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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
MLG Wealth Management DBA Pine Grove Financial Group 7 hours ago
CAPITAL & PLANNING, LLC 10 hours ago
Range Advisory, LLC 12 hours ago
Kinetic Wealth Investment Advisors LLC 12 hours ago
Infini Capital Management Ltd 13 hours ago
BROWN, LISLE|CUMMINGS, INC. 1 day, 3 hours ago
Planning Project LLC 1 day, 7 hours ago
Parrish Capital LLC 1 day, 10 hours ago
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1 day, 14 hours ago
Alternative Investment Advisors, LLC. 2 days, 10 hours ago
K5 Global Advisor LLC 6 days, 6 hours ago
OPTIMIZE FINANCIAL INC. 6 days, 6 hours ago
TUCKER ASSET MANAGEMENT LLC 6 days, 11 hours ago
Formuepleje A|S 6 days, 11 hours ago
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1 week ago
Schulz Wealth, LTD. 1 week ago
AFFINITY WEALTH LLC 1 week ago
Principia Wealth Advisory, LLC 1 week ago
Brown Financial Advisors 1 week ago
AMERICAN SECURITIES LLC 1 week ago
Kirkwood Financial Services 1 week, 1 day ago
January Capital Advisors LLC 1 week, 1 day ago
Advus Financial Partners, LLC 1 week, 1 day ago
Absolute Gestao de Investimentos Ltda. 1 week, 1 day ago
Groupe la Francaise 1 week, 1 day ago
Financial Insights, Inc. 1 week, 2 days ago
Vancity Investment Management Ltd 1 week, 2 days ago
CARLSON FINANCIAL, INC. 1 week, 2 days ago
Strategic Financial Services, Inc. 1 week, 2 days ago
Serenity Investment Advisors 1 week, 2 days ago
CYBER HORNET ETFs LLC 1 week, 2 days ago
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1 week, 5 days ago
ASHFORD CAPITAL MANAGEMENT INC 1 week, 5 days ago
Harbor Spring Capital, LLC 1 week, 5 days ago
Delaney Dennis R 1 week, 5 days ago
Kidder Stephen W 1 week, 5 days ago
Envision Financial Transparency, LLC 1 week, 5 days ago
Bernard Wealth Management Corp. 1 week, 5 days ago
Anderson Financial Strategies, LLC 1 week, 6 days ago
Rehmann Capital Advisory Group 1 week, 6 days ago
Jackson Wealth Management, LLC 1 week, 6 days ago
GILL CAPITAL PARTNERS, LLC 1 week, 6 days ago
Ridgepath Capital Management LLC 1 week, 6 days ago
ATX Financial Planning, LLC 1 week, 6 days ago
CLIFFORD SWAN INVESTMENT COUNSEL LLC 1 week, 6 days ago
American Beacon Advisors, Inc. 1 week, 6 days ago
Forefront Wealth Partners, LLC 1 week, 6 days ago
DEPRINCE RACE & ZOLLO INC 1 week, 6 days ago
Harvest Fund Management Co., Ltd 2 weeks ago
RESOLUTE WEALTH ADVISOR, INC. 2 weeks ago
CALIFORNIA FIRST LEASING CORP 2 weeks ago
Bullish 2 weeks ago
Sustainable Insight Capital Management, LLC 2 weeks ago
Bullock Wealth Management Group 2 weeks ago
BOUSSARD & GAVAUDAN GESTION SAS 2 weeks ago
Goodwin Investment Advisory 2 weeks ago
Prosperitas Financial LLC 2 weeks ago
Madryn Asset Management, LP 2 weeks, 1 day ago
Financial Avengers, Inc. 2 weeks, 1 day ago
Wilson & Boucher Capital Management, LLC 2 weeks, 1 day ago
Vermillion & White Wealth Management Group, LLC 2 weeks, 1 day ago
Kingsview Wealth Management, LLC 2 weeks, 1 day ago
Fox Hill Wealth Management 2 weeks, 1 day ago
Unconventional Investor, LLC 2 weeks, 1 day ago
Capasso Planning Partners LLC 2 weeks, 1 day ago
TILIA FIDUCIARY PARTNERS, INC. 2 weeks, 1 day ago
Sankala Group LLC 2 weeks, 1 day ago
CANNELL CAPITAL LLC 2 weeks, 1 day ago
Beacon Pointe Advisors, LLC 2 weeks, 1 day ago
Henson-Edgewater Management, LLC 2 weeks, 1 day ago
Concorde Asset Management, LLC 2 weeks, 1 day ago
NORTH STAR ASSET MANAGEMENT INC 2 weeks, 1 day ago
Mint Tower Capital Management B.V. 2 weeks, 1 day ago
Liontrust Investment Partners LLP 2 weeks, 1 day ago
Fulcrum Asset Management LLP 2 weeks, 1 day ago
Ratan Capital Management LP 2 weeks, 1 day ago
Livforsakringsbolaget Skandia, Omsesidigt 2 weeks, 1 day ago
Twin Lakes Capital Management, LLC 2 weeks, 1 day ago
MUHLENKAMP & CO INC 2 weeks, 2 days ago
Strait & Sound Wealth Management LLC 2 weeks, 2 days ago
Rakuten Investment Management, Inc. 2 weeks, 2 days ago
RIHO Partners, LLC 2 weeks, 2 days ago
RB Capital Management, LLC 2 weeks, 2 days ago
Denver PWM, LLC 2 weeks, 2 days ago
Orion Capital Management LLC 2 weeks, 2 days ago
JDM Financial Group LLC 2 weeks, 2 days ago
Leo H. Evart, Inc. 2 weeks, 2 days ago
BRIDGER MANAGEMENT, LLC 2 weeks, 2 days ago
VY Capital Management Co. Ltd. 2 weeks, 2 days ago
THOMAS H LEE PARTNERS LP 2 weeks, 2 days ago
Copia Wealth Management 2 weeks, 2 days ago
HARBERT FUND ADVISORS, LLC 2 weeks, 2 days ago
E-Wealth Partners, LLC 2 weeks, 2 days ago
Winning Points Advisors, LLC 2 weeks, 2 days ago
BROOKS, MOORE & ASSOCIATES, INC. 2 weeks, 2 days ago
WNY Asset Management, LLC 2 weeks, 2 days ago
Bank OZK 2 weeks, 2 days ago
Hamilton Capital, LLC 2 weeks, 2 days ago
Hayek Kallen Investment Management 2 weeks, 2 days ago
PSquared Asset Management AG 2 weeks, 2 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)

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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.