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Institutional Holdings Dashboard

Last Updated: 7 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
Financial Connections Group, Inc. yesterday
Altos Ventures Management, Inc. yesterday
WEST BANCORPORATION INC yesterday
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC yesterday
Decas Capital LLC yesterday
INVICTUS PRIVATE WEALTH, LLC yesterday
Lester Murray Antman dba SimplyRich yesterday
U S GLOBAL INVESTORS INC yesterday
Bey-Douglas LLC yesterday
Fulcrum Capital LLC yesterday
ADAPT Investment Managers SA yesterday
FISCHER INVESTMENT STRATEGIES, LLC yesterday
DSM CAPITAL PARTNERS LLC yesterday
Comprehensive Money Management Services LLC yesterday
Trust Co of Tennessee yesterday
LOUISBOURG INVESTMENTS INC. yesterday
Benson Investment Management Company, Inc. yesterday
TRUST CO OF TOLEDO NA |OH| yesterday
Applied Capital LLC|FL yesterday
JNBA Financial Advisors yesterday
Inspire Investing, LLC yesterday
Bernard Wealth Management Corp. yesterday
SLT Holdings LLC yesterday
KFA Private Wealth Group, LLC yesterday
Drucker Wealth 3.0, LLC yesterday
True Wind Capital Management, L.P. yesterday
JFS WEALTH ADVISORS, LLC yesterday
First Fiduciary Investment Counsel, Inc. yesterday
VanderPol Investments L.L.C. yesterday
Strengthening Families & Communities, LLC yesterday
Strong Tower Advisory Services yesterday
ACCREDITED INVESTOR SERVICES, LLC yesterday
PDS Planning, Inc yesterday
BENDER ROBERT & ASSOCIATES yesterday
Gunderson Capital Management Inc. yesterday
GREENWOOD GEARHART INC yesterday
Blue Zone Wealth Advisors, LLC yesterday
Brucke Financial, Inc. yesterday
Lindenwold Advisors, INC yesterday
Cross Staff Investments Inc yesterday
CONNING INC. yesterday
VILLERE ST DENIS J & CO LLC yesterday
WEALTH MANAGEMENT RESOURCES, INC. yesterday
Von Berge Wealth Management Group, LLC yesterday
Summit Place Financial Advisors, LLC yesterday
SHAYNE & JACOBS, LLC yesterday
Verger Capital Management LLC yesterday
Williams & Novak, LLC yesterday
EASTERN BANK yesterday
Aberdeen Group plc yesterday
MACKAY SHIELDS LLC yesterday
LMCG INVESTMENTS, LLC yesterday
Bryant Woods Investment Advisors, LLC yesterday
Pinnacle West Asset Management, Inc. yesterday
Forefront Analytics, LLC yesterday
FinDec Wealth Services, Inc. yesterday
ACIMA PRIVATE WEALTH, LLC yesterday
Agate Pass Investment Management, LLC yesterday
DAVIS-REA LTD. yesterday
Zullo Investment Group, Inc. yesterday
Belfer Management LLC yesterday
GRACE & WHITE INC |NY yesterday
JB Capital LLC yesterday
ALLEN WEALTH MANAGEMENT, LLC yesterday
Blue Trust, Inc. yesterday
rebel Financial LLC yesterday
FOURPATH CAPITAL MANAGEMENT, LLC yesterday
THOMPSON INVESTMENT MANAGEMENT, INC. yesterday
Monument Capital Management yesterday
SHIKIAR ASSET MANAGEMENT INC yesterday
Cutter Capital Management, LP yesterday
Cyndeo Wealth Partners, LLC yesterday
Nationwide Fund Advisors yesterday
Robertson Stephens Wealth Management, LLC yesterday
ENDEAVOR PRIVATE WEALTH, INC. yesterday
Aurora Private Wealth, Inc. yesterday
Certus Wealth Management, LLC yesterday
CASCADE INVESTMENT GROUP, INC. yesterday
Costello Asset Management, INC yesterday
Mengis Capital Management, Inc. yesterday
Baskin Financial Services Inc. yesterday
Galvin, Gaustad & Stein, LLC yesterday
M1 Capital Management LLC yesterday
Cardano Risk Management B.V. yesterday
3Chopt Investment Partners, LLC yesterday
Birch Capital Management, LLC yesterday
HORIZON BANCORP INC |IN| yesterday
Ramirez Asset Management, Inc. yesterday
IFP Advisors, Inc yesterday
BALDWIN WEALTH PARTNERS LLC|MA yesterday
Ashford Advisors, LLC yesterday
Financial Security Advisor, Inc. yesterday
Vantage Point Financial LLC yesterday
Beacon Bridge Wealth Partners, LLC yesterday
Elite Wealth Management, Inc. yesterday
Castellan Group yesterday
Stonebridge Financial Group, LLC yesterday
COERENTE CAPITAL MANAGEMENT yesterday
MA Private Wealth yesterday
Argyle Capital Management, LLC yesterday

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Mar 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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