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Institutional Holdings Dashboard

Last Updated: 15 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
ZWJ INVESTMENT COUNSEL INC today
VESTIA PERSONAL WEALTH ADVISORS today
IAMS WEALTH MANAGEMENT, LLC today
BAR HARBOR WEALTH MANAGEMENT today
CABANA LLC today
MARSHALL & SULLIVAN INC |WA| today
JGP Wealth Management, LLC today
FLP Wealth Management, LLC today
Robbins Farley today
CORNERCAP INVESTMENT COUNSEL INC today
ALPINE WOODS CAPITAL INVESTORS, LLC today
Stephens Consulting, LLC today
Newport Asia LLC today
Sagace Wealth Management LLC today
JEPPSON WEALTH MANAGEMENT, LLC today
HOME FEDERAL BANK OF TENNESSEE today
CenturyLink Investment Management Co today
Hunter Perkins Capital Management, LLC today
Higgins & Schmidt Wealth Strategies LLC today
HARBOR CAPITAL ADVISORS, INC. today
BONNESS ENTERPRISES INC today
NORDEN GROUP LLC today
Alhambra Investment Management LLC today
Ballew Advisors, Inc today
HRC WEALTH MANAGEMENT, LLC today
Centerline Wealth Advisors, LLC today
PURE PORTFOLIOS HOLDINGS LLC today
State Insurance Fund today
Catterton Management Company, L.L.C. today
ARS Investment Partners, LLC today
Dale Q Rice Investment Management Ltd today
Brookstone Capital Management today
Mascagni Wealth Management, Inc. today
Heathbridge Capital Management Ltd. today
Fiduciary Planning LLC today
RCF Management L.L.C. today
World Investment Advisors today
Cambridge Advisors Inc. today
Brady Martz Wealth Solutions, LLC today
ATWOOD & PALMER INC today
TRITONPOINT WEALTH, LLC today
DELPHI MANAGEMENT INC |MA| today
Allen Mooney & Barnes Investment Advisors LLC today
Paragon Capital Management Ltd today
Triangle Securities Wealth Management today
Martin Capital Advisors, LLP today
PRIVATE TRUST CO NA today
JP Wealth Management, Inc. today
Level Financial Advisors today
Southland Equity Partners LLC today
Symmetry Partners, LLC today
Future Financial Wealth Managment LLC today
Value Partners Investments Inc. today
Alliance Wealth Advisors, LLC today
RPM Capital Partners, LLC today
James Hambro & Partners LLP today
Siguler Guff Advisers, LLC today
Friedenthal Financial today
FOUNDERS FINANCIAL SECURITIES LLC today
CAPE ANN SAVINGS BANK today
Merrion Investment Management Co, LLC today
ALBERT D MASON INC today
Hanson & Doremus Investment Management today
Global X Japan Co., Ltd. today
MANCHESTER FINANCIAL INC today
Santori & Peters, Inc. today
CHATHAM CAPITAL GROUP, INC. today
Swedbank AB today
Wealthspring Capital LLC today
Tenon Financial LLC today
CogentBlue Wealth Advisors, LLC today
BayBridge Capital Group, LLC today
Stanich Group LLC today
Optas, LLC today
McClarren Financial Advisors, Inc. today
Successful Portfolios LLC today
Crane Advisory, LLC today
Cushing Capital Partners, LLC today
PETREDIS INVESTMENT ADVISORS LLC today
Cornerstone Wealth Advisors, Inc. today
Davies Financial Advisors, Inc. today
Cypress Wealth Services, LLC today
Strong Tower Advisory Services today
Lind Value II ApS today
Vontobel Holding Ltd. today
Gilman Hill Asset Management, LLC today
WealthNavi Inc. today
Ayalon Insurance Comp Ltd. today
DAVENPORT & Co LLC today
Plancorp, LLC today
Matthew Goff Investment Advisor, LLC today
Meriwether Wealth & Planning, LLC today
Crescent Sterling, Ltd. today
Net Worth Advisory Group today
BANNERMAN WEALTH MANAGEMENT GROUP, LLC today
Clark & Stuart, Inc today
IFM Investors Pty Ltd today
Enclave Advisors LLC today
SCRATCH CAPITAL LLC today
Drum Hill Capital, LLC 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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