Institutional Holdings Dashboard

Last Updated: 45 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.

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Recent Holdings Disclosures - All Funds

Fund File Date
Second Line Capital, LLC today
ORACLE INVESTMENT MANAGEMENT INC today
STANCE CAPITAL LLC yesterday
Provident Investment Management, Inc. yesterday
Lakehouse Capital Pty Ltd yesterday
GM Advisory Group, LLC yesterday
Advisory Services Network, LLC yesterday
Kozak & Associates, Inc. yesterday
Del-Sette Capital Management, LLC yesterday
CIM INVESTMENT MANAGEMENT INC yesterday
Copley Financial Group, Inc. yesterday
HEIGHTS CAPITAL MANAGEMENT, INC yesterday
DigitalBridge Group, Inc. yesterday
BOYAR ASSET MANAGEMENT INC. yesterday
Raab & Moskowitz Asset Management LLC yesterday
Global Frontier Investments LLC yesterday
Integrated Investment Consultants, LLC yesterday
Fulcrum Asset Management LLP yesterday
Dorsey Wright & Associates yesterday
TCFG WEALTH MANAGEMENT, LLC yesterday
Reliant Wealth Planning yesterday
COWBIRD CAPITAL LP yesterday
Pictet Asset Management Holding SA yesterday
Vertex Planning Partners, LLC yesterday
US Asset Management LLC yesterday
Yorkville Advisors Global, LP yesterday
Livforsakringsbolaget Skandia, Omsesidigt yesterday
Corus Family Wealth Advisors yesterday
U S WEALTH GROUP, LLC. yesterday
MARATHON ASSET MANAGEMENT LP Nov. 17, 2025
Stonebridge Financial Planning Group, LLC Nov. 17, 2025
Garrett Wealth Advisory Group, LLC Nov. 17, 2025
Apexium Financial, LP Nov. 17, 2025
Parvin Asset Management, LLC Nov. 17, 2025
American Trust Nov. 17, 2025
Westshore Wealth, LLC Nov. 17, 2025
Papamarkou Wellner Asset Management inc. Nov. 17, 2025
Equity Wealth Partners, LLC Nov. 17, 2025
IMS Capital Management Nov. 17, 2025
Auto-Owners Insurance Co Nov. 17, 2025
Mittelman Wealth Management Nov. 17, 2025
Hilltop Partners LLC Nov. 17, 2025
FWL INVESTMENT MANAGEMENT, LLC Nov. 17, 2025
PIN OAK INVESTMENT ADVISORS INC Nov. 17, 2025
Optimist Retirement Group LLC Nov. 17, 2025
Sterling Financial Group, Inc. Nov. 17, 2025
Avondale Wealth Management Nov. 17, 2025
Hershey Financial Advisers, LLC Nov. 17, 2025
LGT Financial Advisors LLC Nov. 17, 2025
BROOKS, MOORE & ASSOCIATES, INC. Nov. 17, 2025
Investidor Profissional Gestao de Recursos Ltda. Nov. 17, 2025
Schneider Downs Wealth Management Advisors, LP Nov. 17, 2025
Wealth Management Strategies, Inc. Nov. 17, 2025
Camelot Portfolios, LLC Nov. 17, 2025
Eaton Financial Holdings Company, LLC Nov. 17, 2025
TEXAS TREASURY SAFEKEEPING TRUST CO Nov. 17, 2025
HANCOCK WHITNEY CORP Nov. 17, 2025
Jasper Ridge Partners, L.P. Nov. 17, 2025
Saratoga Research & Investment Management Nov. 17, 2025
Peloton Wealth Strategists Nov. 17, 2025
Greenline Partners, LLC Nov. 17, 2025
Abel Hall, LLC Nov. 17, 2025
Aureus Asset Management, LLC Nov. 17, 2025
Financial Engines Advisors L.L.C. Nov. 17, 2025
OmniStar Financial Group, Inc. Nov. 17, 2025
Harvest Investment Services, LLC Nov. 17, 2025
Sterling Wealth Management, Inc. Nov. 17, 2025
Opulen Financial Group LLC Nov. 17, 2025
Palisade Asset Management, LLC Nov. 17, 2025
FSA Wealth Management LLC Nov. 17, 2025
JACOBS LEVY EQUITY MANAGEMENT, INC Nov. 17, 2025
Conservest Capital Advisors, Inc. Nov. 17, 2025
Kestra Investment Management, LLC Nov. 17, 2025
Vivaldi Capital Management LP Nov. 17, 2025
METEORA CAPITAL, LLC Nov. 17, 2025
First Trust Capital Management L.P. Nov. 17, 2025
Central Asset Investments & Management Holdings (HK) Ltd Nov. 17, 2025
CANADA LIFE ASSURANCE Co Nov. 17, 2025
CAXTON ASSOCIATES LLP Nov. 17, 2025
OBERWEIS ASSET MANAGEMENT INC| Nov. 17, 2025
Morningstar Investment Management LLC Nov. 17, 2025
Hancock Prospecting Pty Ltd Nov. 15, 2025
KESTRA PRIVATE WEALTH SERVICES, LLC Nov. 15, 2025
Revere Asset Management, Inc Nov. 15, 2025
NewEdge Advisors, LLC Nov. 15, 2025
Synergy Financial Group, LTD Nov. 15, 2025
Johns Hopkins University Nov. 15, 2025
SHUTTLEWORTH & Co Nov. 15, 2025
Financial Avengers, Inc. Nov. 15, 2025
Krensavage Asset Management, LLC Nov. 15, 2025
Adelante Capital Management LLC Nov. 15, 2025
CASTLEARK MANAGEMENT LLC Nov. 15, 2025
Connective Capital Management, LLC Nov. 15, 2025
Reynders McVeigh Capital Management, LLC Nov. 15, 2025
FIRST FOUNDATION ADVISORS Nov. 15, 2025
Pine Ridge Advisers LLC Nov. 15, 2025
Gould Capital, LLC Nov. 14, 2025
FMA Wealth Management, LLC Nov. 14, 2025
ARMISTICE CAPITAL, LLC Nov. 14, 2025
ACORN CAPITAL ADVISORS, LLC Nov. 14, 2025

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Sep 30, 2025

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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