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Institutional Holdings Dashboard

Last Updated: 9 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
St. James Investment Company, LLC today
Westover Capital Advisors, LLC today
Mayar Capital Ltd. today
Citizens National Bank Trust Department today
SAYBROOK CAPITAL |NC today
Sowell Financial Services LLC today
ASAHI LIFE ASSET MANAGEMENT CO., LTD. today
Mechanics Financial Corp today
EMFO, LLC today
Skylands Capital, LLC today
LYELL WEALTH MANAGEMENT, LP today
ETF Portfolio Partners, Inc. today
VICTORY CAPITAL MANAGEMENT INC today
Rede Wealth, LLC today
POWER WEALTH MANAGEMENT LLC today
INTACT INVESTMENT MANAGEMENT INC. today
COBBLESTONE CAPITAL ADVISORS LLC |NY| today
TRANSCEND CAPITAL ADVISORS, LLC today
OPUS INVESTMENT MANAGEMENT INC today
ALTERNA WEALTH MANAGEMENT, INC today
LFA - Lugano Financial Advisors SA today
INTERACTIVE FINANCIAL ADVISORS, INC. today
FIAT WEALTH MANAGEMENT LLC today
Financial Advisors, LLC today
Convergence Investment Partners, LLC today
PURSUE WEALTH PARTNERS LLC today
PEDDOCK CAPITAL ADVISORS, LLC today
PACK Private Wealth, LLC today
Melone Private Wealth, LLC today
Prossimo Advisors, LLC today
Matson Money. Inc. today
Magnus Financial Group LLC today
LMG Wealth Partners, LLC today
Leading Edge Financial Planning LLC today
CMC Financial Group today
KRAEMATON INVESTMENT ADVISORS, INC today
Intellectus Partners, LLC today
EVEXIA WEALTH LLC today
PROVIDENT TRUST CO today
Del-Sette Capital Management, LLC today
Bellecapital International Ltd. today
CINCINNATI FINANCIAL CORP today
FLPUTNAM INVESTMENT MANAGEMENT CO today
C WorldWide Group Holding A|S today
RIVERPARK CAPITAL MANAGEMENT LLC today
RiverPark Advisors, LLC today
CINCINNATI CASUALTY CO today
DELPHI FINANCIAL GROUP, INC. today
CapWealth Advisors, LLC today
CINCINNATI INSURANCE CO today
CINCINNATI INDEMNITY CO today
PEOPLES BANK |OH today
Cincinnati Specialty Underwriters Insurance CO today
CSU Producer Resources, Inc. today
BI Asset Management Fondsmaeglerselskab A|S today
Boomfish Wealth Group, LLC today
Pictet North America Advisors SA today
United Community Bank today
RETIREMENT INCOME SOLUTIONS, INC today
FCPM III SERVICES B.V. today
GSA CAPITAL PARTNERS LLP today
COWEN AND COMPANY, LLC today
All-Stars Investment Ltd today
Capital Today Evergreen Fund, L.P. today
KPCB DGF II Associates, LLC today
Litman Gregory Wealth Management LLC today
Crystal Rock Capital Management today
Smartleaf Asset Management LLC today
Ovata Capital Management Ltd today
Genus Capital Management Inc. today
Western Wealth Management, LLC today
Capital Management Associates, Inc today
Opes Wealth Management LLC today
Schrum Private Wealth Management LLC today
CABOT WEALTH MANAGEMENT INC today
Pekin Hardy Strauss, Inc. today
Bryant Woods Investment Advisors, LLC today
Avantax Planning Partners, Inc. today
Kaizen Financial Strategies today
Auxano Advisors, LLC today
Good Life Advisors, LLC today
WELCH & FORBES LLC today
Probity Advisors, Inc. today
Weil Company, Inc. today
Aries Wealth Management today
AFS Financial Group, LLC today
Florin Court Capital LLP today
MACKAY SHIELDS LLC today
TOBIAS FINANCIAL ADVISORS, INC. today
Madden Advisory Services, Inc. today
Proquility Private Wealth Partners, LLC today
Sicart Associates LLC today
UG Investment Advisers Ltd. today
Alphabet Inc. today
OREGON PUBLIC EMPLOYEES RETIREMENT FUND yesterday
VAN STRUM & TOWNE INC. yesterday
FNY Investment Advisers, LLC yesterday
LIBERTY WEALTH MANAGEMENT LLC yesterday
Rainwater Charitable Foundation yesterday
Pier Capital, LLC 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)

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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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