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Institutional Holdings Dashboard

Last Updated: 34 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.

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Recent Holdings Disclosures - All Funds

Fund File Date
AFFINITY WEALTH LLC an hour ago
Principia Wealth Advisory, LLC 2 hours ago
Brown Financial Advisors 4 hours ago
AMERICAN SECURITIES LLC 5 hours ago
Kirkwood Financial Services 23 hours ago
January Capital Advisors LLC 1 day, 2 hours ago
Advus Financial Partners, LLC 1 day, 2 hours ago
Absolute Gestao de Investimentos Ltda. 1 day, 4 hours ago
Groupe la Francaise 1 day, 4 hours ago
Financial Insights, Inc. 1 day, 21 hours ago
Vancity Investment Management Ltd 1 day, 22 hours ago
CARLSON FINANCIAL, INC. 2 days ago
Strategic Financial Services, Inc. 2 days ago
Serenity Investment Advisors 2 days, 1 hour ago
CYBER HORNET ETFs LLC 2 days, 8 hours ago
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 4 days, 20 hours ago
ASHFORD CAPITAL MANAGEMENT INC 4 days, 22 hours ago
Harbor Spring Capital, LLC 4 days, 23 hours ago
Delaney Dennis R 4 days, 23 hours ago
Kidder Stephen W 5 days ago
Envision Financial Transparency, LLC 5 days ago
Bernard Wealth Management Corp. 5 days, 3 hours ago
Anderson Financial Strategies, LLC 5 days, 22 hours ago
Rehmann Capital Advisory Group 5 days, 23 hours ago
Jackson Wealth Management, LLC 5 days, 23 hours ago
GILL CAPITAL PARTNERS, LLC 5 days, 23 hours ago
Ridgepath Capital Management LLC 5 days, 23 hours ago
Layline Advisors, LLC 6 days, 1 hour ago
ATX Financial Planning, LLC 6 days, 2 hours ago
CLIFFORD SWAN INVESTMENT COUNSEL LLC 6 days, 2 hours ago
American Beacon Advisors, Inc. 6 days, 3 hours ago
Forefront Wealth Partners, LLC 6 days, 3 hours ago
DEPRINCE RACE & ZOLLO INC 6 days, 4 hours ago
Harvest Fund Management Co., Ltd 6 days, 18 hours ago
RESOLUTE WEALTH ADVISOR, INC. 6 days, 22 hours ago
CALIFORNIA FIRST LEASING CORP 6 days, 23 hours ago
Bullish 6 days, 23 hours ago
Sustainable Insight Capital Management, LLC 1 week ago
Bullock Wealth Management Group 1 week ago
BOUSSARD & GAVAUDAN GESTION SAS 1 week ago
Goodwin Investment Advisory 1 week ago
Prosperitas Financial LLC 1 week ago
Madryn Asset Management, LP 1 week ago
Financial Avengers, Inc. 1 week ago
Wilson & Boucher Capital Management, LLC 1 week ago
Vermillion & White Wealth Management Group, LLC 1 week ago
Kingsview Wealth Management, LLC 1 week ago
Fox Hill Wealth Management 1 week ago
Unconventional Investor, LLC 1 week ago
Capasso Planning Partners LLC 1 week ago
TILIA FIDUCIARY PARTNERS, INC. 1 week ago
Sankala Group LLC 1 week, 1 day ago
CANNELL CAPITAL LLC 1 week, 1 day ago
Beacon Pointe Advisors, LLC 1 week, 1 day ago
Henson-Edgewater Management, LLC 1 week, 1 day ago
Concorde Asset Management, LLC 1 week, 1 day ago
NORTH STAR ASSET MANAGEMENT INC 1 week, 1 day ago
Mint Tower Capital Management B.V. 1 week, 1 day ago
Liontrust Investment Partners LLP 1 week, 1 day ago
Fulcrum Asset Management LLP 1 week, 1 day ago
Ratan Capital Management LP 1 week, 1 day ago
Livforsakringsbolaget Skandia, Omsesidigt 1 week, 1 day ago
Twin Lakes Capital Management, LLC 1 week, 1 day ago
MUHLENKAMP & CO INC 1 week, 1 day ago
Strait & Sound Wealth Management LLC 1 week, 1 day ago
Rakuten Investment Management, Inc. 1 week, 1 day ago
RIHO Partners, LLC 1 week, 1 day ago
RB Capital Management, LLC 1 week, 1 day ago
Denver PWM, LLC 1 week, 1 day ago
Orion Capital Management LLC 1 week, 1 day ago
JDM Financial Group LLC 1 week, 1 day ago
Leo H. Evart, Inc. 1 week, 1 day ago
BRIDGER MANAGEMENT, LLC 1 week, 1 day ago
VY Capital Management Co. Ltd. 1 week, 1 day ago
THOMAS H LEE PARTNERS LP 1 week, 1 day ago
Copia Wealth Management 1 week, 1 day ago
HARBERT FUND ADVISORS, LLC 1 week, 1 day ago
E-Wealth Partners, LLC 1 week, 1 day ago
Winning Points Advisors, LLC 1 week, 1 day ago
BROOKS, MOORE & ASSOCIATES, INC. 1 week, 1 day ago
WNY Asset Management, LLC 1 week, 1 day ago
Bank OZK 1 week, 2 days ago
Hamilton Capital, LLC 1 week, 2 days ago
Hayek Kallen Investment Management 1 week, 2 days ago
PSquared Asset Management AG 1 week, 2 days ago
Windward Management LP 1 week, 2 days ago
Old North State Trust, LLC 1 week, 2 days ago
Caitlin John, LLC 1 week, 2 days ago
Asset Allocation Strategies LLC 1 week, 2 days ago
Ruggaard & Associates LLC 1 week, 2 days ago
Equitable Holdings, Inc. 1 week, 2 days ago
CENTAURUS FINANCIAL, INC. 1 week, 2 days ago
Reality Financial Planning Services, LLC 1 week, 2 days ago
LARCH CAPITAL PARTNERS LLC 1 week, 2 days ago
Integrated Investment Consultants, LLC 1 week, 2 days ago
Impala Asset Management LLC 1 week, 2 days ago
Melia Wealth LLC 1 week, 2 days ago
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 1 week, 2 days ago
Nalls Sherbakoff Group, LLC 1 week, 2 days ago
GRAYBILL WEALTH MANAGEMENT, LTD. 1 week, 2 days ago

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Jun 30, 2026

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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This data is parsed from SEC filings by Quiver Quantitative. Sign up for the Quiver Quantitative API for access to data on institutional holdings.