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Institutional Holdings Dashboard

Last Updated: 19 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.

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Recent Holdings Disclosures - All Funds

Fund File Date
Twin Cities Retirement Group LLC 19 hours ago
ShankerValleau Wealth Advisors, Inc. 19 hours ago
WealthBridge Capital Management, LLC 19 hours ago
IFC & Insurance Marketing, Inc. 19 hours ago
Safir Wealth Advisors, LLC 19 hours ago
Stronghold Wealth Management L.L.C. 19 hours ago
PEDDOCK CAPITAL ADVISORS, LLC 19 hours ago
Summitas Investment Management LLC 20 hours ago
Snider Financial Group 20 hours ago
Mosley Wealth Management 20 hours ago
Selby Wealth Management, LLC 20 hours ago
Prairiewood Capital, LLC 20 hours ago
Andera Partners 20 hours ago
SARD WEALTH MANAGEMENT GROUP, LLC 20 hours ago
Parisi Gray Wealth Management 20 hours ago
ICG Advisors, LLC 20 hours ago
TD Waterhouse Canada Inc. 20 hours ago
HFG Wealth Management, LLC 20 hours ago
Tandem Investment Partners LLC 20 hours ago
Weitzel Financial Services, Inc. 20 hours ago
New England Research & Management, Inc. 20 hours ago
Intergy Private Wealth, LLC 20 hours ago
ACUTE INVESTMENT ADVISORY, LLC 20 hours ago
Berman McAleer LLC 20 hours ago
Avail Investment Partners, LLC 20 hours ago
Guardian Asset Advisors, LLC 20 hours ago
RKL Wealth Management LLC 20 hours ago
Carroll Advisory Group, LLC 20 hours ago
HENGEHOLD CAPITAL MANAGEMENT LLC 20 hours ago
Peak Financial Management, Inc. 20 hours ago
Beaumont Asset Management, L.L.C. 20 hours ago
Eagle Strategies LLC 20 hours ago
McKinley Carter Wealth Services, Inc. 20 hours ago
Willow Creek Capital Management, Inc. 20 hours ago
St. Louis Financial Planners Asset Management, LLC 20 hours ago
SWEENEY & MICHEL, LLC 20 hours ago
Vontobel Holding Ltd. 20 hours ago
Aull & Monroe Investment Management Corp 20 hours ago
Teramo Advisors, LLC 20 hours ago
KWB Wealth 20 hours ago
Melone Private Wealth, LLC 20 hours ago
Hutchens & Kramer Investment Management Group, LLC 20 hours ago
FIDUCIARY ADVISORS, INC. 21 hours ago
Smith Asset Management Co., LLC 21 hours ago
Choice Wealth Advisors LLC 21 hours ago
Forum Financial Management, LP 21 hours ago
Howard Capital Management Group, LLC 21 hours ago
Kintegral Advisory, LLC 21 hours ago
AWM CAPITAL, LLC 21 hours ago
USA FINANCIAL FORMULAS 21 hours ago
CWS Financial Advisors, LLC 21 hours ago
Processus Wealth & Capital Management, LLC 21 hours ago
FULCRUM WEALTH ADVISORS, LLC 21 hours ago
Cravens & Co Advisors, LLC 21 hours ago
STERLING INVESTMENT MANAGEMENT, LLC 21 hours ago
AlphaStar Capital Management, LLC 21 hours ago
JGP Global Gestao de Recursos Ltda. 21 hours ago
Dynamic Wealth Strategies, LLC 21 hours ago
1834 INVESTMENT ADVISORS CO 21 hours ago
Alpine Bank Wealth Management 22 hours ago
Penbrook Management LLC 22 hours ago
Copper Harbor Investment Advisors, LLC 22 hours ago
PineStone Asset Management Inc. 22 hours ago
KRS Capital Management, LLC 22 hours ago
Center For Asset Management LLC 22 hours ago
ShoreHaven Wealth Partners, LLC 22 hours ago
Robertson Stephens Wealth Management, LLC 22 hours ago
Lee Financial Co 22 hours ago
Greenfield FTC, Inc. 22 hours ago
Frank, Rimerman Advisors LLC 22 hours ago
Encompass More Asset Management 22 hours ago
Fiscal Wisdom Wealth Management, LLC 22 hours ago
Bay Capital Advisors, LLC 22 hours ago
Counterpoint Mutual Funds LLC 22 hours ago
Birch Hill Investment Advisors LLC 22 hours ago
Western Pacific Wealth Management, LP 22 hours ago
ABSOLUTE CAPITAL MANAGEMENT, LLC 22 hours ago
FORBES J M & CO LLP 22 hours ago
Gemmer Asset Management LLC 22 hours ago
Align Financial, LLC 22 hours ago
Trust Co of Tennessee 22 hours ago
DELTA CAPITAL MANAGEMENT LLC 23 hours ago
FOUNDERS GROVE WEALTH PARTNERS, LLC 23 hours ago
Burns Matteson Capital Management, LLC 23 hours ago
CRA Financial Services, LLC 23 hours ago
Finer Wealth Management, Inc. 23 hours ago
SummerHaven Investment Management, LLC 23 hours ago
Strata Wealth Advisors, LLC 23 hours ago
BFI Wealth Solutions, LLC 23 hours ago
BROWN, LISLE|CUMMINGS, INC. 23 hours ago
Ardent Capital Management, Inc. 23 hours ago
FIDELIS iM, LLC 23 hours ago
SteelPeak Wealth, LLC 23 hours ago
IFP Advisors, Inc 23 hours ago
Crown Oak Advisors, LLC 23 hours ago
Elevated Financial Group LLC 23 hours ago
Ariston Services Group 23 hours ago
HRC WEALTH MANAGEMENT, LLC 1 day ago
FNY Investment Advisers, LLC 1 day ago
Karras Company, Inc. 1 day 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.