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Institutional Holdings Dashboard

Last Updated: 25 minutes 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
IKE Capital, LLC 1 day ago
Twin Peaks Capital Ltd 1 day, 4 hours ago
Anchor Investment Management, LLC 1 day, 22 hours ago
Reynders McVeigh Capital Management, LLC 1 day, 23 hours ago
Cherry Tree Wealth Management, LLC 2 days, 3 hours ago
SkyView Investment Advisors, LLC 2 days, 18 hours ago
Revere Asset Management, Inc 2 days, 22 hours ago
Talon Private Wealth, LLC 5 days, 20 hours ago
SMITH CHAS P & ASSOCIATES PA CPAS 5 days, 21 hours ago
Marathon Wealth Advisors LLC 6 days, 4 hours ago
MENLO ADVISORS LLC 6 days, 20 hours ago
U S WEALTH GROUP, LLC. 6 days, 23 hours ago
MIRAMONTES CAPITAL, LLC 1 week, 1 day ago
Core Capital Management & Research, inc. 1 week, 1 day ago
Lotus Asset Management LLC 1 week, 1 day ago
Willow Creek Capital Management, Inc. 1 week, 1 day ago
Kachkovsky & Fisher, Inc. 1 week, 1 day ago
Parkside Financial Bank & Trust 1 week, 6 days ago
Nordflint Capital Partners Fondsmaeglerselskab A|S 1 week, 6 days ago
RWC ASSET ADVISORS (US) LLC 1 week, 6 days ago
Cygnus Capital Advisors, LLC 2 weeks ago
MLG Wealth Management DBA Pine Grove Financial Group 2 weeks, 1 day ago
CAPITAL & PLANNING, LLC 2 weeks, 1 day ago
Range Advisory, LLC 2 weeks, 1 day ago
Kinetic Wealth Investment Advisors LLC 2 weeks, 1 day ago
Infini Capital Management Ltd 2 weeks, 1 day ago
BROWN, LISLE|CUMMINGS, INC. 2 weeks, 1 day ago
Planning Project LLC 2 weeks, 1 day ago
Parrish Capital LLC 2 weeks, 2 days ago
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 2 weeks, 2 days ago
Alternative Investment Advisors, LLC. 2 weeks, 3 days ago
K5 Global Advisor LLC 2 weeks, 6 days ago
OPTIMIZE FINANCIAL INC. 2 weeks, 6 days ago
TUCKER ASSET MANAGEMENT LLC 3 weeks ago
Formuepleje A|S 3 weeks ago
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 3 weeks ago
Schulz Wealth, LTD. 3 weeks ago
AFFINITY WEALTH LLC 3 weeks ago
Principia Wealth Advisory, LLC 3 weeks, 1 day ago
Brown Financial Advisors 3 weeks, 1 day ago
AMERICAN SECURITIES LLC 3 weeks, 1 day ago
January Capital Advisors LLC 3 weeks, 2 days ago
Advus Financial Partners, LLC 3 weeks, 2 days ago
Absolute Gestao de Investimentos Ltda. 3 weeks, 2 days ago
Groupe la Francaise 3 weeks, 2 days ago
Financial Insights, Inc. 3 weeks, 2 days ago
Vancity Investment Management Ltd 3 weeks, 2 days ago
CARLSON FINANCIAL, INC. 3 weeks, 2 days ago
Strategic Financial Services, Inc. 3 weeks, 2 days ago
Serenity Investment Advisors 3 weeks, 2 days ago
CYBER HORNET ETFs LLC 3 weeks, 3 days ago
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 3 weeks, 5 days ago
ASHFORD CAPITAL MANAGEMENT INC 3 weeks, 5 days ago
Harbor Spring Capital, LLC 3 weeks, 5 days ago
Delaney Dennis R 3 weeks, 5 days ago
Kidder Stephen W 3 weeks, 5 days ago
Envision Financial Transparency, LLC 3 weeks, 5 days ago
Bernard Wealth Management Corp. 3 weeks, 6 days ago
Anderson Financial Strategies, LLC 3 weeks, 6 days ago
Rehmann Capital Advisory Group 3 weeks, 6 days ago
Jackson Wealth Management, LLC 3 weeks, 6 days ago
GILL CAPITAL PARTNERS, LLC 3 weeks, 6 days ago
Ridgepath Capital Management LLC 3 weeks, 6 days ago
ATX Financial Planning, LLC 4 weeks ago
CLIFFORD SWAN INVESTMENT COUNSEL LLC 4 weeks ago
American Beacon Advisors, Inc. 4 weeks ago
Forefront Wealth Partners, LLC 4 weeks ago
DEPRINCE RACE & ZOLLO INC 4 weeks ago
Harvest Fund Management Co., Ltd 4 weeks ago
RESOLUTE WEALTH ADVISOR, INC. 4 weeks ago
CALIFORNIA FIRST LEASING CORP 4 weeks ago
Bullish 4 weeks ago
Sustainable Insight Capital Management, LLC 4 weeks ago
BOUSSARD & GAVAUDAN GESTION SAS 4 weeks, 1 day ago
Goodwin Investment Advisory 4 weeks, 1 day ago
Prosperitas Financial LLC 4 weeks, 1 day ago
Madryn Asset Management, LP 4 weeks, 1 day ago
Financial Avengers, Inc. 4 weeks, 1 day ago
Wilson & Boucher Capital Management, LLC 4 weeks, 1 day ago
Vermillion & White Wealth Management Group, LLC 4 weeks, 1 day ago
Kingsview Wealth Management, LLC 4 weeks, 1 day ago
Fox Hill Wealth Management 4 weeks, 1 day ago
Unconventional Investor, LLC 4 weeks, 1 day ago
Capasso Planning Partners LLC 4 weeks, 1 day ago
TILIA FIDUCIARY PARTNERS, INC. 4 weeks, 1 day ago
Sankala Group LLC 4 weeks, 1 day ago
CANNELL CAPITAL LLC 4 weeks, 1 day ago
Beacon Pointe Advisors, LLC 1 month ago
Henson-Edgewater Management, LLC 1 month ago
Concorde Asset Management, LLC 1 month ago
NORTH STAR ASSET MANAGEMENT INC 1 month ago
Mint Tower Capital Management B.V. 1 month ago
Liontrust Investment Partners LLP 1 month ago
Fulcrum Asset Management LLP 1 month ago
Ratan Capital Management LP 1 month ago
Livforsakringsbolaget Skandia, Omsesidigt 1 month ago
Twin Lakes Capital Management, LLC 1 month ago
MUHLENKAMP & CO INC 1 month ago
Strait & Sound Wealth Management LLC 1 month ago
Rakuten Investment Management, Inc. 1 month 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.