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Institutional Holdings Dashboard

Last Updated: 1 day, 6 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
VeraBank, N.A. May 9, 2025
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC May 9, 2025
KIM, LLC May 9, 2025
Roof Eidam Maycock Peralta, LLC May 9, 2025
Chicago Partners Investment Group LLC May 9, 2025
Chicago Capital Management, LLC May 9, 2025
PINNEY & SCOFIELD, INC. May 9, 2025
Commonwealth Financial Services, LLC May 9, 2025
Koch, Inc. May 9, 2025
RiverGlades Family Offices LLC May 9, 2025
Fairfield University May 9, 2025
Elgethun Capital Management May 9, 2025
MONETTA FINANCIAL SERVICES INC May 9, 2025
Boxwood Ventures, Inc. May 9, 2025
Clayton, Dubilier & Rice, LLC May 9, 2025
Foundry Group Next, LLC May 9, 2025
AlpInvest Partners B.V. May 9, 2025
Geometric Wealth Advisors May 9, 2025
Mithril II GP LP May 9, 2025
CHARLES SCHWAB INVESTMENT MANAGEMENT INC May 9, 2025
TOEWS CORP |ADV May 9, 2025
Evolution Wealth Advisors, LLC May 9, 2025
Coign Capital Advisors LLC May 9, 2025
ASR Vermogensbeheer N.V. May 9, 2025
Summit Rock Advisors, LP May 9, 2025
Blue Barn Wealth, LLC May 9, 2025
KEB ASSET MANAGEMENT, LLC May 9, 2025
PARK CIRCLE Co May 9, 2025
Keeler Thomas Management LLC May 9, 2025
Carlyle Group Inc. May 9, 2025
WAYCROSS PARTNERS, LLC May 9, 2025
ONTARIO TEACHERS PENSION PLAN BOARD May 9, 2025
1834 INVESTMENT ADVISORS CO May 9, 2025
ALTFEST L J & CO INC May 9, 2025
CVentures, Inc. May 9, 2025
KOCH INDUSTRIES LLC May 9, 2025
CenterBook Partners LP May 9, 2025
DELTA AIR LINES, INC. May 9, 2025
Arjuna Capital May 9, 2025
Solutions 4 Wealth, Ltd May 9, 2025
Silver Oak Advisory Group, Inc. May 9, 2025
GAGNON SECURITIES LLC May 9, 2025
Northern Capital Management, Inc. May 9, 2025
Taika Capital, LP May 9, 2025
R. W. Roge & Company, Inc. May 9, 2025
Belvedere Trading LLC May 9, 2025
KEYNOTE FINANCIAL SERVICES LLC May 9, 2025
Evolution Advisers, Inc. May 9, 2025
Headlands Technologies LLC May 9, 2025
University of Illinois Foundation May 9, 2025
TRAVELERS COMPANIES, INC. May 9, 2025
Battery Global Advisors, LLC May 9, 2025
TRV GP VI, LLC May 9, 2025
TRV GP V, LLC May 9, 2025
TRV GP IV, LLC May 9, 2025
DEUTSCHE BANK AG\ May 9, 2025
FOSTER DYKEMA CABOT & PARTNERS, LLC May 9, 2025
Navigoe, LLC May 9, 2025
CITIZENS FINANCIAL GROUP INC|RI May 9, 2025
Provident Investment Management, Inc. May 9, 2025
ABRAMS CAPITAL MANAGEMENT, L.P. May 9, 2025
CONQUIS FINANCIAL LLC May 9, 2025
CORBYN INVESTMENT MANAGEMENT INC|MD May 9, 2025
Briaud Financial Planning, Inc May 9, 2025
Cornerstone Advisors, LLC May 9, 2025
Silver Lake Group, L.L.C. May 9, 2025
HARVARD MANAGEMENT CO INC May 9, 2025
Technology Crossover Management XI, Ltd. May 9, 2025
Technology Crossover Management X, Ltd. May 9, 2025
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD May 9, 2025
Technology Crossover Management IX, Ltd. May 9, 2025
Wharton Business Group, LLC May 9, 2025
JW Asset Management, LLC May 9, 2025
Technology Crossover Management VIII, Ltd. May 9, 2025
Greykasell Wealth Strategies, Inc. May 9, 2025
PRIMECAP MANAGEMENT CO|CA| May 9, 2025
HIGHLAND PEAK CAPITAL, LLC May 9, 2025
WELCH CAPITAL PARTNERS LLC|NY May 9, 2025
Mastercard Foundation Asset Management Corp May 9, 2025
Hemington Wealth Management May 9, 2025
CM Management, LLC May 9, 2025
Ball & Co Wealth Management Inc. May 9, 2025
ROBERTS GLORE & CO INC |IL| May 9, 2025
Tidemark, LLC May 9, 2025
Fi3 FINANCIAL ADVISORS, LLC May 9, 2025
Nicholas Hoffman & Company, LLC. May 9, 2025
JENSEN INVESTMENT MANAGEMENT INC May 9, 2025
Leeward Financial Partners, LLC May 9, 2025
WealthShield Partners, LLC May 9, 2025
AXS Investments LLC May 9, 2025
Warburton Capital Management, LLC May 9, 2025
EXENCIAL WEALTH ADVISORS, LLC May 9, 2025
Lester Murray Antman dba SimplyRich May 9, 2025
VANGUARD GROUP INC May 9, 2025
Atlantic Private Wealth, LLC May 9, 2025
Palacios Wealth Management, LLC May 9, 2025
SoundView Advisors Inc. May 9, 2025
GOLDMAN SACHS GROUP INC May 9, 2025
PLANNING ALTERNATIVES LTD |ADV May 9, 2025
PrairieView Partners, LLC May 9, 2025

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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