Skip to Main Content

Institutional Holdings Dashboard

Last Updated: 41 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
AlphaCentric Advisors LLC today
Vinland Capital Management Gestora de Recursos LTDA. today
Assenagon Asset Management S.A. today
Genesis Fortune Ltd today
E Fund Management (Hong Kong) Co., Ltd. today
LHM, INC. today
Wesleyan Assurance Society today
Financial Freedom, LLC today
Essex Financial Services, Inc. today
Gunma Bank,Ltd. today
Solstein Capital, LLC yesterday
Capasso Planning Partners LLC yesterday
Dechtman Wealth Management, LLC yesterday
H&H Retirement Design & Management INC yesterday
BAR HARBOR WEALTH MANAGEMENT yesterday
West Branch Capital LLC yesterday
Pinnacle West Asset Management, Inc. yesterday
Gemmer Asset Management LLC yesterday
Midwest Heritage Bank, FSB yesterday
TWIN PEAKS WEALTH ADVISORS, LLC yesterday
Mason & Associates Inc yesterday
TriaGen Wealth Management LLC yesterday
RICE HALL JAMES & ASSOCIATES, LLC yesterday
BML Capital Management, LLC yesterday
Cherry Creek Investment Advisors, Inc. yesterday
OAK HARBOR WEALTH PARTNERS, LLC yesterday
RATIONAL ADVISORS LLC yesterday
Origin Asset Management LLP yesterday
Live Oak Private Wealth LLC yesterday
Community Financial Services Group, LLC yesterday
VIEWPOINT INVESTMENT PARTNERS CORP yesterday
Spectrum Asset Management, Inc. (NB|CA) yesterday
Wealth Advisory Solutions, LLC yesterday
OLYMPUS WEALTH MANAGEMENT, LLC yesterday
WASHINGTON TRUST Co yesterday
AllGen Financial Advisors, Inc. yesterday
Canvas Wealth Advisors, LLC yesterday
Venturi Wealth Management, LLC yesterday
Silver Lake Advisory, LLC yesterday
ASSET PLANNING SERVICES INC |LA| |ADV yesterday
WEDGE CAPITAL MANAGEMENT L L P|NC yesterday
Aquila Investment Management LLC yesterday
MOODY LYNN & LIEBERSON, LLC yesterday
HAMEL ASSOCIATES, INC. yesterday
United Asset Strategies, Inc. yesterday
REGIONS FINANCIAL CORP yesterday
Luken Investment Analytics, LLC yesterday
FISHMAN JAY A LTD|MI yesterday
LaFleur & Godfrey LLC yesterday
SATOVSKY ASSET MANAGEMENT LLC yesterday
SPEECE THORSON CAPITAL GROUP INC yesterday
Creative Capital Management Investments LLC yesterday
Morton Brown Family Wealth, LLC yesterday
Louisiana State Employees Retirement System yesterday
Sage Mountain Advisors LLC yesterday
PFG Private Wealth Management, LLC yesterday
Covenant Asset Management, LLC yesterday
Sweet Financial Partners, LLC yesterday
CARDEROCK CAPITAL MANAGEMENT INC yesterday
PRECEDENT WEALTH PARTNERS, LLC yesterday
Addis & Hill, Inc yesterday
ABSHER WEALTH MANAGEMENT, LLC yesterday
BFSG, LLC yesterday
MILESTONE ASSET MANAGEMENT, LLC yesterday
EADS & HEALD WEALTH MANAGEMENT yesterday
Global Retirement Partners, LLC yesterday
Cornell Pochily Investment Advisors, Inc. yesterday
Arbor Investment Advisors, LLC yesterday
Swisher Financial Concepts, Inc. yesterday
NATIONS FINANCIAL GROUP INC, |IA| |ADV yesterday
KIRR MARBACH & CO LLC |IN| yesterday
Gradient Investments LLC yesterday
Wheelhouse Advisory Group LLC yesterday
BIRINYI ASSOCIATES INC yesterday
Legacy Trust yesterday
HALL LAURIE J TRUSTEE yesterday
F|M Investments LLC yesterday
Lunt Capital Management, Inc. yesterday
James J. Burns & Company, LLC yesterday
Busey Bank yesterday
Platte River Wealth Advisors, LLC yesterday
BSW Wealth Partners yesterday
AMALGAMATED BANK yesterday
Masso Torrence Wealth Management Inc. yesterday
Spartan Fund Management Inc. yesterday
Exane Asset Management yesterday
Canal Capital Management, LLC yesterday
Triad Wealth Partners, LLC yesterday
J.H. Whitney Equity Partners VII, LLC yesterday
Bell Bank yesterday
TRUEFG, LLC yesterday
GODSEY & GIBB, INC yesterday
Charter Oak Capital Management, LLC yesterday
MUHLENKAMP & CO INC yesterday
NORTH POINT PORTFOLIO MANAGERS CORP|OH yesterday
Summa Corp. yesterday
Iowa State Bank yesterday
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP|MA yesterday
ARCADIA INVESTMENT MANAGEMENT CORP|MI yesterday
CIGNA INVESTMENTS INC |NEW yesterday

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)

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...