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Institutional Holdings Dashboard

Last Updated: 7 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.

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Recent Holdings Disclosures - All Funds

Fund File Date
January Capital Advisors LLC 19 minutes ago
Advus Financial Partners, LLC an hour ago
VIRGINIA RETIREMENT SYSTEMS ET Al 2 hours ago
Absolute Gestao de Investimentos Ltda. 2 hours ago
Groupe la Francaise 2 hours ago
Financial Insights, Inc. 19 hours ago
Vancity Investment Management Ltd 20 hours ago
CARLSON FINANCIAL, INC. 22 hours ago
Strategic Financial Services, Inc. 22 hours ago
Serenity Investment Advisors 23 hours ago
CYBER HORNET ETFs LLC 1 day, 6 hours ago
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 3 days, 18 hours ago
ASHFORD CAPITAL MANAGEMENT INC 3 days, 20 hours ago
Harbor Spring Capital, LLC 3 days, 21 hours ago
Delaney Dennis R 3 days, 22 hours ago
Kidder Stephen W 3 days, 22 hours ago
Envision Financial Transparency, LLC 3 days, 22 hours ago
Bernard Wealth Management Corp. 4 days, 1 hour ago
Anderson Financial Strategies, LLC 4 days, 20 hours ago
Rehmann Capital Advisory Group 4 days, 21 hours ago
Jackson Wealth Management, LLC 4 days, 21 hours ago
GILL CAPITAL PARTNERS, LLC 4 days, 22 hours ago
Ridgepath Capital Management LLC 4 days, 22 hours ago
Layline Advisors, LLC 4 days, 23 hours ago
ATX Financial Planning, LLC 5 days ago
CLIFFORD SWAN INVESTMENT COUNSEL LLC 5 days ago
American Beacon Advisors, Inc. 5 days, 1 hour ago
Forefront Wealth Partners, LLC 5 days, 1 hour ago
DEPRINCE RACE & ZOLLO INC 5 days, 2 hours ago
Harvest Fund Management Co., Ltd 5 days, 17 hours ago
RESOLUTE WEALTH ADVISOR, INC. 5 days, 21 hours ago
CALIFORNIA FIRST LEASING CORP 5 days, 21 hours ago
Bullish 5 days, 21 hours ago
Sustainable Insight Capital Management, LLC 5 days, 22 hours ago
Bullock Wealth Management Group 6 days, 1 hour ago
BOUSSARD & GAVAUDAN GESTION SAS 6 days, 2 hours ago
Goodwin Investment Advisory 6 days, 3 hours ago
Prosperitas Financial LLC 6 days, 4 hours ago
Madryn Asset Management, LP 6 days, 16 hours ago
Financial Avengers, Inc. 6 days, 17 hours ago
Wilson & Boucher Capital Management, LLC 6 days, 17 hours ago
Vermillion & White Wealth Management Group, LLC 6 days, 18 hours ago
Kingsview Wealth Management, LLC 6 days, 18 hours ago
Fox Hill Wealth Management 6 days, 19 hours ago
Unconventional Investor, LLC 6 days, 20 hours ago
Capasso Planning Partners LLC 6 days, 20 hours ago
TILIA FIDUCIARY PARTNERS, INC. 6 days, 22 hours ago
Sankala Group LLC 6 days, 22 hours ago
CANNELL CAPITAL LLC 6 days, 23 hours ago
Beacon Pointe Advisors, LLC 1 week ago
Henson-Edgewater Management, LLC 1 week ago
Concorde Asset Management, LLC 1 week ago
NORTH STAR ASSET MANAGEMENT INC 1 week ago
Mint Tower Capital Management B.V. 1 week ago
Liontrust Investment Partners LLP 1 week ago
Fulcrum Asset Management LLP 1 week ago
Ratan Capital Management LP 1 week ago
Livforsakringsbolaget Skandia, Omsesidigt 1 week ago
Twin Lakes Capital Management, LLC 1 week ago
MUHLENKAMP & CO INC 1 week ago
Strait & Sound Wealth Management LLC 1 week ago
Rakuten Investment Management, Inc. 1 week ago
RIHO Partners, LLC 1 week ago
RB Capital Management, LLC 1 week ago
Denver PWM, LLC 1 week ago
Orion Capital Management LLC 1 week ago
JDM Financial Group LLC 1 week ago
Leo H. Evart, Inc. 1 week ago
BRIDGER MANAGEMENT, LLC 1 week ago
VY Capital Management Co. Ltd. 1 week ago
THOMAS H LEE PARTNERS LP 1 week ago
Copia Wealth Management 1 week ago
HARBERT FUND ADVISORS, LLC 1 week ago
E-Wealth Partners, LLC 1 week ago
Winning Points Advisors, LLC 1 week ago
BROOKS, MOORE & ASSOCIATES, INC. 1 week ago
WNY Asset Management, LLC 1 week ago
Bank OZK 1 week ago
Hamilton Capital, LLC 1 week ago
Hayek Kallen Investment Management 1 week ago
PSquared Asset Management AG 1 week ago
Windward Management LP 1 week ago
Old North State Trust, LLC 1 week ago
Caitlin John, LLC 1 week ago
Asset Allocation Strategies LLC 1 week ago
Ruggaard & Associates LLC 1 week, 1 day ago
Equitable Holdings, Inc. 1 week, 1 day ago
CENTAURUS FINANCIAL, INC. 1 week, 1 day ago
Reality Financial Planning Services, LLC 1 week, 1 day ago
LARCH CAPITAL PARTNERS LLC 1 week, 1 day ago
Integrated Investment Consultants, LLC 1 week, 1 day ago
Impala Asset Management LLC 1 week, 1 day ago
Melia Wealth LLC 1 week, 1 day ago
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 1 week, 1 day ago
Nalls Sherbakoff Group, LLC 1 week, 1 day ago
GRAYBILL WEALTH MANAGEMENT, LTD. 1 week, 1 day ago
HARVEY CAPITAL MANAGEMENT INC 1 week, 1 day ago
N10 ASSETS, LLC 1 week, 1 day ago
FORMULA GROWTH LTD 1 week, 1 day ago
Coastal Bridge Advisors, LLC 1 week, 1 day 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)

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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.