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Institutional Holdings Dashboard

Last Updated: 15 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.

Recent Holdings Disclosures - All Funds

Fund File Date
Platt Investment Counsel, LLC today
ROCKLAND TRUST CO today
BRIGHT ROCK CAPITAL MANAGEMENT, LLC today
Norman Fields, Gottscho Capital Management, LLC today
Gradient Investments LLC today
ATWOOD & PALMER INC today
Norway Savings Bank today
MRA Advisory Group today
Beaird Harris Wealth Management, LLC today
TL Private Wealth today
Flaharty Asset Management, LLC today
Worth Asset Management, LLC today
Agate Pass Investment Management, LLC today
Valeo Financial Advisors, LLC today
Polianta Ltd today
Crumly & Associates Inc. today
Seilern Investment Management Ltd today
Private Wealth Group, LLC today
Lexington Hill Partners, LLC today
OxenFree Capital LLC today
Legacy Wealth Management, LLC | MS today
Pine Haven Investment Counsel, Inc today
Ledgewood Wealth Advisors, LLC today
Breakwater Capital Group today
Strategic Point Investment Advisors, LLC today
Sunburst Financial Group, LLC today
Affinity Capital Advisors, LLC today
First National Bank of Mount Dora, Trust Investment Services today
West Financial Advisors, LLC today
Hennion & Walsh Asset Management, Inc. today
Windsor Capital Management, LLC today
Assenagon Asset Management S.A. today
Danmarks Nationalbank today
Apella Capital, LLC today
Mirabaud & Cie SA today
Mallini Complete Financial Planning LLC today
Czech National Bank today
Luma Capital S.A. - SPF today
Shearwater Capital LLC today
PKO BP BANKOWY Universal Pension Society JSC today
Neumann Advisory Hong Kong Ltd today
ELEVATION WEALTH PARTNERS, LLC today
Cohen Capital Management, Inc. yesterday
CULTIVAR CAPITAL, INC. yesterday
Ryan Investment Management, Inc. yesterday
Factor Wealth Management LTD yesterday
Praetorian Wealth Management, Inc. yesterday
DWR WEALTH MANAGEMENT, LLC yesterday
Twin Cities Retirement Group LLC yesterday
RVW Wealth, LLC yesterday
BANNERMAN WEALTH MANAGEMENT GROUP, LLC yesterday
Castle Rock Wealth Management, LLC yesterday
NerdWallet Wealth Partners, LLC yesterday
ACT WEALTH MANAGEMENT, LLC yesterday
Attessa Capital LLC yesterday
Elmwood Wealth Management, Inc. yesterday
Matthew Goff Investment Advisor, LLC yesterday
Madison Park Capital Advisors, LLC yesterday
Mirador Capital Partners LP yesterday
Quad-Cities Investment Group, LLC yesterday
Trinity Wealth Management, LLC yesterday
M.E. ALLISON & CO., INC. yesterday
INTEGRAL INVESTMENT ADVISORS, INC. yesterday
DMKC Advisory Services, LLC yesterday
Balefire, LLC yesterday
Dynamic Advisor Solutions LLC yesterday
FOCUS Wealth Advisors, LLC yesterday
WILLNER & HELLER, LLC yesterday
McNaughton Wealth Management, LLC yesterday
Graves Light Lenhart Wealth, Inc. yesterday
TLWM yesterday
INSPIRION WEALTH ADVISORS, LLC yesterday
Systrade AG yesterday
Pioneer Wealth Management Group yesterday
Fermata Advisors, LLC yesterday
180 WEALTH ADVISORS, LLC yesterday
First Citizens Financial Corp yesterday
Post Resch Tallon Group Inc. yesterday
Bill Few Associates, Inc. yesterday
SFM, LLC yesterday
Foster Group, Inc. yesterday
Hamlin Capital Management, LLC yesterday
JGP Wealth Management, LLC yesterday
Paller Financial Services Inc yesterday
Mechanics Bank Trust Department yesterday
David J Yvars Group yesterday
Trust Asset Management LLC yesterday
SHAYNE & JACOBS, LLC yesterday
Hardin Capital Partners, LLC yesterday
Thrive Wealth Management, LLC yesterday
SANDERS MORRIS HARRIS LLC yesterday
Lincoln Capital LLC yesterday
Archer Investment Management, LLC yesterday
INTEGRATED CAPITAL MANAGEMENT, INC. yesterday
CHAPIN DAVIS, INC. yesterday
Gainplan LLC yesterday
Stonehearth Capital Management, LLC yesterday
Sarasin & Partners LLP yesterday
Crocodile Capital Partners GmbH yesterday
Hummer Financial Advisory Services Inc 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)

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.