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Institutional Holdings Dashboard

Last Updated: 10 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.

Recent Holdings Disclosures - All Funds

Fund File Date
Paralel Advisors LLC yesterday
Bowie Capital Management, LLC yesterday
Allworth Financial LP yesterday
V3 Holding Ltd yesterday
Blue Owl Capital Holdings LP yesterday
Greenspring Advisors, LLC yesterday
LM Asset Management Inc. yesterday
B. Metzler seel. Sohn & Co. AG yesterday
Starr Indemnity & Liability Co yesterday
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC yesterday
BISLETT MANAGEMENT, LLC yesterday
Shelter Ins Retirement Plan yesterday
MASSACHUSETTS INSTITUTE OF TECHNOLOGY yesterday
Laidlaw Wealth Management LLC yesterday
Cauble & Harre Wealth Management, Inc. yesterday
Alaska Permanent Capital Management, LLC yesterday
Garton & Associates Financial Advisors LLC yesterday
Shelter Mutual Insurance Co yesterday
First Trust Bank, Ltd. yesterday
CAHILL FINANCIAL ADVISORS INC yesterday
C M BIDWELL & ASSOCIATES LTD yesterday
Causey Wealth LLC yesterday
Keebeck Wealth Management yesterday
Bratton Capital Management, L.P. yesterday
KELLOGG W K FOUNDATION TRUST yesterday
THOROUGHBRED FINANCIAL SERVICES, LLC yesterday
Blue Capital, Inc. yesterday
Keating Financial Advisory Services, Inc. yesterday
Green Alpha Advisors, LLC yesterday
Alaska Wealth Advisors, LLC yesterday
DONALD SMITH & CO., INC. yesterday
Encore Global Management, LP yesterday
Caldwell Investment Management Ltd. yesterday
OneAscent Investment Solutions LLC yesterday
C V STARR & CO INC yesterday
Beckerman Institutional, LLC yesterday
PATRON PARTNERS, LLC yesterday
OneAscent Wealth Management LLC yesterday
OneAscent Family Office, LLC yesterday
Presper Financial Architects, LLC yesterday
OneAscent Financial Services LLC yesterday
Independent Family Office, LLC yesterday
BEACON HILL WEALTH MANAGEMENT LTD. yesterday
TigerOak Management, L.L.C. yesterday
Renasant Bank yesterday
Anchor Bay Capital, Inc. yesterday
WealthTrust Axiom LLC yesterday
MUSTICO FINANCIAL GROUP, INC. yesterday
PROFUND ADVISORS LLC yesterday
HILL ISLAND FINANCIAL LLC yesterday
ProShare Advisors LLC yesterday
Astra Wealth Partners LLC yesterday
Orion Investment Co yesterday
BBR PARTNERS, LLC yesterday
Bitwise Funds Trust yesterday
IEQ CAPITAL, LLC yesterday
Sterling Financial Planning, Inc. yesterday
Burnham & Co LLC yesterday
Empery Asset Management, LP yesterday
Robinhood Asset Management, LLC yesterday
Heron Bay Capital Management yesterday
Callan Family Office, LLC yesterday
Lalia Capital, LLC yesterday
Expressive Wealth LLC yesterday
Freemont Management S.A. yesterday
NASPERS LTD yesterday
FountainVest China Capital Partners GP3 Ltd. yesterday
Gambit Capital Management, LLC yesterday
Fund Advisors of America Inc|FL yesterday
Revolution Growth Management Company, Inc. yesterday
HEARTLAND ADVISORS INC yesterday
DAG Ventures, LLC yesterday
PERISCOPE CAPITAL INC. yesterday
JB CAPITAL PARTNERS LP yesterday
G2 CAPITAL MANAGEMENT, LLC | OH yesterday
Manhattan West Asset Management, LLC yesterday
Momentous Wealth Management, Inc. yesterday
Amundi yesterday
Providence Capital Advisors, LLC yesterday
Geometric Wealth Advisors yesterday
Disciplined Investors, L.L.C. yesterday
TCTC Holdings, LLC yesterday
Schreiber Kathleen yesterday
Aspetuck Financial Management LLC yesterday
Financial Security Advisor, Inc. yesterday
COURAGE CAPITAL MANAGEMENT LLC yesterday
X ADVISORS, LLC yesterday
Investure, LLC yesterday
VAUGHAN DAVID INVESTMENTS LLC|IL yesterday
CVFG LLC yesterday
Private Wealth Asset Management, LLC yesterday
Gunpowder Capital Management, LLC dba Oliver Wealth Management yesterday
MARIPAU WEALTH MANAGEMENT LLC yesterday
Verde Capital Management yesterday
Quantum Capital Management, LLC | NJ yesterday
Arrow Capital Management, LLC yesterday
Lafayette Investments, Inc. yesterday
CONSCIOUS WEALTH INVESTMENTS, LLC yesterday
Ring Mountain Capital, LLC yesterday
IBEX INVESTORS LLC yesterday

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Mar 31, 2026

Rank
Fund
Est. % Return
# of Holdings
Est. Stock AUM (USD)

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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.