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Institutional Holdings Dashboard

Last Updated: 5 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
Morrissey Wealth Management, LLC 6 hours ago
Olistico Wealth, LLC 6 hours ago
Norman Fields, Gottscho Capital Management, LLC 7 hours ago
Ballew Advisors, Inc 7 hours ago
Factorial Partners, LLC 7 hours ago
Gladwyn Financial Advisors, Inc. 7 hours ago
Pacific Wealth Management 8 hours ago
Ridgewood Investments LLC 8 hours ago
Kennon-Green & Company, LLC 8 hours ago
Frisco Financial Planning LLC 8 hours ago
Box Hill Private Wealth LLC 9 hours ago
ACIMA PRIVATE WEALTH, LLC 9 hours ago
SCOPIA CAPITAL MANAGEMENT LP 9 hours ago
Rosenberg Matthew Hamilton 9 hours ago
COLLECTIVE FAMILY OFFICE LLC 10 hours ago
FC Advisory LLC 10 hours ago
Heartwood Wealth Advisors LLC 10 hours ago
ROCKLAND TRUST CO 10 hours ago
ARGENT CAPITAL MANAGEMENT LLC 11 hours ago
EASTERN BANK 11 hours ago
CapWealth Advisors, LLC 11 hours ago
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 11 hours ago
Adelphi Trust Co 11 hours ago
HERALD INVESTMENT MANAGEMENT Ltd 11 hours ago
Acasta Partners UK LLP 11 hours ago
Partnership Wealth Management, LLC 12 hours ago
VALINOR MANAGEMENT, L.P. 12 hours ago
Eastover Investment Advisors LLC 12 hours ago
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 12 hours ago
Miura Global Management, LLC 12 hours ago
NEVILLE RODIE & SHAW INC 12 hours ago
BAKER TILLY WEALTH MANAGEMENT, LLC 12 hours ago
Pensionfund Sabic 13 hours ago
Pensionfund PDN 13 hours ago
Horizons Wealth Management 13 hours ago
TOMPKINS FINANCIAL CORP 13 hours ago
PARK NATIONAL CORP |OH| 14 hours ago
General Partner, Inc. 15 hours ago
MassMutual Private Wealth & Trust, FSB 16 hours ago
Violich Capital Management, Inc. 3 days, 4 hours ago
CX Institutional 3 days, 5 hours ago
Pennsylvania State University 3 days, 5 hours ago
Boltwood Capital Management 3 days, 5 hours ago
First Citizens Financial Corp 3 days, 7 hours ago
Polaris Financial Partners 3 days, 7 hours ago
Robert B. Daugherty Foundation 3 days, 7 hours ago
Miller Global Investments, LLC 3 days, 7 hours ago
GLP Holdings LLLP 3 days, 7 hours ago
Marotta Asset Management 3 days, 8 hours ago
Silverleafe Capital Partners, LLC 3 days, 9 hours ago
PRIVATE CLIENT SERVICES, LLC 3 days, 9 hours ago
Beacon Wealthcare LLC 3 days, 11 hours ago
Planning Strategies Inc. 3 days, 11 hours ago
Advus Financial Partners, LLC 3 days, 12 hours ago
GoalVest Advisory LLC 3 days, 13 hours ago
REYL & Cie S.A. 3 days, 15 hours ago
Global Wealth Strategies & Associates 4 days, 3 hours ago
Versant Capital Management, Inc 4 days, 4 hours ago
Stairway Partners, LLC 4 days, 4 hours ago
GP Brinson Investments LLC 4 days, 5 hours ago
Stonebridge Financial Group, LLC 4 days, 5 hours ago
LBJ Family Wealth Advisors, Ltd. 4 days, 6 hours ago
Montecito Bank & Trust 4 days, 6 hours ago
University of Massachusetts Foundation, Inc. 4 days, 7 hours ago
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT 4 days, 8 hours ago
Hickory Point Bank & Trust 4 days, 8 hours ago
DOLIVER ADVISORS, LP 4 days, 8 hours ago
Roxbury Financial LLC 4 days, 9 hours ago
BURKETT FINANCIAL SERVICES, LLC 4 days, 9 hours ago
Defender Capital, LLC. 4 days, 9 hours ago
Woodward Financial Advisors, Inc. 4 days, 9 hours ago
Noble Wealth Management PBC 4 days, 9 hours ago
First Financial Bank - Trust Division 4 days, 9 hours ago
Coastline Trust Co 4 days, 10 hours ago
Marathon Mission, Inc. 4 days, 11 hours ago
CONFLUENCE INVESTMENT MANAGEMENT LLC 4 days, 11 hours ago
Sarver Vrooman Wealth Advisors 4 days, 11 hours ago
Parrish Capital LLC 4 days, 11 hours ago
CACTI ASSET MANAGEMENT LLC 4 days, 13 hours ago
CIM INVESTMENT MANAGEMENT INC 6 days, 8 hours ago
Atomic Invest LLC 1 week, 3 days ago
Bullock Wealth Management Group 1 week, 4 days ago
PENSIOENFONDS RAIL & OV 1 week, 5 days ago
Innovative Advisory Group, LLC 1 week, 6 days ago
Deeter Investments LLP 1 week, 6 days ago
PHOENIX ASSET MANAGEMENT PARTNERS Ltd 1 week, 6 days ago
Andra AP-fonden 1 week, 6 days ago
Silicon Valley Capital Partners 2 weeks ago
Altar Rock LLC 2 weeks ago
Premier Financial Group 2 weeks, 3 days ago
SECURITY NATIONAL BANK OF SO DAK 2 weeks, 3 days ago
SECURITY NATIONAL BANK OF SIOUX CITY IOWA |IA| 2 weeks, 3 days ago
Kirkwood Financial Services 2 weeks, 3 days ago
WELLINGTON-ALTUS USA INC. 2 weeks, 4 days ago
Old Mission Investment Co LLC 2 weeks, 5 days ago
IKE Capital, LLC 2 weeks, 5 days ago
Twin Peaks Capital Ltd 2 weeks, 5 days ago
Anchor Investment Management, LLC 2 weeks, 6 days ago
Reynders McVeigh Capital Management, LLC 2 weeks, 6 days ago
Cherry Tree Wealth Management, LLC 2 weeks, 6 days 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.