Skip to Main Content

Institutional Holdings Dashboard

Last Updated: 8 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
Fort Vancouver Investment Management, LLC yesterday
MATHER GROUP, LLC. yesterday
KIECKHEFER GROUP LLC yesterday
Heritage Investment Group, Inc. yesterday
Family Capital Trust Co yesterday
WEST BANCORPORATION INC yesterday
JNBA Financial Advisors yesterday
Kampmann Melissa S. yesterday
Oceanside Advisors LLC yesterday
Alta Advisers Ltd yesterday
Pine Brook Road Advisors, L.P. yesterday
LODESTAR PRIVATE ASSET MANAGEMENT LLC yesterday
EnRich Financial Partners LLC yesterday
Hixon Zuercher, LLC yesterday
SAGE ADVISORS, LLC yesterday
Unified Investment Management yesterday
Smith Salley Wealth Management yesterday
SAXON INTERESTS, INC. yesterday
Barnes Dennig Private Wealth Management LLC yesterday
Riverstone Advisors, LLC yesterday
Keystone Financial Services, LLC yesterday
LIBRA WEALTH LLC yesterday
DSG Capital Advisors, LLC yesterday
Beaton Management Co. Inc. yesterday
Richardson Capital Management LLC yesterday
Red Tortoise LLC yesterday
Koshinski Asset Management, Inc. yesterday
Altus Wealth Group LLC yesterday
RedJay Asset Management Inc. yesterday
Farmers & Merchants Trust Co of Chambersburg PA yesterday
Kennon-Green & Company, LLC yesterday
Cypress Capital, LLC yesterday
Benchmark Financial Wealth Advisors, LLC yesterday
Deseret Mutual Benefit Administrators yesterday
Smallwood Wealth Investment Management, LLC yesterday
ADVISORS MANAGEMENT GROUP INC |ADV yesterday
CHURCHILL MANAGEMENT Corp yesterday
New Millennium Group LLC yesterday
Ironwood Wealth Management, LLC. yesterday
Tevis Investment Management yesterday
Prairiewood Capital, LLC yesterday
J.Safra Asset Management Corp yesterday
HILLMAN CO yesterday
Morton Brown Family Wealth, LLC yesterday
K2 Financial Inc. yesterday
G&S Capital LLC yesterday
Essex LLC yesterday
Franklin, Parlapiano, Turner & Welch, LLC yesterday
Townsend & Associates, Inc yesterday
Red Door Wealth Management, LLC yesterday
IMPACTfolio, LLC yesterday
Rochester Wealth Strategies, LLC yesterday
SPINNAKER TRUST yesterday
ENZI WEALTH yesterday
Yardley Wealth Management LLC yesterday
New Perspectives, Inc yesterday
Intelligence Driven Advisers, LLC yesterday
CMG Global Holdings, LLC yesterday
First Fiduciary Investment Counsel, Inc. yesterday
PEREGRINE CAPITAL MANAGEMENT LLC yesterday
Insight Inv LLC yesterday
MorganRosel Wealth Management, LLC yesterday
Taylor Frigon Capital Management LLC yesterday
Powers Capital, LLC yesterday
Arbor Investment Advisors, LLC yesterday
MidAtlantic Capital Management, Inc. yesterday
RED CEDAR INVESTMENT MANAGEMENT, LLC yesterday
CANANDAIGUA NATIONAL BANK & TRUST CO yesterday
DiNuzzo Private Wealth, Inc. yesterday
VALLEY NATIONAL ADVISERS INC yesterday
Custos Family Office, LLC yesterday
Canandaigua National Trust Co of Florida yesterday
Socha Financial Group, LLC yesterday
Washington Trust Advisors, Inc. yesterday
Westside Investment Management, Inc. yesterday
WASHINGTON TRUST Co yesterday
Tradewinds Capital Management, LLC yesterday
Nicholson Meyer Capital Management, Inc. yesterday
Nabity-Jensen Investment Management Inc yesterday
Pacific Wealth Strategies Group, Inc. yesterday
Argent Advisors, Inc. yesterday
Dougherty Wealth Advisers LLC yesterday
Perissos Private Wealth Management, LLC yesterday
Jacobsen Capital Management yesterday
Kendall Capital Management yesterday
LifePlan Financial, LLC yesterday
Alken Asset Management Ltd yesterday
Ameritas Advisory Services, LLC yesterday
NEW WAVE WEALTH ADVISORS LLC yesterday
NORTHWEST WEALTH MANAGEMENT, LLC yesterday
IRON Financial LLC yesterday
Sollinda Capital Management LLC yesterday
Cairn Investment Group, Inc. yesterday
FINANCIAL CONSULATE, INC yesterday
Henry James International Management Inc. yesterday
Verity Asset Management, Inc. yesterday
Wise Wealth Partners yesterday
Shilanski & Associates, Inc. yesterday
ALBION FINANCIAL GROUP |UT yesterday
Monument Capital Management 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...