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Institutional Holdings Dashboard

Last Updated: 8 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
CoreCap Advisors, LLC 8 hours ago
ATWOOD & PALMER INC 8 hours ago
Kure Advisory, LLC 8 hours ago
ZEVENBERGEN CAPITAL INVESTMENTS LLC 8 hours ago
FENIMORE ASSET MANAGEMENT INC 8 hours ago
Adams Asset Advisors, LLC 8 hours ago
SAPIENT CAPITAL LLC 8 hours ago
Westwind Capital 9 hours ago
BRIGHTON SECURITIES CORP. 9 hours ago
Overbrook Management Corp 9 hours ago
Hiley Hunt Wealth Management 9 hours ago
REX Advisers, LLC 9 hours ago
MTCO Ltd. 9 hours ago
Farther Finance Advisors, LLC 9 hours ago
Robert Bosch GmbH 9 hours ago
Meadowbrook Wealth Management, LLC 9 hours ago
Invariant Investment Management 9 hours ago
Conrad Siegel Investment Advisors, Inc. 9 hours ago
Hamilton Capital, LLC 9 hours ago
Independence Financial Advisors, LLC 10 hours ago
BONNESS ENTERPRISES INC 10 hours ago
Davis Capital Management 10 hours ago
Factor Wealth Management LTD 10 hours ago
Financial Enhancement Group LLC 10 hours ago
Green Alpha Advisors, LLC 11 hours ago
ZynergyRetirementPlanningLLC 11 hours ago
Horrell Capital Management, Inc. 11 hours ago
Wisconsin Wealth Advisors, LLC 11 hours ago
PROFESSIONAL ADVISORY SERVICES INC 11 hours ago
Midwest Financial Partners Investments, Inc. 11 hours ago
Two Creeks Capital Management, LP 12 hours ago
Bell Asset Management Ltd 12 hours ago
Grove Bank & Trust 12 hours ago
Galvin, Gaustad & Stein, LLC 12 hours ago
Dorato Capital Management 12 hours ago
GAMMA Investing LLC 12 hours ago
Allen Mooney & Barnes Investment Advisors LLC 13 hours ago
TOTH FINANCIAL ADVISORY CORP 13 hours ago
Kessler Investment Group, LLC 13 hours ago
Whalen Wealth Management Inc. 13 hours ago
Kaydan Wealth Management, Inc. 14 hours ago
New Covenant Trust Company, N.A. 14 hours ago
Quintet Private Bank (Europe) S.A. 14 hours ago
Everhart Financial Group, Inc. 15 hours ago
Gradient Investments LLC 15 hours ago
Avidian Wealth Enterprises, LLC 15 hours ago
Nipun Capital, L.P. 15 hours ago
Ebert Capital Management Inc. 15 hours ago
Valeo Financial Advisors, LLC 15 hours ago
Strategic Financial Group, LLC 15 hours ago
Leverty Financial Group, LLC 15 hours ago
Veracity Capital LLC 15 hours ago
VISTA INVESTMENT PARTNERS LLC 15 hours ago
BURR FINANCIAL SERVICES, LLC 15 hours ago
Plan A Wealth LLC 15 hours ago
LWM ADVISORS INC 15 hours ago
Gridiron Partners, LLC 15 hours ago
Tactive Advisors, LLC 15 hours ago
Peterson Wealth Advisors, LLC 15 hours ago
Dickmeyer Boyce Financial Management, Inc. 15 hours ago
Aletheian Wealth Advisors LLC 15 hours ago
Apeiron RIA LLC 15 hours ago
YHB Investment Advisors, Inc. 16 hours ago
TITLEIST ASSET MANAGEMENT, LLC 16 hours ago
Apella Capital, LLC 16 hours ago
DIVERSIFIED MANAGEMENT INC 16 hours ago
Green Ridge Wealth Planning LLC 16 hours ago
Keystone Financial Planning, Inc. 16 hours ago
Acropolis Investment Management, LLC 16 hours ago
First Heartland Consultants, Inc. 16 hours ago
Artemis Investment Management LLP 16 hours ago
Hamlin Capital Management, LLC 16 hours ago
Lee, Kelleher & Klein Wealth Management 17 hours ago
Mn Services Vermogensbeheer B.V. 17 hours ago
Prota Financial, LLC 19 hours ago
Neumann Advisory Hong Kong Ltd 19 hours ago
Ayalon Insurance Comp Ltd. 19 hours ago
Ausbil Investment Management Ltd 1 day, 5 hours ago
HWG Holdings LP 1 day, 6 hours ago
Vann Equity Management LLC 1 day, 7 hours ago
ALKEME WEALTH, LLC 1 day, 7 hours ago
City Center Advisors, LLC 1 day, 7 hours ago
CHICKASAW CAPITAL MANAGEMENT LLC 1 day, 7 hours ago
Buska Wealth Management, LLC 1 day, 7 hours ago
Rye Brook Capital LLC 1 day, 8 hours ago
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1 day, 8 hours ago
MFA WEALTH ADVISORS, LLC 1 day, 8 hours ago
DECISION INVESTMENTS, INC 1 day, 8 hours ago
Wealth Enhancement Trust Services, Inc. 1 day, 9 hours ago
Echo45 Advisors LLC 1 day, 9 hours ago
OxenFree Capital LLC 1 day, 9 hours ago
Investors Research Corp 1 day, 9 hours ago
RHODES INVESTMENT ADVISORS INC |ADV 1 day, 9 hours ago
Greenfield Savings Bank 1 day, 9 hours ago
Cassilly Financial Group LLC 1 day, 9 hours ago
Baring Financial LLC 1 day, 10 hours ago
Bath Savings Trust Co 1 day, 10 hours ago
Boston Standard Wealth Management, LLC 1 day, 10 hours ago
Persium Advisors, LLC 1 day, 11 hours ago
EPIQ PARTNERS, LLC 1 day, 11 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.