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Institutional Holdings Dashboard

Last Updated: 3 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.

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Recent Holdings Disclosures - All Funds

Fund File Date
VALEN PRIVATE CAPITAL, LLC 3 hours ago
ANDERSON HOAGLAND & CO 4 hours ago
Dedeker Financial LLC 4 hours ago
Trademark Financial Management, LLC 4 hours ago
Straight Path Wealth Management 4 hours ago
Financial Management Professionals, Inc. 4 hours ago
Samalin Investment Counsel, LLC 4 hours ago
Centerpoint Advisory Group 4 hours ago
Total Wealth Planning & Management, Inc. 4 hours ago
Revolve Wealth Partners, LLC 4 hours ago
Orange Investment Advisors, Inc. 4 hours ago
Beacon Capital Management, LLC 4 hours ago
Michael Brady & Co., LLC 4 hours ago
BRANDYWINE OAK PRIVATE WEALTH LLC 4 hours ago
L.K. Benson & Company, P.C. 4 hours ago
Summit Place Financial Advisors, LLC 4 hours ago
Leeward Investments, LLC - MA 4 hours ago
Randolph Co Inc 4 hours ago
LEDERER & ASSOCIATES INVESTMENT COUNSEL|CA 4 hours ago
Aurelius Family Office LLC 4 hours ago
Argyle Capital Partners, LLC 4 hours ago
Winter & Associates, Inc. 4 hours ago
EULAV Asset Management 4 hours ago
SFG Wealth Management, LLC. 4 hours ago
Provident Investment Management, Inc. 4 hours ago
Compass Ion Advisors, LLC 4 hours ago
Trueblood Wealth Management, LLC 4 hours ago
Mainsail Financial Group, LLC 4 hours ago
Probity Advisors, Inc. 4 hours ago
GUARDIAN INVESTMENT MANAGEMENT 4 hours ago
AUCTUS ADVISORS LLC 4 hours ago
STEINBERGANNA WEALTH MANAGEMENT 4 hours ago
SWMG, LLC 4 hours ago
VALLEY NATIONAL ADVISERS INC 4 hours ago
Yardley Wealth Management LLC 4 hours ago
Wolff Financial Management LLC 4 hours ago
Radnor Capital Management, LLC 4 hours ago
Meridian Financial Partners LLC 4 hours ago
Integrated Capital Management, LLC 4 hours ago
INVESTED ADVISORS 4 hours ago
Code Waechter LLC 4 hours ago
Bernardo Wealth Planning LLC 4 hours ago
DIXON FNANCIAL SERVICES, INC. 4 hours ago
Robeco Schweiz AG 4 hours ago
MN Wealth Advisors, LLC 4 hours ago
Sensenig Capital Advisors, Inc 4 hours ago
Tarbox Family Office, Inc. 5 hours ago
Richardson Capital Management LLC 5 hours ago
Community Bank of Raymore 5 hours ago
Brucke Financial, Inc. 5 hours ago
Atlas Private Wealth Advisors 5 hours ago
NORRIS PERNE & FRENCH LLP|MI 5 hours ago
Canaan Partners XI LLC 5 hours ago
SIGNATUREFD, LLC 5 hours ago
BG Investment Services, LLC 5 hours ago
Corecam Pte. Ltd. 5 hours ago
ORBA Wealth Advisors, L.L.C. 5 hours ago
Morton Capital Management LLC|CA 5 hours ago
Forbes Financial Planning, Inc. 5 hours ago
Bond & Devick Financial Network, Inc. 5 hours ago
McGuire Investment Group, LLC 5 hours ago
Evanson Financial, LLC 5 hours ago
CITIZENS FINANCIAL GROUP INC|RI 5 hours ago
Royal Palms Capital LLC 5 hours ago
IRON Financial LLC 5 hours ago
Paladin Wealth, LLC 5 hours ago
FIRST INTERSTATE BANK 5 hours ago
NJ State Employees Deferred Compensation Plan 5 hours ago
KINGSWOOD WEALTH ADVISORS, LLC 6 hours ago
ADG Wealth Management Group, LLC 6 hours ago
Sigma Planning Corp 6 hours ago
FINANCIAL ADVISORY PARTNERS, LLC 6 hours ago
Bright Futures Wealth Management, LLC. 6 hours ago
Helium Advisors LLC 6 hours ago
Pullen Investment Management, LLC 6 hours ago
LTS Liquid Investments LLC 6 hours ago
Slow Capital, Inc. 6 hours ago
BRC-Global BAH Investments Ltd. 6 hours ago
Leeward Financial Partners, LLC 6 hours ago
Hedeker Wealth, LLC 6 hours ago
Nadler Financial Group, Inc. 6 hours ago
Purewater Capital LLC 6 hours ago
Bradley & Co. Private Wealth Management, LLC 6 hours ago
Level Wealth Management LLC 6 hours ago
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP|MA 6 hours ago
Holos Integrated Wealth LLC 6 hours ago
Marest Capital, LLC 6 hours ago
Fee-Only Financial Planning, L.C. 6 hours ago
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP 6 hours ago
Townsend & Associates, Inc 7 hours ago
Access Investment Management LLC 7 hours ago
Aries Wealth Management 7 hours ago
Tower View Wealth Management LLC 7 hours ago
Morton Brown Family Wealth, LLC 7 hours ago
Live Oak Investment Partners 7 hours ago
Hilton Head Capital Partners, LLC 7 hours ago
Capelight Capital Asset Management LP 7 hours ago
Alpha Omega Wealth Management LLC 7 hours ago
Malaga Cove Capital, LLC 7 hours ago
TSFG, LLC 7 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.