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Institutional Holdings Dashboard

Last Updated: 4 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
RAINEY & RANDALL WEALTH ADVISORS INC. 4 hours ago
Verdence Capital Advisors LLC 4 hours ago
VANTAGEPOINT INVESTMENT ADVISERS LLC 4 hours ago
Madison International Realty Holdings, LLC 4 hours ago
Midwest Heritage Bank, FSB 4 hours ago
Higgins & Schmidt Wealth Strategies LLC 5 hours ago
MONTGOMERY INVESTMENT MANAGEMENT INC 5 hours ago
International City Management Association Retirement Corp 5 hours ago
Gratus Wealth Advisors, LLC 5 hours ago
JOHNSON & JOHNSON 5 hours ago
Ballast Financial Advisors LLC 5 hours ago
Santori & Peters, Inc. 5 hours ago
Segment Wealth Management, LLC 5 hours ago
Insight Wealth Partners, LLC 5 hours ago
Enhancing Capital LLC 5 hours ago
Stash Investments, LLC 5 hours ago
Verde Servicos Internacionais S.A. 5 hours ago
DMC Group, LLC 5 hours ago
Bryant Woods Investment Advisors, LLC 5 hours ago
Abundance Wealth Counselors 5 hours ago
Penobscot Investment Management Company, Inc. 5 hours ago
Walker Financial Services, Inc. 5 hours ago
ARTHUR M. COHEN & ASSOCIATES, LLC 5 hours ago
CAHABA WEALTH MANAGEMENT, INC. 5 hours ago
OPPENHEIMER & CO INC 5 hours ago
Center for Financial Planning, Inc. 5 hours ago
Ballast Rock Private Wealth LLC 5 hours ago
Tiller Private Wealth, Inc. 5 hours ago
Arnhold LLC 5 hours ago
PARK AVENUE SECURITIES LLC 6 hours ago
WESPAC Advisors, LLC 6 hours ago
CPA Asset Management Group, LLC 6 hours ago
PATTEN & PATTEN INC|TN 6 hours ago
Indivisible Partners 6 hours ago
SevenBridge Financial Group, LLC 6 hours ago
CHAPMAN FINANCIAL GROUP, LLC 6 hours ago
SAXON INTERESTS, INC. 6 hours ago
Peak Wealth Management LLC 6 hours ago
SYM FINANCIAL Corp 6 hours ago
Autumn Glory Partners, LLC 6 hours ago
Oakworth Capital, Inc. 6 hours ago
MIDLAND WEALTH ADVISORS, LLC 6 hours ago
Harrison Street Private Wealth LLC 6 hours ago
Independence Bank of Kentucky 6 hours ago
ANGELES WEALTH MANAGEMENT, LLC 6 hours ago
ASHTON THOMAS SECURITIES, LLC 6 hours ago
MBE Wealth Management, LLC 6 hours ago
FISHMAN JAY A LTD|MI 6 hours ago
Black Diamond Financial, LLC 6 hours ago
Pflug Koory, LLC 6 hours ago
Total Clarity Wealth Management, Inc. 6 hours ago
LODESTAR PRIVATE ASSET MANAGEMENT LLC 6 hours ago
LAM GROUP, INC. 6 hours ago
SCHWARTZ INVESTMENT COUNSEL INC 6 hours ago
WD RUTHERFORD LLC 6 hours ago
GUERRA PAN ADVISORS, LLC 6 hours ago
ARROW FINANCIAL CORP 6 hours ago
Willow Creek Wealth Management Inc. 6 hours ago
MOUNT VERNON ASSOCIATES INC |MD| 6 hours ago
Great Lakes Retirement, Inc. 6 hours ago
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 6 hours ago
Somnio Financial Group, LLC 6 hours ago
Busey Bank 6 hours ago
REGENTS OF THE UNIVERSITY OF CALIFORNIA 6 hours ago
M & L Capital Management Ltd 6 hours ago
Generali Asset Management SPA SGR 6 hours ago
Curat Global, LLC 6 hours ago
Commonwealth Retirement Investments LLC 6 hours ago
Nicholas Wealth, LLC. 6 hours ago
Valley Brook Capital Group, Inc. 6 hours ago
O'Connor Financial Group LLC 6 hours ago
HIGHLAND CAPITAL MANAGEMENT, LLC 7 hours ago
Broussard Financial Group LLC 7 hours ago
LANARK FINANCIAL, INC. 7 hours ago
SmartHarvest Portfolios, LLC 7 hours ago
OmniStar Financial Group, Inc. 7 hours ago
Arbor Investment Advisors, LLC 7 hours ago
Security National Bank 7 hours ago
THOMA BRAVO, L.P. 7 hours ago
Wingate Wealth Advisors, Inc. 7 hours ago
GREENHAVEN ASSOCIATES INC 7 hours ago
Manske Wealth Management 7 hours ago
ARKANSAS FINANCIAL GROUP, INC. 7 hours ago
K2 Financial Inc. 7 hours ago
SWS Partners 7 hours ago
Greystone Financial Group, LLC 7 hours ago
Asset Management Advisors, LLC 7 hours ago
Sowa Financial Group, Inc. 7 hours ago
GW HENSSLER & ASSOCIATES LTD 7 hours ago
Vermillion Wealth Management, Inc. 7 hours ago
Advocate Investing Services LLC 7 hours ago
Advisory Resource Group 7 hours ago
Mithaq Capital SPC 7 hours ago
Triad Wealth Partners, LLC 7 hours ago
Grant Street Asset Management, Inc. 8 hours ago
Naria Inc. 8 hours ago
Patten Group, Inc. 8 hours ago
Progressive Investment Management Corp 8 hours ago
Fairman Group, LLC 8 hours ago
Sylvest Advisors, LLC 8 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.