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Institutional Holdings Dashboard

Last Updated: 20 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
Diversified Enterprises, LLC yesterday
Navigoe, LLC yesterday
CASTLE WEALTH MANAGEMENT LLC yesterday
Harfst & Associates, Inc. yesterday
Simmons Bank yesterday
Jacobi Capital Management LLC yesterday
Linscomb Wealth, Inc. yesterday
CAMBIAR INVESTORS LLC yesterday
West Tower Group, LLC yesterday
Garde Capital, Inc. yesterday
NATURAL INVESTMENTS, LLC yesterday
MARKEL GROUP INC. yesterday
Lakeshore Capital Group, Inc. yesterday
Bannerstone Capital Management, LLC yesterday
Belvedere Trading LLC yesterday
Evergreen Wealth Management, LLC yesterday
Powers Advisory Group, LLC yesterday
CAMDEN NATIONAL BANK yesterday
Manuka Financial, LLC yesterday
Providence Financial Advisors, LLC yesterday
LEVIN CAPITAL STRATEGIES, L.P. yesterday
PAYDEN & RYGEL yesterday
GENERAL AMERICAN INVESTORS CO INC yesterday
Convergence Investment Partners, LLC yesterday
Premier Wealth Management W.L.L. yesterday
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD yesterday
General Motors Holdings LLC yesterday
Sherborne Investors Management LP yesterday
Ascent Wealth Partners, LLC yesterday
Knights of Columbus Asset Advisors LLC yesterday
Merrithew & Thorsten Inc yesterday
Texas Bank & Trust Co yesterday
Madrid Wealth Management, LLC yesterday
Elevate Capital Advisors, LLC yesterday
AF Advisors, Inc. yesterday
ARROW FINANCIAL CORP yesterday
CABOT WEALTH MANAGEMENT INC yesterday
Odyssey Capital Advisors, Inc. yesterday
Stonebridge Financial Planning Group, LLC yesterday
MGO ONE SEVEN LLC yesterday
Keener Financial Planning LLC yesterday
INTERACTIVE FINANCIAL ADVISORS, INC. yesterday
Truepoint, Inc. yesterday
Zullo Investment Group, Inc. yesterday
Narus Financial Partners, LLC yesterday
Quadcap Wealth Management, LLC yesterday
BOCHK Asset Management Ltd yesterday
Ferguson Johnson Wealth Management Inc yesterday
WEDGEWOOD INVESTORS INC |PA| yesterday
BECKER CAPITAL MANAGEMENT INC yesterday
JMG Financial Group, Ltd. yesterday
Evolution Advisers, Inc. yesterday
Long Path Partners LP yesterday
SAYBROOK CAPITAL |NC yesterday
KDT Advisors, LLC yesterday
ELLERSON GROUP INC |ADV yesterday
BCR Wealth Strategies, LLC yesterday
Integrity Financial Corp |WA yesterday
MTC Wealth Management LLC yesterday
LOUNTZIS ASSET MANAGEMENT, LLC yesterday
AIA Group Ltd yesterday
Members Trust Co yesterday
Ball & Co Wealth Management Inc. yesterday
Golden Bell Financial Planning LLC yesterday
LJI Wealth Management, LLC yesterday
Bruce G. Allen Investments, LLC yesterday
Capitol Family Office, Inc. yesterday
DELPHI MANAGEMENT INC |MA| yesterday
Wernau Asset Management Inc. yesterday
TSP Capital Management Group, LLC yesterday
North Horizon Holdings Inc. yesterday
PL Capital Advisors, LLC yesterday
Solidarity Wealth, LLC yesterday
MIRABELLA FINANCIAL SERVICES LLP yesterday
Madison International Realty Holdings, LLC yesterday
DAYMARK WEALTH PARTNERS, LLC yesterday
Power Alpha Investment Ltd yesterday
J.P. Marvel Investment Advisors, LLC yesterday
MILLER HOWARD INVESTMENTS INC |NY yesterday
INTEGRITY ALLIANCE, LLC. yesterday
WorthPointe, LLC yesterday
Avion Wealth yesterday
Integrity Advisory Solutions, LLC yesterday
HUB Investment Partners, LLC yesterday
Guidance Point Advisors, LLC yesterday
Fourth Dimension Wealth, LLC yesterday
Kuhn & Co Investment Counsel yesterday
Belpointe Asset Management LLC yesterday
ARGUS INVESTORS' COUNSEL, INC. yesterday
Fortis Capital Advisors, LLC yesterday
Lakeside Advisors, INC. yesterday
PRIVATE MANAGEMENT GROUP INC yesterday
True Link Financial Advisors, LLC yesterday
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC yesterday
Stirlingshire Investments, Inc. yesterday
VestGen Investment Management yesterday
W ADVISORS, LLC yesterday
Soltis Investment Advisors LLC yesterday
Aspen Private Advisors, LLC yesterday
B&D White Capital Company, 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.