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Institutional Holdings Dashboard

Last Updated: 30 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.

Recent Holdings Disclosures - All Funds

Fund File Date
Samson Rock Capital LLP today
GP Brinson Investments LLC today
Global Wealth Strategies & Associates today
Pensionfund Sabic today
Pensionfund PDN today
Winning Points Advisors, LLC yesterday
VectorGlobal IAG, Inc. yesterday
First Nebraska Trust Co June 29, 2026
Ravenstone Capital Management Inc. June 26, 2026
Paladin Partners, LLC June 25, 2026
Peak Planning Group, LLC June 24, 2026
Optimus Capital Advisors, LLC June 24, 2026
Basecamp Wealth Advisors LLC June 24, 2026
MTM FINANCIAL GROUP, LLC June 23, 2026
Vilga Financial Planning LLC June 22, 2026
Pangea Capital Gestao de Recursos Ltda. June 18, 2026
Dala Group, LLC June 18, 2026
Wealth High Governance Asset Management Ltda. June 18, 2026
Southern Financial Group, LLC June 18, 2026
Wealth High Governance Capital Ltda June 18, 2026
STOREBRAND ASSET MANAGEMENT AS June 18, 2026
PVG ASSET MANAGEMENT CORP June 16, 2026
Steelhead Wealth Management LLC June 15, 2026
INDEPENDENT FINANCIAL GROUP, LLC June 15, 2026
J. R. Prunier Capital Management LLC June 15, 2026
ZAZOVE ASSOCIATES LLC June 15, 2026
SIMA Wealth Partners, LLC June 15, 2026
Carmignac Gestion June 15, 2026
LANDESBANK BADEN-WUERTTEMBERG June 12, 2026
National Philanthropic Trust June 12, 2026
SHARIAPORTFOLIO, INC. June 12, 2026
S&A Financial Services, Inc. June 11, 2026
E-Wealth Partners, LLC June 11, 2026
Three Bearings Fiduciary Advisors, Inc. June 11, 2026
LFG Wealth Partners, LLC June 11, 2026
Brandywine Financial Group June 10, 2026
Curry Webb Wealth Management LLC June 10, 2026
US Asset Management LLC June 10, 2026
Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) June 10, 2026
Dakota Community Bank & Trust NA June 10, 2026
FAS Wealth Partners, Inc. June 10, 2026
Contango Wealth Management LLC June 9, 2026
Robinswood Financial LLC June 9, 2026
Pine Valley Investments Ltd Liability Co June 8, 2026
First National Bank of Mount Dora, Trust Investment Services June 8, 2026
Farmers National Bank June 8, 2026
Positano Wealth Management Ltd June 8, 2026
Verus Advisory, Inc. June 5, 2026
Town Capital LLC June 4, 2026
FISCHER INVESTMENT STRATEGIES, LLC June 4, 2026
Evansbrook LLC June 4, 2026
Midwest Financial Network, LLC June 4, 2026
Stillwater Private Wealth, LLC June 3, 2026
DBK Financial Counsel, LLC June 3, 2026
CoreFirst Bank & Trust June 3, 2026
Blue Edge Capital, LLC June 2, 2026
Norris Financial Group, LLC June 2, 2026
Southern Farm Bureau Life Insurance June 2, 2026
FLAGSHIP WEALTH ADVISORS, LLC June 1, 2026
Caerus Investment Advisors, LLC June 1, 2026
Integrated Investment Consultants, LLC June 1, 2026
Financial Solutions Advisory Group, Inc. June 1, 2026
Concorde Asset Management, LLC June 1, 2026
Foguth Wealth Management, LLC. June 1, 2026
Keel Point, LLC May 29, 2026
Roehl & Yi Investment Advisors, LLC May 29, 2026
Immaculate Wealth Management LLC May 29, 2026
Ipsen Advisor Group LLC May 29, 2026
Mullaney, Keating & Wright, Inc. May 29, 2026
Asset Dedication, LLC May 29, 2026
LAVELLE CAPITAL LP May 29, 2026
Krane Financial Solutions LLC May 29, 2026
Ramiah Investment Group May 29, 2026
Keyframe Capital Partners, L.P. May 28, 2026
CYRUS CAPITAL PARTNERS, L.P. May 28, 2026
Henshaw Capital LLC May 28, 2026
Bannerstone Capital Management, LLC May 28, 2026
Challenger Wealth Management May 28, 2026
Blue Fin Capital, Inc. May 28, 2026
Carlson Capital, L.P. May 28, 2026
COZAD ASSET MANAGEMENT INC May 28, 2026
Kentucky Farm Bureau Mutual Insurance Co May 27, 2026
Cedrus Wealth Group LLC May 27, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC May 27, 2026
Westshore Wealth, LLC May 27, 2026
BIRMINGHAM CAPITAL MANAGEMENT CO INC|AL May 27, 2026
Capasso Planning Partners LLC May 27, 2026
Security Financial Services, INC. May 27, 2026
Wilshire Advisors LLC May 27, 2026
Allen Capital Group, LLC May 27, 2026
Tenret Co LLC May 27, 2026
ALPHA CAPITAL ADVISORS INC |ADV May 27, 2026
Serenity Investment Advisors May 26, 2026
Ruggaard & Associates LLC May 26, 2026
Summit Financial Wealth Advisors, LLC May 26, 2026
GLENMEDE TRUST CO NA May 26, 2026
Flatrock Wealth Partners LLC May 26, 2026
Summitas Investment Management LLC May 26, 2026
STONE LOFT WEALTH MANAGEMENT LLC May 26, 2026
Axiom Investment Management LLC May 26, 2026

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Mar 31, 2026

Rank
Fund
Est. % Return
# of Holdings
Est. Stock AUM (USD)

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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.