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Institutional Holdings Dashboard

Last Updated: 1 day, 10 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
CAPSTONE CAPITAL LLC Nov. 22, 2024
STOCK YARDS BANK & TRUST CO Nov. 22, 2024
Sculati Wealth Management, LLC Nov. 22, 2024
BOYAR ASSET MANAGEMENT INC. Nov. 22, 2024
Rule One Partners, LLC Nov. 22, 2024
Eaton Financial Holdings Company, LLC Nov. 22, 2024
Groupe Bruxelles Lambert Nov. 22, 2024
Saratoga Research & Investment Management Nov. 22, 2024
Fulcrum Equity Management Nov. 21, 2024
Anchor Investment Management, LLC Nov. 21, 2024
Te Ahumairangi Investment Management Ltd Nov. 21, 2024
Tudor Financial Inc. Nov. 21, 2024
Wealthquest Corp Nov. 21, 2024
SkyView Investment Advisors, LLC Nov. 21, 2024
Tri Ri Asset Management Corp Nov. 21, 2024
Aldebaran Financial Inc. Nov. 21, 2024
DIAMANT ASSET MANAGEMENT, INC. Nov. 20, 2024
Westside Investment Management, Inc. Nov. 20, 2024
Virtu Financial LLC Nov. 20, 2024
Advisory Resource Group Nov. 20, 2024
Passumpsic Savings Bank Nov. 20, 2024
McIlrath & Eck, LLC Nov. 19, 2024
Invst, LLC Nov. 19, 2024
Ballentine Capital Advisors, Inc Nov. 19, 2024
Discipline Wealth Solutions, LLC Nov. 19, 2024
Unigestion Holding SA Nov. 19, 2024
SOF Ltd Nov. 19, 2024
Second Line Capital, LLC Nov. 18, 2024
HOHIMER WEALTH MANAGEMENT, LLC Nov. 18, 2024
Soltis Investment Advisors LLC Nov. 18, 2024
Rehmann Capital Advisory Group Nov. 18, 2024
Meros Investment Management, LP Nov. 18, 2024
Main Line Retirement Advisors, LLC Nov. 18, 2024
TD PRIVATE CLIENT WEALTH LLC Nov. 18, 2024
Hobbs Group Advisors, LLC Nov. 18, 2024
Virtue Capital Management, LLC Nov. 18, 2024
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Nov. 18, 2024
Asset Allocation Strategies LLC Nov. 18, 2024
Sunbelt Securities, Inc. Nov. 18, 2024
Cresta Advisors, Ltd. Nov. 18, 2024
CONTINENTAL INVESTORS SERVICES, INC. Nov. 18, 2024
NEPC LLC Nov. 18, 2024
Empire Financial Management Company, LLC Nov. 18, 2024
Chiron Investment Management, LLC Nov. 18, 2024
TT International Asset Management LTD Nov. 18, 2024
Neo Ivy Capital Management Nov. 16, 2024
Financial Avengers, Inc. Nov. 16, 2024
Wilson & Boucher Capital Management, LLC Nov. 16, 2024
Brown Financial Advisors Nov. 16, 2024
Unconventional Investor, LLC Nov. 16, 2024
COLDSTREAM CAPITAL MANAGEMENT INC Nov. 16, 2024
Twin Lakes Capital Management, LLC Nov. 16, 2024
Titan Managers, LLC Nov. 16, 2024
Gould Capital, LLC Nov. 16, 2024
Strait & Sound Wealth Management LLC Nov. 16, 2024
Bares Capital Management, Inc. Nov. 16, 2024
Synergy Financial Group, LTD Nov. 15, 2024
Mittelman Wealth Management Nov. 15, 2024
RB Capital Management, LLC Nov. 15, 2024
Orion Capital Management LLC Nov. 15, 2024
GG Group Ventures, LLC Nov. 15, 2024
McCarthy Asset Management, Inc. Nov. 15, 2024
FRG Family Wealth Advisors LLC Nov. 15, 2024
MENLO ADVISORS LLC Nov. 15, 2024
First Dallas Securities Inc. Nov. 15, 2024
JDM Financial Group LLC Nov. 15, 2024
ASHFORD CAPITAL MANAGEMENT INC Nov. 15, 2024
ABS Direct Equity Fund LLC Nov. 15, 2024
Hodges Capital Management Inc. Nov. 15, 2024
FIRST NATIONAL BANK OF OMAHA Nov. 15, 2024
MONTCHANIN ASSET MANAGEMENT, LLC Nov. 15, 2024
Laraway Financial Advisors Inc Nov. 15, 2024
Pacific Center for Financial Services Nov. 15, 2024
MASSACHUSETTS MUTUAL LIFE INSURANCE CO Nov. 15, 2024
Urban Financial Advisory Corp Nov. 15, 2024
K2 PRINCIPAL FUND, L.P. Nov. 15, 2024
CTC Alternative Strategies, Ltd. Nov. 15, 2024
DEAN INVESTMENT ASSOCIATES, LLC Nov. 15, 2024
Legacy Wealth Managment, LLC|ID Nov. 15, 2024
HEADINVEST, LLC Nov. 15, 2024
Kimelman & Baird, LLC Nov. 15, 2024
Northeast Financial Consultants Inc Nov. 15, 2024
MOSAIC FINANCIAL GROUP, LLC Nov. 15, 2024
Main Management LLC Nov. 15, 2024
Pier Capital, LLC Nov. 15, 2024
Main Management Fund Advisors LLC Nov. 15, 2024
Kensington Investment Counsel, LLC Nov. 15, 2024
Dorsey Wright & Associates Nov. 15, 2024
Dunhill Financial, LLC Nov. 15, 2024
Tenere Capital LLC Nov. 15, 2024
Passive Capital Management, LLC. Nov. 15, 2024
Delos Wealth Advisors, LLC Nov. 15, 2024
MCIA Inc Nov. 15, 2024
Main Management ETF Advisors, LLC Nov. 15, 2024
Orion Portfolio Solutions, LLC Nov. 15, 2024
Vestcor Inc Nov. 15, 2024
American Family Investments, Inc. Nov. 15, 2024
UNITED BANK Nov. 15, 2024
High Falls Advisors, Inc Nov. 15, 2024
Bullseye Asset Management LLC Nov. 15, 2024

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Sep 30, 2024

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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