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Institutional Holdings Dashboard

Last Updated: 19 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
FORT WASHINGTON INVESTMENT ADVISORS INC |OH| 34 minutes ago
AJU IB Investment Co., Ltd. 36 minutes ago
FACTORIAL MANAGEMENT Ltd 36 minutes ago
VMS Asset Management Limited 9 hours ago
Loftus Peak Pty Ltd 9 hours ago
B.A. Schrock Wealth Management, Inc. 9 hours ago
ASL Financial, LLC 10 hours ago
Longboard Asset Management, LP 10 hours ago
WINNACLE WEALTH LLC 10 hours ago
Nolet Wealth Management, LLC 11 hours ago
HOWARD FINANCIAL SERVICES, LTD. 11 hours ago
Martin Capital Advisors, LLP 11 hours ago
Ashurst Perkins Coie Trust Co 11 hours ago
STAPP WEALTH MANAGEMENT, PLLC 12 hours ago
Lipe & Dalton 12 hours ago
ZWJ INVESTMENT COUNSEL INC 12 hours ago
Kellett Wealth Advisors, LLC 12 hours ago
HBW ADVISORY SERVICES LLC 12 hours ago
Colorado Capital Management, Inc. 12 hours ago
KG Capital Management 12 hours ago
Elmwood Wealth Management, Inc. 13 hours ago
Essex LLC 13 hours ago
CULTIVAR CAPITAL, INC. 13 hours ago
Orca Wealth Management, LLC 13 hours ago
Triumph Capital Management 13 hours ago
Baker Ellis Asset Management LLC 13 hours ago
MITCHELL & PAHL PRIVATE WEALTH, LLC 13 hours ago
LDIC Inc. 13 hours ago
WealthSpring Partners, LLC 13 hours ago
SFM, LLC d|b|a Sweeney Financial Advisors 13 hours ago
SANDERS MORRIS HARRIS LLC 13 hours ago
Harbor Group, Inc. 13 hours ago
Alliance Wealth Advisors, LLC 13 hours ago
Johnson Bixby & Associates, LLC 13 hours ago
Weil Company, Inc. 13 hours ago
BluePrint Investing LLC 13 hours ago
Western Financial Corp|CA 13 hours ago
Azarias Capital Management, L.P. 13 hours ago
Luminvest Wealth Management LLC 13 hours ago
SC&H Financial Advisors, Inc. 13 hours ago
Wolfstich Capital, LLC 13 hours ago
Finward Bancorp 13 hours ago
Columbus Macro, LLC 13 hours ago
Financial Planning Navigators CORP 13 hours ago
Sherrill & Hutchins Financial Advisory, Inc 13 hours ago
Mezzasalma Advisors, LLC 13 hours ago
Tenon Financial LLC 13 hours ago
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 13 hours ago
Tempus Wealth Planning, LLC 13 hours ago
RCS Financial Planning, LLC 14 hours ago
Allodium Investment Consultants, LLC 14 hours ago
Fortress Financial Solutions, LLC 14 hours ago
FOCUS Wealth Advisors, LLC 14 hours ago
SACHEM HILL LLC 14 hours ago
UNION SAVINGS BANK 14 hours ago
Granite FO LLC 14 hours ago
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 14 hours ago
Elemental Capital Partners LLC 14 hours ago
Fortitude Family Office, LLC 14 hours ago
STRATEGY ASSET MANAGERS LLC 14 hours ago
Sloy Dahl & Holst, LLC 14 hours ago
Newton One Investments LLC 14 hours ago
MERIDIAN INVESTMENT COUNSEL INC. 14 hours ago
GODSEY & GIBB, INC 14 hours ago
Family Office Research LLC 14 hours ago
BIRCHBROOK, INC. 14 hours ago
Triangle Securities Wealth Management 14 hours ago
William Allan Corp 14 hours ago
MATHER GROUP, LLC. 14 hours ago
Hudock, Inc. 14 hours ago
West Wealth Group, LLC 14 hours ago
IRONWOOD WEALTH MANAGEMENT, INC. 14 hours ago
First Pacific Financial 14 hours ago
Summit Financial Strategies, Inc. 14 hours ago
Fortune 45 LLC 14 hours ago
MPS Loria Financial Planners, LLC 14 hours ago
Reliant Investment Management, LLC 14 hours ago
LDR Capital Management LLC 15 hours ago
MYECFO, LLC 15 hours ago
Wall Capital Group, Inc. 15 hours ago
InvesTrust 15 hours ago
NVWM, LLC 15 hours ago
Covenant Asset Management, LLC 15 hours ago
FINANCIAL LIFE ADVISORS 15 hours ago
Porter White Investment Advisors, Inc. 15 hours ago
Orgel Wealth Management, LLC 15 hours ago
VIKING FUND MANAGEMENT LLC 15 hours ago
Martel Wealth Advisors LLC 15 hours ago
MAINSAIL ASSET MANAGEMENT, LLC 15 hours ago
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 15 hours ago
Harrington Investments, INC 16 hours ago
Pachira Investments Inc. 16 hours ago
Meredith Wealth Planning 16 hours ago
Meridian Financial Advisors, LLC 16 hours ago
Heirloom Wealth Management 16 hours ago
Schorn Wealth LLC 16 hours ago
THOMPSON INVESTMENT MANAGEMENT, INC. 16 hours ago
Lord & Richards Wealth Management, LLC 16 hours ago
Cherry Creek Investment Advisors, Inc. 16 hours ago
Main Line Retirement Advisors, 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.