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Institutional Holdings Dashboard

Last Updated: 7 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
Peoples Bank|KS 7 hours ago
DKM Wealth Management, Inc. 7 hours ago
Stokes Capital Advisors, LLC 7 hours ago
Mirador Capital Partners LP 7 hours ago
CogentBlue Wealth Advisors, LLC 7 hours ago
FELL CAPITAL MANAGEMENT |ADV 7 hours ago
Capital Advisors Wealth Management, LLC 8 hours ago
Williams & Novak Wealth Management, LLC 8 hours ago
Kaizen Financial Strategies 8 hours ago
RFG - Bristol Wealth Advisors, LLC 8 hours ago
Biltmore Wealth Management, LLC 8 hours ago
Sound Income Strategies, LLC 8 hours ago
GK Wealth Management LLC 8 hours ago
Balefire, LLC 8 hours ago
Decker Wealth Management LLC 8 hours ago
Sprinkle Financial Consultants LLC 8 hours ago
Castle Rock Wealth Management, LLC 8 hours ago
David J Yvars Group 8 hours ago
Lincoln Capital LLC 8 hours ago
Successful Portfolios LLC 8 hours ago
Bill Few Associates, Inc. 8 hours ago
CYPRESS FINANCIAL PLANNING LLC 8 hours ago
Systrade AG 8 hours ago
CAMELOT TECHNOLOGY ADVISORS, INC. 8 hours ago
Shulman DeMeo Asset Management LLC 8 hours ago
THRYVE WEALTH MANAGEMENT LLC 8 hours ago
Draper Asset Management, LLC 8 hours ago
AVITY INVESTMENT MANAGEMENT INC. 8 hours ago
Bullock Wealth Management Group 8 hours ago
AVAII WEALTH MANAGEMENT, LLC 8 hours ago
Castleview Partners, LLC 8 hours ago
Atlas Brown,Inc. 9 hours ago
DAVIDSON TRUST CO 9 hours ago
Freestate Advisors LLC 9 hours ago
VALLEY WEALTH MANAGERS, INC. 9 hours ago
Prism Advisors, Inc. 9 hours ago
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC|WI 9 hours ago
ARGUS INVESTORS' COUNSEL, INC. 9 hours ago
ANB BANK 10 hours ago
Trust Co 10 hours ago
JACOBS & CO|CA 10 hours ago
Friday Financial 10 hours ago
REINHART PARTNERS, LLC. 10 hours ago
GILPIN WEALTH MANAGEMENT, LLC 11 hours ago
Capital Planning LLC 11 hours ago
jvl associates llc 11 hours ago
Harpswell Capital Advisors, LLC 11 hours ago
TILIA FIDUCIARY PARTNERS, INC. 11 hours ago
Wealth Science Advisors LLC 11 hours ago
Oak Grove Capital LLC 11 hours ago
Marquette Asset Management, LLC 11 hours ago
MAGNOLIA CAPITAL MANAGEMENT LTD 11 hours ago
Hunting Hill Global Capital, LLC 11 hours ago
Sherry Group, Inc. 11 hours ago
Arbor Wealth Advisors LLC 12 hours ago
ARMSTRONG ADVISORY GROUP, INC 12 hours ago
Insight Wealth Strategies, LLC 12 hours ago
Douglas Lane & Associates, LLC 12 hours ago
Gerald Baker Financial Group LLC 12 hours ago
O'Keefe Stevens Advisory, Inc. 12 hours ago
Dakota Community Bank & Trust NA 12 hours ago
Aventus Investment Advisors, Inc. 12 hours ago
BOS Asset Management, LLC 13 hours ago
CENTRAL BANK & TRUST CO 13 hours ago
Kopion Asset Management, LLC 13 hours ago
WoodTrust Financial Corp 13 hours ago
Brown Shipley& Co Ltd 13 hours ago
PKO BP BANKOWY Universal Pension Society JSC 13 hours ago
Paragon Capital Management Ltd 13 hours ago
LAWOOD & CO 13 hours ago
Cadent Capital Advisors, LLC 13 hours ago
Intelligence Driven Advisers, LLC 14 hours ago
Athena Wealth Management, LLC 14 hours ago
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 14 hours ago
Gouws Capital LLC 14 hours ago
SHAH CAPITAL MANAGEMENT 14 hours ago
CenterStar Asset Management, LLC 14 hours ago
Koenig Investment Advisory, LLC 14 hours ago
Werlinich Asset Management, LLC 15 hours ago
STEPHENS GROUP ASSET MANAGEMENT, LLC 15 hours ago
Wedmont Private Capital 15 hours ago
Dale Q Rice Investment Management Ltd 15 hours ago
Delta Wealth Advisors LLC 15 hours ago
Turner Capital Investments, LLC 15 hours ago
Oak Root LLC 15 hours ago
Integrated Financial Solutions, Inc. 15 hours ago
SACKS & ASSOCIATES, LLC 15 hours ago
Kearns & Associates LLC 15 hours ago
HF Advisory Group, LLC 16 hours ago
Adirondack Capital Advisors, LLC 16 hours ago
Councilor Wealth, LLC 16 hours ago
Roan Capital Partners 16 hours ago
Montz Harcus Wealth Management LLC 16 hours ago
Client First Investment Management LLC 16 hours ago
RTD Financial Advisors, Inc. 16 hours ago
Gallagher Capital Advisors, LLC 16 hours ago
Dupree Financial Group, LLC 16 hours ago
Baron Financial Group, LLC 16 hours ago
Taylor & Morgan Wealth Management, LLC 16 hours ago
RIVERSEDGE ADVISORS, LLC 16 hours 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.