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Institutional Holdings Dashboard

Last Updated: 4 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
CX Institutional 4 hours ago
Pennsylvania State University 4 hours ago
Boltwood Capital Management 4 hours ago
First Citizens Financial Corp 5 hours ago
Polaris Financial Partners 5 hours ago
Robert B. Daugherty Foundation 6 hours ago
Miller Global Investments, LLC 6 hours ago
GLP Holdings LLLP 6 hours ago
Marotta Asset Management 7 hours ago
Silverleafe Capital Partners, LLC 8 hours ago
PRIVATE CLIENT SERVICES, LLC 8 hours ago
Beacon Wealthcare LLC 10 hours ago
Planning Strategies Inc. 10 hours ago
Advus Financial Partners, LLC 11 hours ago
GoalVest Advisory LLC 12 hours ago
REYL & Cie S.A. 14 hours ago
Global Wealth Strategies & Associates 1 day, 2 hours ago
Versant Capital Management, Inc 1 day, 3 hours ago
Stairway Partners, LLC 1 day, 3 hours ago
GP Brinson Investments LLC 1 day, 4 hours ago
Stonebridge Financial Group, LLC 1 day, 4 hours ago
LBJ Family Wealth Advisors, Ltd. 1 day, 5 hours ago
Montecito Bank & Trust 1 day, 5 hours ago
University of Massachusetts Foundation, Inc. 1 day, 6 hours ago
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT 1 day, 7 hours ago
Hickory Point Bank & Trust 1 day, 7 hours ago
DOLIVER ADVISORS, LP 1 day, 7 hours ago
Roxbury Financial LLC 1 day, 8 hours ago
BURKETT FINANCIAL SERVICES, LLC 1 day, 8 hours ago
Defender Capital, LLC. 1 day, 8 hours ago
Woodward Financial Advisors, Inc. 1 day, 8 hours ago
Noble Wealth Management PBC 1 day, 8 hours ago
First Financial Bank - Trust Division 1 day, 8 hours ago
Coastline Trust Co 1 day, 9 hours ago
Marathon Mission, Inc. 1 day, 10 hours ago
CONFLUENCE INVESTMENT MANAGEMENT LLC 1 day, 10 hours ago
Sarver Vrooman Wealth Advisors 1 day, 10 hours ago
Parrish Capital LLC 1 day, 10 hours ago
CACTI ASSET MANAGEMENT LLC 1 day, 12 hours ago
CIM INVESTMENT MANAGEMENT INC 3 days, 7 hours ago
Atomic Invest LLC 1 week ago
Bullock Wealth Management Group 1 week, 1 day ago
PENSIOENFONDS RAIL & OV 1 week, 2 days ago
Innovative Advisory Group, LLC 1 week, 3 days ago
Deeter Investments LLP 1 week, 3 days ago
PHOENIX ASSET MANAGEMENT PARTNERS Ltd 1 week, 3 days ago
Andra AP-fonden 1 week, 3 days ago
Silicon Valley Capital Partners 1 week, 4 days ago
Altar Rock LLC 1 week, 4 days ago
Premier Financial Group 2 weeks ago
SECURITY NATIONAL BANK OF SO DAK 2 weeks ago
SECURITY NATIONAL BANK OF SIOUX CITY IOWA |IA| 2 weeks ago
Kirkwood Financial Services 2 weeks ago
WELLINGTON-ALTUS USA INC. 2 weeks, 1 day ago
Old Mission Investment Co LLC 2 weeks, 2 days ago
IKE Capital, LLC 2 weeks, 2 days ago
Twin Peaks Capital Ltd 2 weeks, 2 days ago
Anchor Investment Management, LLC 2 weeks, 3 days ago
Reynders McVeigh Capital Management, LLC 2 weeks, 3 days ago
Cherry Tree Wealth Management, LLC 2 weeks, 3 days ago
SkyView Investment Advisors, LLC 2 weeks, 4 days ago
Davis Wealth Advisors, LLC 2 weeks, 4 days ago
Revere Asset Management, Inc 2 weeks, 4 days ago
Bullseye Investment Management, LLC 3 weeks ago
Talon Private Wealth, LLC 3 weeks ago
SMITH CHAS P & ASSOCIATES PA CPAS 3 weeks ago
Spectrum Advisors, Inc. 3 weeks ago
Marathon Wealth Advisors LLC 3 weeks ago
MENLO ADVISORS LLC 3 weeks, 1 day ago
U S WEALTH GROUP, LLC. 3 weeks, 1 day ago
MIRAMONTES CAPITAL, LLC 3 weeks, 2 days ago
Core Capital Management & Research, inc. 3 weeks, 2 days ago
Lotus Asset Management LLC 3 weeks, 2 days ago
Willow Creek Capital Management, Inc. 3 weeks, 3 days ago
Kachkovsky & Fisher, Inc. 3 weeks, 3 days ago
Parkside Financial Bank & Trust 4 weeks ago
Nordflint Capital Partners Fondsmaeglerselskab A|S 4 weeks ago
RWC ASSET ADVISORS (US) LLC 4 weeks, 1 day ago
First Nebraska Trust Co 4 weeks, 1 day ago
Cygnus Capital Advisors, LLC 1 month ago
MLG Wealth Management DBA Pine Grove Financial Group 1 month ago
CAPITAL & PLANNING, LLC 1 month ago
Layline Advisors, LLC 1 month ago
Range Advisory, LLC 1 month ago
Kinetic Wealth Investment Advisors LLC 1 month ago
Infini Capital Management Ltd 1 month ago
BROWN, LISLE|CUMMINGS, INC. 1 month ago
Planning Project LLC 1 month ago
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1 month ago
Arbor Wealth Management LLC\AZ 1 month ago
Alternative Investment Advisors, LLC. 1 month ago
B. Riley Wealth Advisors, Inc. 1 month ago
K5 Global Advisor LLC 1 month ago
OPTIMIZE FINANCIAL INC. 1 month ago
TUCKER ASSET MANAGEMENT LLC 1 month ago
Formuepleje A|S 1 month ago
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1 month, 1 week ago
Legacy Edge Advisors, LLC 1 month, 1 week ago
Schulz Wealth, LTD. 1 month, 1 week ago
AFFINITY WEALTH LLC 1 month, 1 week 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.