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Institutional Holdings Dashboard

Last Updated: 3 days, 14 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.

Access via API

Recent Holdings Disclosures - All Funds

Fund File Date
Parkside Financial Bank & Trust 3 days, 14 hours ago
Nordflint Capital Partners Fondsmaeglerselskab A|S 3 days, 19 hours ago
RWC ASSET ADVISORS (US) LLC 4 days, 8 hours ago
Cygnus Capital Advisors, LLC 5 days, 5 hours ago
MLG Wealth Management DBA Pine Grove Financial Group 5 days, 11 hours ago
CAPITAL & PLANNING, LLC 5 days, 14 hours ago
Range Advisory, LLC 5 days, 16 hours ago
Kinetic Wealth Investment Advisors LLC 5 days, 16 hours ago
Infini Capital Management Ltd 5 days, 17 hours ago
BROWN, LISLE|CUMMINGS, INC. 6 days, 7 hours ago
Planning Project LLC 6 days, 11 hours ago
Parrish Capital LLC 6 days, 14 hours ago
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 6 days, 18 hours ago
Alternative Investment Advisors, LLC. 1 week ago
K5 Global Advisor LLC 1 week, 4 days ago
OPTIMIZE FINANCIAL INC. 1 week, 4 days ago
TUCKER ASSET MANAGEMENT LLC 1 week, 4 days ago
Formuepleje A|S 1 week, 4 days ago
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1 week, 5 days ago
Schulz Wealth, LTD. 1 week, 5 days ago
AFFINITY WEALTH LLC 1 week, 5 days ago
Principia Wealth Advisory, LLC 1 week, 5 days ago
Brown Financial Advisors 1 week, 5 days ago
AMERICAN SECURITIES LLC 1 week, 5 days ago
Kirkwood Financial Services 1 week, 6 days ago
January Capital Advisors LLC 1 week, 6 days ago
Advus Financial Partners, LLC 1 week, 6 days ago
Absolute Gestao de Investimentos Ltda. 1 week, 6 days ago
Groupe la Francaise 1 week, 6 days ago
Financial Insights, Inc. 2 weeks ago
Vancity Investment Management Ltd 2 weeks ago
CARLSON FINANCIAL, INC. 2 weeks ago
Strategic Financial Services, Inc. 2 weeks ago
Serenity Investment Advisors 2 weeks ago
CYBER HORNET ETFs LLC 2 weeks ago
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2 weeks, 3 days ago
ASHFORD CAPITAL MANAGEMENT INC 2 weeks, 3 days ago
Harbor Spring Capital, LLC 2 weeks, 3 days ago
Delaney Dennis R 2 weeks, 3 days ago
Kidder Stephen W 2 weeks, 3 days ago
Envision Financial Transparency, LLC 2 weeks, 3 days ago
Bernard Wealth Management Corp. 2 weeks, 3 days ago
Anderson Financial Strategies, LLC 2 weeks, 4 days ago
Rehmann Capital Advisory Group 2 weeks, 4 days ago
Jackson Wealth Management, LLC 2 weeks, 4 days ago
GILL CAPITAL PARTNERS, LLC 2 weeks, 4 days ago
Ridgepath Capital Management LLC 2 weeks, 4 days ago
ATX Financial Planning, LLC 2 weeks, 4 days ago
CLIFFORD SWAN INVESTMENT COUNSEL LLC 2 weeks, 4 days ago
American Beacon Advisors, Inc. 2 weeks, 4 days ago
Forefront Wealth Partners, LLC 2 weeks, 4 days ago
DEPRINCE RACE & ZOLLO INC 2 weeks, 4 days ago
Harvest Fund Management Co., Ltd 2 weeks, 5 days ago
RESOLUTE WEALTH ADVISOR, INC. 2 weeks, 5 days ago
CALIFORNIA FIRST LEASING CORP 2 weeks, 5 days ago
Bullish 2 weeks, 5 days ago
Sustainable Insight Capital Management, LLC 2 weeks, 5 days ago
Bullock Wealth Management Group 2 weeks, 5 days ago
BOUSSARD & GAVAUDAN GESTION SAS 2 weeks, 5 days ago
Goodwin Investment Advisory 2 weeks, 5 days ago
Prosperitas Financial LLC 2 weeks, 5 days ago
Madryn Asset Management, LP 2 weeks, 6 days ago
Financial Avengers, Inc. 2 weeks, 6 days ago
Wilson & Boucher Capital Management, LLC 2 weeks, 6 days ago
Vermillion & White Wealth Management Group, LLC 2 weeks, 6 days ago
Kingsview Wealth Management, LLC 2 weeks, 6 days ago
Fox Hill Wealth Management 2 weeks, 6 days ago
Unconventional Investor, LLC 2 weeks, 6 days ago
Capasso Planning Partners LLC 2 weeks, 6 days ago
TILIA FIDUCIARY PARTNERS, INC. 2 weeks, 6 days ago
Sankala Group LLC 2 weeks, 6 days ago
CANNELL CAPITAL LLC 2 weeks, 6 days ago
Beacon Pointe Advisors, LLC 2 weeks, 6 days ago
Henson-Edgewater Management, LLC 2 weeks, 6 days ago
Concorde Asset Management, LLC 2 weeks, 6 days ago
NORTH STAR ASSET MANAGEMENT INC 2 weeks, 6 days ago
Mint Tower Capital Management B.V. 2 weeks, 6 days ago
Liontrust Investment Partners LLP 2 weeks, 6 days ago
Fulcrum Asset Management LLP 2 weeks, 6 days ago
Ratan Capital Management LP 2 weeks, 6 days ago
Livforsakringsbolaget Skandia, Omsesidigt 2 weeks, 6 days ago
Twin Lakes Capital Management, LLC 3 weeks ago
MUHLENKAMP & CO INC 3 weeks ago
Strait & Sound Wealth Management LLC 3 weeks ago
Rakuten Investment Management, Inc. 3 weeks ago
RIHO Partners, LLC 3 weeks ago
RB Capital Management, LLC 3 weeks ago
Denver PWM, LLC 3 weeks ago
Orion Capital Management LLC 3 weeks ago
JDM Financial Group LLC 3 weeks ago
Leo H. Evart, Inc. 3 weeks ago
BRIDGER MANAGEMENT, LLC 3 weeks ago
VY Capital Management Co. Ltd. 3 weeks ago
THOMAS H LEE PARTNERS LP 3 weeks ago
Copia Wealth Management 3 weeks ago
HARBERT FUND ADVISORS, LLC 3 weeks ago
E-Wealth Partners, LLC 3 weeks ago
Winning Points Advisors, LLC 3 weeks ago
BROOKS, MOORE & ASSOCIATES, INC. 3 weeks ago
WNY Asset Management, LLC 3 weeks 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)

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

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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.