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Institutional Holdings Dashboard

Last Updated: 51 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.

Access via API

Recent Holdings Disclosures - All Funds

Fund File Date
SECURITY NATIONAL BANK OF SO DAK 57 minutes ago
SECURITY NATIONAL BANK OF SIOUX CITY IOWA |IA| an hour ago
WELLINGTON-ALTUS USA INC. 1 day, 3 hours ago
IKE Capital, LLC 2 days, 4 hours ago
Twin Peaks Capital Ltd 2 days, 8 hours ago
Anchor Investment Management, LLC 3 days, 2 hours ago
Reynders McVeigh Capital Management, LLC 3 days, 3 hours ago
Cherry Tree Wealth Management, LLC 3 days, 6 hours ago
SkyView Investment Advisors, LLC 3 days, 22 hours ago
Revere Asset Management, Inc 4 days, 2 hours ago
Talon Private Wealth, LLC 1 week ago
SMITH CHAS P & ASSOCIATES PA CPAS 1 week ago
Marathon Wealth Advisors LLC 1 week ago
MENLO ADVISORS LLC 1 week, 1 day ago
U S WEALTH GROUP, LLC. 1 week, 1 day ago
MIRAMONTES CAPITAL, LLC 1 week, 2 days ago
Core Capital Management & Research, inc. 1 week, 2 days ago
Lotus Asset Management LLC 1 week, 2 days ago
Willow Creek Capital Management, Inc. 1 week, 3 days ago
Kachkovsky & Fisher, Inc. 1 week, 3 days ago
Parkside Financial Bank & Trust 2 weeks ago
Nordflint Capital Partners Fondsmaeglerselskab A|S 2 weeks ago
RWC ASSET ADVISORS (US) LLC 2 weeks, 1 day ago
Cygnus Capital Advisors, LLC 2 weeks, 1 day ago
MLG Wealth Management DBA Pine Grove Financial Group 2 weeks, 2 days ago
CAPITAL & PLANNING, LLC 2 weeks, 2 days ago
Range Advisory, LLC 2 weeks, 2 days ago
Kinetic Wealth Investment Advisors LLC 2 weeks, 2 days ago
Infini Capital Management Ltd 2 weeks, 2 days ago
BROWN, LISLE|CUMMINGS, INC. 2 weeks, 2 days ago
Planning Project LLC 2 weeks, 3 days ago
Parrish Capital LLC 2 weeks, 3 days ago
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 2 weeks, 3 days ago
Alternative Investment Advisors, LLC. 2 weeks, 4 days ago
K5 Global Advisor LLC 3 weeks, 1 day ago
OPTIMIZE FINANCIAL INC. 3 weeks, 1 day ago
TUCKER ASSET MANAGEMENT LLC 3 weeks, 1 day ago
Formuepleje A|S 3 weeks, 1 day ago
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 3 weeks, 1 day ago
Schulz Wealth, LTD. 3 weeks, 2 days ago
AFFINITY WEALTH LLC 3 weeks, 2 days ago
Principia Wealth Advisory, LLC 3 weeks, 2 days ago
Brown Financial Advisors 3 weeks, 2 days ago
AMERICAN SECURITIES LLC 3 weeks, 2 days ago
January Capital Advisors LLC 3 weeks, 3 days ago
Advus Financial Partners, LLC 3 weeks, 3 days ago
Absolute Gestao de Investimentos Ltda. 3 weeks, 3 days ago
Groupe la Francaise 3 weeks, 3 days ago
Financial Insights, Inc. 3 weeks, 3 days ago
Vancity Investment Management Ltd 3 weeks, 4 days ago
CARLSON FINANCIAL, INC. 3 weeks, 4 days ago
Strategic Financial Services, Inc. 3 weeks, 4 days ago
Serenity Investment Advisors 3 weeks, 4 days ago
CYBER HORNET ETFs LLC 3 weeks, 4 days ago
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 3 weeks, 6 days ago
ASHFORD CAPITAL MANAGEMENT INC 4 weeks ago
Harbor Spring Capital, LLC 4 weeks ago
Delaney Dennis R 4 weeks ago
Kidder Stephen W 4 weeks ago
Envision Financial Transparency, LLC 4 weeks ago
Bernard Wealth Management Corp. 4 weeks ago
Anderson Financial Strategies, LLC 4 weeks, 1 day ago
Rehmann Capital Advisory Group 4 weeks, 1 day ago
Jackson Wealth Management, LLC 4 weeks, 1 day ago
GILL CAPITAL PARTNERS, LLC 4 weeks, 1 day ago
Ridgepath Capital Management LLC 4 weeks, 1 day ago
ATX Financial Planning, LLC 4 weeks, 1 day ago
CLIFFORD SWAN INVESTMENT COUNSEL LLC 4 weeks, 1 day ago
American Beacon Advisors, Inc. 4 weeks, 1 day ago
Forefront Wealth Partners, LLC 4 weeks, 1 day ago
DEPRINCE RACE & ZOLLO INC 4 weeks, 1 day ago
Harvest Fund Management Co., Ltd 4 weeks, 1 day ago
RESOLUTE WEALTH ADVISOR, INC. 1 month ago
CALIFORNIA FIRST LEASING CORP 1 month ago
Bullish 1 month ago
Sustainable Insight Capital Management, LLC 1 month ago
BOUSSARD & GAVAUDAN GESTION SAS 1 month ago
Goodwin Investment Advisory 1 month ago
Prosperitas Financial LLC 1 month ago
Madryn Asset Management, LP 1 month ago
Financial Avengers, Inc. 1 month ago
Wilson & Boucher Capital Management, LLC 1 month ago
Vermillion & White Wealth Management Group, LLC 1 month ago
Kingsview Wealth Management, LLC 1 month ago
Fox Hill Wealth Management 1 month ago
Unconventional Investor, LLC 1 month ago
Capasso Planning Partners LLC 1 month ago
TILIA FIDUCIARY PARTNERS, INC. 1 month ago
Sankala Group LLC 1 month ago
CANNELL CAPITAL LLC 1 month ago
Beacon Pointe Advisors, LLC 1 month ago
Henson-Edgewater Management, LLC 1 month ago
Concorde Asset Management, LLC 1 month ago
NORTH STAR ASSET MANAGEMENT INC 1 month ago
Mint Tower Capital Management B.V. 1 month ago
Liontrust Investment Partners LLP 1 month ago
Fulcrum Asset Management LLP 1 month ago
Ratan Capital Management LP 1 month ago
Livforsakringsbolaget Skandia, Omsesidigt 1 month ago
Twin Lakes Capital Management, LLC 1 month 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.