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Institutional Holdings Dashboard

Last Updated: 5 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
DUTCH ASSET Corp 9 minutes ago
West Branch Capital LLC 9 minutes ago
Rempart Asset Management Inc. 11 minutes ago
E&R Wealth Management, LLC 14 minutes ago
KIRR MARBACH & CO LLC |IN| 16 minutes ago
Rodgers & Associates, LTD 18 minutes ago
Benchmark Financial Wealth Advisors, LLC 18 minutes ago
COTTONWOOD CAPITAL ADVISORS, LLC 19 minutes ago
Cushing Capital Partners, LLC 19 minutes ago
Parkside Investments, LLC 20 minutes ago
Physician Wealth Advisors, Inc. 20 minutes ago
Carnegie Investment Counsel 20 minutes ago
PINNACLE ASSOCIATES LTD 22 minutes ago
Sulzberger Capital Advisors, Inc. 22 minutes ago
Cohen Investment Advisors LLC 22 minutes ago
Ironwood Financial, llc 23 minutes ago
Uncommon Cents Investing Inc 25 minutes ago
NISA INVESTMENT ADVISORS, LLC 25 minutes ago
Integrated Advisors Network LLC 26 minutes ago
Taylor Securities Services, Inc. 26 minutes ago
Harfst & Associates, Inc. 26 minutes ago
Oath Planning, LLC 27 minutes ago
York GP, Ltd. 28 minutes ago
Oregon Pacific Wealth Management, LLC 28 minutes ago
Robeco Institutional Asset Management B.V. 29 minutes ago
Sensible Money, LLC 30 minutes ago
Sentinel Advisory Group, LLC 31 minutes ago
Wagner Wealth Management, Corp 31 minutes ago
Great Hill Capital LLC 32 minutes ago
Zullo Investment Group, Inc. 34 minutes ago
Diversify Advisory Services, LLC 36 minutes ago
DIVERSIFY WEALTH MANAGEMENT, LLC 36 minutes ago
REDSTONE WEALTH MANAGEMENT, LLC 37 minutes ago
Capital Management Associates, Inc 38 minutes ago
Sage Capital Management, LLC 39 minutes ago
PETREDIS INVESTMENT ADVISORS LLC 40 minutes ago
Leona M. & Harry B. Helmsley Charitable Trust 40 minutes ago
Lakeshore Capital Group, Inc. 41 minutes ago
Randall & Associates Wealth Management 41 minutes ago
Beach Point Capital Management LP 42 minutes ago
Seed Wealth Management, Inc. 43 minutes ago
Hardworking Capital Advisors, LLC 45 minutes ago
EAGLE WEALTH STRATEGIES LLC 49 minutes ago
TrustBank 54 minutes ago
Capital Investment Counsel, Inc 54 minutes ago
Quantum Private Wealth, LLC 56 minutes ago
Good Harbor Advisors, Inc. 57 minutes ago
HMS Capital Management, LLC 58 minutes ago
BURNS J W & CO INC|NY 59 minutes ago
SANDER CAPITAL ADVISORS INC an hour ago
Sowell Financial Services LLC an hour ago
Axecap Investments, LLC an hour ago
Englebert Financial Advisers, LLC an hour ago
City State Bank an hour ago
K5 Global Advisor LLC an hour ago
Berkeley, Inc an hour ago
ATTICUS WEALTH MANAGEMENT, LLC an hour ago
365 WMG Private Fund I: Primus Fund LLC an hour ago
QP WEALTH MANAGEMENT, LLC an hour ago
QUADRANT CAPITAL GROUP LLC an hour ago
NIGHTVIEW CAPITAL, LLC an hour ago
Arlington Partners LLC an hour ago
Chronos Wealth Management, LLC an hour ago
Aurora Private Wealth, Inc. an hour ago
Ryan Investment Management, Inc. an hour ago
Well Done, LLC an hour ago
USCF Advisers LLC an hour ago
Altus Wealth Group LLC an hour ago
Arlington Trust Co LLC an hour ago
Paragon Private Wealth Management, LLC an hour ago
J. L. Bainbridge & Co., Inc. an hour ago
Braun-Bostich & Associates Inc. an hour ago
Balboa Wealth Partners an hour ago
SHIKIAR ASSET MANAGEMENT INC an hour ago
Avantra Family Wealth, Inc. an hour ago
Gibson Wealth Advisors LLC an hour ago
Alliance Private Wealth, LLC an hour ago
ADAMSBROWN WEALTH CONSULTANTS LLC an hour ago
DAVIDSON INVESTMENT ADVISORS an hour ago
PENNEY FINANCIAL, LLC an hour ago
HARVEY INVESTMENT CO LLC an hour ago
Fairway Financial, LLC an hour ago
NORDEN GROUP LLC an hour ago
Tufton Capital Management an hour ago
Marathon Strategic Advisors, LLC an hour ago
S. R. Schill & Associates 2 hours ago
Louisiana State Employees Retirement System 2 hours ago
WLTH Capital Management, LLC 2 hours ago
WINCAP FINANCIAL LLC 2 hours ago
Ramiah Investment Group 2 hours ago
TMB Capital Partners, LLC 2 hours ago
Three Arch Wealth Management LLC 2 hours ago
October Effect Ltd 2 hours ago
Lifestyle Asset Management, Inc. 2 hours ago
Churchill Financial Advisors, LLC 2 hours ago
HERBST GROUP, LLC 2 hours ago
OLD NATIONAL BANCORP |IN| 2 hours ago
Capital Wealth Alliance, LLC 2 hours ago
Tassel Capital Management, Inc. 2 hours ago
SHRIER WEALTH MANAGEMENT, LLC 2 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.