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Institutional Holdings Dashboard

Last Updated: 34 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
True Light Capital Pte. Ltd. 41 minutes ago
Endure Capital Management, LLC 47 minutes ago
HS Management Partners, LLC 48 minutes ago
RIT CAPITAL PARTNERS PLC an hour ago
QSM Asset Management Ltd an hour ago
Analyst IMS Investment Management Services Ltd. an hour ago
ANTIPODES PARTNERS Ltd 10 hours ago
Hurley Capital, LLC 10 hours ago
HOGE FINANCIAL SERVICES, LLC 11 hours ago
Mitsubishi UFJ Asset Management Co., Ltd. 11 hours ago
WBH ADVISORY INC 11 hours ago
SP Asset Management LLC 11 hours ago
EVERMAY WEALTH MANAGEMENT LLC 11 hours ago
PENNSYLVANIA CAPITAL MANAGEMENT INC |ADV 11 hours ago
DAIDO LIFE INSURANCE CO 11 hours ago
Riggs Asset Managment Co. Inc. 11 hours ago
Nordwand Advisors, LLC 11 hours ago
Burk Holdings LLC 11 hours ago
DE BURLO GROUP INC 11 hours ago
Shengqi Capital (Hong Kong) Ltd 11 hours ago
High Point Wealth Management, LLC 11 hours ago
ASO GROUP Ltd 12 hours ago
Ball & Co Wealth Management Inc. 12 hours ago
MidAtlantic Capital Management, Inc. 12 hours ago
Stone Wealth Partners 12 hours ago
Ferguson Johnson Wealth Management Inc 12 hours ago
Flagstone Financial Management 12 hours ago
ELEVATION POINT WEALTH PARTNERS, LLC 13 hours ago
SHAKER INVESTMENTS LLC|OH 13 hours ago
V3 Holding Ltd 13 hours ago
Destiny Wealth Partners, LLC 13 hours ago
FIRETRAIL INVESTMENTS PTY LTD 14 hours ago
Plato Investment Management Ltd 14 hours ago
RETIREMITTEN FINANCIAL LLC 14 hours ago
Wakefield Asset Management LLLP 14 hours ago
Altium Capital Management LLC 14 hours ago
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 14 hours ago
Montis Financial, LLC 14 hours ago
Alpha Wealth Funds, LLC 14 hours ago
Nemes Rush Group LLC 15 hours ago
Ballast Asset Management, LP 15 hours ago
United Capital Management of KS, Inc. 15 hours ago
Penn Capital Management Company, LLC 15 hours ago
Liquid Strategies, LLC 15 hours ago
Beutel, Goodman & Co Ltd. 15 hours ago
Freemont Capital Pte Ltd 15 hours ago
Pinion Investment Advisors, LLC 15 hours ago
Alpha Family Trust 15 hours ago
Altiora Financial Group, LLC 15 hours ago
Strategic Equity Management 15 hours ago
Elevated Capital Advisors, LLC 15 hours ago
Cornerstone Wealth Management, LLC 15 hours ago
SEARLE & CO. 15 hours ago
MKP Capital Management, L.L.C. 15 hours ago
Narwhal Capital Management 15 hours ago
Triton Wealth Management, PLLC 15 hours ago
Csenge Advisory Group 15 hours ago
D.B. Root & Company, LLC 15 hours ago
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 15 hours ago
Cassia Capital Partners, LLC 15 hours ago
EQUITY INVESTMENT CORP 15 hours ago
GABLES CAPITAL MANAGEMENT INC. 15 hours ago
Deuterium Capital Management, LLC 15 hours ago
D'Orazio & Associates, Inc. 15 hours ago
Fingerlakes Wealth Management, Inc. 15 hours ago
QUARRY HILL ADVISORS, LLC 15 hours ago
Alexander Randolph Advisory, Inc. 15 hours ago
Guardian Financial Partners, LLC 15 hours ago
Japan Post Holdings Co., Ltd. 15 hours ago
Bedminster, LLC 15 hours ago
Marathon Wealth Advisors LLC 15 hours ago
EQUITEC PROPRIETARY MARKETS, LLC 15 hours ago
ACCOUNT MANAGEMENT LLC 15 hours ago
Atlas Merchant Capital LLC 15 hours ago
Blue Water Asset Management 15 hours ago
DBA TRADING, LLC 15 hours ago
ARCH CAPITAL GROUP LTD. 15 hours ago
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 15 hours ago
Gen-Wealth Partners Inc 15 hours ago
Clientfirst Wealth Management, LLC 15 hours ago
Kinsale Capital Group, Inc. 15 hours ago
DMKC Advisory Services, LLC 15 hours ago
CPWA, LLC 15 hours ago
Torrey Growth & Income Advisors 15 hours ago
Global Wealth Management Investment Advisory, Inc. 15 hours ago
71 West Capital Partners 15 hours ago
RED CEDAR INVESTMENT MANAGEMENT, LLC 15 hours ago
FLYNN ZITO CAPITAL MANAGEMENT, LLC 15 hours ago
WELCH & FORBES LLC 15 hours ago
Idaho Trust Co 15 hours ago
Genus Capital Management Inc. 15 hours ago
Blue Grotto Capital, LLC 15 hours ago
BEACON FINANCIAL PLANNING, INC 16 hours ago
AGP FRANKLIN, LLC 16 hours ago
626 Financial, LLC 16 hours ago
Lido Advisors, LLC 16 hours ago
Context Capital Management, LLC 16 hours ago
KEYBANK NATIONAL ASSOCIATION|OH 16 hours ago
LYNX CAPITAL GROUP LTD |ADV 16 hours ago
Nova Financial LLC 16 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.