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Institutional Holdings Dashboard

Last Updated: 2 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
Bridgewater Advisors Inc. yesterday
LAM GROUP, INC. yesterday
BELLEVUE ASSET MANAGEMENT, LLC yesterday
TFC Financial Management, Inc. yesterday
John S. & James L. Knight Foundation, Inc. yesterday
BINGHAM PRIVATE WEALTH, LLC yesterday
Sunpointe, LLC yesterday
Farther Finance Advisors, LLC yesterday
G2 CAPITAL MANAGEMENT, LLC | OH yesterday
Warburton Capital Management, LLC yesterday
Sage Mountain Advisors LLC yesterday
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC yesterday
GUIDANCE CAPITAL, INC yesterday
Lester Murray Antman dba SimplyRich yesterday
Split Rock Private Trading & Wealth Management, LLC yesterday
ZWJ INVESTMENT COUNSEL INC yesterday
FORTRESS FINANCIAL GROUP, LLC yesterday
Legacy Advisory Services, LLC yesterday
True Wind Capital Management, L.P. yesterday
GRITSTONE ASSET MANAGEMENT LLC yesterday
Roberts Financial Services LLC yesterday
R. W. Roge & Company, Inc. yesterday
Investment Advisory Group, LLC yesterday
Blankinship & Foster, LLC yesterday
Freestone Capital Holdings, LLC yesterday
Octavia Wealth Advisors, LLC yesterday
CURA WEALTH ADVISORS, LLC yesterday
Tyche Wealth Partners LLC yesterday
NATURAL INVESTMENTS, LLC yesterday
Family CFO Inc yesterday
BSW Wealth Partners yesterday
PATTON FUND MANAGEMENT, INC. yesterday
Liberty Street Advisors, Inc. yesterday
LOM Asset Management Ltd yesterday
OAK RIDGE INVESTMENTS LLC yesterday
Cove Private Wealth, LLC yesterday
Shore Point Advisors, LLC yesterday
Harbor Island Capital LLC yesterday
Penn Mutual Asset Management yesterday
Mustard Seed Financial, LLC yesterday
Lunt Capital Management, Inc. yesterday
Keener Financial Planning LLC yesterday
OPTIMA CAPITAL LLC yesterday
Legend Financial Advisors, Inc. yesterday
Financial Connections Group, Inc. yesterday
CJM Wealth Advisers, Ltd. yesterday
Timber Creek Capital Management LLC yesterday
BCR Wealth Strategies, LLC yesterday
Creative Capital Management Investments LLC yesterday
Gemmer Asset Management LLC yesterday
Galvin, Gaustad & Stein, LLC yesterday
Avion Wealth yesterday
Ramsay, Stattman, Vela & Price, Inc. yesterday
ASSETMARK, INC yesterday
Evolution Advisers, Inc. yesterday
Blue Fin Capital, Inc. yesterday
Meridian Financial Advisors, LLC yesterday
Lynch Asset Management, Inc. yesterday
Pinnacle Wealth Management Group, Inc. yesterday
Patten Group, Inc. yesterday
Ball & Co Wealth Management Inc. yesterday
STEPH & CO yesterday
FIDELIS iM, LLC yesterday
Medicxi Ventures Management (Jersey) Ltd yesterday
Rede Wealth, LLC yesterday
Atwater Malick LLC yesterday
Intelligence Driven Advisers, LLC yesterday
Financial Enhancement Group LLC yesterday
ALLEN WEALTH MANAGEMENT, LLC yesterday
Putney Financial Group LLC yesterday
Westbourne Investment Advisors, Inc. yesterday
Tower View Wealth Management LLC yesterday
NORRIS PERNE & FRENCH LLP|MI yesterday
JM2 Capital Inc. yesterday
Inlight Wealth Management, LLC yesterday
Summit Financial Consulting LLC yesterday
AMI ASSET MANAGEMENT CORP yesterday
Invera Wealth Advisors, LLC yesterday
WEBSTER BANK, N. A. yesterday
Eagle Bay Advisors LLC yesterday
Calder Financial LLC yesterday
Prism Advisors, Inc. yesterday
Third View Private Wealth, LLC yesterday
Power Alpha Investment Ltd yesterday
TRANSCEND CAPITAL ADVISORS, LLC yesterday
Financial Futures Ltd Liability Co. yesterday
TANDEM CAPITAL MANAGEMENT CORP |ADV yesterday
Axos Invest Inc. yesterday
Sheridan Capital Management, LLC yesterday
Hudson Oak Wealth Advisory LLC yesterday
Charter Oak Capital Management, LLC yesterday
Portman Square Capital LLP yesterday
High Net Worth Advisory Group LLC yesterday
Arbor Investment Advisors, LLC yesterday
WHITENER CAPITAL MANAGEMENT, INC. yesterday
FOURPATH CAPITAL MANAGEMENT, LLC yesterday
State Insurance Fund yesterday
WATERSHED PRIVATE WEALTH LLC yesterday
GUYASUTA INVESTMENT ADVISORS INC yesterday
VISIONARY HORIZONS, LLC yesterday

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Sep 30, 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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