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Institutional Holdings Dashboard

Last Updated: 4 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
Alternative Investment Advisors, LLC. 9 hours ago
K5 Global Advisor LLC 4 days, 5 hours ago
OPTIMIZE FINANCIAL INC. 4 days, 5 hours ago
TUCKER ASSET MANAGEMENT LLC 4 days, 10 hours ago
Formuepleje A|S 4 days, 10 hours ago
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 4 days, 23 hours ago
Schulz Wealth, LTD. 5 days, 5 hours ago
AFFINITY WEALTH LLC 5 days, 6 hours ago
Principia Wealth Advisory, LLC 5 days, 6 hours ago
Brown Financial Advisors 5 days, 9 hours ago
AMERICAN SECURITIES LLC 5 days, 10 hours ago
Kirkwood Financial Services 6 days, 4 hours ago
January Capital Advisors LLC 6 days, 7 hours ago
Advus Financial Partners, LLC 6 days, 7 hours ago
Absolute Gestao de Investimentos Ltda. 6 days, 9 hours ago
Groupe la Francaise 6 days, 9 hours ago
Financial Insights, Inc. 1 week ago
Vancity Investment Management Ltd 1 week ago
CARLSON FINANCIAL, INC. 1 week ago
Strategic Financial Services, Inc. 1 week ago
Serenity Investment Advisors 1 week ago
CYBER HORNET ETFs LLC 1 week ago
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1 week, 3 days ago
ASHFORD CAPITAL MANAGEMENT INC 1 week, 3 days ago
Harbor Spring Capital, LLC 1 week, 3 days ago
Delaney Dennis R 1 week, 3 days ago
Kidder Stephen W 1 week, 3 days ago
Envision Financial Transparency, LLC 1 week, 3 days ago
Bernard Wealth Management Corp. 1 week, 3 days ago
Anderson Financial Strategies, LLC 1 week, 4 days ago
Rehmann Capital Advisory Group 1 week, 4 days ago
Jackson Wealth Management, LLC 1 week, 4 days ago
GILL CAPITAL PARTNERS, LLC 1 week, 4 days ago
Ridgepath Capital Management LLC 1 week, 4 days ago
Layline Advisors, LLC 1 week, 4 days ago
ATX Financial Planning, LLC 1 week, 4 days ago
CLIFFORD SWAN INVESTMENT COUNSEL LLC 1 week, 4 days ago
American Beacon Advisors, Inc. 1 week, 4 days ago
Forefront Wealth Partners, LLC 1 week, 4 days ago
DEPRINCE RACE & ZOLLO INC 1 week, 4 days ago
Harvest Fund Management Co., Ltd 1 week, 4 days ago
RESOLUTE WEALTH ADVISOR, INC. 1 week, 5 days ago
CALIFORNIA FIRST LEASING CORP 1 week, 5 days ago
Bullish 1 week, 5 days ago
Sustainable Insight Capital Management, LLC 1 week, 5 days ago
Bullock Wealth Management Group 1 week, 5 days ago
BOUSSARD & GAVAUDAN GESTION SAS 1 week, 5 days ago
Goodwin Investment Advisory 1 week, 5 days ago
Prosperitas Financial LLC 1 week, 5 days ago
Madryn Asset Management, LP 1 week, 5 days ago
Financial Avengers, Inc. 1 week, 6 days ago
Wilson & Boucher Capital Management, LLC 1 week, 6 days ago
Vermillion & White Wealth Management Group, LLC 1 week, 6 days ago
Kingsview Wealth Management, LLC 1 week, 6 days ago
Fox Hill Wealth Management 1 week, 6 days ago
Unconventional Investor, LLC 1 week, 6 days ago
Capasso Planning Partners LLC 1 week, 6 days ago
TILIA FIDUCIARY PARTNERS, INC. 1 week, 6 days ago
Sankala Group LLC 1 week, 6 days ago
CANNELL CAPITAL LLC 1 week, 6 days ago
Beacon Pointe Advisors, LLC 1 week, 6 days ago
Henson-Edgewater Management, LLC 1 week, 6 days ago
Concorde Asset Management, LLC 1 week, 6 days ago
NORTH STAR ASSET MANAGEMENT INC 1 week, 6 days ago
Mint Tower Capital Management B.V. 1 week, 6 days ago
Liontrust Investment Partners LLP 1 week, 6 days ago
Fulcrum Asset Management LLP 1 week, 6 days ago
Ratan Capital Management LP 1 week, 6 days ago
Livforsakringsbolaget Skandia, Omsesidigt 1 week, 6 days ago
Twin Lakes Capital Management, LLC 1 week, 6 days ago
MUHLENKAMP & CO INC 1 week, 6 days ago
Strait & Sound Wealth Management LLC 1 week, 6 days ago
Rakuten Investment Management, Inc. 1 week, 6 days ago
RIHO Partners, LLC 2 weeks ago
RB Capital Management, LLC 2 weeks ago
Denver PWM, LLC 2 weeks ago
Orion Capital Management LLC 2 weeks ago
JDM Financial Group LLC 2 weeks ago
Leo H. Evart, Inc. 2 weeks ago
BRIDGER MANAGEMENT, LLC 2 weeks ago
VY Capital Management Co. Ltd. 2 weeks ago
THOMAS H LEE PARTNERS LP 2 weeks ago
Copia Wealth Management 2 weeks ago
HARBERT FUND ADVISORS, LLC 2 weeks ago
E-Wealth Partners, LLC 2 weeks ago
Winning Points Advisors, LLC 2 weeks ago
BROOKS, MOORE & ASSOCIATES, INC. 2 weeks ago
WNY Asset Management, LLC 2 weeks ago
Bank OZK 2 weeks ago
Hamilton Capital, LLC 2 weeks ago
Hayek Kallen Investment Management 2 weeks ago
PSquared Asset Management AG 2 weeks ago
Windward Management LP 2 weeks ago
Old North State Trust, LLC 2 weeks ago
Caitlin John, LLC 2 weeks ago
Asset Allocation Strategies LLC 2 weeks ago
Ruggaard & Associates LLC 2 weeks ago
Equitable Holdings, Inc. 2 weeks ago
CENTAURUS FINANCIAL, INC. 2 weeks ago
Reality Financial Planning Services, LLC 2 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)

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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.