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Institutional Holdings Dashboard

Last Updated: 7 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
Rye Brook Capital LLC 7 hours ago
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 7 hours ago
MFA WEALTH ADVISORS, LLC 7 hours ago
DECISION INVESTMENTS, INC 8 hours ago
Wealth Enhancement Trust Services, Inc. 8 hours ago
Echo45 Advisors LLC 8 hours ago
OxenFree Capital LLC 8 hours ago
Investors Research Corp 8 hours ago
RHODES INVESTMENT ADVISORS INC |ADV 8 hours ago
Greenfield Savings Bank 9 hours ago
Cassilly Financial Group LLC 9 hours ago
Baring Financial LLC 9 hours ago
Bath Savings Trust Co 9 hours ago
Boston Standard Wealth Management, LLC 9 hours ago
Persium Advisors, LLC 10 hours ago
EPIQ PARTNERS, LLC 10 hours ago
Whitcomb & Hess, Inc. 10 hours ago
Canandaigua National Trust Co of Florida 10 hours ago
Family Legacy Financial Solutions, LLC 10 hours ago
CANANDAIGUA NATIONAL BANK & TRUST CO 10 hours ago
Exchange Bank 10 hours ago
Cooper Financial Group 11 hours ago
Elm3 Financial Group, LLC 11 hours ago
STEPH & CO 11 hours ago
Dominguez Wealth Management Solutions, Inc. 11 hours ago
KFA Private Wealth Group, LLC 11 hours ago
ELEVATION WEALTH PARTNERS, LLC 11 hours ago
Retirement Wealth Solutions LLC 11 hours ago
Cox Capital Mgt LLC 11 hours ago
Red Spruce Capital, LLC 12 hours ago
JP Wealth Management, Inc. 12 hours ago
MJT & Associates Financial Advisory Group, Inc. 12 hours ago
Venture Visionary Partners LLC 12 hours ago
Crumly & Associates Inc. 12 hours ago
FIRST COMMUNITY TRUST NA 12 hours ago
Asempa Wealth Advisors 12 hours ago
LEGACY SOLUTIONS, LLC 12 hours ago
Pathway Financial Advisors LLC 12 hours ago
Mendota Financial Group, LLC 12 hours ago
Great Waters Wealth Management 12 hours ago
WALLER FINANCIAL PLANNING GROUP, INC 12 hours ago
Weaver Consulting Group 12 hours ago
SigFig Wealth Management, LLC 13 hours ago
McAlister, Sweet & Associates, Inc. 13 hours ago
American National Bank of Texas 13 hours ago
ARMSTRONG HENRY H ASSOCIATES INC 13 hours ago
AMERICAN NATIONAL BANK & TRUST 13 hours ago
Worth Asset Management, LLC 13 hours ago
Matrix Trust Co 13 hours ago
KWMG, LLC 13 hours ago
PFW Advisors LLC 13 hours ago
Lake Hills Wealth Management, LLC 13 hours ago
Strong Retirement Solutions LLC 13 hours ago
BENEDICT FINANCIAL ADVISORS INC 14 hours ago
STEGINSKY CAPITAL LLC 14 hours ago
MRA Advisory Group 14 hours ago
Wealth Group Ltd 14 hours ago
Applied Capital LLC|FL 14 hours ago
Martin Capital Partners, LLC 14 hours ago
FIG FINANCIAL ADVISORY SERVICES INC |ADV 14 hours ago
Bank & Trust Co 14 hours ago
S.E.E.D. Planning Group LLC 14 hours ago
Snow Phipps Group, LLC 14 hours ago
Emprise Bank 14 hours ago
NORTH POINT PORTFOLIO MANAGERS CORP|OH 15 hours ago
Seven Bridges Advisors LLC 15 hours ago
Veery Capital, LLC 16 hours ago
Platt Investment Counsel, LLC 16 hours ago
FSA Investment Group, LLC 16 hours ago
PUFF WEALTH MANAGEMENT, LLC 16 hours ago
WINEBRENNER CAPITAL MANAGEMENT LLC 16 hours ago
Bank of Finland 17 hours ago
SeaTown Holdings Pte. Ltd. 1 day, 3 hours ago
Nautilus Advisors LLC 1 day, 4 hours ago
PartnerRe Asset Management CORP 1 day, 6 hours ago
GLYNN CAPITAL MANAGEMENT LLC 1 day, 6 hours ago
SEARCY FINANCIAL SERVICES INC |ADV 1 day, 6 hours ago
Two Seas Capital LP 1 day, 7 hours ago
RVW Wealth, LLC 1 day, 7 hours ago
Cambridge Financial Group, LLC 1 day, 8 hours ago
Private Capital Advisors, Inc. 1 day, 8 hours ago
Roth Financial Partners LLC 1 day, 9 hours ago
ATMOS ADVISORY, LLC 1 day, 9 hours ago
CONGRESS ASSET MANAGEMENT CO 1 day, 9 hours ago
MOODY NATIONAL BANK TRUST DIVISION 1 day, 10 hours ago
Bank of New Hampshire 1 day, 10 hours ago
HALL LAURIE J TRUSTEE 1 day, 10 hours ago
Bangor Savings Bank 1 day, 10 hours ago
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 1 day, 10 hours ago
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 1 day, 11 hours ago
JUNCTURE WEALTH STRATEGIES, LLC 1 day, 11 hours ago
Mallini Complete Financial Planning LLC 1 day, 11 hours ago
Legacy Private Trust Co. 1 day, 12 hours ago
TETRAD CORP 1 day, 12 hours ago
Financial Symmetry Inc 1 day, 13 hours ago
Samson Rock Capital LLP 1 day, 13 hours ago
Byrne Asset Management LLC 1 day, 13 hours ago
Iowa State Bank 1 day, 13 hours ago
ABLES, IANNONE, MOORE & ASSOCIATES, INC. 1 day, 13 hours ago
Eleva Capital SAS 1 day, 13 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.