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Institutional Holdings Dashboard

Last Updated: 22 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
OPTIMAS CAPITAL Ltd 9 hours ago
All-Stars Investment Ltd 9 hours ago
Prudent Man Investment Management, Inc. 9 hours ago
Overlook Investments LP 10 hours ago
Fund Resources Investment Holding Group Co Ltd 10 hours ago
Twin Peaks Capital Ltd 10 hours ago
Eliot Finkel Investment Counsel, LLC 10 hours ago
Funde Sino Life Insurance Co Ltd 10 hours ago
Plancorp, LLC 10 hours ago
May Hill Capital, LLC 10 hours ago
Privium Fund Management B.V. 11 hours ago
Bradyco, Inc. 11 hours ago
Carmel Capital Partners, LLC 11 hours ago
WAYCROSS PARTNERS, LLC 11 hours ago
Phoenix Wealth Advisors 11 hours ago
Keyes, Stange & Wooten Wealth Management, LLC 11 hours ago
DROMS STRAUSS ADVISORS INC |MO| |ADV 11 hours ago
LightSquare Wealth Management, LLC 11 hours ago
Cannon Capital Management, Inc. 11 hours ago
Kingstone Capital Partners Texas, LLC 11 hours ago
ALPS ADVISORS INC 12 hours ago
Ashton Thomas Private Wealth, LLC 12 hours ago
Palatine Hill Wealth Management, LLC 12 hours ago
MSH Capital Advisors LLC 12 hours ago
S&A Financial Services, Inc. 12 hours ago
Destiny Capital Corp|CO 12 hours ago
Asset Dedication, LLC 12 hours ago
United Advisor Group, LLC 12 hours ago
Summit Investment Advisory Services, LLC 13 hours ago
Principle Wealth Partners LLC 13 hours ago
POSTROCK PARTNERS LLC 13 hours ago
MilWealth Group LLC 13 hours ago
Monte Financial Group, LLC 13 hours ago
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 13 hours ago
KRAEMATON INVESTMENT ADVISORS, INC 13 hours ago
Horizon Wealth Management, LLC 13 hours ago
Kestra Advisory Services, LLC 13 hours ago
Fusion Family Wealth, LLC 13 hours ago
Claro Advisors Inc. 13 hours ago
REAP Financial Group, LLC 13 hours ago
Telos Capital Management, Inc. 13 hours ago
CORA CAPITAL ADVISORS LLC 13 hours ago
Avant Financial Advisors LLC 13 hours ago
Liberty Capital Management, Inc. 13 hours ago
Joel Adams & Associates, Inc. 13 hours ago
Alta Advisers Ltd 13 hours ago
Syverson Strege & Co 13 hours ago
Steele Capital Management, Inc. 13 hours ago
Freemont Management S.A. 14 hours ago
New Dimensions Wealth Management, LLC 14 hours ago
Birchwood Financial Partners, Inc. 14 hours ago
Glaxis Capital Management, LLC 14 hours ago
Legacies Wealth LLC 14 hours ago
Pine Haven Investment Counsel, Inc 14 hours ago
Pekin Hardy Strauss, Inc. 14 hours ago
ACR Alpine Capital Research, LLC 14 hours ago
Orange County Employees Retirement System 14 hours ago
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 14 hours ago
Ullmann Wealth Partners Group, LLC 14 hours ago
Westside Investment Management, Inc. 14 hours ago
Anthracite Investment Company, Inc. 14 hours ago
CenterBook Partners LP 14 hours ago
Canvas Wealth Advisors, LLC 14 hours ago
Bayshore Capital Advisors, LLC 14 hours ago
Asset One Wealth Management LLC 14 hours ago
GENERAL AMERICAN INVESTORS CO INC 14 hours ago
SeedSafe Financial LLC 14 hours ago
Heritage Family Offices, LLP 14 hours ago
Allegiance Financial Group Advisory Services LLC 14 hours ago
Waldron Private Wealth LLC 14 hours ago
Arrow Investment Advisors, LLC 14 hours ago
Calamos Wealth Management LLC 14 hours ago
Calamos Advisors LLC 14 hours ago
Sanders Capital, LLC 14 hours ago
Ariose Capital Management Ltd 14 hours ago
Sharper & Granite LLC 14 hours ago
Financial Council, LLC 14 hours ago
Alamar Capital Management, LLC 14 hours ago
BURKE & HERBERT BANK & TRUST CO 14 hours ago
Revelation Capital Management, LLC 14 hours ago
Amberjack Capital Partners, L.P. 14 hours ago
DAILY JOURNAL CORP 14 hours ago
Providence First Trust Co 14 hours ago
TCG Capital Management, LP 14 hours ago
Golden Bell Financial Planning LLC 15 hours ago
New Jersey Better Educational Savings Trust 15 hours ago
Elevation Wealth Management LLC 15 hours ago
PRINCIPAL FINANCIAL GROUP INC 15 hours ago
Meadow Creek Wealth Advisors LLC 15 hours ago
Spectrum Asset Management, Inc. 15 hours ago
RATIONAL ADVISORS, INC. 15 hours ago
Donoghue Forlines LLC 15 hours ago
CAMDEN NATIONAL BANK 15 hours ago
Employees' Retirement Fund of the City of Fort Worth 15 hours ago
Whitegate Investment Counselors, Inc. 15 hours ago
Mader & Shannon Wealth Management, Inc. 15 hours ago
WestBridge Capital Management, LLC 15 hours ago
Omnitrust Wealth Management, Inc 15 hours ago
PITTENGER & ANDERSON INC 15 hours ago
INNEALTA CAPITAL, LLC 15 hours 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.