Skip to Main Content

Institutional Holdings Dashboard

Last Updated: 4 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
ABLE Financial Group, LLC yesterday
Sprinkle Financial Consultants LLC yesterday
TI-TRUST, INC yesterday
Richardson Capital Management LLC yesterday
HALBERT HARGROVE GLOBAL ADVISORS, LLC yesterday
WealthShield Partners, LLC yesterday
Checchi Capital Advisers, LLC yesterday
Hapanowicz & Associates Financial Services, Inc yesterday
Financial Connections Group, Inc. yesterday
MWA Asset Management yesterday
Worth Financial Advisory Group, LLC yesterday
HALL CAPITAL MANAGEMENT CO INC yesterday
CROSSPOINT FINANCIAL, LLC yesterday
Breakwater Capital Group yesterday
Jessup Wealth Management, Inc yesterday
Members Advisory Group LLC yesterday
BLB&B Advisors, LLC yesterday
Walkner Condon Financial Advisors LLC yesterday
CONNING INC. yesterday
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC yesterday
Tenon Financial LLC yesterday
K.J. Harrison & Partners Inc yesterday
Meixler Investment Management, Ltd. yesterday
McClarren Financial Advisors, Inc. yesterday
Leith Wheeler Investment Counsel Ltd. yesterday
Pullen Investment Management, LLC yesterday
WEST BANCORPORATION INC yesterday
BCR Wealth Strategies, LLC yesterday
Simmons Bank yesterday
BALLAST ADVISORS LLC yesterday
Keener Financial Planning LLC yesterday
Echo45 Advisors LLC yesterday
1900 WEALTH MANAGEMENT LLC yesterday
CISCO SYSTEMS, INC. yesterday
DURANTE & WATERS, LLC yesterday
Lester Murray Antman dba SimplyRich yesterday
Galibier Capital Management Ltd. yesterday
Avion Wealth yesterday
Conestoga Capital Advisors, LLC yesterday
Cypress Point Wealth Management, LLC yesterday
BERNZOTT CAPITAL ADVISORS yesterday
EMFO, LLC yesterday
Beacon Financial Advisory LLC yesterday
Arcadia Wealth Management, LLC yesterday
Crown Wealth Group, LLC yesterday
Aletheian Wealth Advisors LLC yesterday
Briaud Financial Planning, Inc yesterday
IRIDIAN ASSET MANAGEMENT LLC|CT yesterday
Detalus Advisors, LLC yesterday
West Branch Capital LLC yesterday
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC yesterday
Evolution Advisers, Inc. yesterday
RIVERSEDGE ADVISORS, LLC yesterday
Kintegral Advisory, LLC yesterday
Presidio Capital Management, LLC yesterday
Rockwood Wealth Management, LLC yesterday
Whitaker-Myers Wealth Managers, LTD. yesterday
Trajan Wealth LLC yesterday
CMC Financial Group yesterday
Sterneck Capital Management, LLC yesterday
STERLING INVESTMENT MANAGEMENT, LLC yesterday
Evergreen Wealth Management, LLC yesterday
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. yesterday
LS Investment Advisors, LLC yesterday
NavPoint Financial, Inc. yesterday
Park Edge Advisors, LLC yesterday
PROATHLETE WEALTH MANAGEMENT LLC yesterday
Bensler, LLC yesterday
SMITH SHELLNUT WILSON LLC |ADV yesterday
Smallwood Wealth Investment Management, LLC yesterday
Eagle Bay Advisors LLC yesterday
Sterling Manor Financial, LLC yesterday
Patriot Financial Group Insurance Agency, LLC yesterday
FORT PITT CAPITAL GROUP, LLC yesterday
ABSOLUTE INVESTMENT ADVISERS, LLC yesterday
Brown University yesterday
Cascade Wealth Advisors, Inc yesterday
NORTHEAST INVESTMENT MANAGEMENT yesterday
Legend Financial Advisors, Inc. yesterday
HARBOUR INVESTMENTS, INC. yesterday
LDR Capital Management LLC yesterday
Strategic Blueprint, LLC yesterday
Rosenberg Matthew Hamilton yesterday
TSA Wealth Managment LLC yesterday
AlphaQ Advisors LLC yesterday
Valley Brook Capital Group, Inc. yesterday
MILLER HOWARD INVESTMENTS INC |NY yesterday
WRIGHT INVESTORS SERVICE INC yesterday
Sheridan Capital Management, LLC yesterday
Leisure Capital Management yesterday
HB Wealth Management, LLC yesterday
Encompass More Asset Management yesterday
Tower View Wealth Management LLC yesterday
1834 INVESTMENT ADVISORS CO yesterday
Significant Wealth Partners LLC yesterday
Guidance Point Advisors, LLC yesterday
Polaris Capital Management, LLC yesterday
Horrell Capital Management, Inc. yesterday
J.P. Marvel Investment Advisors, LLC yesterday
Windsor Capital Management, LLC yesterday

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Mar 31, 2024

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

Loading Graph...