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Institutional Holdings Dashboard

Last Updated: 2 days, 8 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
Marks Wealth, LLC July 18, 2025
MONTGOMERY INVESTMENT MANAGEMENT INC July 18, 2025
RK Asset Management, LLC July 18, 2025
Schaeffer Financial LLC July 18, 2025
WASHINGTON UNIVERSITY July 18, 2025
CHURCHILL MANAGEMENT Corp July 18, 2025
Wiser Wealth Management, Inc July 18, 2025
FLEMING JAMES B JR July 18, 2025
AMI ASSET MANAGEMENT CORP July 18, 2025
Brookmont Capital Management July 18, 2025
EWA, LLC July 18, 2025
Pinnacle Investment Management Ltd July 18, 2025
FengHe Fund Management Pte. Ltd. July 18, 2025
Pelham Capital Ltd. July 18, 2025
ACCESS FINANCIAL SERVICES, INC. July 18, 2025
Ledgewood Wealth Advisors, LLC July 18, 2025
Wildcat Capital Management, LLC July 18, 2025
Northstar Group, Inc. July 18, 2025
SimpliFi, Inc. July 18, 2025
Philip James Wealth Mangement, LLC July 18, 2025
VIEWPOINT INVESTMENT PARTNERS CORP July 18, 2025
Tanager Wealth Management LLP July 18, 2025
McGuire Investment Group, LLC July 18, 2025
Warren Street Wealth Advisors, LLC July 18, 2025
RKL Wealth Management LLC July 18, 2025
Consolidated Planning Corp July 18, 2025
Robeco Institutional Asset Management B.V. July 18, 2025
Clarity Financial LLC July 18, 2025
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. July 18, 2025
BSW Wealth Partners July 18, 2025
WOODWARD DIVERSIFIED CAPITAL, LLC July 18, 2025
BOCHK Asset Management Ltd July 18, 2025
TPG Advisors LLC July 18, 2025
Hudson Value Partners, LLC July 18, 2025
GEN Financial Management, INC. July 18, 2025
NEW WAVE WEALTH ADVISORS LLC July 18, 2025
VICUS CAPITAL July 18, 2025
Gold Investment Management Ltd. July 18, 2025
NAPLES GLOBAL ADVISORS, LLC July 18, 2025
Silchester International Investors LLP July 18, 2025
Vert Asset Management LLC July 18, 2025
PARSONS CAPITAL MANAGEMENT INC|RI July 18, 2025
Astor Investment Management LLC July 18, 2025
Foundry Financial Group, Inc. July 18, 2025
Pure Financial Advisors, LLC July 18, 2025
BloombergSen Inc. July 18, 2025
Community Financial Services Group, LLC July 18, 2025
NRI Wealth Management LC July 18, 2025
Precision Wealth Strategies, LLC July 18, 2025
TruNorth Capital Management, LLC July 18, 2025
USA FINANCIAL FORMULAS July 18, 2025
jvl associates llc July 18, 2025
Benchmark Wealth Management, LLC July 18, 2025
B.O.S.S. Retirement Advisors, LLC July 18, 2025
Newman Dignan & Sheerar, Inc. July 18, 2025
Founders Capital Management July 18, 2025
MILLER WEALTH ADVISORS, LLC July 18, 2025
Parkwoods Wealth Partners, LLC July 18, 2025
Northeast Financial Group, Inc. July 18, 2025
Cohen Klingenstein LLC July 18, 2025
Meritas Wealth Management, LLC July 18, 2025
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC July 18, 2025
Heritage Financial Services, LLC July 18, 2025
Madrona Financial Services, LLC July 18, 2025
SOA Wealth Advisors, LLC. July 18, 2025
1623 Capital LLC July 18, 2025
Dogwood Wealth Management LLC July 18, 2025
CLIENT 1ST ADVISORY GROUP, LLC July 18, 2025
Vigilare Wealth Management July 18, 2025
Centricity Wealth Management, LLC July 18, 2025
First Pacific Financial July 18, 2025
Nabity-Jensen Investment Management Inc July 18, 2025
DELTEC ASSET MANAGEMENT LLC July 18, 2025
CHELSEA COUNSEL CO July 18, 2025
Trilogy Capital Inc. July 18, 2025
QTR Family Wealth, LLC July 18, 2025
Eagle Capital Management, LLC July 18, 2025
TRUST CO OF VERMONT July 18, 2025
FORBES J M & CO LLP July 18, 2025
SMI Advisory Services, LLC July 18, 2025
BCO Wealth Management LLC July 18, 2025
Ninety One North America, Inc. July 18, 2025
Ninety One SA (PTY) Ltd July 18, 2025
BARTLETT & CO. WEALTH MANAGEMENT LLC July 18, 2025
Ninety One UK Ltd July 18, 2025
Loudon Investment Management, LLC July 18, 2025
Lynx Investment Advisory July 18, 2025
Community Bank & Trust, Waco, Texas July 18, 2025
SigFig Wealth Management, LLC July 18, 2025
Whitebark Investors LP July 18, 2025
INDEPENDENT INVESTORS INC July 18, 2025
CHILDRESS CAPITAL ADVISORS, LLC July 18, 2025
LOWERY THOMAS, LLC July 18, 2025
OLD POINT TRUST & FINANCIAL SERVICES N A July 18, 2025
Provident Wealth Management, LLC July 18, 2025
WETZEL INVESTMENT ADVISORS, INC. July 18, 2025
Magnolia Private Wealth, LLC July 18, 2025
MARINO, STRAM & ASSOCIATES LLC July 18, 2025
SWP FINANCIAL LLC July 18, 2025
Panoramic Capital Partners, LLC July 18, 2025

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)

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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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