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Institutional Holdings Dashboard

Last Updated: 18 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
GEM Asset Management, LLC today
CENTRAL BANK & TRUST CO today
Pacific Capital Wealth Advisors, Inc. today
Renaissance Investment Group LLC today
Byrne Asset Management LLC today
Summit Financial Consulting LLC today
Christopher J. Hasenberg, Inc today
HFG Wealth Management, LLC today
WOODSTOCK CORP today
Silverberg Bernstein Capital Management LLC today
Clarus Wealth Advisors today
DUDLEY & SHANLEY, INC. today
Lifestyle Asset Management, Inc. today
Key Client Fiduciary Advisors, LLC today
Murphy, Middleton, Hinkle & Parker, Inc. today
MFG WEALTH MANAGEMENT, INC. today
Bowman & Co S.C. today
Alken Asset Management Ltd today
Bay Rivers Group today
Sarver Vrooman Wealth Advisors today
RIVERSEDGE ADVISORS, LLC today
Sterling Manor Financial, LLC today
Connective Portfolio Management, LLC today
WestHill Financial Advisors, Inc. today
Westmount Partners, LLC today
BEACON FINANCIAL GROUP today
BURR FINANCIAL SERVICES, LLC today
Reyes Financial Architecture, Inc. today
Client First Investment Management LLC today
Presidio Capital Management, LLC today
High Probability Advisors, LLC today
Baron Financial Group, LLC today
Veracity Capital LLC today
Brand Asset Management Group, Inc. today
Efficient Frontier Advisors LLC today
Bulwark Capital Corp today
Livforsakringsbolaget Skandia, Omsesidigt today
Sandy Cove Advisors, LLC today
Czech National Bank today
FIRST FINANCIAL CORP |IN| today
Svenska Handelsbanken AB (publ) today
ACT WEALTH MANAGEMENT, LLC yesterday
MassMutual Private Wealth & Trust, FSB yesterday
WealthCare Investment Partners, LLC yesterday
SARD WEALTH MANAGEMENT GROUP, LLC yesterday
Sandbox Financial Partners, LLC yesterday
ELEVATION WEALTH PARTNERS, LLC yesterday
JUNCTURE WEALTH STRATEGIES, LLC yesterday
PTM WEALTH MANAGEMENT, LLC yesterday
Parisi Gray Wealth Management yesterday
Northstar Advisory Group, LLC yesterday
Next Level Private LLC yesterday
Range Financial Group LLC yesterday
Melone Private Wealth, LLC yesterday
Strategic Advocates LLC yesterday
LPWM LLC yesterday
LITTLE HOUSE CAPITAL LLC yesterday
IAM Advisory, LLC yesterday
Henrickson Nauta Wealth Advisors, Inc. yesterday
FIRST NATIONAL CORP |MA| |ADV yesterday
FF Advisors,LLC yesterday
EVERPAR ADVISORS LLC yesterday
EHRLICH FINANCIAL GROUP yesterday
DOVER ADVISORS, LLC yesterday
Arlington Trust Co LLC yesterday
Davis Investment Partners, LLC yesterday
COREPATH WEALTH PARTNERS LLC yesterday
KCK LTD. yesterday
Choice Wealth Advisors, LLC yesterday
Chemistry Wealth Management LLC yesterday
BOURNE LENT ASSET MANAGEMENT INC yesterday
Braun-Bostich & Associates Inc. yesterday
AVITY INVESTMENT MANAGEMENT INC. yesterday
ADAMSBROWN WEALTH CONSULTANTS LLC yesterday
Silverleafe Capital Partners, LLC yesterday
Ransom Advisory, Ltd yesterday
Partnership Wealth Management, LLC yesterday
Rise Advisors, LLC yesterday
Baker Ellis Asset Management LLC yesterday
ATWOOD & PALMER INC yesterday
Atlas Brown,Inc. yesterday
Advance Capital Management, Inc. yesterday
Beacon Wealthcare LLC yesterday
Granite Bay Wealth Management, LLC yesterday
Persium Advisors, LLC yesterday
MRA Advisory Group yesterday
RV Capital AG yesterday
Martin Capital Partners, LLC yesterday
Prism Advisors, Inc. yesterday
D. SCOTT NEAL, INC. yesterday
WEBSTER BANK, N. A. yesterday
RMR Wealth Builders yesterday
Livelsberger Financial Advisory yesterday
21 West Wealth Management LLC yesterday
Goldstone Financial Group, LLC yesterday
XR Securities LLC yesterday
Apella Capital, LLC yesterday
First International Bank & Trust yesterday
Ballew Advisors, Inc yesterday
Richard P Slaughter Associates Inc yesterday

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Mar 31, 2025

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

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