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Institutional Holdings Dashboard

Last Updated: 17 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.

Access via API

Recent Holdings Disclosures - All Funds

Fund File Date
Kailix Advisors LLC 17 hours ago
Stephens Investment Management Group LLC 17 hours ago
MEEDER ASSET MANAGEMENT INC 17 hours ago
Starr Indemnity & Liability Co 17 hours ago
Hudson Portfolio Management LLC 17 hours ago
C V STARR & CO INC 17 hours ago
MA Private Wealth 17 hours ago
Red Wave Investments LLC 17 hours ago
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 17 hours ago
VALUEWORKS LLC 17 hours ago
JACOBSON & SCHMITT ADVISORS, LLC 17 hours ago
Harbour Wealth Management Group, Inc. 17 hours ago
Proem Advisors LLC 17 hours ago
Electrum Group LLC 17 hours ago
Hi-Line Capital Management, LLC 17 hours ago
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 17 hours ago
GREAT OAK CAPITAL PARTNERS, LLC 17 hours ago
Genesis Wealth Advisors, LLC 18 hours ago
Saber Capital Management, LLC 18 hours ago
Everest Private Wealth 18 hours ago
Tarsadia Capital, LLC 18 hours ago
Daffy Charitable Fund 18 hours ago
COMPOSITION WEALTH, LLC 18 hours ago
Chancellor Financial Group WB LP 18 hours ago
TD Capital Management LLC 18 hours ago
Birchcreek Wealth Management, LLC 18 hours ago
BANC FUNDS CO LLC 18 hours ago
WESTPAC BANKING CORP 18 hours ago
Berger Financial Group, Inc 18 hours ago
CURTIS WEALTH MANAGEMENT LLC 18 hours ago
Trailhead Planners LLC 18 hours ago
Hill Investment Group Partners, LLC 18 hours ago
one8zero8, LLC 18 hours ago
WealthTrust Axiom LLC 18 hours ago
Shared Vision Wealth Group LLC 18 hours ago
HEARTLAND ADVISORS INC 18 hours ago
URS Advisory LLC 18 hours ago
Creek Drive Management Group LLC 18 hours ago
Westwood Global Investments, LLC 18 hours ago
Private Advisor Group, LLC 18 hours ago
American Beacon Advisors, Inc. 18 hours ago
Astoria Strategic Wealth, Inc. 18 hours ago
Tyche Wealth Partners LLC 18 hours ago
Petix & Botte Co 18 hours ago
Taylor Hoffman Capital Management LLC 18 hours ago
PCG Wealth Advisors, LLC 18 hours ago
Maxele Advisors, LLC 18 hours ago
Hartford Funds Management Co LLC 18 hours ago
IEQ CAPITAL, LLC 18 hours ago
Focus Advisor Solutions, LLC 18 hours ago
Colonial Trust Co | SC 18 hours ago
360 Financial, Inc. 18 hours ago
BHK Investment Advisors, LLC 18 hours ago
Checchi Capital Advisers, LLC 18 hours ago
Bluebird Wealth Management LLC 18 hours ago
AXON ENTERPRISE, INC. 18 hours ago
Aegis Wealth Management LLC 18 hours ago
Bornite Capital Management LP 18 hours ago
Banco BTG Pactual S.A. 18 hours ago
Freedom Together Foundation 18 hours ago
Alpha Financial Partners LLC 18 hours ago
Madden Advisory Services, Inc. 18 hours ago
Boston Partners 18 hours ago
Independent Advisor Alliance 18 hours ago
Virtus Fixed Income Advisers, LLC 18 hours ago
Atlas Wealth LLC 18 hours ago
Frisch Financial Group, Inc. 18 hours ago
OneAscent Financial Services LLC 18 hours ago
WGI DM, LLC 18 hours ago
Beckerman Institutional, LLC 18 hours ago
OneAscent Family Office, LLC 18 hours ago
Tide Cove Capital Partners LLC 18 hours ago
OneAscent Investment Solutions LLC 18 hours ago
Thomas J. Herzfeld Advisors, Inc. 18 hours ago
Atlas Venture Life Science Advisors, LLC 18 hours ago
Colonial Trust Advisors 18 hours ago
OneAscent Wealth Management LLC 18 hours ago
JENSEN INVESTMENT MANAGEMENT INC 18 hours ago
PATRON PARTNERS, LLC 18 hours ago
Red Oak Financial Group, LLC 18 hours ago
Mayflower Financial Advisors, LLC 18 hours ago
GROUP ONE TRADING LLC 18 hours ago
Advisors Asset Management, Inc. 18 hours ago
GENRE PARTNERS L P 18 hours ago
HAMILTON CAPITAL PARTNERS, LLC 18 hours ago
BALANCED WEALTH GROUP LLC 18 hours ago
NFC Investments, LLC 18 hours ago
EDMOND DE ROTHSCHILD HOLDING S.A. 18 hours ago
Beta Wealth Group, Inc. 18 hours ago
STEEL PARTNERS HOLDINGS L.P. 18 hours ago
TRAVELERS COMPANIES, INC. 19 hours ago
GW&K Investment Management, LLC 19 hours ago
Minot DeBlois Advisors LLC 19 hours ago
Private Wealth Asset Management, LLC 19 hours ago
Alteri Wealth LLC 19 hours ago
SPRENG CAPITAL MANAGEMENT, INC. 19 hours ago
Wilkinson Global Asset Management LLC 19 hours ago
SIEMENS AG 19 hours ago
SIEMENS PENSION TRUST E V 19 hours ago
RIVERSTONE HOLDINGS LLC 19 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.