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Institutional Holdings Dashboard

Last Updated: an 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.

Access via API

Recent Holdings Disclosures - All Funds

Fund File Date
Cherry Tree Wealth Management, LLC an hour ago
SkyView Investment Advisors, LLC 16 hours ago
Revere Asset Management, Inc 20 hours ago
Talon Private Wealth, LLC 3 days, 18 hours ago
SMITH CHAS P & ASSOCIATES PA CPAS 3 days, 19 hours ago
Marathon Wealth Advisors LLC 4 days, 2 hours ago
MENLO ADVISORS LLC 4 days, 19 hours ago
U S WEALTH GROUP, LLC. 4 days, 22 hours ago
MIRAMONTES CAPITAL, LLC 5 days, 23 hours ago
Core Capital Management & Research, inc. 5 days, 23 hours ago
Lotus Asset Management LLC 6 days ago
Willow Creek Capital Management, Inc. 6 days, 20 hours ago
Kachkovsky & Fisher, Inc. 6 days, 20 hours ago
Parkside Financial Bank & Trust 1 week, 4 days ago
Nordflint Capital Partners Fondsmaeglerselskab A|S 1 week, 4 days ago
RWC ASSET ADVISORS (US) LLC 1 week, 4 days ago
Cygnus Capital Advisors, LLC 1 week, 5 days ago
MLG Wealth Management DBA Pine Grove Financial Group 1 week, 5 days ago
CAPITAL & PLANNING, LLC 1 week, 6 days ago
Range Advisory, LLC 1 week, 6 days ago
Kinetic Wealth Investment Advisors LLC 1 week, 6 days ago
Infini Capital Management Ltd 1 week, 6 days ago
BROWN, LISLE|CUMMINGS, INC. 1 week, 6 days ago
Planning Project LLC 1 week, 6 days ago
Parrish Capital LLC 2 weeks ago
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 2 weeks ago
Alternative Investment Advisors, LLC. 2 weeks, 1 day ago
K5 Global Advisor LLC 2 weeks, 4 days ago
OPTIMIZE FINANCIAL INC. 2 weeks, 4 days ago
TUCKER ASSET MANAGEMENT LLC 2 weeks, 5 days ago
Formuepleje A|S 2 weeks, 5 days ago
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 2 weeks, 5 days ago
Schulz Wealth, LTD. 2 weeks, 5 days ago
AFFINITY WEALTH LLC 2 weeks, 5 days ago
Principia Wealth Advisory, LLC 2 weeks, 5 days ago
Brown Financial Advisors 2 weeks, 6 days ago
AMERICAN SECURITIES LLC 2 weeks, 6 days ago
Kirkwood Financial Services 2 weeks, 6 days ago
January Capital Advisors LLC 2 weeks, 6 days ago
Advus Financial Partners, LLC 2 weeks, 6 days ago
Absolute Gestao de Investimentos Ltda. 3 weeks ago
Groupe la Francaise 3 weeks ago
Financial Insights, Inc. 3 weeks ago
Vancity Investment Management Ltd 3 weeks ago
CARLSON FINANCIAL, INC. 3 weeks ago
Strategic Financial Services, Inc. 3 weeks ago
Serenity Investment Advisors 3 weeks ago
CYBER HORNET ETFs LLC 3 weeks, 1 day ago
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 3 weeks, 3 days ago
ASHFORD CAPITAL MANAGEMENT INC 3 weeks, 3 days ago
Harbor Spring Capital, LLC 3 weeks, 3 days ago
Delaney Dennis R 3 weeks, 3 days ago
Kidder Stephen W 3 weeks, 3 days ago
Envision Financial Transparency, LLC 3 weeks, 3 days ago
Bernard Wealth Management Corp. 3 weeks, 4 days ago
Anderson Financial Strategies, LLC 3 weeks, 4 days ago
Rehmann Capital Advisory Group 3 weeks, 4 days ago
Jackson Wealth Management, LLC 3 weeks, 4 days ago
GILL CAPITAL PARTNERS, LLC 3 weeks, 4 days ago
Ridgepath Capital Management LLC 3 weeks, 4 days ago
ATX Financial Planning, LLC 3 weeks, 4 days ago
CLIFFORD SWAN INVESTMENT COUNSEL LLC 3 weeks, 4 days ago
American Beacon Advisors, Inc. 3 weeks, 4 days ago
Forefront Wealth Partners, LLC 3 weeks, 4 days ago
DEPRINCE RACE & ZOLLO INC 3 weeks, 5 days ago
Harvest Fund Management Co., Ltd 3 weeks, 5 days ago
RESOLUTE WEALTH ADVISOR, INC. 3 weeks, 5 days ago
CALIFORNIA FIRST LEASING CORP 3 weeks, 5 days ago
Bullish 3 weeks, 5 days ago
Sustainable Insight Capital Management, LLC 3 weeks, 5 days ago
BOUSSARD & GAVAUDAN GESTION SAS 3 weeks, 6 days ago
Goodwin Investment Advisory 3 weeks, 6 days ago
Prosperitas Financial LLC 3 weeks, 6 days ago
Madryn Asset Management, LP 3 weeks, 6 days ago
Financial Avengers, Inc. 3 weeks, 6 days ago
Wilson & Boucher Capital Management, LLC 3 weeks, 6 days ago
Vermillion & White Wealth Management Group, LLC 3 weeks, 6 days ago
Kingsview Wealth Management, LLC 3 weeks, 6 days ago
Fox Hill Wealth Management 3 weeks, 6 days ago
Unconventional Investor, LLC 3 weeks, 6 days ago
Capasso Planning Partners LLC 3 weeks, 6 days ago
TILIA FIDUCIARY PARTNERS, INC. 3 weeks, 6 days ago
Sankala Group LLC 3 weeks, 6 days ago
CANNELL CAPITAL LLC 3 weeks, 6 days ago
Beacon Pointe Advisors, LLC 3 weeks, 6 days ago
Henson-Edgewater Management, LLC 3 weeks, 6 days ago
Concorde Asset Management, LLC 4 weeks ago
NORTH STAR ASSET MANAGEMENT INC 4 weeks ago
Mint Tower Capital Management B.V. 4 weeks ago
Liontrust Investment Partners LLP 4 weeks ago
Fulcrum Asset Management LLP 4 weeks ago
Ratan Capital Management LP 4 weeks ago
Livforsakringsbolaget Skandia, Omsesidigt 4 weeks ago
Twin Lakes Capital Management, LLC 4 weeks ago
MUHLENKAMP & CO INC 4 weeks ago
Strait & Sound Wealth Management LLC 4 weeks ago
Rakuten Investment Management, Inc. 4 weeks ago
RIHO Partners, LLC 4 weeks ago
RB Capital Management, LLC 4 weeks ago
Denver PWM, LLC 4 weeks 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.