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Institutional Holdings Dashboard

Last Updated: 22 minutes 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
Caitlin John, LLC 23 minutes ago
Asset Allocation Strategies LLC 24 minutes ago
Ruggaard & Associates LLC 38 minutes ago
Equitable Holdings, Inc. an hour ago
CENTAURUS FINANCIAL, INC. an hour ago
Reality Financial Planning Services, LLC an hour ago
LARCH CAPITAL PARTNERS LLC an hour ago
Integrated Investment Consultants, LLC an hour ago
Impala Asset Management LLC 2 hours ago
Melia Wealth LLC 2 hours ago
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 2 hours ago
Nalls Sherbakoff Group, LLC 2 hours ago
GRAYBILL WEALTH MANAGEMENT, LTD. 2 hours ago
HARVEY CAPITAL MANAGEMENT INC 4 hours ago
N10 ASSETS, LLC 4 hours ago
FORMULA GROWTH LTD 4 hours ago
Coastal Bridge Advisors, LLC 4 hours ago
Jefferies Financial Group Inc. 4 hours ago
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 4 hours ago
MASTERINVEST Kapitalanlage GmbH 4 hours ago
CAPSTONE INVESTMENT ADVISORS, LLC 5 hours ago
LITTLEJOHN & CO LLC 5 hours ago
AtlasMark Financial, Inc 6 hours ago
Triton Financial Group Inc 6 hours ago
ALTAROCK PARTNERS LP 7 hours ago
Hauser Brothers GmbH 8 hours ago
Stonehage Fleming Financial Services Holdings Ltd 8 hours ago
Blue Edge Capital, LLC 2 days, 17 hours ago
Jacobs Equity LLC 2 days, 17 hours ago
EIG Asset Management, LLC 2 days, 17 hours ago
Almitas Capital LLC 2 days, 17 hours ago
Ma Investment Partnership, LP 2 days, 17 hours ago
Council Ring Capital, LLC 2 days, 17 hours ago
FAYEZ SAROFIM & CO 2 days, 18 hours ago
Redwood Investment Management, LLC 2 days, 18 hours ago
Seven Fleet Capital Management LP 2 days, 18 hours ago
Parvin Asset Management, LLC 2 days, 18 hours ago
Proficio Capital Partners LLC 2 days, 18 hours ago
KM Capital Management Ltd. 2 days, 18 hours ago
STONEBRIDGE CAPITAL MANAGEMENT INC 2 days, 18 hours ago
Pure Financial Advisors, LLC 2 days, 19 hours ago
Payne Capital Management, LLC 2 days, 19 hours ago
Transamerica Financial Advisors, LLC 2 days, 19 hours ago
Sanchez Levi Garrett 2 days, 19 hours ago
Adelante Capital Management LLC 2 days, 19 hours ago
Silver Point Capital L.P. 2 days, 19 hours ago
PenderFund Capital Management Ltd. 2 days, 19 hours ago
Papamarkou Wellner Asset Management inc. 2 days, 19 hours ago
Balanced Rock Investment Advisors LLC 2 days, 19 hours ago
Camarda Financial Advisors, LLC 2 days, 20 hours ago
General Catalyst Group Management, LLC 2 days, 20 hours ago
Lifetime Wealth Management P.C. 2 days, 20 hours ago
Yukon Wealth Management, Inc. 2 days, 20 hours ago
Wiser Advisor Group LLC 2 days, 20 hours ago
Palo Alto Investors LP 2 days, 20 hours ago
Comprehensive Money Management Services LLC 2 days, 20 hours ago
Maxele Advisors, LLC 2 days, 20 hours ago
VALUEWORKS LLC 2 days, 20 hours ago
SwitchPoint Financial Planning, LLC 2 days, 20 hours ago
Empowered Funds, LLC 2 days, 20 hours ago
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2 days, 20 hours ago
GLAZER CAPITAL, LLC 2 days, 20 hours ago
American Family Investments, Inc. 2 days, 21 hours ago
Value Aligned Research Advisors, LLC 2 days, 21 hours ago
Merited Wealth, LLC 2 days, 21 hours ago
Passaic Partners LLC 2 days, 21 hours ago
Cook & Bynum Capital Management, LLC 2 days, 21 hours ago
Bristol Gate Capital Partners Inc. 2 days, 21 hours ago
ABS Investment Management LLC 2 days, 21 hours ago
Haveli Investment Management LLC 2 days, 21 hours ago
III Capital Management 2 days, 21 hours ago
ARCH Venture Management, LLC 2 days, 21 hours ago
Bakala Capital LLC 2 days, 21 hours ago
Medallion Wealth Advisors, LLC 2 days, 21 hours ago
Anatole Investment Management Ltd 2 days, 21 hours ago
Authentikos Wealth Advisory, LLC 2 days, 21 hours ago
Tripletail Wealth Management, LLC 2 days, 21 hours ago
Lodge Hill Capital, LLC 2 days, 21 hours ago
TORONTO DOMINION BANK 2 days, 21 hours ago
Third Point LLC 2 days, 21 hours ago
GREENOAKS LLC 2 days, 21 hours ago
SYLEBRA CAPITAL LLC 2 days, 21 hours ago
IRONWOOD INVESTMENT MANAGEMENT LLC 2 days, 21 hours ago
Schonfeld Strategic Advisors LLC 2 days, 21 hours ago
WHITEBOX ADVISORS LLC 2 days, 21 hours ago
GOLDMAN SACHS GROUP INC 2 days, 21 hours ago
PFM Health Sciences, LP 2 days, 21 hours ago
SELDON CAPITAL LP 2 days, 21 hours ago
Nut Tree Capital Management, LP 2 days, 21 hours ago
Bawa N Mallick Trust 2 days, 21 hours ago
NEW ENGLAND ASSET MANAGEMENT INC 2 days, 21 hours ago
Financial Advisors Network, Inc. 2 days, 21 hours ago
CORSAIR CAPITAL MANAGEMENT, L.P. 2 days, 21 hours ago
CARDIFF PARK ADVISORS, LLC 2 days, 21 hours ago
FTV Management Company, L.P. 2 days, 21 hours ago
TAM Capital Management Inc. 2 days, 21 hours ago
Condire Management, LP 2 days, 21 hours ago
TENOR CAPITAL MANAGEMENT Co., L.P. 2 days, 21 hours ago
Evergreen Quality Fund GP, Ltd. 2 days, 21 hours ago
Basecamp Wealth Advisors LLC 2 days, 21 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)

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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.