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Institutional Holdings Dashboard

Last Updated: 8 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.

Access via API

Recent Holdings Disclosures - All Funds

Fund File Date
OMC Financial Services LTD 12 minutes ago
FTX Recovery Trust 16 minutes ago
BNC WEALTH MANAGEMENT, LLC 27 minutes ago
KANAWHA CAPITAL MANAGEMENT LLC 28 minutes ago
ROI Financial Advisors, LLC 37 minutes ago
Plus Group Wealth Advisors LLC 40 minutes ago
MINDSET WEALTH MANAGEMENT, LLC 41 minutes ago
JB Capital LLC 45 minutes ago
UMB Private Wealth Management, LLC 46 minutes ago
ROFFMAN MILLER ASSOCIATES INC |PA| 47 minutes ago
J2 Capital Management Inc 48 minutes ago
Junk Investment Group, LLC an hour ago
Traveka Wealth, LLC an hour ago
WASHINGTON CAPITAL MANAGEMENT, INC an hour ago
BankChampaign, National Association an hour ago
RS CRUM INC. an hour ago
MONARCH CAPITAL MANAGEMENT INC an hour ago
Eagle Capital Management, LLC an hour ago
Vertex Investment Solutions Co., Ltd. an hour ago
MW ADVISORY, LLC an hour ago
F&V Capital Management, LLC an hour ago
DB Fitzpatrick & Co, Inc an hour ago
LAUREL OAK WEALTH MANAGEMENT, LLC an hour ago
Advantage Trust Co an hour ago
Decker Retirement Planning Inc. an hour ago
Linden Thomas Advisory Services, LLC an hour ago
Econ Financial Services Corp an hour ago
LexAurum Advisors, LLC 2 hours ago
LongView Wealth Management 2 hours ago
Independent Wealth Network Inc. 2 hours ago
Arkfeld Wealth Strategies, L.L.C. 2 hours ago
JACKSON SQUARE CAPITAL, LLC 2 hours ago
SIMA Wealth Partners, LLC 2 hours ago
Hassell Wealth Management, LLC 2 hours ago
QUANTUM FINANCIAL PARTNERS LLC 2 hours ago
Kaufman Rossin Wealth, LLC 2 hours ago
Baskin Financial Services Inc. 2 hours ago
Sculati Wealth Management, LLC 2 hours ago
BDF-GESTION 2 hours ago
Foguth Wealth Management, LLC. 2 hours ago
PRAIRIE ADVISORY, LLC 2 hours ago
Jordan Park Trust Co LLC 2 hours ago
Capital Square, LLC 2 hours ago
Investment Research & Advisory Group, Inc. 2 hours ago
OceanIQ Capital, LLC 2 hours ago
Herold Advisors, Inc. 2 hours ago
WEBER CAPITAL MANAGEMENT LLC |ADV 3 hours ago
RICHARDS, MERRILL & PETERSON, INC. 3 hours ago
Kondo Wealth Advisors, Inc. 3 hours ago
WASHBURN CAPITAL MANAGEMENT, INC. 3 hours ago
Gimbal Financial 3 hours ago
NEW WAVE WEALTH ADVISORS LLC 3 hours ago
Talbot Financial, LLC 3 hours ago
SONATA CAPITAL GROUP INC 3 hours ago
Cornell Pochily Investment Advisors, Inc. 3 hours ago
Beirne Wealth Consulting Services, LLC 3 hours ago
PKO Investment Management Joint-Stock Co 3 hours ago
Commerce Advisors, LLC 3 hours ago
BRAUN STACEY ASSOCIATES INC 3 hours ago
BENNETT SELBY INVESTMENTS LP 3 hours ago
Diversified Enterprises, LLC 3 hours ago
Compass Financial Group, Inc. (Ohio) 3 hours ago
RWQ Financial Management Services, Inc. 3 hours ago
James Hambro & Partners LLP 3 hours ago
PUREfi Wealth, LLC 4 hours ago
Colonial River Investments, LLC 4 hours ago
Wernau Asset Management Inc. 4 hours ago
TRITONPOINT WEALTH, LLC 4 hours ago
BOURGEON CAPITAL MANAGEMENT LLC 4 hours ago
Cannon Financial Strategists, Inc. 4 hours ago
TRAN CAPITAL MANAGEMENT, L.P. 4 hours ago
Amtrust Financial Services, Inc. 4 hours ago
CAMBRIDGE CAPITAL MANAGEMENT, LLC 4 hours ago
Bluesphere Advisors LLC 4 hours ago
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 4 hours ago
Private Wealth Management Group, LLC 4 hours ago
AdviceOne Advisory Services, LLC 4 hours ago
FOURPATH CAPITAL MANAGEMENT, LLC 5 hours ago
NWF Advisory Services Inc. 5 hours ago
Todd Wealth Management, LLC 5 hours ago
Woodward Financial Advisors, Inc. 5 hours ago
Lancaster Investment Management 5 hours ago
Paradice Investment Management LLC 5 hours ago
Svenska Handelsbanken AB (publ) 5 hours ago
Thoma Capital Management LLC 5 hours ago
Klaas Financial Asset Advisors, LLC 5 hours ago
Private Wealth Group, LLC 5 hours ago
SOUTHERN CAPITAL SERVICES INC |ADV 5 hours ago
Family Investment Center, Inc. 5 hours ago
Capstone Wealth Management Group, Inc. 5 hours ago
Targeted Financial Services LLC 6 hours ago
Financial Partners Group, Inc 6 hours ago
Wealthstar Advisors, LLC 6 hours ago
PATHWAY WEALTH MANAGEMENT LLC 6 hours ago
SJBENEN ADVISORY, LLC 6 hours ago
Mullaney, Keating & Wright, Inc. 6 hours ago
University of Cambridge Investment Management Ltd 6 hours ago
High Probability Advisors, LLC 6 hours ago
CERTIOR FINANCIAL GROUP, LLC 6 hours ago
Acorn Wealth Advisors, LLC 6 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.