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Institutional Holdings Dashboard

Last Updated: 1 day, 1 hour 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
Andra AP-fonden 2 days ago
Silicon Valley Capital Partners 2 days, 19 hours ago
Altar Rock LLC 2 days, 22 hours ago
Premier Financial Group 5 days, 15 hours ago
SECURITY NATIONAL BANK OF SO DAK 5 days, 17 hours ago
SECURITY NATIONAL BANK OF SIOUX CITY IOWA |IA| 5 days, 17 hours ago
WELLINGTON-ALTUS USA INC. 6 days, 20 hours ago
IKE Capital, LLC 1 week ago
Twin Peaks Capital Ltd 1 week, 1 day ago
Anchor Investment Management, LLC 1 week, 1 day ago
Reynders McVeigh Capital Management, LLC 1 week, 1 day ago
Cherry Tree Wealth Management, LLC 1 week, 1 day ago
SkyView Investment Advisors, LLC 1 week, 2 days ago
Revere Asset Management, Inc 1 week, 2 days ago
Talon Private Wealth, LLC 1 week, 5 days ago
SMITH CHAS P & ASSOCIATES PA CPAS 1 week, 5 days ago
Marathon Wealth Advisors LLC 1 week, 6 days ago
MENLO ADVISORS LLC 1 week, 6 days ago
U S WEALTH GROUP, LLC. 1 week, 6 days ago
MIRAMONTES CAPITAL, LLC 2 weeks ago
Core Capital Management & Research, inc. 2 weeks ago
Lotus Asset Management LLC 2 weeks ago
Willow Creek Capital Management, Inc. 2 weeks, 1 day ago
Kachkovsky & Fisher, Inc. 2 weeks, 1 day ago
Parkside Financial Bank & Trust 2 weeks, 5 days ago
Nordflint Capital Partners Fondsmaeglerselskab A|S 2 weeks, 6 days ago
RWC ASSET ADVISORS (US) LLC 2 weeks, 6 days ago
Cygnus Capital Advisors, LLC 3 weeks ago
MLG Wealth Management DBA Pine Grove Financial Group 3 weeks ago
CAPITAL & PLANNING, LLC 3 weeks ago
Range Advisory, LLC 3 weeks, 1 day ago
Kinetic Wealth Investment Advisors LLC 3 weeks, 1 day ago
Infini Capital Management Ltd 3 weeks, 1 day ago
BROWN, LISLE|CUMMINGS, INC. 3 weeks, 1 day ago
Planning Project LLC 3 weeks, 1 day ago
Parrish Capital LLC 3 weeks, 1 day ago
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 3 weeks, 2 days ago
Alternative Investment Advisors, LLC. 3 weeks, 2 days ago
K5 Global Advisor LLC 3 weeks, 6 days ago
OPTIMIZE FINANCIAL INC. 3 weeks, 6 days ago
TUCKER ASSET MANAGEMENT LLC 3 weeks, 6 days ago
Formuepleje A|S 4 weeks ago
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 4 weeks ago
Schulz Wealth, LTD. 4 weeks ago
AFFINITY WEALTH LLC 4 weeks ago
Principia Wealth Advisory, LLC 4 weeks ago
Brown Financial Advisors 4 weeks ago
AMERICAN SECURITIES LLC 4 weeks, 1 day ago
January Capital Advisors LLC 4 weeks, 1 day ago
Advus Financial Partners, LLC 4 weeks, 1 day ago
Absolute Gestao de Investimentos Ltda. 4 weeks, 1 day ago
Groupe la Francaise 4 weeks, 1 day ago
Financial Insights, Inc. 1 month ago
Vancity Investment Management Ltd 1 month ago
CARLSON FINANCIAL, INC. 1 month ago
Strategic Financial Services, Inc. 1 month ago
Serenity Investment Advisors 1 month ago
CYBER HORNET ETFs LLC 1 month ago
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1 month ago
ASHFORD CAPITAL MANAGEMENT INC 1 month ago
Harbor Spring Capital, LLC 1 month ago
Delaney Dennis R 1 month ago
Kidder Stephen W 1 month ago
Envision Financial Transparency, LLC 1 month ago
Bernard Wealth Management Corp. 1 month ago
Anderson Financial Strategies, LLC 1 month ago
Rehmann Capital Advisory Group 1 month ago
Jackson Wealth Management, LLC 1 month ago
GILL CAPITAL PARTNERS, LLC 1 month ago
Ridgepath Capital Management LLC 1 month ago
ATX Financial Planning, LLC 1 month ago
CLIFFORD SWAN INVESTMENT COUNSEL LLC 1 month ago
American Beacon Advisors, Inc. 1 month ago
Forefront Wealth Partners, LLC 1 month ago
DEPRINCE RACE & ZOLLO INC 1 month ago
Harvest Fund Management Co., Ltd 1 month ago
RESOLUTE WEALTH ADVISOR, INC. 1 month ago
CALIFORNIA FIRST LEASING CORP 1 month ago
Bullish 1 month ago
Sustainable Insight Capital Management, LLC 1 month ago
BOUSSARD & GAVAUDAN GESTION SAS 1 month ago
Goodwin Investment Advisory 1 month ago
Prosperitas Financial LLC 1 month ago
Madryn Asset Management, LP 1 month ago
Financial Avengers, Inc. 1 month ago
Wilson & Boucher Capital Management, LLC 1 month ago
Vermillion & White Wealth Management Group, LLC 1 month ago
Kingsview Wealth Management, LLC 1 month ago
Fox Hill Wealth Management 1 month ago
Unconventional Investor, LLC 1 month ago
Capasso Planning Partners LLC 1 month ago
TILIA FIDUCIARY PARTNERS, INC. 1 month ago
Sankala Group LLC 1 month ago
CANNELL CAPITAL LLC 1 month ago
Beacon Pointe Advisors, LLC 1 month ago
Henson-Edgewater Management, LLC 1 month ago
Concorde Asset Management, LLC 1 month ago
NORTH STAR ASSET MANAGEMENT INC 1 month ago
Mint Tower Capital Management B.V. 1 month, 1 week ago
Liontrust Investment Partners LLP 1 month, 1 week 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.