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Institutional Holdings Dashboard

Last Updated: 7 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
PATHWAY CAPITAL MANAGEMENT, LP 7 hours ago
Vigilare Wealth Management 8 hours ago
CKW FINANCIAL GROUP 8 hours ago
Lifetime Wealth Management P.C. 8 hours ago
Bridge City Capital, LLC 8 hours ago
Welch Group, LLC 8 hours ago
CORTLAND ASSOCIATES INC|MO 8 hours ago
Harold Davidson & Associates Inc. 8 hours ago
TSG Advice Partners, LLC 8 hours ago
Capital CS Group, LLC 8 hours ago
Wright Wealth LLC 8 hours ago
SilverOak Wealth Management LLC 8 hours ago
Salomon & Ludwin, LLC 8 hours ago
Ridgepath Capital Management LLC 8 hours ago
Independence Wealth Advisors, LLC 8 hours ago
bLong Financial, LLC 8 hours ago
ROBERT WOOD JOHNSON FOUNDATION 8 hours ago
Sicart Associates LLC 8 hours ago
Strategic Family Wealth Counselors, L.L.C. 8 hours ago
One Way Holdings LLC 8 hours ago
Artesa Financial Group, LLC 8 hours ago
Keeler Thomas Management LLC 8 hours ago
NOTTINGHAM ADVISORS, INC. 8 hours ago
XML Financial, LLC 8 hours ago
Cooper Capital Advisors LLC 8 hours ago
Hurlow Wealth Management Group, Inc. 8 hours ago
SUMMIT WEALTH GROUP LLC | CO 8 hours ago
Kuhn & Co Investment Counsel 8 hours ago
CAPITAL MANAGEMENT CORP |VA 9 hours ago
COERENTE CAPITAL MANAGEMENT 9 hours ago
LANDAAS & CO |WI |ADV 9 hours ago
MBA Advisors LLC 9 hours ago
DORVAL Corp 9 hours ago
Providence Wealth Advisors, LLC 9 hours ago
McAlvany Wealth Management LLC 9 hours ago
SMH CAPITAL ADVISORS INC 9 hours ago
Certified Advisory Corp 9 hours ago
New England Professional Planning Group Inc. 9 hours ago
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 9 hours ago
Frederick Financial Consultants, LLC 9 hours ago
Greenfield Seitz Capital Management, LLC 9 hours ago
Latigo Investments, LLC 9 hours ago
Lesa Sroufe & Co 9 hours ago
Signature Equity Partners, LLC 9 hours ago
Hopwood Financial Services, Inc. 9 hours ago
Hiddenite Capital Partners LP 9 hours ago
GraniteShares Advisors LLC 9 hours ago
P|E Global LLC 9 hours ago
Torren Management, LLC 10 hours ago
GRIMES & Co WEALTH MANAGEMENT, LLC 10 hours ago
BOCHK Asset Management Ltd 10 hours ago
Next Level Wealth Planning, LLC 10 hours ago
EADS & HEALD WEALTH MANAGEMENT 10 hours ago
VCI Wealth Management LLC 10 hours ago
Garde Capital, Inc. 10 hours ago
Peck Wealth Management, LLC 10 hours ago
Gerber Kawasaki Wealth & Investment Management 10 hours ago
ELEVATE WEALTH ADVISORY, INC 10 hours ago
RESTON WEALTH MANAGEMENT LLC 10 hours ago
New Capital Management LP 10 hours ago
Heathbridge Capital Management Ltd. 10 hours ago
NorthAvenue LLC 11 hours ago
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 11 hours ago
TUCKER ASSET MANAGEMENT LLC 11 hours ago
Bauman Advisory Group, LLC 11 hours ago
Koshinski Asset Management, Inc. 11 hours ago
Gaddis Premier Wealth Advisors LLC 11 hours ago
Caitong International Asset Management Co., Ltd 11 hours ago
INTEGRITY ALLIANCE, LLC. 11 hours ago
Integrity Advisory Solutions, LLC 11 hours ago
Appian Way Asset Management LP 11 hours ago
Spectrum Wealth Advisory Group, LLC 11 hours ago
Rudd Co d|b|a Styre Wealth 11 hours ago
MONTAG A & ASSOCIATES INC 11 hours ago
HARTLINE INVESTMENT CORP| 11 hours ago
O'Domhnaill Enterprises, Inc. 11 hours ago
Themes Management Co LLC 12 hours ago
Horizon Advisory Services, Inc. 12 hours ago
Prosperity Financial Group, Inc. 12 hours ago
Carolina Wealth Management Inc 12 hours ago
McBroom & Associates, LLC 12 hours ago
Bullseye Investment Management, LLC 12 hours ago
HENDLEY & CO INC 12 hours ago
BERNZOTT CAPITAL ADVISORS 12 hours ago
Kozak & Associates, Inc. 12 hours ago
TOWNSEND ASSET MANAGEMENT CORP |NC| |ADV 12 hours ago
Strategic Wealth Investment Group, LLC 12 hours ago
Omega Financial Group, LLC 12 hours ago
Strategic Value Partners, L.P. 12 hours ago
HERITAGE INVESTORS MANAGEMENT CORP 12 hours ago
OPTIMA CAPITAL LLC 12 hours ago
SUMMIT PARTNERS L P 12 hours ago
GREENLEAF TRUST 13 hours ago
Hubbell Strickland Wealth Management, LLC 13 hours ago
Nippon Life Global Investors Americas, Inc. 13 hours ago
MeadowBrook Investment Advisors LLC 13 hours ago
DecisionMap Wealth Management, LLC 13 hours ago
STEINBERG ASSET MANAGEMENT LLC 13 hours ago
Accordant Advisory Group Inc 13 hours ago
Rachor Investment Advisory Services, LLC 13 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.