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Institutional Holdings Dashboard

Last Updated: 8 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
CLIFFORD SWAN INVESTMENT COUNSEL LLC yesterday
Euro Pacific Asset Management, LLC yesterday
Quadrant Private Wealth Management, LLC yesterday
Lexington Partners L.P. yesterday
ECLIPSE OPERATIONS, LLC yesterday
BARTLETT & CO. WEALTH MANAGEMENT LLC yesterday
MTM Investment Management, LLC yesterday
Ranch Capital Advisors Inc. yesterday
Kesler, Norman & Wride, LLC yesterday
Watershed Asset Management, L.L.C. yesterday
Freemont Management S.A. yesterday
Sterling Financial Planning, Inc. yesterday
BENNINGFIELD FINANCIAL ADVISORS, LLC yesterday
JENNISON ASSOCIATES LLC yesterday
Aviance Capital Partners, LLC yesterday
Aurora Investment Counsel yesterday
Annis Gardner Whiting Capital Advisors, LLC yesterday
True Wind Capital Management, L.P. yesterday
Pavion Blue Capital, LLC yesterday
GatePass Capital, LLC yesterday
GERMAN AMERICAN BANCORP, INC. yesterday
IMA Advisory Services, Inc. yesterday
Dorsey Wright & Associates yesterday
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM yesterday
CEERA INVESTMENTS, LLC yesterday
Cabot-Wellington, LLC yesterday
Audent Global Asset Management, LLC yesterday
Arjuna Capital yesterday
WealthTrust Asset Management, LLC yesterday
Tandem Wealth Advisors LLC yesterday
ANB BANK yesterday
Crescent Grove Advisors, LLC yesterday
Ascent Wealth Partners, LLC yesterday
Galileo (PTC) Ltd yesterday
Kinsale Capital Group, Inc. yesterday
HEARTLAND ADVISORS INC yesterday
PACES FERRY WEALTH ADVISORS, LLC yesterday
Orland Properties Ltd yesterday
Stilwell Value LLC yesterday
Hershey Financial Advisers, LLC yesterday
Laidlaw Wealth Management LLC yesterday
Sparta 24 Ltd. yesterday
Windward Private Wealth Management Inc. yesterday
Legacy Wealth Advisors, LLC yesterday
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC yesterday
Performa Ltd (US), LLC yesterday
Mediolanum International Funds Ltd yesterday
Roubaix Capital, LLC yesterday
Finhabits Advisors LLC yesterday
Spartan Wealth Advisory Services LLC yesterday
White & Co Financial Planning Inc yesterday
Drystone LLC yesterday
PALLADIEM, LLC yesterday
SPX Gestao de Recursos Ltda yesterday
Arcus Capital Partners, LLC yesterday
DURANTE & WATERS, LLC yesterday
Copeland Capital Management, LLC yesterday
Hamilton Point Investment Advisors, LLC yesterday
Modera Wealth Management, LLC yesterday
TOWNSEND ASSET MANAGEMENT CORP |NC| |ADV yesterday
Juno Financial Group LLC yesterday
ADVISORTRUST PARTNERS, LLC yesterday
Morling Financial Advisors, LLC yesterday
Astra Wealth Partners LLC yesterday
Catalyst Capital Advisors LLC yesterday
Forty-three Eighteen Advisors, LLC yesterday
ASSETMARK, INC yesterday
NovaPoint Capital, LLC yesterday
JOHN G ULLMAN & ASSOCIATES INC yesterday
Kera Capital Partners, Inc. yesterday
Patriot Financial Partners GP II, L.P. yesterday
SK Wealth Management, LLC yesterday
GS Investments, Inc. yesterday
Cornerstone Planning Group LLC yesterday
Gryphon Financial Partners LLC yesterday
Heartland Bank & Trust Co yesterday
Zhang Financial LLC yesterday
Centennial Bank|AR| yesterday
Atlas Wealth LLC yesterday
Frontier Asset Management, LLC yesterday
SIMON QUICK ADVISORS, LLC yesterday
FSA Advisors, Inc. yesterday
Future Fund LLC yesterday
AIRE ADVISORS, LLC yesterday
Keystone Financial Services yesterday
OXFORD FINANCIAL GROUP, LTD. LLC yesterday
BOCHK Asset Management Ltd yesterday
WORLD EQUITY GROUP, INC. yesterday
Precision Wealth Strategies, LLC yesterday
HANSEATIC MANAGEMENT SERVICES INC yesterday
VALLEY WEALTH MANAGERS, INC. yesterday
AIA Group Ltd yesterday
Spectrum Wealth Advisory Group, LLC yesterday
Brio Consultants, LLC yesterday
Value Base Ltd. yesterday
LEUTHOLD GROUP, LLC yesterday
Tweedy, Browne Co LLC yesterday
Independent Order of Foresters yesterday
Aspetuck Financial Management LLC yesterday
Kelsey Financial, LLC yesterday

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Dec 31, 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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This data is parsed from SEC filings by Quiver Quantitative. Sign up for the Quiver Quantitative API for access to data on institutional holdings.