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Institutional Holdings Dashboard

Last Updated: 1 day, 21 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 July 31, 2026
Navigoe, LLC July 31, 2026
CASTLE WEALTH MANAGEMENT LLC July 31, 2026
Harfst & Associates, Inc. July 31, 2026
Simmons Bank July 31, 2026
Jacobi Capital Management LLC July 31, 2026
Linscomb Wealth, Inc. July 31, 2026
CAMBIAR INVESTORS LLC July 31, 2026
West Tower Group, LLC July 31, 2026
Garde Capital, Inc. July 31, 2026
NATURAL INVESTMENTS, LLC July 31, 2026
MARKEL GROUP INC. July 31, 2026
Lakeshore Capital Group, Inc. July 31, 2026
Bannerstone Capital Management, LLC July 31, 2026
Belvedere Trading LLC July 31, 2026
Evergreen Wealth Management, LLC July 31, 2026
Powers Advisory Group, LLC July 31, 2026
CAMDEN NATIONAL BANK July 31, 2026
Manuka Financial, LLC July 31, 2026
Providence Financial Advisors, LLC July 31, 2026
LEVIN CAPITAL STRATEGIES, L.P. July 31, 2026
PAYDEN & RYGEL July 31, 2026
GENERAL AMERICAN INVESTORS CO INC July 31, 2026
Convergence Investment Partners, LLC July 31, 2026
Premier Wealth Management W.L.L. July 31, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD July 31, 2026
General Motors Holdings LLC July 31, 2026
Sherborne Investors Management LP July 31, 2026
Ascent Wealth Partners, LLC July 31, 2026
Knights of Columbus Asset Advisors LLC July 31, 2026
Merrithew & Thorsten Inc July 31, 2026
Texas Bank & Trust Co July 31, 2026
Madrid Wealth Management, LLC July 31, 2026
Elevate Capital Advisors, LLC July 31, 2026
AF Advisors, Inc. July 31, 2026
ARROW FINANCIAL CORP July 31, 2026
CABOT WEALTH MANAGEMENT INC July 31, 2026
Odyssey Capital Advisors, Inc. July 31, 2026
Stonebridge Financial Planning Group, LLC July 31, 2026
MGO ONE SEVEN LLC July 31, 2026
Keener Financial Planning LLC July 31, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. July 31, 2026
Truepoint, Inc. July 31, 2026
Zullo Investment Group, Inc. July 31, 2026
Narus Financial Partners, LLC July 31, 2026
Quadcap Wealth Management, LLC July 31, 2026
BOCHK Asset Management Ltd July 31, 2026
Ferguson Johnson Wealth Management Inc July 31, 2026
WEDGEWOOD INVESTORS INC |PA| July 31, 2026
BECKER CAPITAL MANAGEMENT INC July 31, 2026
JMG Financial Group, Ltd. July 31, 2026
Evolution Advisers, Inc. July 31, 2026
Long Path Partners LP July 31, 2026
SAYBROOK CAPITAL |NC July 31, 2026
KDT Advisors, LLC July 31, 2026
ELLERSON GROUP INC |ADV July 31, 2026
BCR Wealth Strategies, LLC July 31, 2026
Integrity Financial Corp |WA July 31, 2026
MTC Wealth Management LLC July 31, 2026
LOUNTZIS ASSET MANAGEMENT, LLC July 31, 2026
AIA Group Ltd July 31, 2026
Members Trust Co July 31, 2026
Ball & Co Wealth Management Inc. July 31, 2026
Golden Bell Financial Planning LLC July 31, 2026
LJI Wealth Management, LLC July 31, 2026
Bruce G. Allen Investments, LLC July 31, 2026
Capitol Family Office, Inc. July 31, 2026
DELPHI MANAGEMENT INC |MA| July 31, 2026
Wernau Asset Management Inc. July 31, 2026
TSP Capital Management Group, LLC July 31, 2026
North Horizon Holdings Inc. July 31, 2026
PL Capital Advisors, LLC July 31, 2026
Solidarity Wealth, LLC July 31, 2026
MIRABELLA FINANCIAL SERVICES LLP July 31, 2026
Madison International Realty Holdings, LLC July 31, 2026
DAYMARK WEALTH PARTNERS, LLC July 31, 2026
Power Alpha Investment Ltd July 31, 2026
J.P. Marvel Investment Advisors, LLC July 31, 2026
MILLER HOWARD INVESTMENTS INC |NY July 31, 2026
INTEGRITY ALLIANCE, LLC. July 31, 2026
WorthPointe, LLC July 31, 2026
Avion Wealth July 31, 2026
Integrity Advisory Solutions, LLC July 31, 2026
HUB Investment Partners, LLC July 31, 2026
Guidance Point Advisors, LLC July 31, 2026
Fourth Dimension Wealth, LLC July 31, 2026
Kuhn & Co Investment Counsel July 31, 2026
Belpointe Asset Management LLC July 31, 2026
ARGUS INVESTORS' COUNSEL, INC. July 31, 2026
Fortis Capital Advisors, LLC July 31, 2026
Lakeside Advisors, INC. July 31, 2026
PRIVATE MANAGEMENT GROUP INC July 31, 2026
True Link Financial Advisors, LLC July 31, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC July 31, 2026
Stirlingshire Investments, Inc. July 31, 2026
VestGen Investment Management July 31, 2026
W ADVISORS, LLC July 31, 2026
Soltis Investment Advisors LLC July 31, 2026
Aspen Private Advisors, LLC July 31, 2026
B&D White Capital Company, LLC July 31, 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)

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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.