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Institutional Holdings Dashboard

Last Updated: 6 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
Two Seas Capital LP 6 hours ago
RVW Wealth, LLC 7 hours ago
Cambridge Financial Group, LLC 7 hours ago
Private Capital Advisors, Inc. 7 hours ago
Roth Financial Partners LLC 8 hours ago
ATMOS ADVISORY, LLC 8 hours ago
CONGRESS ASSET MANAGEMENT CO 9 hours ago
MOODY NATIONAL BANK TRUST DIVISION 9 hours ago
Bank of New Hampshire 9 hours ago
HALL LAURIE J TRUSTEE 9 hours ago
Bangor Savings Bank 10 hours ago
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 10 hours ago
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 10 hours ago
JUNCTURE WEALTH STRATEGIES, LLC 11 hours ago
Mallini Complete Financial Planning LLC 11 hours ago
Legacy Private Trust Co. 11 hours ago
TETRAD CORP 12 hours ago
Financial Symmetry Inc 12 hours ago
Samson Rock Capital LLP 12 hours ago
Byrne Asset Management LLC 12 hours ago
Iowa State Bank 12 hours ago
ABLES, IANNONE, MOORE & ASSOCIATES, INC. 12 hours ago
Eleva Capital SAS 13 hours ago
COLTON GROOME FINANCIAL ADVISORS, LLC 13 hours ago
GoalFusion Wealth Management, LLC 13 hours ago
DUDLEY & SHANLEY, INC. 13 hours ago
SEGRA CAPITAL MANAGEMENT, LLC 14 hours ago
Paladin Partners, LLC 14 hours ago
BOYUM WEALTH ARCHITECTS LLC 15 hours ago
JIA INVESTMENT ALLIANCE PTE. LTD. 17 hours ago
Stephens Group, LLC 18 hours ago
Lakehouse Capital Pty Ltd 1 day, 4 hours ago
Central Pacific Bank - Trust Division 1 day, 6 hours ago
Olistico Wealth, LLC 1 day, 8 hours ago
Norman Fields, Gottscho Capital Management, LLC 1 day, 8 hours ago
Ballew Advisors, Inc 1 day, 9 hours ago
Factorial Partners, LLC 1 day, 9 hours ago
Gladwyn Financial Advisors, Inc. 1 day, 9 hours ago
Pacific Wealth Management 1 day, 10 hours ago
Ridgewood Investments LLC 1 day, 10 hours ago
Kennon-Green & Company, LLC 1 day, 10 hours ago
Frisco Financial Planning LLC 1 day, 10 hours ago
Box Hill Private Wealth LLC 1 day, 10 hours ago
ACIMA PRIVATE WEALTH, LLC 1 day, 11 hours ago
SCOPIA CAPITAL MANAGEMENT LP 1 day, 11 hours ago
Rosenberg Matthew Hamilton 1 day, 11 hours ago
COLLECTIVE FAMILY OFFICE LLC 1 day, 12 hours ago
FC Advisory LLC 1 day, 12 hours ago
Heartwood Wealth Advisors LLC 1 day, 12 hours ago
ROCKLAND TRUST CO 1 day, 12 hours ago
ARGENT CAPITAL MANAGEMENT LLC 1 day, 13 hours ago
EASTERN BANK 1 day, 13 hours ago
CapWealth Advisors, LLC 1 day, 13 hours ago
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 1 day, 13 hours ago
Adelphi Trust Co 1 day, 13 hours ago
HERALD INVESTMENT MANAGEMENT Ltd 1 day, 13 hours ago
Acasta Partners UK LLP 1 day, 13 hours ago
Partnership Wealth Management, LLC 1 day, 13 hours ago
VALINOR MANAGEMENT, L.P. 1 day, 13 hours ago
Eastover Investment Advisors LLC 1 day, 14 hours ago
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1 day, 14 hours ago
Miura Global Management, LLC 1 day, 14 hours ago
NEVILLE RODIE & SHAW INC 1 day, 14 hours ago
BAKER TILLY WEALTH MANAGEMENT, LLC 1 day, 14 hours ago
Pensionfund Sabic 1 day, 14 hours ago
Pensionfund PDN 1 day, 14 hours ago
Horizons Wealth Management 1 day, 14 hours ago
TOMPKINS FINANCIAL CORP 1 day, 14 hours ago
PARK NATIONAL CORP |OH| 1 day, 15 hours ago
General Partner, Inc. 1 day, 17 hours ago
MassMutual Private Wealth & Trust, FSB 1 day, 17 hours ago
Violich Capital Management, Inc. 4 days, 6 hours ago
CX Institutional 4 days, 6 hours ago
Pennsylvania State University 4 days, 7 hours ago
Boltwood Capital Management 4 days, 7 hours ago
First Citizens Financial Corp 4 days, 8 hours ago
Polaris Financial Partners 4 days, 8 hours ago
Robert B. Daugherty Foundation 4 days, 9 hours ago
Miller Global Investments, LLC 4 days, 9 hours ago
GLP Holdings LLLP 4 days, 9 hours ago
Marotta Asset Management 4 days, 10 hours ago
Silverleafe Capital Partners, LLC 4 days, 11 hours ago
PRIVATE CLIENT SERVICES, LLC 4 days, 11 hours ago
Beacon Wealthcare LLC 4 days, 13 hours ago
Planning Strategies Inc. 4 days, 13 hours ago
GoalVest Advisory LLC 4 days, 15 hours ago
Global Wealth Strategies & Associates 5 days, 5 hours ago
Versant Capital Management, Inc 5 days, 6 hours ago
Stairway Partners, LLC 5 days, 6 hours ago
GP Brinson Investments LLC 5 days, 6 hours ago
Stonebridge Financial Group, LLC 5 days, 7 hours ago
LBJ Family Wealth Advisors, Ltd. 5 days, 7 hours ago
Montecito Bank & Trust 5 days, 8 hours ago
University of Massachusetts Foundation, Inc. 5 days, 9 hours ago
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT 5 days, 10 hours ago
Hickory Point Bank & Trust 5 days, 10 hours ago
DOLIVER ADVISORS, LP 5 days, 10 hours ago
Roxbury Financial LLC 5 days, 10 hours ago
BURKETT FINANCIAL SERVICES, LLC 5 days, 11 hours ago
Defender Capital, LLC. 5 days, 11 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.