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Institutional Holdings Dashboard

Last Updated: 3 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
K5 Global Advisor LLC 1 day, 1 hour ago
OPTIMIZE FINANCIAL INC. 1 day, 1 hour ago
TUCKER ASSET MANAGEMENT LLC 1 day, 6 hours ago
Formuepleje A|S 1 day, 6 hours ago
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1 day, 19 hours ago
Schulz Wealth, LTD. 2 days, 1 hour ago
AFFINITY WEALTH LLC 2 days, 2 hours ago
Principia Wealth Advisory, LLC 2 days, 2 hours ago
Brown Financial Advisors 2 days, 5 hours ago
AMERICAN SECURITIES LLC 2 days, 6 hours ago
Kirkwood Financial Services 3 days ago
January Capital Advisors LLC 3 days, 3 hours ago
Advus Financial Partners, LLC 3 days, 3 hours ago
Absolute Gestao de Investimentos Ltda. 3 days, 5 hours ago
Groupe la Francaise 3 days, 5 hours ago
Financial Insights, Inc. 3 days, 22 hours ago
Vancity Investment Management Ltd 3 days, 23 hours ago
CARLSON FINANCIAL, INC. 4 days, 1 hour ago
Strategic Financial Services, Inc. 4 days, 1 hour ago
Serenity Investment Advisors 4 days, 2 hours ago
CYBER HORNET ETFs LLC 4 days, 9 hours ago
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 6 days, 21 hours ago
ASHFORD CAPITAL MANAGEMENT INC 6 days, 23 hours ago
Harbor Spring Capital, LLC 6 days, 23 hours ago
Delaney Dennis R 1 week ago
Kidder Stephen W 1 week ago
Envision Financial Transparency, LLC 1 week ago
Bernard Wealth Management Corp. 1 week ago
Anderson Financial Strategies, LLC 1 week ago
Rehmann Capital Advisory Group 1 week ago
Jackson Wealth Management, LLC 1 week, 1 day ago
GILL CAPITAL PARTNERS, LLC 1 week, 1 day ago
Ridgepath Capital Management LLC 1 week, 1 day ago
Layline Advisors, LLC 1 week, 1 day ago
ATX Financial Planning, LLC 1 week, 1 day ago
CLIFFORD SWAN INVESTMENT COUNSEL LLC 1 week, 1 day ago
American Beacon Advisors, Inc. 1 week, 1 day ago
Forefront Wealth Partners, LLC 1 week, 1 day ago
DEPRINCE RACE & ZOLLO INC 1 week, 1 day ago
Harvest Fund Management Co., Ltd 1 week, 1 day ago
RESOLUTE WEALTH ADVISOR, INC. 1 week, 1 day ago
CALIFORNIA FIRST LEASING CORP 1 week, 2 days ago
Bullish 1 week, 2 days ago
Sustainable Insight Capital Management, LLC 1 week, 2 days ago
Bullock Wealth Management Group 1 week, 2 days ago
BOUSSARD & GAVAUDAN GESTION SAS 1 week, 2 days ago
Goodwin Investment Advisory 1 week, 2 days ago
Prosperitas Financial LLC 1 week, 2 days ago
Madryn Asset Management, LP 1 week, 2 days ago
Financial Avengers, Inc. 1 week, 2 days ago
Wilson & Boucher Capital Management, LLC 1 week, 2 days ago
Vermillion & White Wealth Management Group, LLC 1 week, 2 days ago
Kingsview Wealth Management, LLC 1 week, 2 days ago
Fox Hill Wealth Management 1 week, 2 days ago
Unconventional Investor, LLC 1 week, 2 days ago
Capasso Planning Partners LLC 1 week, 2 days ago
TILIA FIDUCIARY PARTNERS, INC. 1 week, 3 days ago
Sankala Group LLC 1 week, 3 days ago
CANNELL CAPITAL LLC 1 week, 3 days ago
Beacon Pointe Advisors, LLC 1 week, 3 days ago
Henson-Edgewater Management, LLC 1 week, 3 days ago
Concorde Asset Management, LLC 1 week, 3 days ago
NORTH STAR ASSET MANAGEMENT INC 1 week, 3 days ago
Mint Tower Capital Management B.V. 1 week, 3 days ago
Liontrust Investment Partners LLP 1 week, 3 days ago
Fulcrum Asset Management LLP 1 week, 3 days ago
Ratan Capital Management LP 1 week, 3 days ago
Livforsakringsbolaget Skandia, Omsesidigt 1 week, 3 days ago
Twin Lakes Capital Management, LLC 1 week, 3 days ago
MUHLENKAMP & CO INC 1 week, 3 days ago
Strait & Sound Wealth Management LLC 1 week, 3 days ago
Rakuten Investment Management, Inc. 1 week, 3 days ago
RIHO Partners, LLC 1 week, 3 days ago
RB Capital Management, LLC 1 week, 3 days ago
Denver PWM, LLC 1 week, 3 days ago
Orion Capital Management LLC 1 week, 3 days ago
JDM Financial Group LLC 1 week, 3 days ago
Leo H. Evart, Inc. 1 week, 3 days ago
BRIDGER MANAGEMENT, LLC 1 week, 3 days ago
VY Capital Management Co. Ltd. 1 week, 3 days ago
THOMAS H LEE PARTNERS LP 1 week, 3 days ago
Copia Wealth Management 1 week, 3 days ago
HARBERT FUND ADVISORS, LLC 1 week, 3 days ago
E-Wealth Partners, LLC 1 week, 4 days ago
Winning Points Advisors, LLC 1 week, 4 days ago
BROOKS, MOORE & ASSOCIATES, INC. 1 week, 4 days ago
WNY Asset Management, LLC 1 week, 4 days ago
Bank OZK 1 week, 4 days ago
Hamilton Capital, LLC 1 week, 4 days ago
Hayek Kallen Investment Management 1 week, 4 days ago
PSquared Asset Management AG 1 week, 4 days ago
Windward Management LP 1 week, 4 days ago
Old North State Trust, LLC 1 week, 4 days ago
Caitlin John, LLC 1 week, 4 days ago
Asset Allocation Strategies LLC 1 week, 4 days ago
Ruggaard & Associates LLC 1 week, 4 days ago
Equitable Holdings, Inc. 1 week, 4 days ago
CENTAURUS FINANCIAL, INC. 1 week, 4 days ago
Reality Financial Planning Services, LLC 1 week, 4 days ago
LARCH CAPITAL PARTNERS LLC 1 week, 4 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.