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Institutional Holdings Dashboard

Last Updated: 45 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
Praxis Capital Management LLC 48 minutes ago
Magnolia Wealth Management, LLC an hour ago
Crescent Sterling, Ltd. an hour ago
WIT Partners Advisory Pte. Ltd. an hour ago
Clearview Wealth Management LLC an hour ago
TopTier Wealth Management, LLC an hour ago
TB Alternative Assets Ltd. an hour ago
Benchmark Financial, LLC an hour ago
Franchise GP Ltd 10 hours ago
GLOBAL STRATEGIC MANAGEMENT INC 10 hours ago
White & Co Financial Planning Inc 11 hours ago
KENNICOTT CAPITAL MANAGEMENT LLC 11 hours ago
Japan Science & Technology Agency 11 hours ago
Farrell Financial LLC 11 hours ago
Trail Ridge Investment Advisors, LLC 12 hours ago
Michael J. Porro & Co. Financial Advisors, Inc. 13 hours ago
North Capital, Inc. 13 hours ago
Rockingstone Advisors LLC 13 hours ago
HALBERT HARGROVE GLOBAL ADVISORS, LLC 13 hours ago
Jeter Robert S II 13 hours ago
DiNuzzo Private Wealth, Inc. 13 hours ago
MB, LEVIS & ASSOCIATES, LLC 13 hours ago
CHATHAM CAPITAL GROUP, INC. 14 hours ago
Quad-Cities Investment Group, LLC 14 hours ago
PFG Advisors 14 hours ago
Howard Capital Management, LLC 14 hours ago
Cornerstone Wealth Advisors, Inc. 14 hours ago
Goelzer Investment Management, Inc. 14 hours ago
Newport Capital Group, LLC 14 hours ago
Chemistry Wealth Management LLC 14 hours ago
Baugh & Associates, LLC 14 hours ago
Annex Advisory Services, LLC 14 hours ago
Stanich Group LLC 14 hours ago
Vanguard Capital Wealth Advisors 14 hours ago
BFI Infinity Ltd. 14 hours ago
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 14 hours ago
BostonPremier Wealth LLC 14 hours ago
GRANITE ISLANDS PRIVATE WEALTH, LLC 14 hours ago
BARLOW WEALTH PARTNERS, LLC 14 hours ago
BLUELINE ADVISORS LLC 14 hours ago
Global Wealth Management, LLC 14 hours ago
Saxony Capital Management, LLC 14 hours ago
Weaver Capital Management LLC 14 hours ago
Community Financial Services Group, LLC 15 hours ago
Cohen Klingenstein LLC 15 hours ago
Red Tree Management, LLC 15 hours ago
Davidson Capital Management Inc. 15 hours ago
Echo Wealth Management, LLC 15 hours ago
AdvisorNet Financial, Inc 15 hours ago
COMMUNITY TRUST & INVESTMENT CO 15 hours ago
HARRELL INVESTMENT PARTNERS, LLC 15 hours ago
CISCO SYSTEMS, INC. 16 hours ago
Two West Capital Advisors LLC 16 hours ago
V-Square Quantitative Management LLC 16 hours ago
YANKCOM Partnership 16 hours ago
Financial & Tax Architects, LLC 16 hours ago
Comprehensive Financial Consultants Institutional, Inc. 16 hours ago
Fortitude Advisory Group L.L.C. 16 hours ago
TSP Capital Management Group, LLC 16 hours ago
FIRST MERCHANTS CORP 16 hours ago
MIRAE ASSET SECURITIES (USA) INC. 16 hours ago
Summit Financial Consulting LLC 16 hours ago
WHITENER CAPITAL MANAGEMENT, INC. 16 hours ago
Walser Wealth Management Company, A Ltd Liability Co 16 hours ago
R2 Capital Strategies, LLC 16 hours ago
Uptown Financial Advisors LLC 16 hours ago
Manuka Financial, LLC 17 hours ago
MOLLER WEALTH PARTNERS 17 hours ago
TrustWell Financial Advisors, LLC 17 hours ago
NFSG Corp 17 hours ago
Activest Wealth Management 17 hours ago
Detalus Advisors, LLC 17 hours ago
White Pine Investment CO 17 hours ago
TRUE BLUE FINANCIAL, LLC 17 hours ago
GUYASUTA INVESTMENT ADVISORS INC 17 hours ago
Split Rock Private Trading & Wealth Management, LLC 17 hours ago
Murphy, Middleton, Hinkle & Parker, Inc. 17 hours ago
COLUMBIA ADVISORY PARTNERS LLC 17 hours ago
Centerline Wealth Advisors, LLC 17 hours ago
SLT Holdings LLC 17 hours ago
Riverbend Wealth Management, LLC 17 hours ago
Sustainable Growth Advisers, LP 17 hours ago
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 17 hours ago
Morangie Management LLC 17 hours ago
Goldstein Advisors, LLC 17 hours ago
ACT Advisors, LLC. 17 hours ago
Courant Investment Management LLC 17 hours ago
QUATTRO FINANCIAL ADVISORS LLC 17 hours ago
PARAGON CAPITAL MANAGEMENT INC 17 hours ago
Daytona Street Capital LLC 17 hours ago
MILESTONE ASSET MANAGEMENT, LLC 17 hours ago
Ellsworth Advisors, LLC 17 hours ago
Legacy Wealth Partners, LLC 17 hours ago
Andrews Advisory Associates, LLC 17 hours ago
KOM Wealth Management Group, LLC 17 hours ago
Neumann Capital Management, LLC 17 hours ago
IAMS WEALTH MANAGEMENT, LLC 18 hours ago
First Growth Capital LLC 18 hours ago
Roof Eidam Maycock Peralta, LLC 18 hours ago
FFG Partners, LLC 18 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.