Automation and data is changing the investment landscape.
Super-charge your investment analysis with:
- Notifications when a fund files a new 13F-HR filing
- Data going back as far as 2004
- Charts showing how positions have changed over time
- Downloadable spreadsheets for further analysis
Popular Funds
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- Renaissance Technologies
- Point72 Asset Management
- Greenlight Capital
- Oaktree Capital Management
- Paulson & Co
- Zebra Capital Management
- Bill & Melinda Gates Foundation Trust
- Citadel Advisors
- Pershing Square Capital Management
- Appaloosa
- Tiger Management
- Soros Capital Management
- Susquehanna International Group
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Recently Updated Funds
July 14, 2025 Filings
- Hoey Investments
- Abacus Planning Group
- Occidental Asset Management
- CHICAGO TRUST Co NA
- E&G Advisors
- Opal Wealth Advisors
- Avalon Advisory Group
- Buttonwood Financial Group
- Counterpoint Mutual Funds
- Wealth Advisory Solutions
- Argent Capital Management
- Seek First
- Steigerwald, Gordon & Koch
- Crew Capital Management
- Farmers Trust
- Leonard Rickey Investment Advisors P
- McMahon Financial Advisors
- Argentarii
- Gries Financial
- Baring Financial
- Golden State Equity Partners
- Cherrydale Wealth Management
- Brady Martz Wealth Solutions
- Lederer & Associates Investment Counsel
- CRA Financial Services
- Oliver Luxxe Assets
- Founders Capital Management
- CJM Wealth Advisers
- Arlington Partners
- Chris Bulman
- Conrad Siegel Investment Advisors
- IronOak Wealth
- Financial Harvest
- Harrington Investments
- Armstrong Advisory Group
- Kfg Wealth Management
- Friday Financial
- Caitlin John
- McGlone Suttner Wealth Management
- Northland Capital Management
- Stapp Wealth Management, P
- Acropolis Investment Management
- R.H. Dinel Investment Counsel
- LaFleur & Godfrey
- Sentinel Pension Advisors
- BlueSky Wealth Advisors
- Lee-Kelleher Wealth Management
- S.A. Mason
- Gridiron Partners
- Ridgewood Investments
- Clear Harbor Asset Management
- Financial Enhancement
- Buska Wealth Management
- Mechanics Bank Trust Department / The Mechanics Bank
- Kapitalo Investimentos
- Seascape Capital Management
- BetterWealth
- Seed Wealth Management
- Salvus Wealth Management
- MY Wealth Management
- Foster Group
- Capital CS Group
- Nepsis Capital Management
- Chapin Davis
- GAMMA Investing
- Apex Investment Services
- Scharf Investments
- Proathlete Wealth Management
- Infinity Wealth Counsel
- Cushing MLP Asset Management
- Rooted Wealth Advisors
- Parkshore Wealth Management
- Pacifica Partners
- Kieckhefer Group
- Lewis Asset Management
- Signature Securities Group Corporation
- Clayton Financial Group
- Toth Financial Advisory Corporation
- AdvisorNet Financial
- Savior
- Legacy Capital Group California
- Painted Porch Advisors
- Financial Advisory Partners
- Lighthouse Wealth Management
- Cobblestone Asset Management
- Narus Financial Partners
- Main Line Retirement Advisors
- Chico Wealth RIA
- U.S. Capital Wealth Advisors
- Sweeney & Michel
- LCM Capital Management
- Farmers & Merchants Investment
- Harbor Group
- Edge Wealth Management
- Abacus Wealth Partners
- Enzi Wealth
- WestEnd Capital Management
- RJA Asset Management
- Foundation Resource Management
- Masso Torrence Wealth Management
- Iams Wealth Management
- Whitener Capital Management
- Bank & Trust
- Maryland Capital Advisors
- ABLE Financial Group
- Strategic Planning Group
- Lakeshore Financial Planning
- Strategic Planning
- Lateef Investment Management
- Southland Equity Partners
- Abound Wealth Management
- Border to Coast Pensions Partnership
- Cathy Pareto & Associates
- Palacios Wealth Management
- AI Financial Services
- Clio Asset Management
- Capstone Wealth Management
- Park Avenue Securities
- Shearwater Capital
- Sterling Group Wealth Management
- Sound Stewardship
- Avanza Fonder AB
- HealthInvest Partners AB
- Matrix Trust
- Sellwood Investment Partners
- Sowell Financial Services
- UMA Financial Services
July 11, 2025 Filings
- Bouvel Investment Partners
- Colorado Capital Management
- Ullmann Financial
- Scott Capital Advisors
- Baugh & Associates
- Oak Asset Management
- Compass Ion Advisors
- Lincoln Capital
- Halter Ferguson Financial
- Westfuller Advisors
- Wolfstich Capital
- Quad-Cities Investment Group
- Enhancing Capital
- Vanguard Capital Wealth Advisors
- Petredis Investment Advisors
- Annex Advisory Services, LLC, d/b/a Annex Wealth Management
- Wealth Management Partners
- Skyline Advisors
- Prosperity Planning
- Arthur M. Cohen & Associates
- Walter Public Investments
- Bond & Devick Financial Network
- Congress Park Capital
- Arrow Investment Advisors
- Quantum Financial Advisors
- Mitchell & Pahl Private Wealth
- Trinity Wealth Management
- Sprinkle Financial Consultants
- Profit Investment Management
- Coastwise Capital Group
- BTC Capital Management
- Orrstown Financial Services
- Williams Financial
- TrimTabs Asset Management
- Grant Private Wealth Management
- Ridgeline Wealth
- Scratch Capital
- Meriwether Wealth & Planning
- Hilltop Wealth Advisors
- First PREMIER Bank
- TTP Investments
- Fruth Investment Management
- Kure Advisory
- Physician Wealth Solutions
- Mallini Complete Financial Planning
- Capital Advantage
- Kaufman Rossin Wealth
- Cardinal Capital Management
- Deane Retirement Strategies
- Quadratic Capital Management
- Farther Finance Advisors
- WEDGE Capital Management L
- Great Waters Wealth Management
- Osher Van de Voorde Investment Management
- Busey Trust Company
- Silver Oak Securities
- Weatherly Asset Management
- WealthBridge Investment Counsel
- Kaydan Wealth Management
- Spence Asset Management
- Walker Financial Services
- CX Institutional
- Harbour Capital Advisors
- Windsor Capital Management
- Umb Bank N A
- Andrews, Lucia Wealth Management
- Afg Fiduciary Services Limited Partnership
- Adirondack Trust
- Myecfo
- Butensky & Cohen Financial Security
- William Howard & Co Financial Advisors
- Bdf-gestion
- Professional Advisory Services
- CMH Wealth Management
- Marshall & Sullivan
- Pinnacle Bank
- Wright Investors' Service
- Eagle Bay Advisors
- Shelton Wealth Management
- Weybosset Research & Management
- Caldwell Sutter Capital
- Bridge Creek Capital Management
- Baker Chad R
- My Legacy Advisors
- Addis & Hill
- Lantz Financial
- Brendel Financial Advisors
- Viking Fund Management
- Spring Capital Management
- LongView Wealth Management
- Global X Japan
- AA Financial Advisors
- Rockwood Wealth Management
- Financial Advisory Corp
- TNB Financial
- Diversified Trust Company
- Assenagon Asset Management
- Bell State Bank and Trust
- Essex Savings Bank
- Financiere des Professionnels - Fonds d,investissement
- Phillips Wealth Planners
- Miller/Howard Investments
- SeaCrest Wealth Management
- OxenFree Capital
- International Private Wealth Advisors
- Luts & Greenleigh Group
- Kapstone Financial Advisors
- Trust Company of Virginia
- Elk River Wealth Management
- Perpetual
- Livforsakringsaktiebolaget Skandia
- Mandatum Life Insurance
- Matthew Goff Investment Advisor
- Kingstone Capital Partners Texas
- IFM Investors Pty
- Mackey Komara & Dankovich
- Cooper Investors Pty
- Coconut Grove Bank
- Sherrill & Hutchins Financial Advisory
- Cypress Financial Planning
- Pioneer Wealth Management Group
July 10, 2025 Filings
- Perkins Coie Trust
- Sterling Financial Group
- Anderson Hoagland & Co
- Kawa Capital Management
- Canoe Financial
- Pachira Investments
- Xiamen Xinweidachuang Investment Partnership
- Cisco Systems
- Sky Investment Group
- White Wing Wealth Management
- Oliver Lagore Vanvalin Investment Group
- Three Seasons Wealth
- Triangle Securities Wealth Management
- McHugh Group
- Piscataqua Savings Bank
- Orgel Wealth Management