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Institutional Holdings Dashboard

Last Updated: 1 day, 19 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.

Access via API

Recent Holdings Disclosures - All Funds

Fund File Date
Cornermen Financial, LLC 1 day, 19 hours ago
Pitti Group Wealth Management, LLC 1 day, 19 hours ago
Medallion Wealth Advisors, LLC 1 day, 19 hours ago
SIGNET FINANCIAL MANAGEMENT, LLC 1 day, 19 hours ago
Decheng Capital LLC 1 day, 19 hours ago
Octavia Wealth Advisors, LLC 1 day, 19 hours ago
Lionhunter Capital Management, LLC 1 day, 20 hours ago
MARSHALL WACE, LLP 1 day, 20 hours ago
Hall Kathryn A. 1 day, 20 hours ago
UNITED SERVICES AUTOMOBILE ASSOCIATION 1 day, 20 hours ago
Vesey Street Capital Partners, L.L.C. 1 day, 20 hours ago
Navis Wealth Advisors, LLC 1 day, 20 hours ago
Capital Analysts, LLC 1 day, 20 hours ago
Stockbridge Partners LLC 1 day, 20 hours ago
United Airlines Holdings, Inc. 1 day, 20 hours ago
MATTERS CAPITAL LLC 1 day, 20 hours ago
Empower Advisory Group, LLC 1 day, 20 hours ago
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1 day, 20 hours ago
BRC Group Holdings, Inc. 1 day, 20 hours ago
Investment Advisory Group, LLC 1 day, 20 hours ago
Strategic Wealth Partners, Ltd. 1 day, 20 hours ago
Berkshire Partners LLC 1 day, 20 hours ago
Potrero Capital Research LLC 1 day, 20 hours ago
BLALOCK WILLIAMS, LLC 1 day, 20 hours ago
FIRST COMMONWEALTH FINANCIAL CORP |PA| 1 day, 20 hours ago
COBALT CAPITAL MANAGEMENT, INC. 1 day, 20 hours ago
GENERAL ATLANTIC, L.P. 1 day, 20 hours ago
FJ Investments, LLC 1 day, 20 hours ago
Chevy Chase Trust Holdings, LLC 1 day, 20 hours ago
Daniel Investment Group, Inc. 1 day, 20 hours ago
Forefront Analytics, LLC 1 day, 20 hours ago
Gould Capital, LLC 1 day, 20 hours ago
SYMMETRY PEAK MANAGEMENT LLC 1 day, 20 hours ago
Advisory Services Network, LLC 1 day, 20 hours ago
Veridan Wealth LLC 1 day, 20 hours ago
Ventas, Inc. 1 day, 20 hours ago
Occam Crest Management LP 1 day, 20 hours ago
Blueshift Asset Management, LLC 1 day, 20 hours ago
Sculptor Capital LP 1 day, 20 hours ago
Spruce Street Capital LP 1 day, 20 hours ago
Mink Brook Asset Management LLC 1 day, 20 hours ago
ALTAROCK PARTNERS LP 1 day, 20 hours ago
Divisar Capital Management LLC 1 day, 20 hours ago
M28 Capital Management LP 1 day, 20 hours ago
Versant Venture Management, LLC 1 day, 20 hours ago
K2 PRINCIPAL FUND, L.P. 1 day, 20 hours ago
TEXAS TREASURY SAFEKEEPING TRUST CO 1 day, 20 hours ago
Teca Partners, LP 1 day, 20 hours ago
Blue Chip Partners, LLC 1 day, 20 hours ago
Theleme Partners LLP 1 day, 20 hours ago
CDC Financial, Inc. 1 day, 20 hours ago
Ankerstar Wealth, LLC 1 day, 20 hours ago
Triavera Capital LLC 1 day, 20 hours ago
Entropy Technologies, LP 1 day, 20 hours ago
Jump Financial, LLC 1 day, 20 hours ago
FLPUTNAM INVESTMENT MANAGEMENT CO 1 day, 20 hours ago
Tree Line Advisors (Hong Kong) Ltd. 1 day, 20 hours ago
J Digital 6 LLC 1 day, 20 hours ago
Acorns Advisers, LLC 1 day, 20 hours ago
Perennial Investment Advisors, LLC 1 day, 20 hours ago
APIS CAPITAL ADVISORS, LLC 1 day, 20 hours ago
L2 Asset Management, LLC 1 day, 20 hours ago
Integrity Financial Corp |WA 1 day, 20 hours ago
Haverford Trust Co 1 day, 20 hours ago
11.2 Capital Management, LLC 1 day, 20 hours ago
Financial Advisors Network, Inc. 1 day, 20 hours ago
FLC Capital Advisors 1 day, 20 hours ago
Goehring & Rozencwajg Associates, LLC 1 day, 20 hours ago
FIRST NATIONAL BANK OF OMAHA 1 day, 20 hours ago
Accel Growth Fund V Associates L.L.C. 1 day, 20 hours ago
FORA Capital, LLC 1 day, 20 hours ago
RENAISSANCERE HOLDINGS LTD 1 day, 20 hours ago
Accel XI Associates L.L.C. 1 day, 20 hours ago
Checkpoint Capital L.P. 1 day, 20 hours ago
EP Wealth Advisors, LLC 1 day, 20 hours ago
Accel Leaders 3 Associates L.P. 1 day, 20 hours ago
Accel Leaders 4 Associates L.P. 1 day, 20 hours ago
Headlands Technologies LLC 1 day, 20 hours ago
LARCH CAPITAL PARTNERS LLC 1 day, 20 hours ago
Empowered Funds, LLC 1 day, 20 hours ago
Aquamarine Financial (Cayman) Ltd 1 day, 20 hours ago
United Southern Bank - Trust Department 1 day, 20 hours ago
Glendon Capital Management LP 1 day, 20 hours ago
ROBERTS GLORE & CO INC |IL| 1 day, 20 hours ago
NVP Associates, LLC 1 day, 20 hours ago
Shannon River Fund Management LLC 1 day, 20 hours ago
Knollwood Investment Advisory, LLC 1 day, 20 hours ago
PLUSTICK MANAGEMENT LLC 1 day, 20 hours ago
TOCQUEVILLE ASSET MANAGEMENT L.P. 1 day, 20 hours ago
Kovack Advisors, Inc. 1 day, 20 hours ago
PSI Advisors, LLC 1 day, 20 hours ago
MAYPORT, LLC 1 day, 20 hours ago
GRATIA CAPITAL, LLC 1 day, 20 hours ago
Fourthstone LLC 1 day, 20 hours ago
OXFORD FINANCIAL GROUP, LTD. LLC 1 day, 20 hours ago
Skerryvore Asset Management Ltd 1 day, 20 hours ago
AWM Investment Company, Inc. 1 day, 20 hours ago
GTCR LLC 1 day, 20 hours ago
Lotus Technology Management, LP 1 day, 20 hours ago
Sequoia Financial Advisors, LLC 1 day, 21 hours ago

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Sep 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.