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Institutional Holdings Dashboard

Last Updated: 16 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
1ST SOURCE BANK yesterday
BIRMINGHAM CAPITAL MANAGEMENT CO INC|AL Dec. 10, 2024
DGS Capital Management, LLC Dec. 10, 2024
Copley Financial Group, Inc. Dec. 9, 2024
Forthright Family Wealth Advisory LLC Dec. 9, 2024
FFG Partners, LLC Dec. 9, 2024
LOGAN CAPITAL MANAGEMENT INC Dec. 6, 2024
FIDELITY D & D BANCORP INC Dec. 6, 2024
Retirement Systems of Alabama Dec. 6, 2024
Dantai Capital Ltd Dec. 4, 2024
BUSH INVESTMENT GROUP, LLC Dec. 3, 2024
ODDO BHF ASSET MANAGEMENT SAS Dec. 3, 2024
Garde Capital, Inc. Dec. 3, 2024
Little Harbor Advisors, LLC Dec. 3, 2024
DELTA AIR LINES, INC. Dec. 3, 2024
Oriental Harbor Investment Fund Dec. 3, 2024
Capasso Planning Partners LLC Dec. 2, 2024
INSPIRE TRUST CO, N.A. Dec. 2, 2024
CORNELL UNIVERSITY Dec. 2, 2024
Beaird Harris Wealth Management, LLC Dec. 2, 2024
American Trust Nov. 29, 2024
Old North State Trust, LLC Nov. 29, 2024
Decatur Capital Management, Inc. Nov. 26, 2024
Asset Advisors Investment Management, LLC Nov. 26, 2024
PEAPACK GLADSTONE FINANCIAL CORP Nov. 26, 2024
Castellan Group Nov. 25, 2024
CIM INVESTMENT MANAGEMENT INC Nov. 25, 2024
PVG ASSET MANAGEMENT CORP Nov. 25, 2024
Optimist Retirement Group LLC Nov. 25, 2024
Blankinship & Foster, LLC Nov. 25, 2024
Wilmington Savings Fund Society, FSB Nov. 25, 2024
Destination Wealth Management Nov. 25, 2024
Arvest Bank Trust Division Nov. 25, 2024
Broadview Financial Management, LLC Nov. 25, 2024
SFMG, LLC Nov. 25, 2024
Sanctuary Advisors, LLC Nov. 25, 2024
Pine Valley Investments Ltd Liability Co Nov. 25, 2024
CAPSTONE CAPITAL LLC Nov. 22, 2024
STOCK YARDS BANK & TRUST CO Nov. 22, 2024
Sculati Wealth Management, LLC Nov. 22, 2024
BOYAR ASSET MANAGEMENT INC. Nov. 22, 2024
Rule One Partners, LLC Nov. 22, 2024
Eaton Financial Holdings Company, LLC Nov. 22, 2024
Groupe Bruxelles Lambert Nov. 22, 2024
Saratoga Research & Investment Management Nov. 22, 2024
Fulcrum Equity Management Nov. 21, 2024
Anchor Investment Management, LLC Nov. 21, 2024
Te Ahumairangi Investment Management Ltd Nov. 21, 2024
Tudor Financial Inc. Nov. 21, 2024
Wealthquest Corp Nov. 21, 2024
SkyView Investment Advisors, LLC Nov. 21, 2024
Tri Ri Asset Management Corp Nov. 21, 2024
Aldebaran Financial Inc. Nov. 21, 2024
DIAMANT ASSET MANAGEMENT, INC. Nov. 20, 2024
Westside Investment Management, Inc. Nov. 20, 2024
Virtu Financial LLC Nov. 20, 2024
Advisory Resource Group Nov. 20, 2024
Passumpsic Savings Bank Nov. 20, 2024
McIlrath & Eck, LLC Nov. 19, 2024
Invst, LLC Nov. 19, 2024
Ballentine Capital Advisors, Inc Nov. 19, 2024
Discipline Wealth Solutions, LLC Nov. 19, 2024
Unigestion Holding SA Nov. 19, 2024
SOF Ltd Nov. 19, 2024
Second Line Capital, LLC Nov. 18, 2024
HOHIMER WEALTH MANAGEMENT, LLC Nov. 18, 2024
Soltis Investment Advisors LLC Nov. 18, 2024
Rehmann Capital Advisory Group Nov. 18, 2024
Meros Investment Management, LP Nov. 18, 2024
Main Line Retirement Advisors, LLC Nov. 18, 2024
TD PRIVATE CLIENT WEALTH LLC Nov. 18, 2024
Hobbs Group Advisors, LLC Nov. 18, 2024
Virtue Capital Management, LLC Nov. 18, 2024
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Nov. 18, 2024
Asset Allocation Strategies LLC Nov. 18, 2024
Sunbelt Securities, Inc. Nov. 18, 2024
Cresta Advisors, Ltd. Nov. 18, 2024
CONTINENTAL INVESTORS SERVICES, INC. Nov. 18, 2024
NEPC LLC Nov. 18, 2024
Empire Financial Management Company, LLC Nov. 18, 2024
Chiron Investment Management, LLC Nov. 18, 2024
TT International Asset Management LTD Nov. 18, 2024
Neo Ivy Capital Management Nov. 16, 2024
Financial Avengers, Inc. Nov. 16, 2024
Wilson & Boucher Capital Management, LLC Nov. 16, 2024
Brown Financial Advisors Nov. 16, 2024
Unconventional Investor, LLC Nov. 16, 2024
COLDSTREAM CAPITAL MANAGEMENT INC Nov. 16, 2024
Twin Lakes Capital Management, LLC Nov. 16, 2024
Titan Managers, LLC Nov. 16, 2024
Gould Capital, LLC Nov. 16, 2024
Strait & Sound Wealth Management LLC Nov. 16, 2024
Bares Capital Management, Inc. Nov. 16, 2024
Synergy Financial Group, LTD Nov. 15, 2024
Mittelman Wealth Management Nov. 15, 2024
RB Capital Management, LLC Nov. 15, 2024
Orion Capital Management LLC Nov. 15, 2024
GG Group Ventures, LLC Nov. 15, 2024
McCarthy Asset Management, Inc. Nov. 15, 2024
FRG Family Wealth Advisors LLC Nov. 15, 2024

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Sep 30, 2024

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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