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Institutional Holdings Dashboard

Last Updated: 29 minutes 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
Sumitomo Mitsui DS Asset Management Company, Ltd today
GCQ FUNDS MANAGEMENT PTY Ltd today
QUARRY HILL ADVISORS, LLC April 26, 2025
Lansing Street Advisors April 25, 2025
Von Berge Wealth Management Group, LLC April 25, 2025
Clear Creek Financial Management, LLC April 25, 2025
Dean, Jacobson Financial Services, LLC April 25, 2025
CIDEL ASSET MANAGEMENT INC April 25, 2025
Sterling Group Wealth Management, LLC April 25, 2025
LINCOLN CAPITAL CORP April 25, 2025
RoundAngle Advisors LLC April 25, 2025
Hapanowicz & Associates Financial Services, Inc April 25, 2025
Impact Investors, Inc April 25, 2025
Smith Group Asset Management, LLC April 25, 2025
BLB&B Advisors, LLC April 25, 2025
Ledgewood Wealth Advisors, LLC April 25, 2025
GUARDIAN INVESTMENT MANAGEMENT April 25, 2025
Elevate Capital Advisors, LLC April 25, 2025
WT Asset Management Ltd April 25, 2025
BetterWealth, LLC April 25, 2025
RKL Wealth Management LLC April 25, 2025
Vontobel Holding Ltd. April 25, 2025
ROVIN CAPITAL |UT| |ADV April 25, 2025
Astoria Portfolio Advisors LLC. April 25, 2025
Salomon & Ludwin, LLC April 25, 2025
ABLE Financial Group, LLC April 25, 2025
Longview Financial Advisors, Inc. April 25, 2025
Fort Vancouver Investment Management, LLC April 25, 2025
MATHER GROUP, LLC. April 25, 2025
KIECKHEFER GROUP LLC April 25, 2025
Heritage Investment Group, Inc. April 25, 2025
Family Capital Trust Co April 25, 2025
WEST BANCORPORATION INC April 25, 2025
JNBA Financial Advisors April 25, 2025
Kampmann Melissa S. April 25, 2025
Oceanside Advisors LLC April 25, 2025
Alta Advisers Ltd April 25, 2025
Pine Brook Road Advisors, L.P. April 25, 2025
LODESTAR PRIVATE ASSET MANAGEMENT LLC April 25, 2025
EnRich Financial Partners LLC April 25, 2025
Hixon Zuercher, LLC April 25, 2025
SAGE ADVISORS, LLC April 25, 2025
Unified Investment Management April 25, 2025
Smith Salley Wealth Management April 25, 2025
SAXON INTERESTS, INC. April 25, 2025
Barnes Dennig Private Wealth Management LLC April 25, 2025
Riverstone Advisors, LLC April 25, 2025
Keystone Financial Services, LLC April 25, 2025
LIBRA WEALTH LLC April 25, 2025
DSG Capital Advisors, LLC April 25, 2025
Beaton Management Co. Inc. April 25, 2025
Richardson Capital Management LLC April 25, 2025
Red Tortoise LLC April 25, 2025
Koshinski Asset Management, Inc. April 25, 2025
Altus Wealth Group LLC April 25, 2025
RedJay Asset Management Inc. April 25, 2025
Farmers & Merchants Trust Co of Chambersburg PA April 25, 2025
Kennon-Green & Company, LLC April 25, 2025
Cypress Capital, LLC April 25, 2025
Benchmark Financial Wealth Advisors, LLC April 25, 2025
Deseret Mutual Benefit Administrators April 25, 2025
Smallwood Wealth Investment Management, LLC April 25, 2025
ADVISORS MANAGEMENT GROUP INC |ADV April 25, 2025
CHURCHILL MANAGEMENT Corp April 25, 2025
New Millennium Group LLC April 25, 2025
Ironwood Wealth Management, LLC. April 25, 2025
Tevis Investment Management April 25, 2025
Prairiewood Capital, LLC April 25, 2025
J.Safra Asset Management Corp April 25, 2025
HILLMAN CO April 25, 2025
Morton Brown Family Wealth, LLC April 25, 2025
K2 Financial Inc. April 25, 2025
G&S Capital LLC April 25, 2025
Essex LLC April 25, 2025
Franklin, Parlapiano, Turner & Welch, LLC April 25, 2025
Townsend & Associates, Inc April 25, 2025
Red Door Wealth Management, LLC April 25, 2025
IMPACTfolio, LLC April 25, 2025
Rochester Wealth Strategies, LLC April 25, 2025
SPINNAKER TRUST April 25, 2025
ENZI WEALTH April 25, 2025
Yardley Wealth Management LLC April 25, 2025
New Perspectives, Inc April 25, 2025
Intelligence Driven Advisers, LLC April 25, 2025
CMG Global Holdings, LLC April 25, 2025
First Fiduciary Investment Counsel, Inc. April 25, 2025
PEREGRINE CAPITAL MANAGEMENT LLC April 25, 2025
Insight Inv LLC April 25, 2025
MorganRosel Wealth Management, LLC April 25, 2025
Taylor Frigon Capital Management LLC April 25, 2025
Powers Capital, LLC April 25, 2025
Arbor Investment Advisors, LLC April 25, 2025
MidAtlantic Capital Management, Inc. April 25, 2025
RED CEDAR INVESTMENT MANAGEMENT, LLC April 25, 2025
CANANDAIGUA NATIONAL BANK & TRUST CO April 25, 2025
DiNuzzo Private Wealth, Inc. April 25, 2025
VALLEY NATIONAL ADVISERS INC April 25, 2025
Custos Family Office, LLC April 25, 2025
Canandaigua National Trust Co of Florida April 25, 2025
Socha Financial Group, LLC April 25, 2025

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)

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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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