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Institutional Holdings Dashboard

Last Updated: 1 day, 16 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.

Recent Holdings Disclosures - All Funds

Fund File Date
Greenwoods Asset Management Hong Kong Ltd. May 8, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC May 8, 2026
Eurizon Capital SGR S.p.A. May 8, 2026
Camelot Portfolios, LLC May 8, 2026
SHP Wealth Management May 8, 2026
KELLEHER FINANCIAL ADVISORS May 8, 2026
STAR Financial Bank May 8, 2026
Capital Developers, LLC May 8, 2026
Bluebird Wealth Management LLC May 8, 2026
Forge Financial Services LLC May 8, 2026
BOYAR ASSET MANAGEMENT INC. May 8, 2026
NUANCE INVESTMENTS, LLC May 8, 2026
Core Wealth Partners LLC May 8, 2026
Chico Wealth RIA May 8, 2026
Idaho Trust Co May 8, 2026
Financial Gravity Asset Management, Inc. May 8, 2026
BloombergSen Inc. May 8, 2026
Divco West Real Estate Services, LLC May 8, 2026
Glenview Trust Co May 8, 2026
ROSS\JOHNSON & Associates LLC May 8, 2026
DUTCH ASSET Corp May 8, 2026
ATLANTIC FAMILY WEALTH, LLC May 8, 2026
Long Road Investment Counsel, LLC May 8, 2026
CURA WEALTH ADVISORS, LLC May 8, 2026
EMERGENCE GP PARTNERS, LLC May 8, 2026
NewGen Asset Management Ltd May 8, 2026
PIAR LLC May 8, 2026
Atlas Merchant Capital LLC May 8, 2026
Summit Asset Management, LLC May 8, 2026
Bulldog Investors, LLP May 8, 2026
Wilkerson Advisory Group LLC May 8, 2026
STONE LOFT WEALTH MANAGEMENT LLC May 8, 2026
Atlantic Private Wealth, LLC May 8, 2026
Dale Q Rice Investment Management Ltd May 8, 2026
Andar Capital Management HK Ltd May 8, 2026
DJE Kapital AG May 8, 2026
BURLING WEALTH PARTNERS, LLC May 8, 2026
Andra AP-fonden May 8, 2026
Stephens Greth Foundation May 8, 2026
CMC Financial Group May 8, 2026
OSLO PENSJONSFORSIKRING AS May 8, 2026
Mathes Company, Inc. May 8, 2026
HORAN Wealth, LLC May 8, 2026
Baader Bank Aktiengesellschaft May 8, 2026
TMT General Partner Ltd May 8, 2026
PNC FINANCIAL SERVICES GROUP, INC. May 8, 2026
Russell Investments Group, Ltd. May 8, 2026
Asset Management One Co., Ltd. May 8, 2026
Central Asset Investments & Management Holdings (HK) Ltd May 8, 2026
Legal & General Group Plc May 8, 2026
TRB Advisors LP May 8, 2026
Banco Santander, S.A. May 8, 2026
AJU IB Investment Co., Ltd. May 8, 2026
Act Two Investors LLC May 8, 2026
Riverwater Partners LLC May 8, 2026
Japan Science & Technology Agency May 8, 2026
DAIDO LIFE INSURANCE CO May 8, 2026
CROWN ADVISORS MANAGEMENT, INC. May 8, 2026
Coastwise Capital Group, LLC May 7, 2026
GLYNN CAPITAL MANAGEMENT LLC May 7, 2026
New Insight Wealth Advisors May 7, 2026
Saratoga Research & Investment Management May 7, 2026
Paralel Advisors LLC May 7, 2026
Burk Holdings LLC May 7, 2026
Manuka Financial, LLC May 7, 2026
SENTRY INVESTMENT MANAGEMENT LLC May 7, 2026
Palisades Hudson Asset Management, L.P. May 7, 2026
MidAtlantic Capital Management, Inc. May 7, 2026
THOR TRADING ADVISORS, LLC May 7, 2026
Perissos Private Wealth Management, LLC May 7, 2026
ODonnell Financial Services, LLC May 7, 2026
PACIFIC SUN FINANCIAL CORP May 7, 2026
Jefferies Financial Group Inc. May 7, 2026
Stone Wealth Partners May 7, 2026
MONECO ADVISORS, LLC May 7, 2026
Advisor OS, LLC May 7, 2026
Alphabet Inc. May 7, 2026
BARD ASSOCIATES INC May 7, 2026
Lorne Steinberg Wealth Management Inc. May 7, 2026
REDW Wealth LLC May 7, 2026
Commonwealth Financial Services, LLC May 7, 2026
VISA FOUNDATION May 7, 2026
WELCH CAPITAL PARTNERS LLC|NY May 7, 2026
Basepoint Wealth LLC May 7, 2026
Carl P. Sherr & Co., LLC May 7, 2026
Carson Advisory Inc. May 7, 2026
HOLLENCREST CAPITAL MANAGEMENT May 7, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC May 7, 2026
MEEDER ASSET MANAGEMENT INC May 7, 2026
Aldebaran Capital, LLC May 7, 2026
Meeder Advisory Services, Inc. May 7, 2026
ESL Trust Services, LLC May 7, 2026
Legacy Wealth Managment, LLC|ID May 7, 2026
Hopwood Financial Services, Inc. May 7, 2026
FLORIDA FINANCIAL ADVISORS, LLC May 7, 2026
Kapitalo Investimentos Ltda May 7, 2026
Leith Wheeler Investment Counsel Ltd. May 7, 2026
Beta Wealth Group, Inc. May 7, 2026
Alta Advisers Ltd May 7, 2026
HANOVER ADVISORS INC May 7, 2026

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Dec 31, 2025

Rank
Fund
Est. % Return
# of Holdings
Est. Stock AUM (USD)

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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.