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Institutional Holdings Dashboard

Last Updated: 4 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
Cascade Investment Advisors, Inc. yesterday
Kintegral Advisory, LLC yesterday
Endowment Wealth Management, Inc. yesterday
Westchester Capital Management, Inc. yesterday
Delaney Dennis R yesterday
Japan Post Holdings Co., Ltd. yesterday
NorthRock Partners, LLC yesterday
Priebe Wealth Holdings LLC yesterday
Penbrook Management LLC yesterday
Verdence Capital Advisors LLC yesterday
Avalon Ventures Management, LLC yesterday
Atria Wealth Solutions, Inc. yesterday
Envestnet Portfolio Solutions, Inc. yesterday
Heartland Bank & Trust Co yesterday
OREGON PUBLIC EMPLOYEES RETIREMENT FUND yesterday
Concord Asset Management, LLC|VA yesterday
Wealth Architects, LLC yesterday
RoundAngle Advisors LLC yesterday
FIDELIS iM, LLC yesterday
Astoria Portfolio Advisors LLC. yesterday
Concord Wealth Partners yesterday
Sequoia Financial Advisors, LLC yesterday
Total Clarity Wealth Management, Inc. yesterday
Courage Miller Partners, LLC yesterday
Vest Financial, LLC yesterday
YOUSIF CAPITAL MANAGEMENT, LLC yesterday
Riverpoint Wealth Management Holdings, LLC yesterday
Parker Financial LLC yesterday
MONTRUSCO BOLTON INVESTMENTS INC. yesterday
PZENA INVESTMENT MANAGEMENT LLC yesterday
INTEGRATED CAPITAL MANAGEMENT, INC. yesterday
M.E. ALLISON & CO., INC. yesterday
St. Louis Trust Co yesterday
Kellett Wealth Advisors, LLC yesterday
Community Bank, N.A. yesterday
Northwest Capital Management Inc yesterday
Defender Capital, LLC. yesterday
Cypress Capital Group yesterday
Emeth Value Capital, LLC yesterday
Wells Financial Advisors INC yesterday
Leith Wheeler Investment Counsel Ltd. yesterday
Stephens Consulting, LLC yesterday
Bill Few Associates, Inc. yesterday
Dynamic Financial Group yesterday
Gordian Advisors LLC yesterday
GRIFFIN ASSET MANAGEMENT, INC. yesterday
Pegasus Asset Management, Inc. yesterday
MGO ONE SEVEN LLC yesterday
ONE Advisory Partners, LLC yesterday
Welch Group, LLC yesterday
SW Investment Management LLC yesterday
PRESILIUM PRIVATE WEALTH, LLC yesterday
Pathway Financial Advisors LLC yesterday
Stack Financial Management, Inc yesterday
MITCHELL CAPITAL MANAGEMENT CO yesterday
Ellis Investment Partners, LLC yesterday
Joel Adams & Associates, Inc. yesterday
Genesee Capital Advisors, LLC yesterday
Index Fund Advisors, Inc. yesterday
M3 Advisory Group, LLC yesterday
McNamara Financial Services, Inc. yesterday
YARGER WEALTH STRATEGIES, LLC yesterday
Sharp Financial Services, LLC yesterday
Bull Street Advisors, LLC yesterday
RETIREMENT PLANNING GROUP, LLC | NY yesterday
LIBRA WEALTH LLC yesterday
G2 CAPITAL MANAGEMENT, LLC | OH yesterday
Clarendon Private LLC yesterday
CCG WEALTH MANAGEMENT, LLC yesterday
GW HENSSLER & ASSOCIATES LTD yesterday
Alpha Financial Partners, LLC yesterday
ACORN CREEK CAPITAL LLC yesterday
MITCHELL SINKLER & STARR|PA yesterday
Ruedi Wealth Management, Inc. yesterday
Lion Street Advisors, LLC yesterday
Charles Schwab Trust Bank yesterday
MOKAN Wealth Management Inc. yesterday
HAZLETT, BURT & WATSON, INC. yesterday
Carbahal Olsen Financial Services Group, LLC yesterday
Allspring Global Investments Holdings, LLC yesterday
RHS Financial, LLC yesterday
Almanack Investment Partners, LLC. yesterday
Alta Advisers Ltd yesterday
Commonwealth Financial Services, LLC yesterday
Maestria Partners LLC yesterday
Valley Brook Capital Group, Inc. yesterday
Pandora Wealth, Inc. yesterday
Landmark Wealth Management, LLC yesterday
WestBridge Capital Management, LLC yesterday
LRI Investments, LLC yesterday
Prostatis Group LLC yesterday
CRITERIA CAIXA, S.A.U. yesterday
Brightwater Advisory LLC yesterday
Legal Advantage Investments, Inc. yesterday
Orca Investment Management, LLC yesterday
Midwest Capital Advisors, LLC yesterday
CWM, LLC yesterday
Transcendent Capital Group LLC yesterday
Quantum Financial Planning Services, Inc. yesterday
SPC Financial, Inc. 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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