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Institutional Holdings Dashboard

Last Updated: 3 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
Kopp Family Office, LLC 4 minutes ago
Cypress Wealth Services, LLC 10 minutes ago
Kooman & Associates 10 minutes ago
WOODWARD DIVERSIFIED CAPITAL, LLC 10 minutes ago
Essential Planning, LLC. 11 minutes ago
LMCG INVESTMENTS, LLC 12 minutes ago
Courage Miller Partners, LLC 12 minutes ago
Crescent Grove Advisors, LLC 13 minutes ago
Obermeyer Wealth Partners 14 minutes ago
Diligent Investors, LLC 15 minutes ago
Halter Ferguson Financial Inc. 15 minutes ago
Cardinal Capital Management 16 minutes ago
Cardinal Point Capital Management ULC 16 minutes ago
Oakmont Investment Advisors, Inc. 17 minutes ago
Trust Co of the South an hour ago
GENWORTH FINANCIAL INC an hour ago
PRECEDENT WEALTH PARTNERS, LLC an hour ago
INVESTMENT HOUSE LLC an hour ago
McCarley & Cook Financial Planners 2 hours ago
Pinnacle Bancorp, Inc. 2 hours ago
CULBERTSON A N & CO INC 2 hours ago
Northern Lights Advisors, Inc. 2 hours ago
Seros Financial, LLC 2 hours ago
VIRTUE ASSET MANAGEMENT LLC 2 hours ago
LEGACY FINANCIAL GROUP, INC. 2 hours ago
NBT BANK, N.A. 2 hours ago
ISTHMUS PARTNERS, LLC 2 hours ago
Root Financial Partners, LLC 2 hours ago
Carter Financial Group, INC. 2 hours ago
ADAMS NATURAL RESOURCES FUND, INC. 2 hours ago
ADAMS DIVERSIFIED EQUITY FUND, INC. 2 hours ago
Pembroke Management, LTD 2 hours ago
Wealthcare Capital Partners, LLC 2 hours ago
WEALTHCARE CAPITAL MANAGEMENT LLC 2 hours ago
Wealthcare Advisory Partners LLC 2 hours ago
Verum Partners LLC 2 hours ago
Carlton Hofferkamp & Jenks Wealth Management, LLC 2 hours ago
Pines Wealth Management, LLC 2 hours ago
Clarus Group, Inc. 2 hours ago
RPG Investment Advisory, LLC 2 hours ago
Ledyard National Bank 2 hours ago
SeaCrest Wealth Management, LLC 2 hours ago
First Affirmative Financial Network 3 hours ago
Base Wealth Management LLC 3 hours ago
SILVERLAKE WEALTH MANAGEMENT LLC 3 hours ago
RAM Investment Partners, LLC 3 hours ago
John W. Brooker & Co., CPAs 3 hours ago
BAR HARBOR WEALTH MANAGEMENT 3 hours ago
PENOBSCOT WEALTH MANAGEMENT 3 hours ago
Chicago Capital Management, LLC 3 hours ago
Scott & Selber, Inc. 3 hours ago
Global X Japan Co., Ltd. 3 hours ago
Oak Thistle LLC 3 hours ago
ASSETMARK, INC 3 hours ago
Gradient Capital Advisors, LLC 3 hours ago
Fulcrum Equity Management 3 hours ago
WILSEY ASSET MANAGEMENT INC 3 hours ago
CFG Wealth Management Services, Inc. 3 hours ago
Financial Guidance Group, Inc. 3 hours ago
Monument Group Wealth Advisors, LLC 3 hours ago
Wagner Wealth Management, LLC 4 hours ago
NavPoint Financial, Inc. 4 hours ago
L. Roy Papp & Associates, LLP 4 hours ago
Avory & Company, LLC 4 hours ago
Broadway Wealth Solutions, Inc. 4 hours ago
Polaris Capital Management, LLC 4 hours ago
Raub Brock Capital Management LP 4 hours ago
M3F, Inc. 4 hours ago
CPC Advisors, LLC 4 hours ago
Sterling Manor Financial, LLC 4 hours ago
TradeWell Securities, LLC. 4 hours ago
FIFTH THIRD SECURITIES, INC. 4 hours ago
Variant Private Wealth, LLC 4 hours ago
LifeWealth Investments, LLC 4 hours ago
Oxler Private Wealth LLC 5 hours ago
Inlet Private Wealth, LLC 5 hours ago
NORTHWESTERN UNIVERSITY 5 hours ago
ELEMENT POINTE ADVISORS, LLC 5 hours ago
Canoe Financial LP 5 hours ago
Guardian Partners Inc. 5 hours ago
Strengthening Families & Communities, LLC 5 hours ago
Schuylkill Financial LLC 5 hours ago
Centennial Advisors, LLC 5 hours ago
Ellis Investment Partners, LLC 5 hours ago
Sawyer & Company, Inc 5 hours ago
Newport Asia LLC 5 hours ago
Income Insurance Ltd 5 hours ago
Pillar Financial Advisors, LLC 5 hours ago
USAdvisors Wealth Management, LLC 5 hours ago
Wavvest Wealth LLC 5 hours ago
Sunrise Financial Services, LLC 5 hours ago
Kraft, Davis & Associates, LLC 5 hours ago
ARVEST INVESTMENTS, INC. 5 hours ago
Axos Invest Inc. 5 hours ago
Arcataur Capital Management LLC 5 hours ago
ALBION FINANCIAL GROUP |UT 5 hours ago
Hosking Partners LLP 5 hours ago
Milestones Administradora de Recursos Ltda. 6 hours ago
Tuttle Capital Management, LLC 6 hours ago
Princeton Global Asset Management LLC 6 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.