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Institutional Holdings Dashboard

Last Updated: 2 days, 3 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
Converium Capital Inc. May 22, 2026
Wellington Grp LLC May 22, 2026
Independent Wealth Advisors LLC May 22, 2026
WNY Asset Management, LLC May 22, 2026
Coastline Complete Wealth LLC May 22, 2026
GROUPAMA ASSET MANAGMENT May 22, 2026
Evolutionary Tree Capital Management, LLC May 22, 2026
VERUS CAPITAL PARTNERS, LLC May 21, 2026
Access Investment Management LLC May 21, 2026
CTC LLC May 21, 2026
ARGENT CAPITAL MANAGEMENT LLC May 21, 2026
CTC Alternative Strategies, Ltd. May 21, 2026
Raab & Moskowitz Asset Management LLC May 21, 2026
COMPASS CAPITAL MANAGEMENT, INC May 21, 2026
MONTCHANIN ASSET MANAGEMENT, LLC May 21, 2026
VESTOR CAPITAL, LLC May 21, 2026
Front Street Capital Management, Inc. May 21, 2026
Groupe la Francaise May 21, 2026
JDM Financial Group LLC May 21, 2026
CCM INVESTMENT ADVISERS LLC May 20, 2026
Cadia Private Client LLC May 20, 2026
PATHWAY WEALTH MANAGEMENT LLC May 20, 2026
TrueWealth Financial Partners May 20, 2026
SOA Wealth Advisors, LLC. May 20, 2026
LEIGH BALDWIN & CO., LLC May 20, 2026
FinArc Investments, Inc. May 20, 2026
RMR Capital Management, LLC May 20, 2026
Union Heritage Capital, LLC May 20, 2026
January Capital Advisors LLC May 20, 2026
SHUTTLEWORTH & Co May 20, 2026
Hobbs Group Advisors, LLC May 20, 2026
ION Crossover Partners Ltd May 20, 2026
E20 Capital Ltd May 20, 2026
Boothe Investment Group, Inc. May 20, 2026
Rovida Investment Management Ltd May 19, 2026
Financial Avengers, Inc. May 19, 2026
WINNOW WEALTH LLC May 19, 2026
Western Wealth Management, LLC May 19, 2026
McIlrath & Eck, LLC May 19, 2026
GTS FINANCIAL, LLC May 19, 2026
Alaska Permanent Fund Corp May 19, 2026
Front Row Advisors LLC May 19, 2026
Royal Fund Management, LLC May 19, 2026
Paragon Private Wealth Management, LLC May 19, 2026
Silicon Valley Capital Partners May 19, 2026
Cornerstone Wealth, LLC|TN May 19, 2026
CIM INVESTMENT MANAGEMENT INC May 19, 2026
EMG Holdings, L.P. May 19, 2026
Orographic Financial Advisors, LLC May 19, 2026
Samsung C&T Corp May 19, 2026
FLAX POND CAPITAL, LLC May 19, 2026
Park State Asset Management May 19, 2026
Sonoma Allocations LLC May 19, 2026
Mascagni Wealth Management, Inc. May 19, 2026
Kentucky Retirement Systems Insurance Trust Fund May 19, 2026
Kentucky Retirement Systems May 19, 2026
JTC Employer Solutions Trustee Ltd May 19, 2026
Financial Insights, Inc. May 19, 2026
Kensington Investment Counsel, LLC May 19, 2026
Seven Six Capital Management, LLC May 19, 2026
H&H International Investment, LLC May 19, 2026
Hamilton Wealth, LLC May 18, 2026
Genesis Financial Group, LLC May 18, 2026
Twin Lakes Capital Management, LLC May 18, 2026
Wilson & Boucher Capital Management, LLC May 18, 2026
Intrinsic Edge Capital Management LLC May 18, 2026
ALEXANDER LABRUNERIE & CO., INC. May 18, 2026
Unconventional Investor, LLC May 18, 2026
Graney & King, LLC May 18, 2026
TANAKA CAPITAL MANAGEMENT INC May 18, 2026
Strait & Sound Wealth Management LLC May 18, 2026
Edgestream Partners, L.P. May 18, 2026
Vestwell Advisors, LLC May 18, 2026
Systematic Alpha Investments, LLC May 18, 2026
Chesapeake Wealth Management May 18, 2026
Cassady Wealth & Retirement Planning, LLC May 18, 2026
CENTAURUS FINANCIAL, INC. May 18, 2026
Anchor Capital Management Group Inc May 18, 2026
CIM, LLC May 18, 2026
Tri Locum Partners LP May 18, 2026
ODDO BHF ASSET MANAGEMENT SAS May 18, 2026
Bull Harbor Capital LLC May 18, 2026
Strategic Investment Advisors | MI May 18, 2026
Altai Capital Management, L.P. May 18, 2026
ASHTON THOMAS SECURITIES, LLC May 18, 2026
Arkadios Wealth Advisors May 18, 2026
South Dakota Investment Council May 18, 2026
IFS Group,LLC May 18, 2026
Claris Financial LLC May 18, 2026
Strategic Planning, Inc. May 18, 2026
Altshuler Shaham Ltd May 18, 2026
SkyBridge Capital II, LLC May 18, 2026
Column Group LLC May 18, 2026
Atreides Management, LP May 18, 2026
Irenic Capital Management LP May 18, 2026
Encore Global Management, LP May 16, 2026
Smith Group Asset Management, LLC May 16, 2026
Arete Wealth Advisors, LLC May 16, 2026
Pine Ridge Advisers LLC May 16, 2026
OPAL CAPITAL LLC May 16, 2026

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Mar 31, 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.