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Institutional Holdings Dashboard

Last Updated: 39 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
Katamaran Capital LLP today
Rydar Equities, Inc. today
Cottage Street Advisors LLC today
MOTIVE WEALTH ADVISORS today
Hingham Institution for Savings today
Valued Wealth Advisors LLC yesterday
Triasima Portfolio Management inc. yesterday
Fulcrum Capital LLC yesterday
Triumph Capital Management yesterday
Oak Thistle LLC yesterday
Tumwater Wealth Management, LLC yesterday
ACORN FINANCIAL ADVISORY SERVICES INC |ADV yesterday
PATHWAY WEALTH MANAGEMENT LLC yesterday
Colony Family Offices, LLC yesterday
PCB Capital LLC yesterday
Global Financial Private Client, LLC yesterday
Phraction Management LLC yesterday
Objective Capital Management, LLC yesterday
Live Oak Private Wealth LLC yesterday
Thomasville National Bank yesterday
Arcadia Wealth Management, LLC yesterday
Sterling Investment Counsel, LLC yesterday
SMITHBRIDGE ASSET MANAGEMENT INC|DE yesterday
TICINO WEALTH yesterday
Clarity Financial LLC yesterday
FARMERS & MERCHANTS INVESTMENTS INC yesterday
Hixon Zuercher, LLC yesterday
Hansen & Associates Financial Group, Inc. yesterday
FINANCIAL ADVISORY PARTNERS, LLC yesterday
Counterpoint Mutual Funds LLC yesterday
GFG Capital, LLC yesterday
White Pine Investment CO yesterday
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors yesterday
Allied Investment Advisors, LLC yesterday
PFS Partners, LLC yesterday
MeadowBrook Investment Advisors LLC yesterday
Koa Wealth Management, LLC yesterday
Palisade Asset Management, LLC yesterday
China-UAE Investment Cooperation Fund, L.P. yesterday
KAVAR CAPITAL PARTNERS GROUP, LLC yesterday
Canaan Partners XI LLC yesterday
John W. Brooker & Co., CPAs yesterday
ANDREWS, LUCIA WEALTH MANAGEMENT LLC yesterday
Family CFO Inc yesterday
Empirical Capital Management, LLC yesterday
SlateStone Wealth, LLC yesterday
OAK FAMILY ADVISORS, LLC yesterday
FLC Capital Advisors yesterday
Sage Capital Management, LLC yesterday
Aull & Monroe Investment Management Corp yesterday
GATEWAY INVESTMENT ADVISERS LLC yesterday
SALZHAUER MICHAEL yesterday
WEBSTER BANK, N. A. yesterday
Human Investing LLC yesterday
Interchange Capital Partners, LLC yesterday
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC yesterday
GUYASUTA INVESTMENT ADVISORS INC yesterday
Owl Creek Wealth Partners LLC yesterday
Sound Income Strategies, LLC yesterday
PETREDIS INVESTMENT ADVISORS LLC yesterday
ENTRUST FINANCIAL LLC yesterday
First Pacific Financial yesterday
Louisiana State Employees Retirement System yesterday
HAMILTON CAPITAL PARTNERS, LLC yesterday
IFP Advisors, Inc yesterday
Brindle & Bay Financial Advisors, LLC yesterday
FIRST UNITED BANK & TRUST yesterday
Covenant Asset Management, LLC yesterday
Sky Investment Group LLC yesterday
Opal Wealth Advisors, LLC yesterday
Abacus Planning Group, Inc. yesterday
STRATEGIC INVESTMENT MANAGEMENT, LLC yesterday
Myriad Asset Management US LP yesterday
Legend Financial Advisors, Inc. yesterday
TrustBank yesterday
QUANTUM FINANCIAL PARTNERS LLC yesterday
GUIDANCE CAPITAL, INC yesterday
Envestnet Portfolio Solutions, Inc. yesterday
HAGER INVESTMENT MANAGEMENT SERVICES, LLC yesterday
Physician Wealth Advisors, Inc. yesterday
B.O.S.S. Retirement Advisors, LLC yesterday
ARKANSAS FINANCIAL GROUP, INC. yesterday
Gibraltar Capital Management, Inc. yesterday
High Point Wealth Management, LLC yesterday
Bear Mountain Capital, Inc. yesterday
FIRST HORIZON CORP yesterday
Barton Investment Management yesterday
State of Alaska, Department of Revenue yesterday
WEATHERLY ASSET MANAGEMENT L. P. yesterday
HS Investments IV Ltd yesterday
HS Investments III Ltd yesterday
Sivik Global Healthcare LLC yesterday
Clayton Financial Group LLC yesterday
DBA TRADING, LLC yesterday
Keyes, Stange & Wooten Wealth Management, LLC yesterday
EQUITEC PROPRIETARY MARKETS, LLC yesterday
Goldstein Advisors, LLC yesterday
SIERRA SUMMIT ADVISORS LLC yesterday
PING CAPITAL MANAGEMENT, INC. yesterday
BFSG, 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.