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Institutional Holdings Dashboard

Last Updated: 57 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
Bernard Wealth Management Corp. 58 minutes ago
Anderson Financial Strategies, LLC 20 hours ago
Rehmann Capital Advisory Group 20 hours ago
Jackson Wealth Management, LLC 20 hours ago
GILL CAPITAL PARTNERS, LLC 21 hours ago
Ridgepath Capital Management LLC 21 hours ago
Layline Advisors, LLC 22 hours ago
ATX Financial Planning, LLC 23 hours ago
CLIFFORD SWAN INVESTMENT COUNSEL LLC 23 hours ago
American Beacon Advisors, Inc. 1 day ago
Forefront Wealth Partners, LLC 1 day ago
DEPRINCE RACE & ZOLLO INC 1 day, 1 hour ago
Harvest Fund Management Co., Ltd 1 day, 16 hours ago
RESOLUTE WEALTH ADVISOR, INC. 1 day, 20 hours ago
CALIFORNIA FIRST LEASING CORP 1 day, 20 hours ago
Bullish 1 day, 21 hours ago
Sustainable Insight Capital Management, LLC 1 day, 21 hours ago
Bullock Wealth Management Group 2 days ago
BOUSSARD & GAVAUDAN GESTION SAS 2 days, 1 hour ago
Goodwin Investment Advisory 2 days, 2 hours ago
Prosperitas Financial LLC 2 days, 4 hours ago
Madryn Asset Management, LP 2 days, 15 hours ago
Financial Avengers, Inc. 2 days, 16 hours ago
Wilson & Boucher Capital Management, LLC 2 days, 17 hours ago
Vermillion & White Wealth Management Group, LLC 2 days, 17 hours ago
Kingsview Wealth Management, LLC 2 days, 17 hours ago
Fox Hill Wealth Management 2 days, 19 hours ago
Unconventional Investor, LLC 2 days, 19 hours ago
Capasso Planning Partners LLC 2 days, 20 hours ago
TILIA FIDUCIARY PARTNERS, INC. 2 days, 21 hours ago
Sankala Group LLC 2 days, 21 hours ago
CANNELL CAPITAL LLC 2 days, 22 hours ago
Beacon Pointe Advisors, LLC 2 days, 23 hours ago
Henson-Edgewater Management, LLC 3 days ago
Concorde Asset Management, LLC 3 days, 1 hour ago
NORTH STAR ASSET MANAGEMENT INC 3 days, 2 hours ago
Mint Tower Capital Management B.V. 3 days, 3 hours ago
Liontrust Investment Partners LLP 3 days, 3 hours ago
Fulcrum Asset Management LLP 3 days, 5 hours ago
Ratan Capital Management LP 3 days, 6 hours ago
Livforsakringsbolaget Skandia, Omsesidigt 3 days, 7 hours ago
Twin Lakes Capital Management, LLC 3 days, 15 hours ago
MUHLENKAMP & CO INC 3 days, 15 hours ago
Strait & Sound Wealth Management LLC 3 days, 15 hours ago
Rakuten Investment Management, Inc. 3 days, 15 hours ago
RIHO Partners, LLC 3 days, 16 hours ago
RB Capital Management, LLC 3 days, 16 hours ago
Denver PWM, LLC 3 days, 16 hours ago
Orion Capital Management LLC 3 days, 17 hours ago
JDM Financial Group LLC 3 days, 17 hours ago
Leo H. Evart, Inc. 3 days, 17 hours ago
BRIDGER MANAGEMENT, LLC 3 days, 18 hours ago
VY Capital Management Co. Ltd. 3 days, 18 hours ago
THOMAS H LEE PARTNERS LP 3 days, 19 hours ago
Copia Wealth Management 3 days, 19 hours ago
HARBERT FUND ADVISORS, LLC 3 days, 20 hours ago
E-Wealth Partners, LLC 3 days, 20 hours ago
Winning Points Advisors, LLC 3 days, 20 hours ago
BROOKS, MOORE & ASSOCIATES, INC. 3 days, 20 hours ago
WNY Asset Management, LLC 3 days, 21 hours ago
Bank OZK 3 days, 22 hours ago
Hamilton Capital, LLC 3 days, 22 hours ago
Hayek Kallen Investment Management 3 days, 22 hours ago
PSquared Asset Management AG 3 days, 22 hours ago
Windward Management LP 3 days, 22 hours ago
Old North State Trust, LLC 3 days, 22 hours ago
Caitlin John, LLC 3 days, 22 hours ago
Asset Allocation Strategies LLC 3 days, 22 hours ago
Ruggaard & Associates LLC 3 days, 23 hours ago
Equitable Holdings, Inc. 3 days, 23 hours ago
CENTAURUS FINANCIAL, INC. 4 days ago
Reality Financial Planning Services, LLC 4 days ago
LARCH CAPITAL PARTNERS LLC 4 days ago
Integrated Investment Consultants, LLC 4 days ago
Impala Asset Management LLC 4 days, 1 hour ago
Melia Wealth LLC 4 days, 1 hour ago
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 4 days, 1 hour ago
Nalls Sherbakoff Group, LLC 4 days, 1 hour ago
GRAYBILL WEALTH MANAGEMENT, LTD. 4 days, 1 hour ago
HARVEY CAPITAL MANAGEMENT INC 4 days, 2 hours ago
N10 ASSETS, LLC 4 days, 2 hours ago
FORMULA GROWTH LTD 4 days, 3 hours ago
Coastal Bridge Advisors, LLC 4 days, 3 hours ago
Jefferies Financial Group Inc. 4 days, 3 hours ago
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 4 days, 3 hours ago
MASTERINVEST Kapitalanlage GmbH 4 days, 3 hours ago
CAPSTONE INVESTMENT ADVISORS, LLC 4 days, 4 hours ago
LITTLEJOHN & CO LLC 4 days, 4 hours ago
AtlasMark Financial, Inc 4 days, 4 hours ago
Triton Financial Group Inc 4 days, 4 hours ago
ALTAROCK PARTNERS LP 4 days, 6 hours ago
Hauser Brothers GmbH 4 days, 7 hours ago
Stonehage Fleming Financial Services Holdings Ltd 4 days, 7 hours ago
Blue Edge Capital, LLC 6 days, 15 hours ago
Jacobs Equity LLC 6 days, 15 hours ago
EIG Asset Management, LLC 6 days, 15 hours ago
Almitas Capital LLC 6 days, 16 hours ago
Ma Investment Partnership, LP 6 days, 16 hours ago
Council Ring Capital, LLC 6 days, 16 hours ago
FAYEZ SAROFIM & CO 6 days, 16 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)

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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.