Skip to Main Content

Institutional Holdings Dashboard

Last Updated: 5 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
Atala Financial Inc yesterday
Austin Asset Management Co Inc yesterday
Beech Hill Advisors, Inc. yesterday
GenTrust, LLC yesterday
SFG Wealth Management, LLC. yesterday
Allodium Investment Consultants, LLC yesterday
PEAVINE CAPITAL, LLC yesterday
Chung Wu Investment Group, LLC yesterday
Virtus Wealth Solutions LLC yesterday
TI-TRUST, INC yesterday
KG&L Capital Management,LLC yesterday
DLK Investment Management, LLC yesterday
Trellis Wealth Advisors LLC yesterday
Baugh & Associates, LLC yesterday
COTTONWOOD CAPITAL ADVISORS, LLC yesterday
Balefire, LLC yesterday
Western Financial Corp|CA yesterday
KPP Advisory Services LLC yesterday
Madrona Financial Services, LLC yesterday
Goldstein Advisors, LLC yesterday
LifeSteps Financial, Inc. yesterday
OAK HILL WEALTH ADVISORS, LLC yesterday
Onyx Financial Advisors, LLC yesterday
Penobscot Investment Management Company, Inc. yesterday
AMI ASSET MANAGEMENT CORP yesterday
Flavin Financial Services, Inc. yesterday
BOYAR ASSET MANAGEMENT INC. yesterday
Sabal Trust CO yesterday
WEALTH MANAGEMENT RESOURCES, INC. yesterday
Western Wealth Management, LLC yesterday
Nvest Financial, LLC yesterday
SALZHAUER MICHAEL yesterday
Haven Global Partners, LLC yesterday
Robeco Institutional Asset Management B.V. yesterday
Value Partners Investments Inc. yesterday
Sequoia Financial Advisors, LLC yesterday
KAVAR CAPITAL PARTNERS GROUP, LLC yesterday
Terra Nova Asset Management LLC yesterday
Aspetuck Financial Management LLC yesterday
Pure Financial Advisors, LLC yesterday
LIFELONG WEALTH ADVISORS, INC. yesterday
SOL Capital Management CO yesterday
Generate Investment Management Ltd yesterday
Live Oak Investment Partners yesterday
Alpine Bank Wealth Management yesterday
NRI Wealth Management LC yesterday
Financial Life Planners yesterday
CREATIVE FINANCIAL DESIGNS INC |ADV yesterday
Nova R Wealth, Inc. yesterday
TSA Wealth Managment LLC yesterday
Nationwide Fund Advisors yesterday
Security National Bank yesterday
WEALTH EFFECTS LLC yesterday
Phillips Wealth Planners LLC yesterday
Vannoy Advisory Group, Inc. yesterday
Perigon Wealth Management, LLC yesterday
Omnia Family Wealth, LLC yesterday
New World Advisors LLC yesterday
Inman Jager Wealth Management, LLC yesterday
TigerOak Management, L.L.C. yesterday
White Pine Investment CO yesterday
CVFG LLC yesterday
Tyche Wealth Partners LLC yesterday
Arlington Partners LLC yesterday
FFG Partners, LLC yesterday
SAYBROOK CAPITAL |NC yesterday
HBK Sorce Advisory LLC yesterday
Sylvest Advisors, LLC yesterday
Pinnacle Bancorp, Inc. yesterday
Alpha Financial Advisors, LLC yesterday
Ferguson Shapiro LLC yesterday
Golden State Wealth Management, LLC yesterday
Financial Guidance Group, Inc. yesterday
GENESIS PRIVATE WEALTH, LLC yesterday
SHAKER INVESTMENTS LLC|OH yesterday
Spectrum Investment Advisors, Inc. yesterday
Sage Investment Counsel LLC yesterday
Gimbal Financial yesterday
MOUNT VERNON ASSOCIATES INC |MD| yesterday
B.O.S.S. Retirement Advisors, LLC yesterday
Independent Solutions Wealth Management, LLC yesterday
PMV Capital Advisers, LLC yesterday
Spire Wealth Management yesterday
Timonier Family Office, LTD. yesterday
waypoint wealth counsel yesterday
BESSEMER GROUP INC yesterday
Corundum Group, Inc. yesterday
First Pacific Financial yesterday
Aurora Private Wealth, Inc. yesterday
Williams Financial, LLC yesterday
Northland Capital Management LLC yesterday
OLYMPUS WEALTH MANAGEMENT, LLC yesterday
Kellett Wealth Advisors, LLC yesterday
MOKAN Wealth Management Inc. yesterday
DORVAL Corp yesterday
Saxony Capital Management, LLC yesterday
JCIC Asset Management Inc. yesterday
Berkshire Money Management, Inc. yesterday
MATTERN CAPITAL MANAGEMENT, LLC yesterday
Riverbend Wealth Management, LLC yesterday

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Dec 31, 2024

Rank
Fund
Est. % Return
# of Holdings
Est. Stock AUM (USD)

Loading Fund Data...

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

Loading Graph...