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Institutional Holdings Dashboard

Last Updated: 5 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
Planning Project LLC 6 hours ago
Parrish Capital LLC 9 hours ago
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 14 hours ago
Alternative Investment Advisors, LLC. 1 day, 10 hours ago
K5 Global Advisor LLC 5 days, 5 hours ago
OPTIMIZE FINANCIAL INC. 5 days, 5 hours ago
TUCKER ASSET MANAGEMENT LLC 5 days, 10 hours ago
Formuepleje A|S 5 days, 10 hours ago
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 5 days, 23 hours ago
Schulz Wealth, LTD. 6 days, 5 hours ago
AFFINITY WEALTH LLC 6 days, 6 hours ago
Principia Wealth Advisory, LLC 6 days, 7 hours ago
Brown Financial Advisors 6 days, 9 hours ago
AMERICAN SECURITIES LLC 6 days, 10 hours ago
Kirkwood Financial Services 1 week ago
January Capital Advisors LLC 1 week ago
Advus Financial Partners, LLC 1 week ago
Absolute Gestao de Investimentos Ltda. 1 week ago
Groupe la Francaise 1 week ago
Financial Insights, Inc. 1 week, 1 day ago
Vancity Investment Management Ltd 1 week, 1 day ago
CARLSON FINANCIAL, INC. 1 week, 1 day ago
Strategic Financial Services, Inc. 1 week, 1 day ago
Serenity Investment Advisors 1 week, 1 day ago
CYBER HORNET ETFs LLC 1 week, 1 day ago
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1 week, 4 days ago
ASHFORD CAPITAL MANAGEMENT INC 1 week, 4 days ago
Harbor Spring Capital, LLC 1 week, 4 days ago
Delaney Dennis R 1 week, 4 days ago
Kidder Stephen W 1 week, 4 days ago
Envision Financial Transparency, LLC 1 week, 4 days ago
Bernard Wealth Management Corp. 1 week, 4 days ago
Anderson Financial Strategies, LLC 1 week, 5 days ago
Rehmann Capital Advisory Group 1 week, 5 days ago
Jackson Wealth Management, LLC 1 week, 5 days ago
GILL CAPITAL PARTNERS, LLC 1 week, 5 days ago
Ridgepath Capital Management LLC 1 week, 5 days ago
Layline Advisors, LLC 1 week, 5 days ago
ATX Financial Planning, LLC 1 week, 5 days ago
CLIFFORD SWAN INVESTMENT COUNSEL LLC 1 week, 5 days ago
American Beacon Advisors, Inc. 1 week, 5 days ago
Forefront Wealth Partners, LLC 1 week, 5 days ago
DEPRINCE RACE & ZOLLO INC 1 week, 5 days ago
Harvest Fund Management Co., Ltd 1 week, 5 days ago
RESOLUTE WEALTH ADVISOR, INC. 1 week, 6 days ago
CALIFORNIA FIRST LEASING CORP 1 week, 6 days ago
Bullish 1 week, 6 days ago
Sustainable Insight Capital Management, LLC 1 week, 6 days ago
Bullock Wealth Management Group 1 week, 6 days ago
BOUSSARD & GAVAUDAN GESTION SAS 1 week, 6 days ago
Goodwin Investment Advisory 1 week, 6 days ago
Prosperitas Financial LLC 1 week, 6 days ago
Madryn Asset Management, LP 1 week, 6 days ago
Financial Avengers, Inc. 2 weeks ago
Wilson & Boucher Capital Management, LLC 2 weeks ago
Vermillion & White Wealth Management Group, LLC 2 weeks ago
Kingsview Wealth Management, LLC 2 weeks ago
Fox Hill Wealth Management 2 weeks ago
Unconventional Investor, LLC 2 weeks ago
Capasso Planning Partners LLC 2 weeks ago
TILIA FIDUCIARY PARTNERS, INC. 2 weeks ago
Sankala Group LLC 2 weeks ago
CANNELL CAPITAL LLC 2 weeks ago
Beacon Pointe Advisors, LLC 2 weeks ago
Henson-Edgewater Management, LLC 2 weeks ago
Concorde Asset Management, LLC 2 weeks ago
NORTH STAR ASSET MANAGEMENT INC 2 weeks ago
Mint Tower Capital Management B.V. 2 weeks ago
Liontrust Investment Partners LLP 2 weeks ago
Fulcrum Asset Management LLP 2 weeks ago
Ratan Capital Management LP 2 weeks ago
Livforsakringsbolaget Skandia, Omsesidigt 2 weeks ago
Twin Lakes Capital Management, LLC 2 weeks ago
MUHLENKAMP & CO INC 2 weeks ago
Strait & Sound Wealth Management LLC 2 weeks ago
Rakuten Investment Management, Inc. 2 weeks ago
RIHO Partners, LLC 2 weeks, 1 day ago
RB Capital Management, LLC 2 weeks, 1 day ago
Denver PWM, LLC 2 weeks, 1 day ago
Orion Capital Management LLC 2 weeks, 1 day ago
JDM Financial Group LLC 2 weeks, 1 day ago
Leo H. Evart, Inc. 2 weeks, 1 day ago
BRIDGER MANAGEMENT, LLC 2 weeks, 1 day ago
VY Capital Management Co. Ltd. 2 weeks, 1 day ago
THOMAS H LEE PARTNERS LP 2 weeks, 1 day ago
Copia Wealth Management 2 weeks, 1 day ago
HARBERT FUND ADVISORS, LLC 2 weeks, 1 day ago
E-Wealth Partners, LLC 2 weeks, 1 day ago
Winning Points Advisors, LLC 2 weeks, 1 day ago
BROOKS, MOORE & ASSOCIATES, INC. 2 weeks, 1 day ago
WNY Asset Management, LLC 2 weeks, 1 day ago
Bank OZK 2 weeks, 1 day ago
Hamilton Capital, LLC 2 weeks, 1 day ago
Hayek Kallen Investment Management 2 weeks, 1 day ago
PSquared Asset Management AG 2 weeks, 1 day ago
Windward Management LP 2 weeks, 1 day ago
Old North State Trust, LLC 2 weeks, 1 day ago
Caitlin John, LLC 2 weeks, 1 day ago
Asset Allocation Strategies LLC 2 weeks, 1 day ago
Ruggaard & Associates LLC 2 weeks, 1 day 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)

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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.