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Institutional Holdings Dashboard

Last Updated: 40 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
MEDICI CAPITAL LLC today
NBT BANK N A |NY today
Robertson Stephens Wealth Management, LLC today
Seven Post Investment Office LP today
Kaydan Wealth Management, Inc. today
Berkshire Bank today
Share Andrew L. today
Constellation Investimentos e Participacoes Ltda today
LYNCH & ASSOCIATES|IN today
Strategic Advisors LLC today
RS CRUM INC. today
Chicago Capital, LLC today
SMITH SHELLNUT WILSON LLC |ADV today
Kercheville Advisors, LLC today
PATTON FUND MANAGEMENT, INC. today
Consilium Wealth Advisory, LLC today
SEARCY FINANCIAL SERVICES INC |ADV today
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC|WI today
Vivid Wealth Management, LLC today
VISTA INVESTMENT PARTNERS LLC today
BCU Wealth Advisors, LLC today
VICUS CAPITAL today
AA Financial Advisors, LLC today
Conestoga Capital Advisors, LLC today
Marathon Strategic Advisors, LLC today
Stephens Consulting, LLC today
LOUISBOURG INVESTMENTS INC. today
Copia Wealth Management today
Grove Bank & Trust today
Fogel Capital Management, Inc. today
Breakwater Investment Management today
GRIMES & COMPANY, INC. today
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC today
WD RUTHERFORD LLC today
Inscription Capital, LLC today
JLB & ASSOCIATES INC today
Blackston Financial Advisory Group, LLC today
Fortitude Advisory Group L.L.C. today
Signature Wealth Management Group today
COMMUNITY TRUST & INVESTMENT CO today
Stockman Wealth Management, Inc. today
P|E Global LLC today
CLARIS ADVISORS, LLC | MO | today
Boothe Investment Group, Inc. today
FNY Investment Advisers, LLC today
QRG CAPITAL MANAGEMENT, INC. today
Avid Wealth Partners LLC today
Mason & Associates Inc today
Sentry LLC today
Murphy Pohlad Asset Management LLC today
Carlton Hofferkamp & Jenks Wealth Management, LLC today
Lorne Steinberg Wealth Management Inc. today
Western Pacific Wealth Management, LP today
Adero Partners, LLC today
BDF-GESTION today
Trevian Wealth Management LLC today
Sowell Financial Services LLC today
Montecito Bank & Trust today
RJA Asset Management LLC today
HIGHLINE WEALTH PARTNERS LLC today
Precision Wealth Strategies, LLC today
SAGESPRING WEALTH PARTNERS, LLC today
Variant Private Wealth, LLC today
SHIKIAR ASSET MANAGEMENT INC today
PRECEDENT WEALTH PARTNERS, LLC today
Great Lakes Retirement, Inc. today
Cypress Advisory Group LLC today
Brown Miller Wealth Management, LLC today
Pflug Koory, LLC today
GEM Asset Management, LLC today
1900 WEALTH MANAGEMENT LLC today
Janney Montgomery Scott LLC today
Verisail Partners, LLC today
M.E. ALLISON & CO., INC. today
Cornerstone Wealth Advisors, Inc. today
Northstar Group, Inc. today
Sprinkle Financial Consultants LLC today
M. Kraus & Co today
Advanced Asset Management Advisors Inc today
MISSION WEALTH MANAGEMENT, LP today
RiverTree Advisors, LLC today
York GP, Ltd. today
Columbus Macro, LLC today
Solstein Capital, LLC today
Farmers & Merchants Trust Co of Long Beach today
BAYSHORE ASSET MANAGEMENT, LLC today
Stillwater Capital Advisors, LLC today
FOREFRONT WEALTH MANAGEMENT INC. today
CHB Investment Group, LLC today
CONWAY CAPITAL MANAGEMENT, INC. today
REBALANCE, LLC today
Warther Private Wealth, LLC today
Citadel Investment Advisory, Inc. today
TRAPHAGEN INVESTMENT ADVISORS LLC today
Trust Point Inc. today
Authentikos Wealth Advisory, LLC today
Cyndeo Wealth Partners, LLC today
Christensen, King & Associates Investment Services, Inc. today
Hanson & Doremus Investment Management today
Stewardship Advisors, LLC today

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Dec 31, 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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