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Institutional Holdings Dashboard

Last Updated: 1 day, 2 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
Heck Capital Advisors, LLC July 10, 2026
Leverty Financial Group, LLC July 10, 2026
Taylor & Morgan Wealth Management, LLC July 10, 2026
Adirondack Capital Advisors, LLC July 10, 2026
FORM Wealth Advisors, LLC July 10, 2026
RAMSEY QUANTITATIVE SYSTEMS July 10, 2026
Processus Wealth & Capital Management, LLC July 10, 2026
CABANA LLC July 10, 2026
Uptown Financial Advisors LLC July 10, 2026
Hudson Value Partners, LLC July 10, 2026
Trust Co July 10, 2026
WHITENER CAPITAL MANAGEMENT, INC. July 10, 2026
Partnership Wealth Management, LLC July 10, 2026
HRC WEALTH MANAGEMENT, LLC July 10, 2026
G&S Capital LLC July 10, 2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL|CA July 10, 2026
Kentucky Trust Co July 10, 2026
Torren Management, LLC July 10, 2026
Nolet Wealth Management, LLC July 10, 2026
William Mack & Associates, Inc. July 10, 2026
Fruth Investment Management July 10, 2026
FIDUCIARY FINANCIAL GROUP, LLC July 10, 2026
Farrell Financial LLC July 10, 2026
LAM GROUP, INC. July 10, 2026
Stonekeep Investments, LLC July 10, 2026
Canvas Wealth Advisors, LLC July 10, 2026
Rise Advisors, LLC July 10, 2026
Arkfeld Wealth Strategies, L.L.C. July 10, 2026
Sunesis Advisors, LLC July 10, 2026
GenWealth Group, Inc. July 10, 2026
DAGCO, INC. July 10, 2026
West Branch Capital LLC July 10, 2026
Peirce Capital Management, LLC July 10, 2026
Nvest Wealth Strategies, Inc. July 10, 2026
DiNuzzo Private Wealth, Inc. July 10, 2026
KENNICOTT CAPITAL MANAGEMENT LLC July 10, 2026
FAMILY WEALTH PARTNERS, LLC July 10, 2026
Cardinal Capital Management, Inc. July 10, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD July 10, 2026
TEMA ETFS LLC July 10, 2026
Haven Capital Group, Inc. July 10, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC July 10, 2026
Japan Post Holdings Co., Ltd. July 10, 2026
Financial Planning Fort Collins, LLC July 10, 2026
JFS WEALTH ADVISORS, LLC July 10, 2026
Envision Financial LLC July 10, 2026
Investors Research Corp July 10, 2026
Annex Advisory Services, LLC July 10, 2026
Pathfinder Wealth Consulting, Inc. July 10, 2026
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. July 10, 2026
Insight Wealth Strategies, LLC July 10, 2026
Accel Wealth Management July 10, 2026
Bank & Trust Co July 10, 2026
Buska Wealth Management, LLC July 10, 2026
Hyperion Asset Management Ltd July 10, 2026
WEDGE CAPITAL MANAGEMENT L L P|NC July 10, 2026
Abound Wealth Management July 10, 2026
Northside Capital Management, LLC July 10, 2026
Trinity Street Asset Management LLP July 10, 2026
Regent Peak Wealth Advisors LLC July 10, 2026
GoalFusion Wealth Management, LLC July 10, 2026
Lee, Kelleher & Klein Wealth Management July 10, 2026
Oldfield Partners LLP July 10, 2026
FIRST COMMUNITY TRUST NA July 10, 2026
SL ADVISORS, LLC July 10, 2026
Alken Asset Management Ltd July 10, 2026
Walker Asset Management, LLC July 10, 2026
Ballast, Inc. July 10, 2026
ALM First Financial Advisors, LLC July 10, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. July 10, 2026
Charles Schwab Trust Co July 10, 2026
Salvus Wealth Management, LLC July 10, 2026
BFI Infinity Ltd. July 10, 2026
KWB Wealth July 10, 2026
Prosperity Planning, Inc. July 10, 2026
Financial Designs Corp July 10, 2026
Scott Capital Advisors, LLC July 10, 2026
Spinnaker Investment Group, LLC July 10, 2026
Wealth Group Ltd July 10, 2026
CITY HOLDING CO July 10, 2026
ORRSTOWN FINANCIAL SERVICES INC July 10, 2026
Stephens Group, LLC July 10, 2026
Handelsbanken Fonder AB July 10, 2026
Aquamarine Zurich AG July 10, 2026
Generali Investments, Management Co LLC July 10, 2026
E. Ohman J:or Asset Management AB July 10, 2026
Northcape Capital Pty Ltd July 10, 2026
Yoffe Investment Management, LLC July 9, 2026
Ausbil Investment Management Ltd July 9, 2026
Ocean Park Asset Management, LLC July 9, 2026
WASATCH ADVISORS LP July 9, 2026
DOLIVER ADVISORS, LP July 9, 2026
DIVERSIFIED MANAGEMENT INC July 9, 2026
Clarus Wealth Advisors July 9, 2026
Peoples Bank|KS July 9, 2026
CPA Asset Management Group, LLC July 9, 2026
Financial Advisory Corp July 9, 2026
LWM ADVISORS INC July 9, 2026
Veery Capital, LLC July 9, 2026
Steadtrust LLC July 9, 2026

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

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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.