Institutional Holdings Dashboard

Last Updated: 46 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.

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Recent Holdings Disclosures - All Funds

Fund File Date
THOR TRADING ADVISORS, LLC today
Wealthquest Corp today
TenCore Partners, LP today
Renasant Bank today
Ledyard National Bank today
Wescott Financial Advisory Group, LLC today
Murphy Pohlad Asset Management LLC today
Heritage Wealth Management, Inc. |CA| today
Axim Planning & Wealth today
APPLETON PARTNERS INC|MA today
Wellington Shields Capital Management, LLC today
BIRMINGHAM CAPITAL MANAGEMENT CO INC|AL today
Ironwood Investment Counsel, LLC today
Elyxium Wealth, LLC today
Pacific Wealth Strategies Group, Inc. today
THOMPSON DAVIS & CO., INC. today
Wellington Shields & Co., LLC today
Fortitude Advisory Group L.L.C. today
Koesten, Hirschmann & Crabtree, INC. today
Soundwatch Capital LLC today
Altiora Financial Group, LLC today
RBA Wealth Management, LLC today
Aft, Forsyth & Sober, LLC today
Share Andrew L. today
Kraft, Davis & Associates, LLC today
Carlson Capital, L.P. today
Concord Asset Management, LLC|VA today
STATE OF MICHIGAN RETIREMENT SYSTEM today
Eukles Asset Management today
SPINNAKER TRUST today
Concord Wealth Partners today
CEERA INVESTMENTS, LLC today
Cannae Holdings, Inc. today
MMA ASSET MANAGEMENT LLC today
DURANTE & WATERS, LLC today
Client First Capital LLC today
Capital Investment Advisory Services, LLC today
Financial & Tax Architects, LLC today
TAGStone Capital, Inc. today
Compass Financial Group, Inc. today
Aurdan Capital Management, LLC today
IDG China Capital Fund III Associates L.P. today
M.D. Sass, LLC today
Prime Capital Investment Advisors, LLC today
Next Capital Management LLC today
Virtus Family Office LLC today
SlateStone Wealth, LLC today
Rodgers & Associates, LTD today
IDG Technology Venture Investment IV, LLC today
Kintegral Advisory, LLC today
CORNERSTONE ENTERPRISES, LLC today
Solitude Financial Services today
IDG China Venture Capital Fund V Associates L.P. today
IDG China Venture Capital Fund IV Associates L.P. today
DDFG, Inc today
FISHMAN JAY A LTD|MI today
Coston, McIsaac & Partners today
Plante Moran Financial Advisors, LLC today
IQ EQ FUND MANAGEMENT (IRELAND) Ltd today
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST today
Guinness Atkinson Asset Management Inc today
Guild Investment Management, Inc. today
Willis Investment Counsel today
Guinness Asset Management LTD today
Modus Advisors, LLC today
H Capital V GP, L.P. today
Prasad Wealth Partners, LLC today
LFA - Lugano Financial Advisors SA today
Ranger Investment Management, L.P. today
Poehling Capital Management, INC. today
Wells Trecaso Financial Group, LLC today
MONECO Advisors, LLC today
JOHN G ULLMAN & ASSOCIATES INC today
SENTRY INVESTMENT MANAGEMENT LLC today
Bond & Devick Financial Network, Inc. today
Carbahal Olsen Financial Services Group, LLC today
Providence Wealth Advisors, LLC today
Kondo Wealth Advisors, Inc. today
Shade Tree Advisors LLC today
LEGACY FINANCIAL GROUP, INC. today
CAPITAL MANAGEMENT ASSOCIATES |NY| today
Beacon Harbor Wealth Advisors, Inc. today
Vantage Financial Partners, LLC today
RMR Wealth Builders today
Lincoln Capital LLC today
W.H. Cornerstone Investments Inc. today
Hobbs Wealth Management, LLC today
DAIDO LIFE INSURANCE CO today
Altrius Capital Management Inc today
Seros Financial, LLC today
FLAGSHIP HARBOR ADVISORS, LLC today
HighPoint Advisor Group LLC today
C WorldWide Group Holding A|S today
Waterloo Capital, L.P. today
HARMONY ASSET MANAGEMENT LLC today
Black Diamond Financial, LLC today
Firestone Capital Management today
High Ground Investment Management LLP today
Forum Private Client Group LLC today
HOMESTEAD ADVISERS CORP today

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Jun 30, 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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