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Institutional Holdings Dashboard

Last Updated: 1 day, 11 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
Peoples Bank|KS 1 day, 11 hours ago
DKM Wealth Management, Inc. 1 day, 11 hours ago
Stokes Capital Advisors, LLC 1 day, 11 hours ago
Mirador Capital Partners LP 1 day, 11 hours ago
CogentBlue Wealth Advisors, LLC 1 day, 11 hours ago
FELL CAPITAL MANAGEMENT |ADV 1 day, 11 hours ago
Capital Advisors Wealth Management, LLC 1 day, 11 hours ago
Williams & Novak Wealth Management, LLC 1 day, 11 hours ago
Kaizen Financial Strategies 1 day, 11 hours ago
RFG - Bristol Wealth Advisors, LLC 1 day, 11 hours ago
Biltmore Wealth Management, LLC 1 day, 11 hours ago
Sound Income Strategies, LLC 1 day, 11 hours ago
GK Wealth Management LLC 1 day, 11 hours ago
Balefire, LLC 1 day, 11 hours ago
Decker Wealth Management LLC 1 day, 11 hours ago
Sprinkle Financial Consultants LLC 1 day, 11 hours ago
Castle Rock Wealth Management, LLC 1 day, 11 hours ago
David J Yvars Group 1 day, 11 hours ago
Lincoln Capital LLC 1 day, 11 hours ago
Successful Portfolios LLC 1 day, 11 hours ago
Bill Few Associates, Inc. 1 day, 11 hours ago
CYPRESS FINANCIAL PLANNING LLC 1 day, 11 hours ago
Systrade AG 1 day, 11 hours ago
CAMELOT TECHNOLOGY ADVISORS, INC. 1 day, 11 hours ago
Shulman DeMeo Asset Management LLC 1 day, 11 hours ago
THRYVE WEALTH MANAGEMENT LLC 1 day, 11 hours ago
Draper Asset Management, LLC 1 day, 11 hours ago
AVITY INVESTMENT MANAGEMENT INC. 1 day, 11 hours ago
Bullock Wealth Management Group 1 day, 11 hours ago
AVAII WEALTH MANAGEMENT, LLC 1 day, 11 hours ago
Castleview Partners, LLC 1 day, 12 hours ago
Atlas Brown,Inc. 1 day, 12 hours ago
DAVIDSON TRUST CO 1 day, 12 hours ago
Freestate Advisors LLC 1 day, 12 hours ago
VALLEY WEALTH MANAGERS, INC. 1 day, 13 hours ago
Prism Advisors, Inc. 1 day, 13 hours ago
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC|WI 1 day, 13 hours ago
ARGUS INVESTORS' COUNSEL, INC. 1 day, 13 hours ago
ANB BANK 1 day, 13 hours ago
Trust Co 1 day, 13 hours ago
JACOBS & CO|CA 1 day, 14 hours ago
Friday Financial 1 day, 14 hours ago
REINHART PARTNERS, LLC. 1 day, 14 hours ago
GILPIN WEALTH MANAGEMENT, LLC 1 day, 14 hours ago
Capital Planning LLC 1 day, 14 hours ago
jvl associates llc 1 day, 14 hours ago
Harpswell Capital Advisors, LLC 1 day, 14 hours ago
TILIA FIDUCIARY PARTNERS, INC. 1 day, 15 hours ago
Wealth Science Advisors LLC 1 day, 15 hours ago
Oak Grove Capital LLC 1 day, 15 hours ago
Marquette Asset Management, LLC 1 day, 15 hours ago
MAGNOLIA CAPITAL MANAGEMENT LTD 1 day, 15 hours ago
Hunting Hill Global Capital, LLC 1 day, 15 hours ago
Sherry Group, Inc. 1 day, 15 hours ago
Arbor Wealth Advisors LLC 1 day, 15 hours ago
ARMSTRONG ADVISORY GROUP, INC 1 day, 15 hours ago
Insight Wealth Strategies, LLC 1 day, 16 hours ago
Douglas Lane & Associates, LLC 1 day, 16 hours ago
Gerald Baker Financial Group LLC 1 day, 16 hours ago
O'Keefe Stevens Advisory, Inc. 1 day, 16 hours ago
Dakota Community Bank & Trust NA 1 day, 16 hours ago
Aventus Investment Advisors, Inc. 1 day, 16 hours ago
BOS Asset Management, LLC 1 day, 16 hours ago
CENTRAL BANK & TRUST CO 1 day, 16 hours ago
Kopion Asset Management, LLC 1 day, 16 hours ago
WoodTrust Financial Corp 1 day, 16 hours ago
Brown Shipley& Co Ltd 1 day, 16 hours ago
PKO BP BANKOWY Universal Pension Society JSC 1 day, 16 hours ago
Paragon Capital Management Ltd 1 day, 16 hours ago
LAWOOD & CO 1 day, 16 hours ago
Cadent Capital Advisors, LLC 1 day, 17 hours ago
Intelligence Driven Advisers, LLC 1 day, 17 hours ago
Athena Wealth Management, LLC 1 day, 17 hours ago
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1 day, 17 hours ago
Gouws Capital LLC 1 day, 17 hours ago
SHAH CAPITAL MANAGEMENT 1 day, 17 hours ago
CenterStar Asset Management, LLC 1 day, 18 hours ago
Koenig Investment Advisory, LLC 1 day, 18 hours ago
Werlinich Asset Management, LLC 1 day, 18 hours ago
STEPHENS GROUP ASSET MANAGEMENT, LLC 1 day, 18 hours ago
Wedmont Private Capital 1 day, 19 hours ago
Dale Q Rice Investment Management Ltd 1 day, 19 hours ago
Delta Wealth Advisors LLC 1 day, 19 hours ago
Turner Capital Investments, LLC 1 day, 19 hours ago
Oak Root LLC 1 day, 19 hours ago
Integrated Financial Solutions, Inc. 1 day, 19 hours ago
SACKS & ASSOCIATES, LLC 1 day, 19 hours ago
Kearns & Associates LLC 1 day, 19 hours ago
HF Advisory Group, LLC 1 day, 19 hours ago
Adirondack Capital Advisors, LLC 1 day, 19 hours ago
Councilor Wealth, LLC 1 day, 19 hours ago
Roan Capital Partners 1 day, 19 hours ago
Montz Harcus Wealth Management LLC 1 day, 19 hours ago
Client First Investment Management LLC 1 day, 19 hours ago
RTD Financial Advisors, Inc. 1 day, 19 hours ago
Gallagher Capital Advisors, LLC 1 day, 19 hours ago
Dupree Financial Group, LLC 1 day, 19 hours ago
Baron Financial Group, LLC 1 day, 19 hours ago
Taylor & Morgan Wealth Management, LLC 1 day, 19 hours ago
RIVERSEDGE ADVISORS, LLC 1 day, 19 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.