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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.

Access via API

Recent Holdings Disclosures - All Funds

Fund File Date
Serenity Investment Advisors 7 hours ago
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 8 hours ago
Westhampton Capital, LLC 8 hours ago
Southern Financial Group, LLC 8 hours ago
Mraz, Amerine & Associates, Inc. 8 hours ago
AMERICAN ASSETS INC 8 hours ago
Rakuten Investment Management, Inc. 8 hours ago
MARKEL GROUP INC. 8 hours ago
American Assets Investment Management, LLC 8 hours ago
FOSTER DYKEMA CABOT & PARTNERS, LLC 8 hours ago
Reynders McVeigh Capital Management, LLC 8 hours ago
Garton & Associates Financial Advisors LLC 8 hours ago
Hara Capital LLC 8 hours ago
Premier Wealth Management W.L.L. 9 hours ago
Wendel SE 9 hours ago
LANDESBANK BADEN-WUERTTEMBERG 9 hours ago
COMPASS FINANCIAL MANAGEMENT LLC 9 hours ago
Sentry LLC 9 hours ago
Focused Wealth Management, Inc 9 hours ago
PZENA INVESTMENT MANAGEMENT LLC 9 hours ago
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 9 hours ago
Marks Wealth, LLC 9 hours ago
Team Financial Group, LLC 9 hours ago
Alessandra Capital Management, LLC 9 hours ago
Sky Investment Group LLC 9 hours ago
United Wealth Management, LLC 9 hours ago
LOUNTZIS ASSET MANAGEMENT, LLC 9 hours ago
TCI Wealth Advisors, Inc. 9 hours ago
Sather Financial Group Inc 9 hours ago
B. Metzler seel. Sohn & Co. AG 9 hours ago
MTM Investment Management, LLC 9 hours ago
Markowski Investments 9 hours ago
NORTHWEST WEALTH MANAGEMENT, LLC 9 hours ago
JCIC Asset Management Inc. 9 hours ago
NBZ Investment Advisors LLC 10 hours ago
Franklin, Parlapiano, Turner & Welch, LLC 10 hours ago
KELLEHER FINANCIAL ADVISORS 10 hours ago
Attestor Capital Ltd 10 hours ago
MH & ASSOCIATES SECURITIES MANAGEMENT CORP |ADV 10 hours ago
3Chopt Investment Partners, LLC 10 hours ago
Trace Wealth Advisors, LLC 10 hours ago
SFI Advisors, LLC 10 hours ago
Cordgrass Capital Advisors, LLC 10 hours ago
Codex Capital Asset Management L.L.C. 10 hours ago
Sound Financial Strategies Group, LLC 10 hours ago
Pioneer Family Office, LLC 10 hours ago
Verity Asset Management, Inc. 10 hours ago
Krane Financial Solutions LLC 10 hours ago
Ascent Group, LLC 10 hours ago
Caldwell Trust Co 10 hours ago
GPM Growth Investors, Inc. 10 hours ago
Signet Investment Advisory Group, Inc. 10 hours ago
INDEPENDENT INVESTORS INC 10 hours ago
Smallwood Wealth Investment Management, LLC 10 hours ago
Babb Wealth Advisors LLC 11 hours ago
JMAC ENTERPRISES LLC 11 hours ago
Optimist Retirement Group LLC 11 hours ago
Covestor Ltd 11 hours ago
BASSO CAPITAL MANAGEMENT, L.P. 11 hours ago
Sageworth Trust Co of South Dakota 11 hours ago
RICHARDSON FINANCIAL SERVICES INC. 11 hours ago
Sageworth Trust Co 11 hours ago
Privium Fund Management (UK) Ltd 11 hours ago
DeLarme Wealth Management, Inc. 11 hours ago
Clear Point Advisors Inc. 11 hours ago
Gordian Advisors LLC 11 hours ago
NORTHEAST INVESTMENT MANAGEMENT 11 hours ago
COWA, LLC 11 hours ago
Wrenne Financial Planning LLC 11 hours ago
Jacksonville Wealth Management, LLC 12 hours ago
Strategent Financial, LLC 12 hours ago
Guardian Wealth Management, Inc. 12 hours ago
Boston Trust Walden Corp 12 hours ago
HAHN CAPITAL MANAGEMENT LLC 12 hours ago
CORBYN INVESTMENT MANAGEMENT INC|MD 12 hours ago
KESTRA PRIVATE WEALTH SERVICES, LLC 12 hours ago
Costello Asset Management, INC 12 hours ago
Wealth Group, Ltd. 12 hours ago
BFSG, LLC 12 hours ago
ARRIEN INVESTMENTS, INC. 12 hours ago
Guardian Wealth Advisors, LLC 12 hours ago
Fischer Financial Services, Inc. 12 hours ago
Family CFO Inc 12 hours ago
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 12 hours ago
CUMBERLAND ADVISORS INC 13 hours ago
Putney Financial Group LLC 13 hours ago
TT International Asset Management LTD 13 hours ago
TTP Investments, Inc. 13 hours ago
WATERSHED PRIVATE WEALTH LLC 13 hours ago
Richwood Investment Advisors, LLC 13 hours ago
RCW Management, LLC 13 hours ago
Ackerman Capital Advisors, LLC 13 hours ago
One Day In July LLC 13 hours ago
RFG HOLDINGS, INC. 13 hours ago
Hughes Financial Services, LLC 13 hours ago
TrinityBridge Ltd 13 hours ago
Integras Partners LLC 13 hours ago
LYELL WEALTH MANAGEMENT, LP 13 hours ago
ASSOCIATED BANC-CORP 13 hours ago
Legacy CG, LLC 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.