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Institutional Holdings Dashboard

Last Updated: 8 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
Demars Financial Group, LLC 11 minutes ago
Compass Wealth Management LLC 15 minutes ago
Clarity Wealth Development LLC 20 minutes ago
ROBINSON SMITH WEALTH ADVISORS LLC 24 minutes ago
I.G.Y. Ltd 25 minutes ago
Darrow Company, Inc. 28 minutes ago
OLD SECOND NATIONAL BANK OF AURORA 43 minutes ago
U S GLOBAL INVESTORS INC 48 minutes ago
Insight Advisors, LLC| PA 54 minutes ago
XXI WEALTH, LLC an hour ago
CARDEROCK CAPITAL MANAGEMENT INC an hour ago
YOUSIF CAPITAL MANAGEMENT, LLC an hour ago
SEVEN MILE ADVISORY an hour ago
BIP Wealth, LLC an hour ago
River Street Advisors LLC an hour ago
PARTHENON LLC an hour ago
Legacy Wealth Management, LLC an hour ago
MLP3, LLC an hour ago
Client First Capital LLC an hour ago
Private Wealth Partners, LLC an hour ago
OLIO Financial Planning an hour ago
PATRICK M SWEENEY & ASSOCIATES, INC an hour ago
BURRUS FINANCIAL SERVICES, INC. an hour ago
NovaPoint Capital, LLC an hour ago
Credit Capital Investments LLC an hour ago
Andrew Hill Investment Advisors, Inc. an hour ago
Approach Retirement Advisors, LLC an hour ago
New Harbor Financial Group, LLC an hour ago
SRH ADVISORS, LLC an hour ago
Boomfish Wealth Group, LLC an hour ago
AMERICAN INTERNATIONAL GROUP, INC. an hour ago
MBL Wealth, LLC an hour ago
Badgley Phelps Wealth Managers, LLC an hour ago
Washington Trust Advisors, Inc. an hour ago
Inspire Investing, LLC an hour ago
Core Wealth Management, Inc. an hour ago
Angeles Investment Advisors, LLC an hour ago
Denver PWM, LLC an hour ago
Sterling Capital Management LLC an hour ago
Kennebec Savings Bank 2 hours ago
RAMSEY QUANTITATIVE SYSTEMS 2 hours ago
Christensen, King & Associates Investment Services, Inc. 2 hours ago
Rede Wealth, LLC 2 hours ago
Opulen Financial Group LLC 2 hours ago
JAMES INVESTMENT RESEARCH, INC. 2 hours ago
TSA Wealth Managment LLC 2 hours ago
Atlatl Advisers LLC 2 hours ago
WASHINGTON TRUST Co 2 hours ago
WEDBUSH SECURITIES INC 2 hours ago
VISION FINANCIAL MARKETS LLC 2 hours ago
Prudent Investor Advisors, LLC 2 hours ago
Atala Financial Inc 2 hours ago
CAPITAL CITY TRUST CO|FL 2 hours ago
Family Capital Trust Co 2 hours ago
Fifth Third Wealth Advisors LLC 2 hours ago
BARRETT & COMPANY, INC. 3 hours ago
FARMERS & MERCHANTS INVESTMENTS INC 3 hours ago
Stordahl Capital Management, Inc. 3 hours ago
Cross Staff Investments Inc 3 hours ago
NORTHSTAR ASSET MANAGEMENT Co 3 hours ago
BAYPOINTE PARTNERS LLC 3 hours ago
Capital Investment Advisors, LLC 3 hours ago
LAWSON KROEKER INVESTMENT MANAGEMENT INC|NE 3 hours ago
Beaumont Financial Advisors, LLC 3 hours ago
Winthrop Advisory Group LLC 3 hours ago
Manchester Capital Management LLC 3 hours ago
RWC ASSET ADVISORS (US) LLC 3 hours ago
ETF Portfolio Partners, Inc. 3 hours ago
ACCREDITED INVESTOR SERVICES, LLC 3 hours ago
HANSEATIC MANAGEMENT SERVICES INC 3 hours ago
Altura Wealth Advisors Inc. 4 hours ago
RWC Asset Management LLP 4 hours ago
Garrett Wealth Advisory Group, LLC 4 hours ago
West Financial Advisors, LLC 4 hours ago
ONE Advisory Partners, LLC 4 hours ago
James J. Burns & Company, LLC 4 hours ago
TECTONIC ADVISORS LLC 4 hours ago
Gibbs Wealth Management 4 hours ago
Lantern Wealth Advisors, LLC 4 hours ago
Murphy Pohlad Asset Management LLC 4 hours ago
REBALANCE, LLC 4 hours ago
GENERAL ELECTRIC CO 4 hours ago
Benin Management CORP 5 hours ago
HOWLAND CAPITAL MANAGEMENT LLC 5 hours ago
Brookstone Capital Management 5 hours ago
KPS Global Asset Management UK Ltd 5 hours ago
Five Oceans Advisors 5 hours ago
Monetary Solutions, Ltd 5 hours ago
Titan Investment Management LLC 5 hours ago
Maestria Partners LLC 5 hours ago
Royal Fund Management, LLC 5 hours ago
Curry Webb Wealth Management LLC 5 hours ago
Colony Family Offices, LLC 5 hours ago
Sepio Capital, LP 5 hours ago
VISIONARY HORIZONS, LLC 5 hours ago
COGENT STRATEGIC WEALTH LLC 5 hours ago
William Marsh Rice University 5 hours ago
Bretton Capital Management, LLC 5 hours ago
WP Advisors, LLC 5 hours ago
STRATEGIC PLANNING GROUP, LLC 5 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.