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Institutional Holdings Dashboard

Last Updated: 6 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.

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Recent Holdings Disclosures - All Funds

Fund File Date
WestEnd Advisors, LLC 6 hours ago
William Mack & Associates, Inc. 6 hours ago
VICTORY FINANCIAL GROUP, LLC 6 hours ago
MCDONALD CAPITAL INVESTORS INC|CA 6 hours ago
BLB&B Advisors, LLC 6 hours ago
Convergence Financial, LLC 6 hours ago
MOODY ALDRICH PARTNERS LLC 6 hours ago
CONNING INC. 6 hours ago
Smith Group Asset Management, LLC 6 hours ago
Petersen Hastings Wealth Advisors Inc. 6 hours ago
AMI INVESTMENT MANAGEMENT INC 6 hours ago
Honeycomb Asset Management LP 6 hours ago
SIGMA INVESTMENT COUNSELORS INC 6 hours ago
Armor Investment Advisors, LLC 6 hours ago
Parametrica Management Ltd 6 hours ago
SAGE FINANCIAL GROUP INC 6 hours ago
Evensky & Katz LLC 7 hours ago
Stockman Wealth Management, Inc. 7 hours ago
CAPITAL WEALTH MANAGEMENT, LLC 7 hours ago
SpringVest Wealth Management LLC 7 hours ago
First Fiduciary Investment Counsel, Inc. 7 hours ago
Wheels Up Wealth, Inc. 7 hours ago
Financial Insights, Inc. 7 hours ago
Laurel Wealth Advisors LLC 7 hours ago
MKA Charitable Fund 7 hours ago
AXON CAPITAL LP 7 hours ago
Prism Planning Partners LLC 7 hours ago
True Wind Capital Management, L.P. 7 hours ago
AK GLOBAL ASSET MANAGEMENT, LLC 7 hours ago
VestGen Advisors, LLC 7 hours ago
Heritage Wealth Management, Inc. |CA| 7 hours ago
VAQUERO PRIVATE WEALTH, LTD 7 hours ago
Beacon Bank & Trust 7 hours ago
Simplify Asset Management Inc. 7 hours ago
Maj Invest Holding A|S 8 hours ago
Vantage Investment Partners, LLC 8 hours ago
CORRADO ADVISORS, LLC 8 hours ago
Lynx Investment Advisory 8 hours ago
BEACON ADVISORS HOLDINGS, LLC 8 hours ago
Transmarket Holdings LP 8 hours ago
WPG Advisers, LLC 8 hours ago
LaFleur & Godfrey LLC 8 hours ago
Pinnacle Wealth Planning Services, Inc. 8 hours ago
MAD RIVER INVESTORS 8 hours ago
True Link Financial Advisors, LLC 8 hours ago
North Dakota State Investment Board 8 hours ago
North Star Investment Management Corp. 8 hours ago
Aspen Private Advisors, LLC 8 hours ago
PIPER SANDLER & CO. 8 hours ago
Viewpoint Capital Management LLC 8 hours ago
Spear Advisors LLC 8 hours ago
LEE DANNER & BASS INC 8 hours ago
Trust Point Inc. 8 hours ago
Essential Investment Partners LLC 9 hours ago
GARRISON BRADFORD & ASSOCIATES INC 9 hours ago
BOKF, NA 9 hours ago
ICW Investment Advisors LLC 9 hours ago
Redmond Asset Management, LLC 9 hours ago
Ativo Capital Management LLC 9 hours ago
Motley Fool Asset Management LLC 9 hours ago
Rosenthal | Henry Capital Advisors, Inc. 9 hours ago
STERLING INVESTMENT ADVISORS LLC |ADV 9 hours ago
DecisionPoint Financial, LLC 9 hours ago
REIK & CO., LLC 10 hours ago
CJM Wealth Advisers, Ltd. 10 hours ago
First American Bank 10 hours ago
Baron Wealth Management LLC 10 hours ago
Cornerstone Planning, LLC 10 hours ago
RIVULET CAPITAL, LLC 10 hours ago
Crestwood Advisors Group, LLC 10 hours ago
SAYBROOK CAPITAL |NC 10 hours ago
Gibraltar Capital Management, Inc. 10 hours ago
Empirical Capital Management, LLC 10 hours ago
Haven Private, LLC 10 hours ago
Coquina Private Wealth LLC 10 hours ago
BROWN CAPITAL MANAGEMENT LLC 11 hours ago
JLB & ASSOCIATES INC 11 hours ago
PECAUT & CO. 11 hours ago
First City Capital Management, Inc. 11 hours ago
Allen Capital Group, LLC 11 hours ago
Philip James Wealth Mangement, LLC 11 hours ago
Rossmore Private Capital 11 hours ago
TLW Wealth Management, LLC 11 hours ago
Fire Capital Management LLC 11 hours ago
CENTRAL VALLEY ADVISORS, LLC 11 hours ago
OPPENHEIMER ASSET MANAGEMENT INC. 11 hours ago
Bullish 11 hours ago
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11 hours ago
SANTA MONICA PARTNERS LP 11 hours ago
PRENTISS SMITH & CO INC 11 hours ago
Barton Investment Management 11 hours ago
Graetz Wealth LLC 11 hours ago
GREENWOOD CAPITAL ASSOCIATES LLC 11 hours ago
Mirabaud & Cie SA 11 hours ago
DELTA FINANCIAL ADVISORS LLC 11 hours ago
Investmark Advisory Group LLC 11 hours ago
Birch Capital Management, LLC 11 hours ago
WENDELL DAVID ASSOCIATES INC 11 hours ago
Sterling Investment Advisors, Ltd. 11 hours ago
Elyxium Wealth, LLC 11 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.