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Institutional Holdings Dashboard

Last Updated: 2 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
Twin Peaks Capital Ltd 2 hours ago
Anchor Investment Management, LLC 21 hours ago
Reynders McVeigh Capital Management, LLC 21 hours ago
Cherry Tree Wealth Management, LLC 1 day, 1 hour ago
SkyView Investment Advisors, LLC 1 day, 16 hours ago
Revere Asset Management, Inc 1 day, 21 hours ago
Talon Private Wealth, LLC 4 days, 19 hours ago
SMITH CHAS P & ASSOCIATES PA CPAS 4 days, 20 hours ago
Marathon Wealth Advisors LLC 5 days, 3 hours ago
MENLO ADVISORS LLC 5 days, 19 hours ago
U S WEALTH GROUP, LLC. 5 days, 22 hours ago
MIRAMONTES CAPITAL, LLC 6 days, 23 hours ago
Core Capital Management & Research, inc. 6 days, 23 hours ago
Lotus Asset Management LLC 1 week ago
Willow Creek Capital Management, Inc. 1 week ago
Kachkovsky & Fisher, Inc. 1 week ago
Parkside Financial Bank & Trust 1 week, 5 days ago
Nordflint Capital Partners Fondsmaeglerselskab A|S 1 week, 5 days ago
RWC ASSET ADVISORS (US) LLC 1 week, 5 days ago
Cygnus Capital Advisors, LLC 1 week, 6 days ago
MLG Wealth Management DBA Pine Grove Financial Group 1 week, 6 days ago
CAPITAL & PLANNING, LLC 2 weeks ago
Range Advisory, LLC 2 weeks ago
Kinetic Wealth Investment Advisors LLC 2 weeks ago
Infini Capital Management Ltd 2 weeks ago
BROWN, LISLE|CUMMINGS, INC. 2 weeks ago
Planning Project LLC 2 weeks ago
Parrish Capital LLC 2 weeks, 1 day ago
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 2 weeks, 1 day ago
Alternative Investment Advisors, LLC. 2 weeks, 2 days ago
K5 Global Advisor LLC 2 weeks, 5 days ago
OPTIMIZE FINANCIAL INC. 2 weeks, 5 days ago
TUCKER ASSET MANAGEMENT LLC 2 weeks, 6 days ago
Formuepleje A|S 2 weeks, 6 days ago
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 2 weeks, 6 days ago
Schulz Wealth, LTD. 2 weeks, 6 days ago
AFFINITY WEALTH LLC 2 weeks, 6 days ago
Principia Wealth Advisory, LLC 2 weeks, 6 days ago
Brown Financial Advisors 3 weeks ago
AMERICAN SECURITIES LLC 3 weeks ago
Kirkwood Financial Services 3 weeks ago
January Capital Advisors LLC 3 weeks ago
Advus Financial Partners, LLC 3 weeks ago
Absolute Gestao de Investimentos Ltda. 3 weeks, 1 day ago
Groupe la Francaise 3 weeks, 1 day ago
Financial Insights, Inc. 3 weeks, 1 day ago
Vancity Investment Management Ltd 3 weeks, 1 day ago
CARLSON FINANCIAL, INC. 3 weeks, 1 day ago
Strategic Financial Services, Inc. 3 weeks, 1 day ago
Serenity Investment Advisors 3 weeks, 1 day ago
CYBER HORNET ETFs LLC 3 weeks, 2 days ago
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 3 weeks, 4 days ago
ASHFORD CAPITAL MANAGEMENT INC 3 weeks, 4 days ago
Harbor Spring Capital, LLC 3 weeks, 4 days ago
Delaney Dennis R 3 weeks, 4 days ago
Kidder Stephen W 3 weeks, 4 days ago
Envision Financial Transparency, LLC 3 weeks, 4 days ago
Bernard Wealth Management Corp. 3 weeks, 5 days ago
Anderson Financial Strategies, LLC 3 weeks, 5 days ago
Rehmann Capital Advisory Group 3 weeks, 5 days ago
Jackson Wealth Management, LLC 3 weeks, 5 days ago
GILL CAPITAL PARTNERS, LLC 3 weeks, 5 days ago
Ridgepath Capital Management LLC 3 weeks, 5 days ago
ATX Financial Planning, LLC 3 weeks, 5 days ago
CLIFFORD SWAN INVESTMENT COUNSEL LLC 3 weeks, 5 days ago
American Beacon Advisors, Inc. 3 weeks, 5 days ago
Forefront Wealth Partners, LLC 3 weeks, 6 days ago
DEPRINCE RACE & ZOLLO INC 3 weeks, 6 days ago
Harvest Fund Management Co., Ltd 3 weeks, 6 days ago
RESOLUTE WEALTH ADVISOR, INC. 3 weeks, 6 days ago
CALIFORNIA FIRST LEASING CORP 3 weeks, 6 days ago
Bullish 3 weeks, 6 days ago
Sustainable Insight Capital Management, LLC 3 weeks, 6 days ago
BOUSSARD & GAVAUDAN GESTION SAS 4 weeks ago
Goodwin Investment Advisory 4 weeks ago
Prosperitas Financial LLC 4 weeks ago
Madryn Asset Management, LP 4 weeks ago
Financial Avengers, Inc. 4 weeks ago
Wilson & Boucher Capital Management, LLC 4 weeks ago
Vermillion & White Wealth Management Group, LLC 4 weeks ago
Kingsview Wealth Management, LLC 4 weeks ago
Fox Hill Wealth Management 4 weeks ago
Unconventional Investor, LLC 4 weeks ago
Capasso Planning Partners LLC 4 weeks ago
TILIA FIDUCIARY PARTNERS, INC. 4 weeks ago
Sankala Group LLC 4 weeks ago
CANNELL CAPITAL LLC 4 weeks ago
Beacon Pointe Advisors, LLC 4 weeks ago
Henson-Edgewater Management, LLC 4 weeks ago
Concorde Asset Management, LLC 4 weeks, 1 day ago
NORTH STAR ASSET MANAGEMENT INC 4 weeks, 1 day ago
Mint Tower Capital Management B.V. 4 weeks, 1 day ago
Liontrust Investment Partners LLP 4 weeks, 1 day ago
Fulcrum Asset Management LLP 4 weeks, 1 day ago
Ratan Capital Management LP 4 weeks, 1 day ago
Livforsakringsbolaget Skandia, Omsesidigt 4 weeks, 1 day ago
Twin Lakes Capital Management, LLC 4 weeks, 1 day ago
MUHLENKAMP & CO INC 4 weeks, 1 day ago
Strait & Sound Wealth Management LLC 4 weeks, 1 day ago
Rakuten Investment Management, Inc. 4 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)

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.