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Institutional Holdings Dashboard

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