Steigerwald, Gordon & Koch Inc. yesterday
Robbins Farley yesterday
THOR INVESTMENT MANAGEMENT INC |OH| |ADV yesterday
CAPITAL ADVISORS INC|OK yesterday
VSM Wealth Advisory, LLC yesterday
Warren Street Wealth Advisors, LLC yesterday
Oregon Pacific Wealth Management, LLC yesterday
Newton One Investments LLC yesterday
Monument Capital Management yesterday
JDH Wealth Management, LLC yesterday
Fortitude Advisory Group L.L.C. yesterday
MB, LEVIS & ASSOCIATES, LLC yesterday
RF&L WEALTH MANAGEMENT, LLC yesterday
MILFAM LLC yesterday
Capital Planning LLC yesterday
Allegheny Financial Group yesterday
Heritage Wealth Management, Inc. |CA| yesterday
Entelevest, LLC yesterday
TrustWell Financial Advisors, LLC yesterday
Altos Ventures Management, Inc. yesterday
True North Advisors, LLC yesterday
Alta Partners Management Company, L.P. yesterday
Red Tree Management, LLC yesterday
FIDELIS iM, LLC yesterday
Owen LaRue, LLC yesterday
Ahara Advisors LLC yesterday
Andera Partners yesterday
Wendel SE yesterday
Townsend & Associates, Inc yesterday
Yoder Wealth Management, Inc. yesterday
Wildcat Capital Management, LLC yesterday
State of Wisconsin - Board of Commissioners of Public Lands yesterday
Legacy CG, LLC yesterday
Kooman & Associates yesterday
BLUESTEM FINANCIAL ADVISORS, LLC yesterday
Confluence Wealth Services, Inc. yesterday
HARBOUR INVESTMENT MANAGEMENT LLC yesterday
Consolidated Investment Group LLC yesterday
Asset Advisors Investment Management, LLC yesterday
Chapman Investment Management, LLC yesterday
Foundry Financial Group, Inc. yesterday
Chris Bulman Inc yesterday
Pembroke Management, LTD yesterday
EXCHANGE TRADED CONCEPTS, LLC yesterday
Two West Capital Advisors LLC yesterday
Harbor Asset Planning, Inc. yesterday
Meridian Financial Advisors, LLC yesterday
Lighthouse Wealth Management 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)

Loading Fund Data...

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

Loading Graph...

This data is parsed from SEC filings by Quiver Quantitative. Sign up for the Quiver Quantitative API for access to data on institutional holdings.