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Institutional Holdings Dashboard

Last Updated: 1 day, 12 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.

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Recent Holdings Disclosures - All Funds

Fund File Date
Serenity Investment Advisors 1 day, 13 hours ago
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1 day, 13 hours ago
Westhampton Capital, LLC 1 day, 13 hours ago
Southern Financial Group, LLC 1 day, 13 hours ago
Mraz, Amerine & Associates, Inc. 1 day, 13 hours ago
AMERICAN ASSETS INC 1 day, 13 hours ago
Rakuten Investment Management, Inc. 1 day, 13 hours ago
MARKEL GROUP INC. 1 day, 13 hours ago
American Assets Investment Management, LLC 1 day, 13 hours ago
FOSTER DYKEMA CABOT & PARTNERS, LLC 1 day, 13 hours ago
Reynders McVeigh Capital Management, LLC 1 day, 13 hours ago
Garton & Associates Financial Advisors LLC 1 day, 13 hours ago
Hara Capital LLC 1 day, 13 hours ago
Premier Wealth Management W.L.L. 1 day, 14 hours ago
Wendel SE 1 day, 14 hours ago
LANDESBANK BADEN-WUERTTEMBERG 1 day, 14 hours ago
COMPASS FINANCIAL MANAGEMENT LLC 1 day, 14 hours ago
Sentry LLC 1 day, 14 hours ago
Focused Wealth Management, Inc 1 day, 14 hours ago
PZENA INVESTMENT MANAGEMENT LLC 1 day, 14 hours ago
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 1 day, 14 hours ago
Marks Wealth, LLC 1 day, 14 hours ago
Team Financial Group, LLC 1 day, 14 hours ago
Alessandra Capital Management, LLC 1 day, 14 hours ago
Sky Investment Group LLC 1 day, 14 hours ago
United Wealth Management, LLC 1 day, 14 hours ago
LOUNTZIS ASSET MANAGEMENT, LLC 1 day, 14 hours ago
TCI Wealth Advisors, Inc. 1 day, 14 hours ago
Sather Financial Group Inc 1 day, 14 hours ago
B. Metzler seel. Sohn & Co. AG 1 day, 14 hours ago
MTM Investment Management, LLC 1 day, 14 hours ago
Markowski Investments 1 day, 14 hours ago
NORTHWEST WEALTH MANAGEMENT, LLC 1 day, 14 hours ago
JCIC Asset Management Inc. 1 day, 15 hours ago
NBZ Investment Advisors LLC 1 day, 15 hours ago
Franklin, Parlapiano, Turner & Welch, LLC 1 day, 15 hours ago
KELLEHER FINANCIAL ADVISORS 1 day, 15 hours ago
Attestor Capital Ltd 1 day, 15 hours ago
MH & ASSOCIATES SECURITIES MANAGEMENT CORP |ADV 1 day, 15 hours ago
3Chopt Investment Partners, LLC 1 day, 15 hours ago
Trace Wealth Advisors, LLC 1 day, 15 hours ago
SFI Advisors, LLC 1 day, 15 hours ago
Cordgrass Capital Advisors, LLC 1 day, 15 hours ago
Codex Capital Asset Management L.L.C. 1 day, 15 hours ago
Sound Financial Strategies Group, LLC 1 day, 15 hours ago
Pioneer Family Office, LLC 1 day, 15 hours ago
Verity Asset Management, Inc. 1 day, 15 hours ago
Krane Financial Solutions LLC 1 day, 15 hours ago
Ascent Group, LLC 1 day, 15 hours ago
Caldwell Trust Co 1 day, 15 hours ago
GPM Growth Investors, Inc. 1 day, 15 hours ago
Signet Investment Advisory Group, Inc. 1 day, 15 hours ago
INDEPENDENT INVESTORS INC 1 day, 15 hours ago
Smallwood Wealth Investment Management, LLC 1 day, 16 hours ago
Babb Wealth Advisors LLC 1 day, 16 hours ago
JMAC ENTERPRISES LLC 1 day, 16 hours ago
Optimist Retirement Group LLC 1 day, 16 hours ago
Covestor Ltd 1 day, 16 hours ago
BASSO CAPITAL MANAGEMENT, L.P. 1 day, 16 hours ago
Sageworth Trust Co of South Dakota 1 day, 16 hours ago
RICHARDSON FINANCIAL SERVICES INC. 1 day, 16 hours ago
Sageworth Trust Co 1 day, 16 hours ago
Privium Fund Management (UK) Ltd 1 day, 16 hours ago
DeLarme Wealth Management, Inc. 1 day, 16 hours ago
Clear Point Advisors Inc. 1 day, 16 hours ago
Gordian Advisors LLC 1 day, 16 hours ago
NORTHEAST INVESTMENT MANAGEMENT 1 day, 16 hours ago
COWA, LLC 1 day, 17 hours ago
Wrenne Financial Planning LLC 1 day, 17 hours ago
Jacksonville Wealth Management, LLC 1 day, 17 hours ago
Strategent Financial, LLC 1 day, 17 hours ago
Guardian Wealth Management, Inc. 1 day, 17 hours ago
Boston Trust Walden Corp 1 day, 17 hours ago
HAHN CAPITAL MANAGEMENT LLC 1 day, 17 hours ago
CORBYN INVESTMENT MANAGEMENT INC|MD 1 day, 17 hours ago
KESTRA PRIVATE WEALTH SERVICES, LLC 1 day, 17 hours ago
Costello Asset Management, INC 1 day, 17 hours ago
Wealth Group, Ltd. 1 day, 17 hours ago
BFSG, LLC 1 day, 17 hours ago
ARRIEN INVESTMENTS, INC. 1 day, 17 hours ago
Guardian Wealth Advisors, LLC 1 day, 17 hours ago
Fischer Financial Services, Inc. 1 day, 17 hours ago
Family CFO Inc 1 day, 17 hours ago
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 1 day, 18 hours ago
CUMBERLAND ADVISORS INC 1 day, 18 hours ago
Putney Financial Group LLC 1 day, 18 hours ago
TT International Asset Management LTD 1 day, 18 hours ago
TTP Investments, Inc. 1 day, 18 hours ago
WATERSHED PRIVATE WEALTH LLC 1 day, 18 hours ago
Richwood Investment Advisors, LLC 1 day, 18 hours ago
RCW Management, LLC 1 day, 18 hours ago
Ackerman Capital Advisors, LLC 1 day, 18 hours ago
One Day In July LLC 1 day, 18 hours ago
RFG HOLDINGS, INC. 1 day, 18 hours ago
Hughes Financial Services, LLC 1 day, 18 hours ago
TrinityBridge Ltd 1 day, 18 hours ago
Integras Partners LLC 1 day, 18 hours ago
LYELL WEALTH MANAGEMENT, LP 1 day, 18 hours ago
ASSOCIATED BANC-CORP 1 day, 18 hours ago
Legacy CG, LLC 1 day, 18 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.