Institutional Holdings Dashboard

Last Updated: 1 day, 18 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
HighPoint Advisor Group LLC March 26, 2024
Fairman Group, LLC March 26, 2024
NAPATREE CAPITAL LLC March 26, 2024
waypoint wealth counsel March 22, 2024
Livelsberger Financial Advisory March 22, 2024
Cooksen Wealth, LLC March 21, 2024
Addis & Hill, Inc March 21, 2024
Ariston Services Group March 20, 2024
FAMILY WEALTH PARTNERS, LLC March 20, 2024
FINANCIAL LIFE ADVISORS March 19, 2024
Warren Street Wealth Advisors, LLC March 19, 2024
Accent Capital Management, LLC March 19, 2024
M3 Advisory Group, LLC March 19, 2024
CoreFirst Bank & Trust March 18, 2024
HART & PATTERSON FINANCIAL GROUP LLC March 15, 2024
Regis Acquisition Inc. March 15, 2024
CAPE ANN SAVINGS BANK March 15, 2024
Skyline Advisors, Inc. March 15, 2024
BlueChip Wealth Advisors LLC March 15, 2024
VanderPol Investments L.L.C. March 15, 2024
B. Riley Wealth Advisors, Inc. March 15, 2024
UNIVERSITY OF CHICAGO March 14, 2024
Leo Wealth, LLC March 14, 2024
WALDEN WEALTH PARTNERS LLC March 14, 2024
ABLES, IANNONE, MOORE & ASSOCIATES, INC. March 14, 2024
Yeomans Consulting Group, Inc. March 14, 2024
MUIRFIELD WEALTH ADVISORS LLC March 14, 2024
GOLDEN ROAD ADVISORS LLC March 14, 2024
Global Frontier Investments LLC March 13, 2024
Spartan Planning & Wealth Management March 12, 2024
ROVIN CAPITAL |UT| |ADV March 12, 2024
PVG ASSET MANAGEMENT CORP March 12, 2024
EXECUTIVE WEALTH GROUP LLC March 12, 2024
Cove Private Wealth, LLC March 12, 2024
GR FINANCIAL GROUP, LLC March 11, 2024
Red Mountain Financial, LLC March 11, 2024
Hobart Private Capital, LLC March 11, 2024
NEPC LLC March 11, 2024
SWP FINANCIAL LLC March 8, 2024
TRUST CO OF VERMONT March 8, 2024
ICA Group Wealth Management, LLC March 7, 2024
Narus Financial Partners, LLC March 7, 2024
Objective Capital Management, LLC March 7, 2024
Brown Shipley& Co Ltd March 7, 2024
FCPM III SERVICES B.V. March 7, 2024
Sentry LLC March 6, 2024
WILLNER & HELLER, LLC March 6, 2024
Alamar Capital Management, LLC March 6, 2024
GREENWOOD CAPITAL ASSOCIATES LLC March 5, 2024
True Vision MN LLC March 5, 2024
GERBER, LLC March 5, 2024
STONEBRIDGE CAPITAL MANAGEMENT INC March 5, 2024
Slagle Financial, LLC March 5, 2024
PBCay One RSC Ltd March 5, 2024
Processus Wealth & Capital Management, LLC March 5, 2024
CCM INVESTMENT ADVISERS LLC March 5, 2024
TUCKER ASSET MANAGEMENT LLC March 4, 2024
Northwest Bank & Trust Co March 4, 2024
Fortis Group Advisors, LLC March 4, 2024
RICHARDSON FINANCIAL SERVICES INC. March 4, 2024
CONGRESS ASSET MANAGEMENT CO |MA March 4, 2024
Shorepath Capital Management LLC March 1, 2024
Transcendent Capital Group LLC March 1, 2024
Creekmur Asset Management LLC March 1, 2024
Pineridge Advisors LLC March 1, 2024
ARK & TLK INVESTMENTS, LLC March 1, 2024
THOMAS STORY & SON LLC March 1, 2024
TT International Asset Management LTD Feb. 29, 2024
Sparta 24 Ltd. Feb. 29, 2024
Quintet Private Bank (Europe) S.A. Feb. 29, 2024
ACIMA PRIVATE WEALTH, LLC Feb. 29, 2024
BBJS FINANCIAL ADVISORS, LLC Feb. 28, 2024
Forthright Family Wealth Advisory LLC Feb. 28, 2024
Abel Hall, LLC Feb. 28, 2024
EP Wealth Advisors, LLC Feb. 28, 2024
UNIVERSITY OF TEXAS|TEXAS AM INVESTMENT MANAGMENT CO Feb. 28, 2024
Beaird Harris Wealth Management, LLC Feb. 27, 2024
LAZARI CAPITAL MANAGEMENT, INC. Feb. 27, 2024
Zeno Equity Partners LLP Feb. 27, 2024
Geo Capital Gestora de Recursos Ltd Feb. 27, 2024
Counterweight Ventures, LLC Feb. 27, 2024
ARQ WEALTH ADVISORS, LLC Feb. 27, 2024
GREAT OAK CAPITAL PARTNERS, LLC Feb. 26, 2024
CENTAURUS FINANCIAL, INC. Feb. 26, 2024
Virtu Financial LLC Feb. 26, 2024
Integrated Advisors Network LLC Feb. 26, 2024
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Feb. 26, 2024
Neo Ivy Capital Management Feb. 23, 2024
Center Lake Capital Management, LLC Feb. 23, 2024
MENDON CAPITAL ADVISORS CORP Feb. 23, 2024
Regal Wealth Group, Inc. Feb. 23, 2024
ARKANSAS FINANCIAL GROUP, INC. Feb. 23, 2024
SPEECE THORSON CAPITAL GROUP INC Feb. 23, 2024
Cardinal Capital Management, Inc. Feb. 23, 2024
CIM, LLC Feb. 23, 2024
BEACON FINANCIAL GROUP Feb. 23, 2024
Chicago Partners Investment Group LLC Feb. 23, 2024
TKG Advisors, LLC Feb. 23, 2024
Gordian Capital Singapore Pte Ltd Feb. 23, 2024
AUXIER ASSET MANAGEMENT Feb. 22, 2024

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Dec 31, 2023

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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