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Institutional Holdings Dashboard

Last Updated: 2 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
Fearless Solutions, LLC dba Best Invest 5 minutes ago
Focus Financial Network, Inc. 5 minutes ago
Roberts Wealth Advisors, LLC 6 minutes ago
ASK CAPITAL INVESTMENT MANAGERS, LLC 8 minutes ago
Q Fund Management (Hong Kong) Ltd 8 hours ago
Citrine Capital LLC 8 hours ago
Enclave Advisors LLC 8 hours ago
My Personal CFO, LLC 8 hours ago
SUCCESSION FINANCIAL, INC. 8 hours ago
Liberty Atlantic Advisors LLC 8 hours ago
Foundation Wealth Management, LLC\PA 8 hours ago
Cresta Advisors, Ltd. 8 hours ago
Boyce & Associates Wealth Consulting, Inc. 8 hours ago
JM2 Capital Inc. 8 hours ago
Clark & Stuart, Inc 8 hours ago
COOPER INVESTORS PTY LTD 12 hours ago
THOR INVESTMENT MANAGEMENT INC |OH| |ADV 13 hours ago
Koesten, Hirschmann & Crabtree, INC. 13 hours ago
Sophron Capital Management L.P. 13 hours ago
TVL Management Corp 13 hours ago
COURIER CAPITAL LLC 13 hours ago
Accel Wealth Management 13 hours ago
21 West Wealth Management LLC 13 hours ago
Revolution Growth Management Company, Inc. 13 hours ago
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 13 hours ago
Euro Pacific Asset Management, LLC 13 hours ago
CATALYST PRIVATE WEALTH, LLC 13 hours ago
Financial Planning Hawaii, Inc. 13 hours ago
Bouvel Investment Partners, LLC 13 hours ago
Salvus Wealth Management, LLC 13 hours ago
Downshift Financial, LLC 13 hours ago
MONTRUSCO BOLTON INVESTMENTS INC. 13 hours ago
LINCOLN CAPITAL CORP 13 hours ago
St. Clair Advisors, LLC 13 hours ago
Foster Group, Inc. 13 hours ago
B. Riley Wealth Advisors, Inc. 13 hours ago
Cooke Wealth Management, LLC 13 hours ago
Ulrich Consultants & Investment Group, LLC 13 hours ago
Alaska Permanent Fund Corp 13 hours ago
Vestment Financial LLC 13 hours ago
Krilogy Financial LLC 13 hours ago
PEAVINE CAPITAL, LLC 13 hours ago
Walker Asset Management, LLC 13 hours ago
Edge Wealth Management LLC 13 hours ago
RHS Financial, LLC 13 hours ago
Affinity Capital Advisors, LLC 13 hours ago
Maltin Wealth Management, Inc. 13 hours ago
Trinity Wealth Management, LLC 13 hours ago
Fluent Financial, LLC 13 hours ago
Mechanics Bank Trust Department 13 hours ago
Spartan Planning & Wealth Management 13 hours ago
David Kennon Inc 13 hours ago
UNICOM Systems, Inc. 13 hours ago
Twele Capital Management, Inc. 13 hours ago
Clay Northam Wealth Management, LLC 14 hours ago
FAGAN ASSOCIATES, INC. 14 hours ago
Lineweaver Wealth Advisors, LLC 14 hours ago
Forvis Mazars Wealth Advisors, LLC 14 hours ago
New York University 14 hours ago
DAVIS-REA LTD. 14 hours ago
VERUS WEALTH MANAGEMENT, LLC 14 hours ago
FIRST FINANCIAL CORP |IN| 14 hours ago
4WEALTH ADVISORS, INC. 14 hours ago
GEM Asset Management, LLC 14 hours ago
Ifrah Financial Services, Inc. 14 hours ago
Copeland Capital Management, LLC 14 hours ago
Bison Wealth, LLC 14 hours ago
BigSur Wealth Management LLC 14 hours ago
Fidato Wealth LLC 14 hours ago
Cape Investment Advisory, Inc. 14 hours ago
First PREMIER Bank 14 hours ago
Fisher Funds Management LTD 15 hours ago
Altus Wealth Management, LLC 15 hours ago
Allied Investment Advisors, LLC 15 hours ago
Lighthouse Wealth Management Inc. 15 hours ago
WETZEL INVESTMENT ADVISORS, INC. 15 hours ago
SALEM INVESTMENT COUNSELORS INC 15 hours ago
Ulland Investment Advisors, LLC 15 hours ago
Keystone Financial Group, Inc. 15 hours ago
FORTE ASSET MANAGEMENT LLC 15 hours ago
Financial Architects, LLC 15 hours ago
Stonehearth Capital Management, LLC 15 hours ago
Signal Advisors Wealth, LLC 15 hours ago
BEACON INVESTMENT ADVISORY SERVICES, INC. 15 hours ago
Bricktown Capital, LLC 15 hours ago
Somerset Trust Co 15 hours ago
Bulwark Capital Corp 15 hours ago
WESPAC Advisors SoCal, LLC 15 hours ago
Brewster Financial Planning LLC 15 hours ago
Parkshore Wealth Management, Inc. 15 hours ago
WASATCH ADVISORS LP 15 hours ago
SMI Advisory Services, LLC 15 hours ago
Antonelli Financial Advisors, LLC 16 hours ago
Syntegra Private Wealth Group, LLC 16 hours ago
Walleye Partners, LLC 16 hours ago
BAILARD, INC. 16 hours ago
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 16 hours ago
Connecticut Wealth Management, LLC 16 hours ago
FIRST NATIONAL BANK SIOUX FALLS 16 hours ago
WealthBridge Investment Counsel Inc. 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)

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.