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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
Talon Private Wealth, LLC 7 hours ago
SMITH CHAS P & ASSOCIATES PA CPAS 8 hours ago
Bullseye Investment Management, LLC 9 hours ago
Marathon Wealth Advisors LLC 15 hours ago
MENLO ADVISORS LLC 1 day, 7 hours ago
U S WEALTH GROUP, LLC. 1 day, 10 hours ago
MIRAMONTES CAPITAL, LLC 2 days, 11 hours ago
Core Capital Management & Research, inc. 2 days, 11 hours ago
Lotus Asset Management LLC 2 days, 13 hours ago
Willow Creek Capital Management, Inc. 3 days, 8 hours ago
Kachkovsky & Fisher, Inc. 3 days, 8 hours ago
Parkside Financial Bank & Trust 1 week ago
Nordflint Capital Partners Fondsmaeglerselskab A|S 1 week ago
RWC ASSET ADVISORS (US) LLC 1 week, 1 day ago
Cygnus Capital Advisors, LLC 1 week, 2 days ago
MLG Wealth Management DBA Pine Grove Financial Group 1 week, 2 days ago
CAPITAL & PLANNING, LLC 1 week, 2 days ago
Range Advisory, LLC 1 week, 2 days ago
Kinetic Wealth Investment Advisors LLC 1 week, 2 days ago
Infini Capital Management Ltd 1 week, 2 days ago
BROWN, LISLE|CUMMINGS, INC. 1 week, 3 days ago
Planning Project LLC 1 week, 3 days ago
Parrish Capital LLC 1 week, 3 days ago
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1 week, 3 days ago
Alternative Investment Advisors, LLC. 1 week, 4 days ago
K5 Global Advisor LLC 2 weeks, 1 day ago
OPTIMIZE FINANCIAL INC. 2 weeks, 1 day ago
TUCKER ASSET MANAGEMENT LLC 2 weeks, 1 day ago
Formuepleje A|S 2 weeks, 1 day ago
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 2 weeks, 2 days ago
Schulz Wealth, LTD. 2 weeks, 2 days ago
AFFINITY WEALTH LLC 2 weeks, 2 days ago
Principia Wealth Advisory, LLC 2 weeks, 2 days ago
Brown Financial Advisors 2 weeks, 2 days ago
AMERICAN SECURITIES LLC 2 weeks, 2 days ago
Kirkwood Financial Services 2 weeks, 3 days ago
January Capital Advisors LLC 2 weeks, 3 days ago
Advus Financial Partners, LLC 2 weeks, 3 days ago
Absolute Gestao de Investimentos Ltda. 2 weeks, 3 days ago
Groupe la Francaise 2 weeks, 3 days ago
Financial Insights, Inc. 2 weeks, 4 days ago
Vancity Investment Management Ltd 2 weeks, 4 days ago
CARLSON FINANCIAL, INC. 2 weeks, 4 days ago
Strategic Financial Services, Inc. 2 weeks, 4 days ago
Serenity Investment Advisors 2 weeks, 4 days ago
CYBER HORNET ETFs LLC 2 weeks, 4 days ago
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 3 weeks ago
ASHFORD CAPITAL MANAGEMENT INC 3 weeks ago
Harbor Spring Capital, LLC 3 weeks ago
Delaney Dennis R 3 weeks ago
Kidder Stephen W 3 weeks ago
Envision Financial Transparency, LLC 3 weeks ago
Bernard Wealth Management Corp. 3 weeks ago
Anderson Financial Strategies, LLC 3 weeks, 1 day ago
Rehmann Capital Advisory Group 3 weeks, 1 day ago
Jackson Wealth Management, LLC 3 weeks, 1 day ago
GILL CAPITAL PARTNERS, LLC 3 weeks, 1 day ago
Ridgepath Capital Management LLC 3 weeks, 1 day ago
ATX Financial Planning, LLC 3 weeks, 1 day ago
CLIFFORD SWAN INVESTMENT COUNSEL LLC 3 weeks, 1 day ago
American Beacon Advisors, Inc. 3 weeks, 1 day ago
Forefront Wealth Partners, LLC 3 weeks, 1 day ago
DEPRINCE RACE & ZOLLO INC 3 weeks, 1 day ago
Harvest Fund Management Co., Ltd 3 weeks, 2 days ago
RESOLUTE WEALTH ADVISOR, INC. 3 weeks, 2 days ago
CALIFORNIA FIRST LEASING CORP 3 weeks, 2 days ago
Bullish 3 weeks, 2 days ago
Sustainable Insight Capital Management, LLC 3 weeks, 2 days ago
BOUSSARD & GAVAUDAN GESTION SAS 3 weeks, 2 days ago
Goodwin Investment Advisory 3 weeks, 2 days ago
Prosperitas Financial LLC 3 weeks, 2 days ago
Madryn Asset Management, LP 3 weeks, 3 days ago
Financial Avengers, Inc. 3 weeks, 3 days ago
Wilson & Boucher Capital Management, LLC 3 weeks, 3 days ago
Vermillion & White Wealth Management Group, LLC 3 weeks, 3 days ago
Kingsview Wealth Management, LLC 3 weeks, 3 days ago
Fox Hill Wealth Management 3 weeks, 3 days ago
Unconventional Investor, LLC 3 weeks, 3 days ago
Capasso Planning Partners LLC 3 weeks, 3 days ago
TILIA FIDUCIARY PARTNERS, INC. 3 weeks, 3 days ago
Sankala Group LLC 3 weeks, 3 days ago
CANNELL CAPITAL LLC 3 weeks, 3 days ago
Beacon Pointe Advisors, LLC 3 weeks, 3 days ago
Henson-Edgewater Management, LLC 3 weeks, 3 days ago
Concorde Asset Management, LLC 3 weeks, 3 days ago
NORTH STAR ASSET MANAGEMENT INC 3 weeks, 3 days ago
Mint Tower Capital Management B.V. 3 weeks, 3 days ago
Liontrust Investment Partners LLP 3 weeks, 3 days ago
Fulcrum Asset Management LLP 3 weeks, 3 days ago
Ratan Capital Management LP 3 weeks, 3 days ago
Livforsakringsbolaget Skandia, Omsesidigt 3 weeks, 3 days ago
Twin Lakes Capital Management, LLC 3 weeks, 4 days ago
MUHLENKAMP & CO INC 3 weeks, 4 days ago
Strait & Sound Wealth Management LLC 3 weeks, 4 days ago
Rakuten Investment Management, Inc. 3 weeks, 4 days ago
RIHO Partners, LLC 3 weeks, 4 days ago
RB Capital Management, LLC 3 weeks, 4 days ago
Denver PWM, LLC 3 weeks, 4 days ago
Orion Capital Management LLC 3 weeks, 4 days ago
JDM Financial Group LLC 3 weeks, 4 days 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.