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Institutional Holdings Dashboard

Last Updated: 4 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.

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Recent Holdings Disclosures - All Funds

Fund File Date
RWC ASSET ADVISORS (US) LLC 5 hours ago
Cygnus Capital Advisors, LLC 1 day, 2 hours ago
MLG Wealth Management DBA Pine Grove Financial Group 1 day, 8 hours ago
CAPITAL & PLANNING, LLC 1 day, 11 hours ago
Range Advisory, LLC 1 day, 12 hours ago
Kinetic Wealth Investment Advisors LLC 1 day, 13 hours ago
Infini Capital Management Ltd 1 day, 14 hours ago
BROWN, LISLE|CUMMINGS, INC. 2 days, 4 hours ago
Planning Project LLC 2 days, 7 hours ago
Parrish Capital LLC 2 days, 11 hours ago
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 2 days, 15 hours ago
Alternative Investment Advisors, LLC. 3 days, 11 hours ago
K5 Global Advisor LLC 1 week ago
OPTIMIZE FINANCIAL INC. 1 week ago
TUCKER ASSET MANAGEMENT LLC 1 week ago
Formuepleje A|S 1 week ago
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1 week, 1 day ago
Schulz Wealth, LTD. 1 week, 1 day ago
AFFINITY WEALTH LLC 1 week, 1 day ago
Principia Wealth Advisory, LLC 1 week, 1 day ago
Brown Financial Advisors 1 week, 1 day ago
AMERICAN SECURITIES LLC 1 week, 1 day ago
Kirkwood Financial Services 1 week, 2 days ago
January Capital Advisors LLC 1 week, 2 days ago
Advus Financial Partners, LLC 1 week, 2 days ago
Absolute Gestao de Investimentos Ltda. 1 week, 2 days ago
Groupe la Francaise 1 week, 2 days ago
Financial Insights, Inc. 1 week, 3 days ago
Vancity Investment Management Ltd 1 week, 3 days ago
CARLSON FINANCIAL, INC. 1 week, 3 days ago
Strategic Financial Services, Inc. 1 week, 3 days ago
Serenity Investment Advisors 1 week, 3 days ago
CYBER HORNET ETFs LLC 1 week, 3 days ago
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1 week, 6 days ago
ASHFORD CAPITAL MANAGEMENT INC 1 week, 6 days ago
Harbor Spring Capital, LLC 1 week, 6 days ago
Delaney Dennis R 1 week, 6 days ago
Kidder Stephen W 1 week, 6 days ago
Envision Financial Transparency, LLC 1 week, 6 days ago
Bernard Wealth Management Corp. 1 week, 6 days ago
Anderson Financial Strategies, LLC 2 weeks ago
Rehmann Capital Advisory Group 2 weeks ago
Jackson Wealth Management, LLC 2 weeks ago
GILL CAPITAL PARTNERS, LLC 2 weeks ago
Ridgepath Capital Management LLC 2 weeks ago
ATX Financial Planning, LLC 2 weeks ago
CLIFFORD SWAN INVESTMENT COUNSEL LLC 2 weeks ago
American Beacon Advisors, Inc. 2 weeks ago
Forefront Wealth Partners, LLC 2 weeks ago
DEPRINCE RACE & ZOLLO INC 2 weeks ago
Harvest Fund Management Co., Ltd 2 weeks, 1 day ago
RESOLUTE WEALTH ADVISOR, INC. 2 weeks, 1 day ago
CALIFORNIA FIRST LEASING CORP 2 weeks, 1 day ago
Bullish 2 weeks, 1 day ago
Sustainable Insight Capital Management, LLC 2 weeks, 1 day ago
Bullock Wealth Management Group 2 weeks, 1 day ago
BOUSSARD & GAVAUDAN GESTION SAS 2 weeks, 1 day ago
Goodwin Investment Advisory 2 weeks, 1 day ago
Prosperitas Financial LLC 2 weeks, 1 day ago
Madryn Asset Management, LP 2 weeks, 2 days ago
Financial Avengers, Inc. 2 weeks, 2 days ago
Wilson & Boucher Capital Management, LLC 2 weeks, 2 days ago
Vermillion & White Wealth Management Group, LLC 2 weeks, 2 days ago
Kingsview Wealth Management, LLC 2 weeks, 2 days ago
Fox Hill Wealth Management 2 weeks, 2 days ago
Unconventional Investor, LLC 2 weeks, 2 days ago
Capasso Planning Partners LLC 2 weeks, 2 days ago
TILIA FIDUCIARY PARTNERS, INC. 2 weeks, 2 days ago
Sankala Group LLC 2 weeks, 2 days ago
CANNELL CAPITAL LLC 2 weeks, 2 days ago
Beacon Pointe Advisors, LLC 2 weeks, 2 days ago
Henson-Edgewater Management, LLC 2 weeks, 2 days ago
Concorde Asset Management, LLC 2 weeks, 2 days ago
NORTH STAR ASSET MANAGEMENT INC 2 weeks, 2 days ago
Mint Tower Capital Management B.V. 2 weeks, 2 days ago
Liontrust Investment Partners LLP 2 weeks, 2 days ago
Fulcrum Asset Management LLP 2 weeks, 2 days ago
Ratan Capital Management LP 2 weeks, 2 days ago
Livforsakringsbolaget Skandia, Omsesidigt 2 weeks, 2 days ago
Twin Lakes Capital Management, LLC 2 weeks, 3 days ago
MUHLENKAMP & CO INC 2 weeks, 3 days ago
Strait & Sound Wealth Management LLC 2 weeks, 3 days ago
Rakuten Investment Management, Inc. 2 weeks, 3 days ago
RIHO Partners, LLC 2 weeks, 3 days ago
RB Capital Management, LLC 2 weeks, 3 days ago
Denver PWM, LLC 2 weeks, 3 days ago
Orion Capital Management LLC 2 weeks, 3 days ago
JDM Financial Group LLC 2 weeks, 3 days ago
Leo H. Evart, Inc. 2 weeks, 3 days ago
BRIDGER MANAGEMENT, LLC 2 weeks, 3 days ago
VY Capital Management Co. Ltd. 2 weeks, 3 days ago
THOMAS H LEE PARTNERS LP 2 weeks, 3 days ago
Copia Wealth Management 2 weeks, 3 days ago
HARBERT FUND ADVISORS, LLC 2 weeks, 3 days ago
E-Wealth Partners, LLC 2 weeks, 3 days ago
Winning Points Advisors, LLC 2 weeks, 3 days ago
BROOKS, MOORE & ASSOCIATES, INC. 2 weeks, 3 days ago
WNY Asset Management, LLC 2 weeks, 3 days ago
Bank OZK 2 weeks, 3 days ago
Hamilton Capital, LLC 2 weeks, 3 days 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.