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Institutional Holdings Dashboard

Last Updated: 9 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.

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Recent Holdings Disclosures - All Funds

Fund File Date
PENINSULA ASSET MANAGEMENT INC 13 minutes ago
Bull Harbor Capital LLC 15 minutes ago
Investment Advisory Services Group LLC 17 minutes ago
Tencap Wealth Coaching, LLC 24 minutes ago
Twin Tree Management, LP 26 minutes ago
PEREGRINE INVESTMENT MANAGEMENT INC 26 minutes ago
Aquamarine Zurich AG 28 minutes ago
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 32 minutes ago
Atlas Legacy Advisors, LLC 34 minutes ago
CASTLE WEALTH MANAGEMENT LLC 37 minutes ago
RETIREMENT INCOME SOLUTIONS, INC 37 minutes ago
FIL Ltd 39 minutes ago
SHUFRO ROSE & CO LLC 43 minutes ago
BANK OF NOVA SCOTIA TRUST CO 44 minutes ago
SCOTIA CAPITAL INC. 46 minutes ago
Mercuria Capital Strategies, LLC 46 minutes ago
EMPOWER HARVEST MANAGEMENT SERVICES, INC. 48 minutes ago
CNO Financial Group, Inc. 54 minutes ago
ING GROEP NV 56 minutes ago
Contrarius Group Holdings Ltd 57 minutes ago
DUMAC, INC. 58 minutes ago
TTRF Capital Ltd 58 minutes ago
PL Capital Advisors, LLC 59 minutes ago
KLINGENSTEIN FIELDS & CO LP an hour ago
JMG Financial Group, Ltd. an hour ago
LONGVIEW ASSET MANAGEMENT, LLC an hour ago
Amplify Investments, LLC an hour ago
Granite Harbor Advisors, Inc. an hour ago
Three Bearings Fiduciary Advisors, Inc. an hour ago
Blackhawk Capital Partners, LLC an hour ago
BLAIR WILLIAM & CO|IL an hour ago
Ellevest, Inc. an hour ago
Trivest Advisors Ltd an hour ago
STRAIGHTLINE GROUP LLC an hour ago
AustralianSuper Pty Ltd an hour ago
Koss-Olinger Consulting, LLC an hour ago
Canal Capital Management, LLC an hour ago
Rockbridge Investment Management, LCC an hour ago
FMR LLC an hour ago
Measured Wealth Private Client Group, LLC an hour ago
Luminist Capital LLC an hour ago
Vulcan Value Partners, LLC an hour ago
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. an hour ago
DIVIDEND ASSETS CAPITAL, LLC an hour ago
Roosevelt Capital Management LLC an hour ago
Windward Private Wealth Management Inc. an hour ago
Kinetic Wealth Investment Advisors LLC an hour ago
WESTPORT ASSET MANAGEMENT INC an hour ago
CAPITAL FINANCIAL GROUP INC\CO\ |ADV 2 hours ago
Three Cord True Wealth Management, LLC 2 hours ago
BERKSHIRE ASSET MANAGEMENT LLC|PA 2 hours ago
M&T BANK CORP 2 hours ago
GERMAN AMERICAN BANCORP, INC. 2 hours ago
Founders Financial Alliance, LLC 2 hours ago
SHENKMAN CAPITAL MANAGEMENT INC 2 hours ago
CLARIS ADVISORS, LLC | MO | 2 hours ago
Strategic Financial Services, Inc. 2 hours ago
Perbak Capital Partners LLP 2 hours ago
S&CO INC 2 hours ago
ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A. 2 hours ago
Nuveen, LLC 2 hours ago
Fosun International Ltd 2 hours ago
Capco Asset Management, LLC 2 hours ago
Siena Capital Partners GP, LLC 3 hours ago
Universal- Beteiligungs- und Servicegesellschaft mbH 3 hours ago
Heronetta Management, L.P. 3 hours ago
STOREBRAND ASSET MANAGEMENT AS 4 hours ago
BANK HAPOALIM BM 4 hours ago
Central Asset Investments & Management Holdings (HK) Ltd 4 hours ago
PBCay One RSC Ltd 4 hours ago
JUPITER ASSET MANAGEMENT LTD 4 hours ago
Quantedge Capital Pte Ltd 4 hours ago
Banco Santander, S.A. 4 hours ago
Spear Holdings RSC Ltd 4 hours ago
FIRST FINANCIAL BANKSHARES INC 4 hours ago
TOYOTA MOTOR CORP| 4 hours ago
SBI Okasan Asset Management Co.Ltd. 4 hours ago
Value Base Ltd. 4 hours ago
Discovery Value Fund 13 hours ago
BRILLIANCE ASSET MANAGEMENT LTD 13 hours ago
Iyo Bank, Ltd. 13 hours ago
Fourier Capital Management Ltd 14 hours ago
Vermillion & White Wealth Management Group, LLC 14 hours ago
Matthew 25 Management Corp 14 hours ago
Troutman Wealth Management, LLC 14 hours ago
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 15 hours ago
Northstar Group, Inc. 15 hours ago
Gross & Hartman Investments LLC 15 hours ago
Summit Wealth Group, LLC|OK 15 hours ago
HighTower Advisors, LLC 15 hours ago
Cercano Management LLC 15 hours ago
Paralel Advisors LLC 15 hours ago
Yong Rong (HK) Asset Management Ltd 15 hours ago
BNDES Participacoes S.A. 16 hours ago
BRIDGES INVESTMENT MANAGEMENT INC 16 hours ago
Cullen Capital Management, LLC 16 hours ago
Ironwood Investment Counsel, LLC 16 hours ago
Godfrey Financial Associates, Inc. 16 hours ago
Vawter Financial, Ltd. 16 hours ago
Finhabits Advisors LLC 17 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.