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Institutional Holdings Dashboard

Last Updated: 14 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.

Recent Holdings Disclosures - All Funds

Fund File Date
Twin Lakes Capital Management, LLC today
Wilson & Boucher Capital Management, LLC today
Intrinsic Edge Capital Management LLC today
ALEXANDER LABRUNERIE & CO., INC. today
Unconventional Investor, LLC today
Graney & King, LLC today
TANAKA CAPITAL MANAGEMENT INC today
Strait & Sound Wealth Management LLC today
Edgestream Partners, L.P. today
Vestwell Advisors, LLC today
Systematic Alpha Investments, LLC today
Chesapeake Wealth Management today
Cassady Wealth & Retirement Planning, LLC today
CENTAURUS FINANCIAL, INC. today
Anchor Capital Management Group Inc today
CIM, LLC today
Tri Locum Partners LP today
ODDO BHF ASSET MANAGEMENT SAS today
Bull Harbor Capital LLC today
Strategic Investment Advisors | MI today
Altai Capital Management, L.P. today
ASHTON THOMAS SECURITIES, LLC today
Arkadios Wealth Advisors today
South Dakota Investment Council today
IFS Group,LLC today
Claris Financial LLC today
Strategic Planning, Inc. today
Altshuler Shaham Ltd today
SkyBridge Capital II, LLC today
Column Group LLC today
Atreides Management, LP today
Irenic Capital Management LP today
Encore Global Management, LP May 16, 2026
Smith Group Asset Management, LLC May 16, 2026
Arete Wealth Advisors, LLC May 16, 2026
Pine Ridge Advisers LLC May 16, 2026
OPAL CAPITAL LLC May 16, 2026
Ally Bridge Group (NY) LLC May 16, 2026
ABG-WTT Global Life Science Capital Partners GP Ltd May 16, 2026
ABG Innovation Capital Partners III GP Ltd May 16, 2026
Yu Fan May 16, 2026
Kanen Wealth Management LLC May 16, 2026
ADAR1 Capital Management, LLC May 16, 2026
Ma Investment Partnership, LP May 16, 2026
Sunbelt Securities, Inc. May 16, 2026
Guardian Partners Inc. May 16, 2026
MSA Advisors, LLC May 15, 2026
Amundi May 15, 2026
TAM Capital Management Inc. May 15, 2026
Stoic Point Capital Management LLC May 15, 2026
Gould Capital, LLC May 15, 2026
Parvin Asset Management, LLC May 15, 2026
Constant Guidance Financial LLC May 15, 2026
SYLEBRA CAPITAL LLC May 15, 2026
Value Aligned Research Advisors, LLC May 15, 2026
Adelante Capital Management LLC May 15, 2026
Adalta Capital Management LLC May 15, 2026
Situational Awareness LP May 15, 2026
SVF Sponsor III (DE) LLC May 15, 2026
Feynman Point Asset Management LLC May 15, 2026
SB INVESTMENT ADVISERS (UK) LTD May 15, 2026
Empire Financial Management Company, LLC May 15, 2026
KEYSTONE GROUP, L.P. May 15, 2026
Merk Investments LLC May 15, 2026
Talon Private Wealth, LLC May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM May 15, 2026
Core Wealth Advisors, Inc. May 15, 2026
WD Thunder CV Ultimate GP LLC May 15, 2026
CAPITAL & PLANNING, LLC May 15, 2026
Barnes Wealth Management Group, Inc May 15, 2026
Chokshi & Queen Wealth Advisors, Inc May 15, 2026
Goodlander Investment Management, LLC May 15, 2026
Situational Awareness Partners LP May 15, 2026
NewEdge Advisors, LLC May 15, 2026
Ariadne Wealth Management, LP May 15, 2026
BANK OF AMERICA CORP |DE| May 15, 2026
Sculptor Capital LP May 15, 2026
CARDIFF PARK ADVISORS, LLC May 15, 2026
Legacy PCG, LLC May 15, 2026
Stillwater LLC May 15, 2026
Intelligence Driven Advisers, LLC May 15, 2026
RIHO Partners, LLC May 15, 2026
Electric Capital Partners, LLC May 15, 2026
Multicoin Capital Management, LLC May 15, 2026
CARRONADE CAPITAL MANAGEMENT, LP May 15, 2026
Owlhouse Capital LP May 15, 2026
Northeast Financial Group, Inc. May 15, 2026
Gateway Wealth Partners, LLC May 15, 2026
Troluce Capital Advisors LLC May 15, 2026
MENDON CAPITAL ADVISORS CORP May 15, 2026
Bawa N Mallick Trust May 15, 2026
Turim 21 Investimentos Ltda. May 15, 2026
Visualize Group LP May 15, 2026
Wealth Watch Advisors, INC May 15, 2026
BERKLEY W R CORP May 15, 2026
Blue Chip Partners, LLC May 15, 2026
Ardmore Road Asset Management LP May 15, 2026
Yorktown Energy Partners X, L.P. May 15, 2026
Yorktown Energy Partners XI, L.P. May 15, 2026
Yorktown Energy Partners IX, L.P. May 15, 2026

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Mar 31, 2026

Rank
Fund
Est. % Return
# of Holdings
Est. Stock AUM (USD)

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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.