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Institutional Holdings Dashboard

Last Updated: 2 days, 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. July 25, 2025
Kintegral Advisory, LLC July 25, 2025
Endowment Wealth Management, Inc. July 25, 2025
Westchester Capital Management, Inc. July 25, 2025
Delaney Dennis R July 25, 2025
Japan Post Holdings Co., Ltd. July 25, 2025
NorthRock Partners, LLC July 25, 2025
Priebe Wealth Holdings LLC July 25, 2025
Penbrook Management LLC July 25, 2025
Verdence Capital Advisors LLC July 25, 2025
Avalon Ventures Management, LLC July 25, 2025
Atria Wealth Solutions, Inc. July 25, 2025
Envestnet Portfolio Solutions, Inc. July 25, 2025
Heartland Bank & Trust Co July 25, 2025
OREGON PUBLIC EMPLOYEES RETIREMENT FUND July 25, 2025
Concord Asset Management, LLC|VA July 25, 2025
Wealth Architects, LLC July 25, 2025
RoundAngle Advisors LLC July 25, 2025
FIDELIS iM, LLC July 25, 2025
Astoria Portfolio Advisors LLC. July 25, 2025
Concord Wealth Partners July 25, 2025
Sequoia Financial Advisors, LLC July 25, 2025
Total Clarity Wealth Management, Inc. July 25, 2025
Courage Miller Partners, LLC July 25, 2025
Vest Financial, LLC July 25, 2025
YOUSIF CAPITAL MANAGEMENT, LLC July 25, 2025
Riverpoint Wealth Management Holdings, LLC July 25, 2025
Parker Financial LLC July 25, 2025
MONTRUSCO BOLTON INVESTMENTS INC. July 25, 2025
PZENA INVESTMENT MANAGEMENT LLC July 25, 2025
INTEGRATED CAPITAL MANAGEMENT, INC. July 25, 2025
M.E. ALLISON & CO., INC. July 25, 2025
St. Louis Trust Co July 25, 2025
Kellett Wealth Advisors, LLC July 25, 2025
Community Bank, N.A. July 25, 2025
Northwest Capital Management Inc July 25, 2025
Defender Capital, LLC. July 25, 2025
Cypress Capital Group July 25, 2025
Emeth Value Capital, LLC July 25, 2025
Wells Financial Advisors INC July 25, 2025
Leith Wheeler Investment Counsel Ltd. July 25, 2025
Stephens Consulting, LLC July 25, 2025
Bill Few Associates, Inc. July 25, 2025
Dynamic Financial Group July 25, 2025
Gordian Advisors LLC July 25, 2025
GRIFFIN ASSET MANAGEMENT, INC. July 25, 2025
Pegasus Asset Management, Inc. July 25, 2025
MGO ONE SEVEN LLC July 25, 2025
ONE Advisory Partners, LLC July 25, 2025
Welch Group, LLC July 25, 2025
SW Investment Management LLC July 25, 2025
PRESILIUM PRIVATE WEALTH, LLC July 25, 2025
Pathway Financial Advisors LLC July 25, 2025
Stack Financial Management, Inc July 25, 2025
MITCHELL CAPITAL MANAGEMENT CO July 25, 2025
Ellis Investment Partners, LLC July 25, 2025
Joel Adams & Associates, Inc. July 25, 2025
Genesee Capital Advisors, LLC July 25, 2025
Index Fund Advisors, Inc. July 25, 2025
M3 Advisory Group, LLC July 25, 2025
McNamara Financial Services, Inc. July 25, 2025
YARGER WEALTH STRATEGIES, LLC July 25, 2025
Sharp Financial Services, LLC July 25, 2025
Bull Street Advisors, LLC July 25, 2025
RETIREMENT PLANNING GROUP, LLC | NY July 25, 2025
LIBRA WEALTH LLC July 25, 2025
G2 CAPITAL MANAGEMENT, LLC | OH July 25, 2025
Clarendon Private LLC July 25, 2025
CCG WEALTH MANAGEMENT, LLC July 25, 2025
GW HENSSLER & ASSOCIATES LTD July 25, 2025
Alpha Financial Partners, LLC July 25, 2025
ACORN CREEK CAPITAL LLC July 25, 2025
MITCHELL SINKLER & STARR|PA July 25, 2025
Ruedi Wealth Management, Inc. July 25, 2025
Lion Street Advisors, LLC July 25, 2025
Charles Schwab Trust Bank July 25, 2025
MOKAN Wealth Management Inc. July 25, 2025
HAZLETT, BURT & WATSON, INC. July 25, 2025
Carbahal Olsen Financial Services Group, LLC July 25, 2025
Allspring Global Investments Holdings, LLC July 25, 2025
RHS Financial, LLC July 25, 2025
Almanack Investment Partners, LLC. July 25, 2025
Alta Advisers Ltd July 25, 2025
Commonwealth Financial Services, LLC July 25, 2025
Maestria Partners LLC July 25, 2025
Valley Brook Capital Group, Inc. July 25, 2025
Pandora Wealth, Inc. July 25, 2025
Landmark Wealth Management, LLC July 25, 2025
WestBridge Capital Management, LLC July 25, 2025
LRI Investments, LLC July 25, 2025
Prostatis Group LLC July 25, 2025
CRITERIA CAIXA, S.A.U. July 25, 2025
Brightwater Advisory LLC July 25, 2025
Legal Advantage Investments, Inc. July 25, 2025
Orca Investment Management, LLC July 25, 2025
Midwest Capital Advisors, LLC July 25, 2025
CWM, LLC July 25, 2025
Transcendent Capital Group LLC July 25, 2025
Quantum Financial Planning Services, Inc. July 25, 2025
SPC Financial, Inc. July 25, 2025

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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