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Institutional Holdings Dashboard

Last Updated: 1 day, 19 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
Twin Cities Retirement Group LLC 1 day, 19 hours ago
ShankerValleau Wealth Advisors, Inc. 1 day, 19 hours ago
WealthBridge Capital Management, LLC 1 day, 19 hours ago
IFC & Insurance Marketing, Inc. 1 day, 19 hours ago
Safir Wealth Advisors, LLC 1 day, 19 hours ago
Stronghold Wealth Management L.L.C. 1 day, 19 hours ago
PEDDOCK CAPITAL ADVISORS, LLC 1 day, 19 hours ago
Summitas Investment Management LLC 1 day, 19 hours ago
Snider Financial Group 1 day, 19 hours ago
Mosley Wealth Management 1 day, 19 hours ago
Selby Wealth Management, LLC 1 day, 19 hours ago
Prairiewood Capital, LLC 1 day, 19 hours ago
Andera Partners 1 day, 19 hours ago
SARD WEALTH MANAGEMENT GROUP, LLC 1 day, 20 hours ago
Parisi Gray Wealth Management 1 day, 20 hours ago
ICG Advisors, LLC 1 day, 20 hours ago
TD Waterhouse Canada Inc. 1 day, 20 hours ago
HFG Wealth Management, LLC 1 day, 20 hours ago
Tandem Investment Partners LLC 1 day, 20 hours ago
Weitzel Financial Services, Inc. 1 day, 20 hours ago
New England Research & Management, Inc. 1 day, 20 hours ago
Intergy Private Wealth, LLC 1 day, 20 hours ago
ACUTE INVESTMENT ADVISORY, LLC 1 day, 20 hours ago
Berman McAleer LLC 1 day, 20 hours ago
Avail Investment Partners, LLC 1 day, 20 hours ago
Guardian Asset Advisors, LLC 1 day, 20 hours ago
RKL Wealth Management LLC 1 day, 20 hours ago
Carroll Advisory Group, LLC 1 day, 20 hours ago
HENGEHOLD CAPITAL MANAGEMENT LLC 1 day, 20 hours ago
Peak Financial Management, Inc. 1 day, 20 hours ago
Beaumont Asset Management, L.L.C. 1 day, 20 hours ago
Eagle Strategies LLC 1 day, 20 hours ago
McKinley Carter Wealth Services, Inc. 1 day, 20 hours ago
Willow Creek Capital Management, Inc. 1 day, 20 hours ago
St. Louis Financial Planners Asset Management, LLC 1 day, 20 hours ago
SWEENEY & MICHEL, LLC 1 day, 20 hours ago
Vontobel Holding Ltd. 1 day, 20 hours ago
Aull & Monroe Investment Management Corp 1 day, 20 hours ago
Teramo Advisors, LLC 1 day, 20 hours ago
KWB Wealth 1 day, 20 hours ago
Melone Private Wealth, LLC 1 day, 20 hours ago
Hutchens & Kramer Investment Management Group, LLC 1 day, 20 hours ago
FIDUCIARY ADVISORS, INC. 1 day, 20 hours ago
Smith Asset Management Co., LLC 1 day, 20 hours ago
Choice Wealth Advisors LLC 1 day, 20 hours ago
Forum Financial Management, LP 1 day, 20 hours ago
Howard Capital Management Group, LLC 1 day, 20 hours ago
Kintegral Advisory, LLC 1 day, 20 hours ago
AWM CAPITAL, LLC 1 day, 21 hours ago
USA FINANCIAL FORMULAS 1 day, 21 hours ago
CWS Financial Advisors, LLC 1 day, 21 hours ago
Processus Wealth & Capital Management, LLC 1 day, 21 hours ago
FULCRUM WEALTH ADVISORS, LLC 1 day, 21 hours ago
Cravens & Co Advisors, LLC 1 day, 21 hours ago
STERLING INVESTMENT MANAGEMENT, LLC 1 day, 21 hours ago
AlphaStar Capital Management, LLC 1 day, 21 hours ago
JGP Global Gestao de Recursos Ltda. 1 day, 21 hours ago
Dynamic Wealth Strategies, LLC 1 day, 21 hours ago
1834 INVESTMENT ADVISORS CO 1 day, 21 hours ago
Alpine Bank Wealth Management 1 day, 21 hours ago
Penbrook Management LLC 1 day, 21 hours ago
Copper Harbor Investment Advisors, LLC 1 day, 21 hours ago
PineStone Asset Management Inc. 1 day, 21 hours ago
KRS Capital Management, LLC 1 day, 22 hours ago
Center For Asset Management LLC 1 day, 22 hours ago
ShoreHaven Wealth Partners, LLC 1 day, 22 hours ago
Robertson Stephens Wealth Management, LLC 1 day, 22 hours ago
Lee Financial Co 1 day, 22 hours ago
Greenfield FTC, Inc. 1 day, 22 hours ago
Frank, Rimerman Advisors LLC 1 day, 22 hours ago
Encompass More Asset Management 1 day, 22 hours ago
Fiscal Wisdom Wealth Management, LLC 1 day, 22 hours ago
Bay Capital Advisors, LLC 1 day, 22 hours ago
Counterpoint Mutual Funds LLC 1 day, 22 hours ago
Birch Hill Investment Advisors LLC 1 day, 22 hours ago
Western Pacific Wealth Management, LP 1 day, 22 hours ago
ABSOLUTE CAPITAL MANAGEMENT, LLC 1 day, 22 hours ago
FORBES J M & CO LLP 1 day, 22 hours ago
Gemmer Asset Management LLC 1 day, 22 hours ago
Align Financial, LLC 1 day, 22 hours ago
Trust Co of Tennessee 1 day, 22 hours ago
DELTA CAPITAL MANAGEMENT LLC 1 day, 22 hours ago
FOUNDERS GROVE WEALTH PARTNERS, LLC 1 day, 22 hours ago
Burns Matteson Capital Management, LLC 1 day, 22 hours ago
CRA Financial Services, LLC 1 day, 22 hours ago
Finer Wealth Management, Inc. 1 day, 23 hours ago
SummerHaven Investment Management, LLC 1 day, 23 hours ago
Strata Wealth Advisors, LLC 1 day, 23 hours ago
BFI Wealth Solutions, LLC 1 day, 23 hours ago
BROWN, LISLE|CUMMINGS, INC. 1 day, 23 hours ago
Ardent Capital Management, Inc. 1 day, 23 hours ago
FIDELIS iM, LLC 1 day, 23 hours ago
SteelPeak Wealth, LLC 1 day, 23 hours ago
IFP Advisors, Inc 1 day, 23 hours ago
Crown Oak Advisors, LLC 1 day, 23 hours ago
Elevated Financial Group LLC 1 day, 23 hours ago
Ariston Services Group 1 day, 23 hours ago
HRC WEALTH MANAGEMENT, LLC 1 day, 23 hours ago
FNY Investment Advisers, LLC 1 day, 23 hours ago
Karras Company, Inc. 1 day, 23 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.