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Institutional Holdings Dashboard

Last Updated: 7 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
Fairfield University 7 minutes ago
CAPE ANN SAVINGS BANK 8 minutes ago
Paladin Advisory Group, LLC 9 minutes ago
PHOENIX ASSET MANAGEMENT PARTNERS Ltd 10 minutes ago
Wallace Hart LLC 21 minutes ago
Legacy Capital Group California, Inc. 30 minutes ago
JTC Employer Solutions Trustee Ltd 30 minutes ago
denkapparat Operations GmbH 32 minutes ago
Storen Legacy Partners, LLC 33 minutes ago
COLDSTREAM CAPITAL MANAGEMENT INC 36 minutes ago
MOTCO 37 minutes ago
Strive Financial Group ,LLC 37 minutes ago
ADVENT CAPITAL MANAGEMENT |DE| 38 minutes ago
Endurance Services Ltd 39 minutes ago
CNB Bank 41 minutes ago
Legacy Financial Advisors, Inc. 41 minutes ago
COMGEST GLOBAL INVESTORS S.A.S. 44 minutes ago
PLATINUM PARAMOUNT INVESTMENT LTD. 52 minutes ago
Symphony Financial Services, Inc. 55 minutes ago
Prospect Hill Management, LLC 56 minutes ago
BANK OF MONTREAL |CAN| 59 minutes ago
Quent Capital, LLC an hour ago
Mirabaud Asset Management (France) SAS an hour ago
Beaton Management Co. Inc. an hour ago
Wescott Financial Advisory Group, LLC an hour ago
FORSTA AP-FONDEN an hour ago
Mirabaud Asset Management Ltd an hour ago
HighPoint Advisor Group LLC an hour ago
Squarepoint Ops LLC an hour ago
EMERALD ADVISERS, LLC an hour ago
PICTON MAHONEY ASSET MANAGEMENT an hour ago
Freestone Capital Holdings, LLC an hour ago
SKBA CAPITAL MANAGEMENT LLC an hour ago
DONALDSON CAPITAL MANAGEMENT, LLC an hour ago
EMERALD MUTUAL FUND ADVISERS TRUST an hour ago
Emerald Investment Advisers, LLC an hour ago
Darwin Wealth Management, LLC an hour ago
KANE INVESTMENT MANAGEMENT, INC. an hour ago
Sollinda Capital Management LLC an hour ago
MARVIN & PALMER ASSOCIATES INC an hour ago
Lansforsakringar Fondforvaltning AB (publ) an hour ago
Wealthfront Advisers LLC an hour ago
EQ LLC 2 hours ago
Cedarwood Wealth LLC 2 hours ago
Peloton Wealth Strategists 2 hours ago
MB Generational Wealth, LLC 2 hours ago
Torrey-Payne Wealth Management, LLC 2 hours ago
NWAM LLC 2 hours ago
Monaco Asset Management SAM 2 hours ago
Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) 2 hours ago
Compass Rose Asset Management, LP 2 hours ago
J. R. Prunier Capital Management LLC 2 hours ago
Handelsbanken Fonder AB 2 hours ago
Park Square Financial Group, LLC 2 hours ago
CloudAlpha Capital Management Limited|Hong Kong 2 hours ago
Bpifrance SA 2 hours ago
Boundless Plain Holdings Ltd 3 hours ago
NORDEA INVESTMENT MANAGEMENT AB 3 hours ago
Board of the Pension Protection Fund 3 hours ago
TPG Financial Advisors, LLC 4 hours ago
BAILLIE GIFFORD & CO 4 hours ago
Provident Co of the Employees of the Hebrew University LTD 4 hours ago
Phoenix Financial Ltd. 4 hours ago
Act Two Investors LLC 4 hours ago
Danica Pension, Livsforsikringsaktieselskab 4 hours ago
Migdal Insurance & Financial Holdings Ltd. 4 hours ago
DANSKE BANK A|S 4 hours ago
Hansen & Associates Financial Group, Inc. 2 days, 14 hours ago
Yunqi Capital Ltd 2 days, 14 hours ago
DRIVE WEALTH MANAGEMENT, LLC 2 days, 15 hours ago
CALIFORNIA FIRST LEASING CORP 2 days, 15 hours ago
Dogwood Wealth Management LLC 2 days, 16 hours ago
R.H. Investment Group, LLC 2 days, 16 hours ago
Intentional Wealth Strategies, LLC 2 days, 16 hours ago
McGinn Penninger Investment Management, Inc. 2 days, 16 hours ago
Phocas Financial Corp. 2 days, 16 hours ago
PENSIOENFONDS RAIL & OV 2 days, 16 hours ago
WASHINGTON UNIVERSITY 2 days, 17 hours ago
IFG Advisory, LLC 2 days, 17 hours ago
TRILLIUM ASSET MANAGEMENT, LLC 2 days, 17 hours ago
Avise Financial Cooperative, Inc. 2 days, 17 hours ago
Riverpoint Wealth Management Holdings, LLC 2 days, 17 hours ago
Forge Financial Services LLC 2 days, 17 hours ago
Bellwether Advisors, LLC 2 days, 17 hours ago
Seaside Wealth Management, Inc. 2 days, 17 hours ago
ODonnell Financial Services, LLC 2 days, 17 hours ago
CROBAN 2 days, 17 hours ago
AMARA FINANCIAL, LLC. 2 days, 17 hours ago
Optas, LLC 2 days, 17 hours ago
Traub Capital Management LLC 2 days, 17 hours ago
Nelson Capital Management, LLC 2 days, 17 hours ago
ACCESS FINANCIAL SERVICES, INC. 2 days, 17 hours ago
AlTi Global, Inc. 2 days, 17 hours ago
LINCOLN NATIONAL CORP 2 days, 17 hours ago
Walmart Inc. 2 days, 17 hours ago
Aberdeen Group plc 2 days, 17 hours ago
Carson Advisory Inc. 2 days, 17 hours ago
ProVise Management Group, LLC 2 days, 17 hours ago
Crystal Cove Asset Management, LLC 2 days, 17 hours ago
Stonebridge Financial Planning Group, LLC 2 days, 17 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.