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Institutional Holdings Dashboard

Last Updated: 19 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
BAROMETER CAPITAL MANAGEMENT INC. 22 minutes ago
Strategic Financial Partners, Ltd. 22 minutes ago
BOLTON SECURITIES CORPORATION 23 minutes ago
J. M. Brown & Associates Inc. 23 minutes ago
DG Capital Management, LLC 24 minutes ago
12th Street Asset Management Company, LLC 24 minutes ago
HORAN Wealth, LLC 25 minutes ago
Schiavi & Co LLC 25 minutes ago
CAPTRUST FINANCIAL ADVISORS 26 minutes ago
Legacy Wealth Managment, LLC|ID 26 minutes ago
Taikang Asset Management (Hong Kong) Co Ltd 27 minutes ago
TEACHER RETIREMENT SYSTEM OF TEXAS 30 minutes ago
Davern Capital Partners, LP 31 minutes ago
Galilei Investment Office LLP 31 minutes ago
Somerset Group LLC 32 minutes ago
Principia Wealth Advisory, LLC 32 minutes ago
Westchester Capital Management, LLC 33 minutes ago
Cannell & Spears LLC 33 minutes ago
J. H. Whitney Equity Partners VI, LLC 34 minutes ago
BARINGTON COMPANIES MANAGEMENT, LLC 34 minutes ago
Encore Global Management, LP 34 minutes ago
GWN SECURITIES INC. 34 minutes ago
Rather & Kittrell, Inc. 35 minutes ago
Superior Planning, LLC 36 minutes ago
Waterfront Capital Partners, LLC 38 minutes ago
Cambridge Financial Group, Inc. 40 minutes ago
HANOVER ADVISORS INC 40 minutes ago
Havemeyer Place LP 41 minutes ago
WHI TRUST Co LLC 41 minutes ago
Financial Alternatives, Inc 41 minutes ago
ENGLISH CAPITAL MANAGEMENT LLC 41 minutes ago
Reliant Investment Partners, LLC 43 minutes ago
Irth Capital Management LP 43 minutes ago
BANTAMAC CAPITAL, LLC 43 minutes ago
DEEPWATER ASSET MANAGEMENT, LLC 45 minutes ago
Capital World Investors 45 minutes ago
Phil A. Younker & Associates, Ltd. 45 minutes ago
Fosse Capital Partners LLP 46 minutes ago
FOX RUN MANAGEMENT, L.L.C. 46 minutes ago
Spinecap SAS 49 minutes ago
Hackensack Meridian Health, Inc. 49 minutes ago
MARTINGALE ASSET MANAGEMENT L P 50 minutes ago
McDonough Capital Management, Inc 50 minutes ago
Miller Capital Partners, Inc. 50 minutes ago
US Asset Management LLC 50 minutes ago
J. Mark Nickell & Co. 50 minutes ago
AXQ CAPITAL, LP 50 minutes ago
GENTRY PRIVATE WEALTH, LLC 54 minutes ago
JACKSON HILL ADVISORS, LLC 55 minutes ago
New Paradigm Capital Management, LLC 56 minutes ago
Smart Money Group LLC 56 minutes ago
MONETTA FINANCIAL SERVICES INC 56 minutes ago
FIFTHDELTA Ltd 57 minutes ago
Wedbush Fund Advisers, LLC 58 minutes ago
PRINCIPAL SECURITIES, INC. 58 minutes ago
Mayar Capital Ltd. 58 minutes ago
Capital International Sarl 59 minutes ago
CAPITAL INTERNATIONAL LTD |CA| an hour ago
Capital International, Inc.|CA| an hour ago
Atlantic Union Bankshares Corp an hour ago
Venator Management LLC an hour ago
Kropog Financial Group, LLC an hour ago
Capital International Investors an hour ago
Advisors Capital Management, LLC an hour ago
WEITZ INVESTMENT MANAGEMENT, INC. an hour ago
FIRST AMERICAN TRUST, FSB an hour ago
Capital Group Private Client Services, Inc. an hour ago
Capital Group Investment Management Pte. Ltd. an hour ago
Orion Porfolio Solutions, LLC an hour ago
SHARPEPOINT LLC an hour ago
Kirkwood Financial Services an hour ago
Chatterton & Associates Inc. an hour ago
Bancreek Capital Management, LP an hour ago
Hilton Capital Management, LLC an hour ago
Keystone Financial Group an hour ago
Fielder Capital Group LLC an hour ago
Aft, Forsyth & Sober, LLC an hour ago
Parker Investment Management, LLC an hour ago
Alley Investment Management Company, LLC an hour ago
BNP PARIBAS FINANCIAL MARKETS an hour ago
GARDNER RUSSO & QUINN LLC an hour ago
Sterling Wealth Advisors Inc an hour ago
Wills Financial Group LLC an hour ago
Harvest Investment Services, LLC an hour ago
Groupe la Francaise an hour ago
BOUSSARD & GAVAUDAN GESTION SAS an hour ago
WINSLOW ASSET MANAGEMENT INC an hour ago
AlphaGrep UK Ltd an hour ago
ADAPT WEALTH ADVISORS, LLC an hour ago
Meeder Advisory Services, Inc. an hour ago
Daybright Advisory Services, Inc. an hour ago
SENTINEL WEALTH MANAGEMENT, INC. an hour ago
BENJAMIN EDWARDS INC an hour ago
CacheTech Inc. an hour ago
Winslow Capital Management, LLC an hour ago
DiPaolo Financial Group, Inc. an hour ago
GSI Capital Advisors LLC an hour ago
FIRST TRUST ADVISORS LP an hour ago
HORIZON BANCORP INC |IN| an hour ago
BNP PARIBAS an hour 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.