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Institutional Holdings Dashboard

Last Updated: 6 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
COOPER INVESTORS PTY LTD 6 hours ago
THOR INVESTMENT MANAGEMENT INC |OH| |ADV 6 hours ago
Koesten, Hirschmann & Crabtree, INC. 6 hours ago
Sophron Capital Management L.P. 6 hours ago
TVL Management Corp 6 hours ago
COURIER CAPITAL LLC 6 hours ago
Accel Wealth Management 6 hours ago
21 West Wealth Management LLC 6 hours ago
Revolution Growth Management Company, Inc. 6 hours ago
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 6 hours ago
Euro Pacific Asset Management, LLC 6 hours ago
CATALYST PRIVATE WEALTH, LLC 6 hours ago
Financial Planning Hawaii, Inc. 6 hours ago
Bouvel Investment Partners, LLC 6 hours ago
Salvus Wealth Management, LLC 6 hours ago
Downshift Financial, LLC 7 hours ago
MONTRUSCO BOLTON INVESTMENTS INC. 7 hours ago
LINCOLN CAPITAL CORP 7 hours ago
St. Clair Advisors, LLC 7 hours ago
Foster Group, Inc. 7 hours ago
B. Riley Wealth Advisors, Inc. 7 hours ago
Cooke Wealth Management, LLC 7 hours ago
Ulrich Consultants & Investment Group, LLC 7 hours ago
Alaska Permanent Fund Corp 7 hours ago
Vestment Financial LLC 7 hours ago
Krilogy Financial LLC 7 hours ago
PEAVINE CAPITAL, LLC 7 hours ago
Walker Asset Management, LLC 7 hours ago
Edge Wealth Management LLC 7 hours ago
RHS Financial, LLC 7 hours ago
Affinity Capital Advisors, LLC 7 hours ago
Maltin Wealth Management, Inc. 7 hours ago
Trinity Wealth Management, LLC 7 hours ago
Fluent Financial, LLC 7 hours ago
Mechanics Bank Trust Department 7 hours ago
Spartan Planning & Wealth Management 7 hours ago
David Kennon Inc 7 hours ago
UNICOM Systems, Inc. 7 hours ago
Twele Capital Management, Inc. 7 hours ago
Clay Northam Wealth Management, LLC 7 hours ago
FAGAN ASSOCIATES, INC. 7 hours ago
Lineweaver Wealth Advisors, LLC 7 hours ago
Forvis Mazars Wealth Advisors, LLC 7 hours ago
New York University 7 hours ago
DAVIS-REA LTD. 7 hours ago
VERUS WEALTH MANAGEMENT, LLC 7 hours ago
FIRST FINANCIAL CORP |IN| 7 hours ago
4WEALTH ADVISORS, INC. 7 hours ago
GEM Asset Management, LLC 7 hours ago
Ifrah Financial Services, Inc. 7 hours ago
Copeland Capital Management, LLC 7 hours ago
Bison Wealth, LLC 7 hours ago
BigSur Wealth Management LLC 7 hours ago
Fidato Wealth LLC 8 hours ago
Cape Investment Advisory, Inc. 8 hours ago
First PREMIER Bank 8 hours ago
Fisher Funds Management LTD 8 hours ago
Altus Wealth Management, LLC 8 hours ago
Allied Investment Advisors, LLC 8 hours ago
Lighthouse Wealth Management Inc. 8 hours ago
WETZEL INVESTMENT ADVISORS, INC. 8 hours ago
SALEM INVESTMENT COUNSELORS INC 8 hours ago
Ulland Investment Advisors, LLC 8 hours ago
Keystone Financial Group, Inc. 8 hours ago
FORTE ASSET MANAGEMENT LLC 8 hours ago
Financial Architects, LLC 8 hours ago
Stonehearth Capital Management, LLC 8 hours ago
Signal Advisors Wealth, LLC 8 hours ago
BEACON INVESTMENT ADVISORY SERVICES, INC. 9 hours ago
Bricktown Capital, LLC 9 hours ago
Somerset Trust Co 9 hours ago
Bulwark Capital Corp 9 hours ago
WESPAC Advisors SoCal, LLC 9 hours ago
Brewster Financial Planning LLC 9 hours ago
Parkshore Wealth Management, Inc. 9 hours ago
WASATCH ADVISORS LP 9 hours ago
SMI Advisory Services, LLC 9 hours ago
Antonelli Financial Advisors, LLC 9 hours ago
Syntegra Private Wealth Group, LLC 9 hours ago
Walleye Partners, LLC 9 hours ago
BAILARD, INC. 9 hours ago
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9 hours ago
Connecticut Wealth Management, LLC 9 hours ago
FIRST NATIONAL BANK SIOUX FALLS 9 hours ago
WealthBridge Investment Counsel Inc. 9 hours ago
Capitol Family Office, Inc. 9 hours ago
Windsor Capital Management, LLC 9 hours ago
Fiduciary Alliance LLC 9 hours ago
Boston Common Asset Management, LLC 9 hours ago
Founders Capital Management 9 hours ago
WT Wealth Management 9 hours ago
Aaron Wealth Advisors LLC 9 hours ago
Legal Advantage Investments, Inc. 9 hours ago
GEN Financial Management, INC. 10 hours ago
S.A. Mason LLC 10 hours ago
Pacific Park Financial, Inc. 10 hours ago
Perennial Advisors, LLC 10 hours ago
Shum Financial Group, Inc. 10 hours ago
MATRIX ASSET ADVISORS INC|NY 10 hours ago
SIMS INVESTMENT MANAGEMENT, LLC 10 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.