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Institutional Holdings Dashboard

Last Updated: 4 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
HBE Wealth Management, LLC yesterday
Gilbert Capital Group, Inc. yesterday
Financial Solutions Advisory Group, Inc. yesterday
Strategic Financial Group, LLC yesterday
Tailwinds Wealth, LLC yesterday
PATTON FUND MANAGEMENT, INC. yesterday
Oak Root LLC yesterday
VOISARD ASSET MANAGEMENT GROUP, INC. yesterday
Falcon Wealth Planning yesterday
Centennial Wealth Advisory LLC yesterday
Clarity Capital Advisors, LLC yesterday
Sound Stewardship, LLC yesterday
FCG Investment Co yesterday
RTD Financial Advisors, Inc. yesterday
Broadway Wealth Solutions, Inc. yesterday
Wealth Intelligence, LLC yesterday
V. M. MANNING & CO., INC. yesterday
Azarias Capital Management, L.P. yesterday
Red Door Wealth Management, LLC yesterday
Capital Advantage, Inc. yesterday
HCR Wealth Advisors yesterday
Stenger Family Office, LLC yesterday
High Probability Advisors, LLC yesterday
OMNI 360 Wealth, Inc. yesterday
ETF Portfolio Partners, Inc. yesterday
United Asset Strategies, Inc. yesterday
Rockwood Wealth Management, LLC yesterday
Frankly Finances, LLC yesterday
CHERRYDALE WEALTH MANAGEMENT, LLC yesterday
BRADY FAMILY WEALTH, LLC yesterday
CISCO SYSTEMS, INC. yesterday
Gradient Capital Advisors, LLC yesterday
REX Advisers, LLC yesterday
NORTH DALLAS BANK & TRUST CO yesterday
HHM Wealth Advisors, LLC yesterday
ROFFMAN MILLER ASSOCIATES INC |PA| yesterday
Parkside Investments, LLC yesterday
HMV Wealth Advisors, LLC yesterday
LDIC Inc. yesterday
LYNCH & ASSOCIATES|IN yesterday
ONE PLUS ONE WEALTH MANAGEMENT, LLC yesterday
R.H. Dinel Investment Counsel, Inc. yesterday
Kessler Investment Group, LLC yesterday
SHEETS SMITH WEALTH MANAGEMENT yesterday
Physician Wealth Solutions Inc. yesterday
Eastover Investment Advisors LLC yesterday
Sunflower Bank, N.A. yesterday
Eagle Wealth Advisors LLC yesterday
SILVIA MCCOLL WEALTH MANAGEMENT, LLC yesterday
PFW Advisors LLC yesterday
Lancaster Investment Management yesterday
Plus Group Wealth Advisors LLC yesterday
GENESIS PRIVATE WEALTH, LLC yesterday
DeDora Capital, Inc. yesterday
Eagle Capital Management, LLC yesterday
Drucker Wealth 3.0, LLC yesterday
HOWLAND CAPITAL MANAGEMENT LLC yesterday
RIVERBRIDGE PARTNERS LLC yesterday
Holland Advisory Services, Inc. yesterday
Holcombe Financial, Inc. yesterday
PineStone Asset Management Inc. yesterday
Moisand Fitzgerald Tamayo, LLC yesterday
Guardian Wealth Management, Inc. yesterday
Optivise Advisory Services LLC yesterday
Martel Wealth Advisors LLC yesterday
Dorato Capital Management yesterday
THOMPSON INVESTMENT MANAGEMENT, INC. yesterday
Nova Wealth Management, Inc. yesterday
Planned Solutions, Inc. yesterday
FIRST HAWAIIAN BANK yesterday
Orin Green Financial, LLC yesterday
Richard P Slaughter Associates Inc yesterday
NORTHWEST WEALTH MANAGEMENT, LLC yesterday
AUGUSTINE ASSET MANAGEMENT INC yesterday
Wedmont Private Capital yesterday
WOLFF WIESE MAGANA LLC yesterday
BOS Asset Management, LLC yesterday
DECISION INVESTMENTS, INC yesterday
Pacifica Partners Inc. yesterday
Strong Tower Advisory Services yesterday
21 West Wealth Management LLC yesterday
Friedenthal Financial yesterday
Merrion Investment Management Co, LLC yesterday
First City Capital Management, Inc. yesterday
Independence Bank of Kentucky yesterday
MFA WEALTH ADVISORS, LLC yesterday
Echo45 Advisors LLC yesterday
DAVENPORT & Co LLC yesterday
Avondale Wealth Management yesterday
GODSEY & GIBB, INC yesterday
Perennial Advisors, LLC yesterday
ARDSLEY ADVISORY PARTNERS LP yesterday
Generali Investments CEE, investicni spolecnost, a.s. yesterday
WOODSTOCK CORP yesterday
McCollum Christoferson Group LLC yesterday
Orgel Wealth Management, LLC yesterday
VIKING FUND MANAGEMENT LLC yesterday
LAWOOD & CO yesterday
ABLES, IANNONE, MOORE & ASSOCIATES, INC. yesterday
Breachway Investments LLC 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.