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Institutional Holdings Dashboard

Last Updated: 22 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.

Access via API

Recent Holdings Disclosures - All Funds

Fund File Date
AXS Investments LLC 12 minutes ago
CREATIVE FINANCIAL DESIGNS INC |ADV 13 minutes ago
Union Bancaire Privee, UBP SA 25 minutes ago
Richard C. Young & CO., LTD. 30 minutes ago
Milestone Resources Group Ltd an hour ago
Sparta 24 Ltd. an hour ago
ENTRUST FINANCIAL LLC 10 hours ago
Wealthspring Capital LLC 10 hours ago
Burton Enright Welch 10 hours ago
Journey Beyond Wealth, LLC 10 hours ago
Beverly Hills Private Wealth, LLC 10 hours ago
Bryn Mawr Trust Advisors, LLC 10 hours ago
HAGER INVESTMENT MANAGEMENT SERVICES, LLC 11 hours ago
Bear Mountain Capital, Inc. 11 hours ago
APEIRON CAPITAL Ltd 11 hours ago
RHL GROUP, LLC 11 hours ago
Brickley Wealth Management 12 hours ago
R. W. Roge & Company, Inc. 12 hours ago
Avion Wealth 12 hours ago
Working Capital Advisors (UK) Ltd. 12 hours ago
Powers Capital, LLC 12 hours ago
Platt Wealth Management LLC 12 hours ago
HOERTKORN RICHARD CHARLES 12 hours ago
Navigoe, LLC 13 hours ago
SoundView Advisors Inc. 13 hours ago
MYCIO WEALTH PARTNERS, LLC 13 hours ago
CARRET ASSET MANAGEMENT, LLC 13 hours ago
rebel Financial LLC 14 hours ago
GreatBanc Trust CO 14 hours ago
Mizuho Securities Co. Ltd. 14 hours ago
Accuvest Global Advisors 14 hours ago
Griffith & Werner, Inc. 14 hours ago
StoneRidge PMG Advisors, LLC 14 hours ago
Missouri Trust & Investment Co 15 hours ago
5th Street Advisors, LLC 15 hours ago
Unify Financial Advisors 15 hours ago
KORNITZER CAPITAL MANAGEMENT INC |KS 15 hours ago
VESTOR CAPITAL, LLC 15 hours ago
Axiom Investment Management LLC 15 hours ago
Balentine LLC 15 hours ago
Eiger Wealth Management, LLC 15 hours ago
Sellwood Investment Partners LLC 15 hours ago
J. Derek Lewis & Associates Inc. 15 hours ago
Lattice Capital Management, LLC 16 hours ago
Rooted Wealth Advisors, Inc. 16 hours ago
Henderson Brothers Financial Partners, LLC 16 hours ago
Rayburn West Financial Services LLC 16 hours ago
IMZ Advisory Inc 16 hours ago
UHLMANN PRICE SECURITIES, LLC 16 hours ago
Ethic Inc. 16 hours ago
Summit Creek Advisors LLC 16 hours ago
Endowment Wealth Management, Inc. 16 hours ago
Christian Investment Advisors, Inc. 16 hours ago
Notable Capital Management, L.L.C. 16 hours ago
180 WEALTH ADVISORS, LLC 16 hours ago
Guild Investment Management, Inc. 16 hours ago
BUCKHEAD CAPITAL MANAGEMENT LLC 16 hours ago
StoneX Group Inc. 16 hours ago
Skyline Advisors, Inc. 16 hours ago
GSG Advisors LLC 16 hours ago
Blossom Wealth Management 16 hours ago
UNIVERSITY OF TEXAS|TEXAS AM INVESTMENT MANAGEMENT CO 16 hours ago
CROSSPOINT FINANCIAL, LLC 16 hours ago
Triune Financial Partners, LLC 16 hours ago
Family Capital Management, Inc. 16 hours ago
Almanack Investment Partners, LLC. 16 hours ago
Edgemoor Investment Advisors, Inc. 16 hours ago
BCS Wealth Management 16 hours ago
FWG Investments, LLC. 16 hours ago
St. Louis Trust Co 16 hours ago
MEANS INVESTMENT CO., INC. 16 hours ago
Landmark Wealth Management, LLC 16 hours ago
Johnson & White Wealth Management, LLC 16 hours ago
Carnegie Lake Advisors LLC 16 hours ago
IronBridge Private Wealth, LLC 16 hours ago
AMAZON COM INC 16 hours ago
Atlas Wealth Partners, LLC 16 hours ago
Paragon Advisors, LLC 16 hours ago
ABBINGTON INVESTMENT GROUP 16 hours ago
Elite Wealth Management, Inc. 16 hours ago
Navigation Wealth Management, Inc. 16 hours ago
M Holdings Securities, Inc. 16 hours ago
Shepherd Financial Partners LLC 16 hours ago
Avantax Planning Partners, Inc. 16 hours ago
BRIGHTON JONES LLC 16 hours ago
Candriam S.C.A. 16 hours ago
Richard Young Associates, Ltd. 16 hours ago
Leicht Financial Planning & Wealth Management, Inc. 16 hours ago
Madrid Financial Services 16 hours ago
TRB Advisors LP 16 hours ago
Point Nemo Capital, LLC 16 hours ago
Kimelman & Baird, LLC 16 hours ago
American State Bank (Iowa) 16 hours ago
BEAM WEALTH ADVISORS, INC. 16 hours ago
Chapman Investment Management, LLC 16 hours ago
CULLINAN ASSOCIATES INC 16 hours ago
COOPER|HAIMS ADVISORS, LLC 16 hours ago
INTACT INVESTMENT MANAGEMENT INC. 16 hours ago
Financial Security Advisor, Inc. 16 hours ago
Myriad Asset Management US LP 16 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.