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Institutional Holdings Dashboard

Last Updated: 2 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
GP Brinson Investments LLC 2 hours ago
Stonebridge Financial Group, LLC 3 hours ago
LBJ Family Wealth Advisors, Ltd. 3 hours ago
Montecito Bank & Trust 4 hours ago
University of Massachusetts Foundation, Inc. 5 hours ago
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT 5 hours ago
Hickory Point Bank & Trust 6 hours ago
DOLIVER ADVISORS, LP 6 hours ago
Roxbury Financial LLC 6 hours ago
BURKETT FINANCIAL SERVICES, LLC 7 hours ago
Defender Capital, LLC. 7 hours ago
Woodward Financial Advisors, Inc. 7 hours ago
Noble Wealth Management PBC 7 hours ago
First Financial Bank - Trust Division 7 hours ago
Coastline Trust Co 7 hours ago
Marathon Mission, Inc. 8 hours ago
CONFLUENCE INVESTMENT MANAGEMENT LLC 9 hours ago
Sarver Vrooman Wealth Advisors 9 hours ago
Parrish Capital LLC 9 hours ago
CACTI ASSET MANAGEMENT LLC 11 hours ago
CIM INVESTMENT MANAGEMENT INC 2 days, 5 hours ago
Atomic Invest LLC 6 days, 8 hours ago
Bullock Wealth Management Group 1 week ago
PENSIOENFONDS RAIL & OV 1 week, 1 day ago
Innovative Advisory Group, LLC 1 week, 2 days ago
Deeter Investments LLP 1 week, 2 days ago
PHOENIX ASSET MANAGEMENT PARTNERS Ltd 1 week, 2 days ago
Andra AP-fonden 1 week, 2 days ago
Silicon Valley Capital Partners 1 week, 3 days ago
Altar Rock LLC 1 week, 3 days ago
Premier Financial Group 1 week, 6 days ago
SECURITY NATIONAL BANK OF SO DAK 1 week, 6 days ago
SECURITY NATIONAL BANK OF SIOUX CITY IOWA |IA| 1 week, 6 days ago
Kirkwood Financial Services 1 week, 6 days ago
WELLINGTON-ALTUS USA INC. 2 weeks ago
Old Mission Investment Co LLC 2 weeks, 1 day ago
IKE Capital, LLC 2 weeks, 1 day ago
Twin Peaks Capital Ltd 2 weeks, 1 day ago
Anchor Investment Management, LLC 2 weeks, 2 days ago
Reynders McVeigh Capital Management, LLC 2 weeks, 2 days ago
Cherry Tree Wealth Management, LLC 2 weeks, 2 days ago
SkyView Investment Advisors, LLC 2 weeks, 3 days ago
Davis Wealth Advisors, LLC 2 weeks, 3 days ago
Revere Asset Management, Inc 2 weeks, 3 days ago
Bullseye Investment Management, LLC 2 weeks, 6 days ago
Talon Private Wealth, LLC 2 weeks, 6 days ago
SMITH CHAS P & ASSOCIATES PA CPAS 2 weeks, 6 days ago
Spectrum Advisors, Inc. 2 weeks, 6 days ago
Marathon Wealth Advisors LLC 2 weeks, 6 days ago
MENLO ADVISORS LLC 3 weeks ago
U S WEALTH GROUP, LLC. 3 weeks ago
MIRAMONTES CAPITAL, LLC 3 weeks, 1 day ago
Core Capital Management & Research, inc. 3 weeks, 1 day ago
Lotus Asset Management LLC 3 weeks, 1 day ago
Willow Creek Capital Management, Inc. 3 weeks, 2 days ago
Kachkovsky & Fisher, Inc. 3 weeks, 2 days ago
Parkside Financial Bank & Trust 3 weeks, 6 days ago
Nordflint Capital Partners Fondsmaeglerselskab A|S 3 weeks, 6 days ago
RWC ASSET ADVISORS (US) LLC 4 weeks ago
First Nebraska Trust Co 4 weeks ago
Cygnus Capital Advisors, LLC 4 weeks, 1 day ago
MLG Wealth Management DBA Pine Grove Financial Group 4 weeks, 1 day ago
CAPITAL & PLANNING, LLC 4 weeks, 1 day ago
Layline Advisors, LLC 4 weeks, 1 day ago
Range Advisory, LLC 4 weeks, 1 day ago
Kinetic Wealth Investment Advisors LLC 4 weeks, 1 day ago
Infini Capital Management Ltd 4 weeks, 1 day 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 ago
Legacy Edge Advisors, LLC 1 month ago
Schulz Wealth, LTD. 1 month ago
AFFINITY WEALTH LLC 1 month ago
Principia Wealth Advisory, LLC 1 month ago
WILLIAM JOHN SEMPOLINSKI 1 month ago
Brown Financial Advisors 1 month ago
AMERICAN SECURITIES LLC 1 month ago
Reflection Asset Management 1 month ago
VIRGINIA RETIREMENT SYSTEMS ET Al 1 month, 1 week ago
January Capital Advisors LLC 1 month, 1 week ago
Advus Financial Partners, LLC 1 month, 1 week ago
Kingsbury Capital Investment Advisors LLC 1 month, 1 week ago
Absolute Gestao de Investimentos Ltda. 1 month, 1 week ago
Groupe la Francaise 1 month, 1 week ago
Financial Insights, Inc. 1 month, 1 week ago
Vancity Investment Management Ltd 1 month, 1 week ago
CARLSON FINANCIAL, INC. 1 month, 1 week ago
Strategic Financial Services, Inc. 1 month, 1 week ago
Serenity Investment Advisors 1 month, 1 week ago
CYBER HORNET ETFs LLC 1 month, 1 week ago
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1 month, 1 week ago
ASHFORD CAPITAL MANAGEMENT INC 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.