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Institutional Holdings Dashboard

Last Updated: 9 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
Hudson Oak Wealth Advisory LLC today
Aerodigm Wealth, LLC today
Kingsman Wealth Management, Inc. today
HENNESSY ADVISORS INC today
McGlone Suttner Wealth Management, Inc. today
Financial Planning Hawaii, Inc. today
Hosking Partners LLP today
October Effect Ltd today
Centennial Advisors, LLC today
INSTRUMENTAL WEALTH, LLC today
MOSELEY INVESTMENT MANAGEMENT INC today
MASECO LLP today
OLD NATIONAL BANCORP |IN| today
Artesa Financial Group, LLC today
Clio Asset Management LLC today
Aaron Wealth Advisors LLC today
FOSTER & MOTLEY INC today
bLong Financial, LLC today
Urban Wealth Management, LLC today
AEGON USA Investment Management, LLC today
Berkshire Money Management, Inc. today
WealthNavi Inc. today
Generali Investments Towarzystwo Funduszy Inwestycyjnych today
Generali Powszechne Towarzystwo Emerytalne today
GHP Investment Advisors, Inc. today
James Reed Financial Services, Inc. today
SmartHarvest Portfolios, LLC today
WJ Interests, LLC today
Drum Hill Capital, LLC today
MRWM Advisors, LLC today
Tumwater Wealth Management, LLC today
AA Financial Advisors, LLC today
BCU Wealth Advisors, LLC today
Falcon Wealth Planning today
Decker Retirement Planning Inc. today
Independent Wealth Network Inc. yesterday
Grey Ledge Advisors, LLC yesterday
Morton Brown Family Wealth, LLC yesterday
Verus Financial Partners, Inc. yesterday
LifeWealth Investments, LLC yesterday
Pegasus Asset Management, Inc. yesterday
Up Capital Management, Inc. yesterday
CHATHAM CAPITAL GROUP, INC. yesterday
Obermeyer Wealth Partners yesterday
WealthSpring Partners, LLC yesterday
ABLE Financial Group, LLC yesterday
Randall & Associates Wealth Management yesterday
Donor Advised Charitable Giving, Inc. yesterday
Crane Advisory, LLC yesterday
L.K. Benson & Company, P.C. yesterday
JFS WEALTH ADVISORS, LLC yesterday
Columbia Asset Management yesterday
Fort Henry Capital, LLC yesterday
Tanglewood Wealth Management, Inc. yesterday
Concurrent Investment Advisors, LLC yesterday
LS Investment Advisors, LLC yesterday
Edge Wealth Management LLC yesterday
Compass Wealth Management LLC yesterday
MFA WEALTH ADVISORS, LLC yesterday
Pathfinder Wealth Consulting, Inc. yesterday
Williams & Novak, LLC yesterday
Verisail Partners, LLC yesterday
Park Edge Advisors, LLC yesterday
Cardinal Point Capital Management ULC yesterday
RITHOLTZ WEALTH MANAGEMENT yesterday
Watchman Group, Inc. yesterday
Breakwater Capital Group yesterday
Tanager Wealth Management LLP yesterday
Global Financial Private Client, LLC yesterday
Corundum Group, Inc. yesterday
Independence Wealth Advisors, LLC yesterday
Echo45 Advisors LLC yesterday
Benefit Street Partners LLC yesterday
KFA Private Wealth Group, LLC yesterday
Higgins & Schmidt Wealth Strategies LLC yesterday
Kearns & Associates LLC yesterday
William B. Walkup & Associates, Inc. yesterday
ONE PLUS ONE WEALTH MANAGEMENT, LLC yesterday
Chatterton & Associates Inc. yesterday
Leeward Financial Partners, LLC yesterday
Arta Finance Wealth Management LLC yesterday
Cardinal Strategic Wealth Guidance yesterday
Financial Enhancement Group LLC yesterday
White Pine Investment CO yesterday
25 LLC yesterday
Kopp Family Office, LLC yesterday
SILVER OAK SECURITIES, INCORPORATED yesterday
Fiduciary Alliance LLC yesterday
Christensen, King & Associates Investment Services, Inc. yesterday
Longview Financial Advisors, Inc. yesterday
KESTRA PRIVATE WEALTH SERVICES, LLC yesterday
Cardano Risk Management B.V. yesterday
Norway Savings Bank yesterday
Roberts Foundation yesterday
FSC Wealth Advisors, LLC yesterday
Triangle Securities Wealth Management yesterday
HOGE FINANCIAL SERVICES, LLC yesterday
DAGCO, INC. yesterday
Peirce Capital Management, LLC yesterday
Fairvoy Private Wealth, LLC yesterday

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Dec 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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This data is parsed from SEC filings by Quiver Quantitative. Sign up for the Quiver Quantitative API for access to data on institutional holdings.