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Institutional Holdings Dashboard

Last Updated: 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
Generate Investment Management Ltd yesterday
Straight Path Wealth Management yesterday
Rockport Wealth LLC yesterday
Samalin Investment Counsel, LLC yesterday
BLUELINE ADVISORS LLC yesterday
Valley Brook Capital Group, Inc. yesterday
Independent Wealth Advisors LLC yesterday
Ascentis Wealth Management, LLC yesterday
Cedar Point Capital Partners, LLC yesterday
Accordant Advisory Group Inc yesterday
Trivant Custom Portfolio Group, LLC yesterday
Royal Harbor Partners, LLC yesterday
Atlas Wealth Partners, LLC yesterday
Bernardo Wealth Planning LLC yesterday
Tilson Financial Group, Inc. yesterday
Warner Group LLC yesterday
IBEX WEALTH ADVISORS yesterday
Prossimo Advisors, LLC yesterday
Values Added Financial LLC yesterday
Allegiance Financial Group Advisory Services LLC yesterday
Clare Market Investments LLC yesterday
RWC Asset Management LLP yesterday
Capstone Wealth Management Group, Inc. yesterday
Richmond Investment Services, LLC yesterday
NIXON PEABODY TRUST CO yesterday
Krilogy Financial LLC yesterday
Pacific Asset Management, LLC yesterday
Birch Capital Management, LLC yesterday
Artesa Financial Group, LLC yesterday
PITTENGER & ANDERSON INC yesterday
Unified Investment Management yesterday
OPINICUS CAPITAL, INC. yesterday
Minneapolis Portfolio Management Group, LLC yesterday
Merkkuri Wealth Advisors LLC yesterday
MTM FINANCIAL GROUP, LLC yesterday
SageGuard Financial Group, LLC yesterday
Collar Capital Management, LLC yesterday
Trademark Financial Management, LLC yesterday
MontVue Capital Management, Inc. yesterday
Fullerton Advisors, LLC yesterday
WealthTrust Asset Management, LLC yesterday
ADG Wealth Management Group, LLC yesterday
Northwest Financial Advisors yesterday
Petros Family Wealth, LLC yesterday
Florida Trust Wealth Management Co yesterday
Whipplewood Advisors, LLC yesterday
Monument Group Wealth Advisors, LLC yesterday
Financially Speaking Inc yesterday
EnRich Financial Partners LLC yesterday
Turtle Creek Wealth Advisors, LLC yesterday
PCA Investment Advisory Services Inc. yesterday
RMR Capital Management, LLC yesterday
INVICTUS PRIVATE WEALTH, LLC yesterday
Parkwoods Wealth Partners, LLC yesterday
Westbourne Investment Advisors, Inc. yesterday
Caprock Group, LLC yesterday
SFI Advisors, LLC yesterday
Kroeger Financial Partners yesterday
Cornerstone Wealth Group, LLC yesterday
3EDGE Asset Management, LP yesterday
PUREfi Wealth, LLC yesterday
J. Team Financial, Inc. yesterday
Seneca Financial Advisors LLC yesterday
eCIO, Inc. yesterday
Providence First Trust Co yesterday
Claret Asset Management Corp yesterday
Dynamic Financial Group yesterday
HILLMAN CO yesterday
First Fiduciary Investment Counsel, Inc. yesterday
Codex Capital Asset Management L.L.C. yesterday
BROWN CAPITAL MANAGEMENT LLC yesterday
U S GLOBAL INVESTORS INC yesterday
Arnhold LLC yesterday
Fenelon Opportunity Fund Inc. yesterday
Parcion Private Wealth LLC yesterday
WISCONSIN CAPITAL MANAGEMENT LLC yesterday
Moss Adams Wealth Advisors LLC yesterday
Tandem Investment Partners LLC yesterday
Grey Ledge Advisors, LLC yesterday
USCF Advisers LLC yesterday
Broussard Financial Group LLC yesterday
BAKER BOYER NATIONAL BANK yesterday
Planning Strategies Inc. yesterday
Tanglewood Wealth Management, Inc. yesterday
BASSO CAPITAL MANAGEMENT, L.P. yesterday
Bridgewealth Advisory Group, LLC yesterday
Blume Capital Management, Inc. yesterday
Concord Asset Management, LLC|VA yesterday
QTR Family Wealth, LLC yesterday
Three Bridge Wealth Advisors, LLC yesterday
New England Capital Financial Advisors LLC yesterday
Richard Young Associates, Ltd. yesterday
Muzinich & Co., Inc. yesterday
E&R Wealth Management, LLC yesterday
Catherine Avery Investment Management LLC yesterday
Frank, Rimerman Advisors LLC yesterday
CULLEN|FROST BANKERS, INC. yesterday
Gladstone Institutional Advisory LLC yesterday
MATHER GROUP, LLC. yesterday
Nabity-Jensen Investment Management Inc yesterday

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Mar 31, 2026

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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This data is parsed from SEC filings by Quiver Quantitative. Sign up for the Quiver Quantitative API for access to data on institutional holdings.