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Institutional Holdings Dashboard

Last Updated: 12 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
RAINEY & RANDALL WEALTH ADVISORS INC. 12 hours ago
Verdence Capital Advisors LLC 12 hours ago
VANTAGEPOINT INVESTMENT ADVISERS LLC 12 hours ago
Madison International Realty Holdings, LLC 13 hours ago
Midwest Heritage Bank, FSB 13 hours ago
Higgins & Schmidt Wealth Strategies LLC 13 hours ago
MONTGOMERY INVESTMENT MANAGEMENT INC 13 hours ago
International City Management Association Retirement Corp 13 hours ago
Gratus Wealth Advisors, LLC 13 hours ago
JOHNSON & JOHNSON 13 hours ago
Ballast Financial Advisors LLC 13 hours ago
Santori & Peters, Inc. 13 hours ago
Segment Wealth Management, LLC 13 hours ago
Insight Wealth Partners, LLC 13 hours ago
Enhancing Capital LLC 13 hours ago
Stash Investments, LLC 13 hours ago
Verde Servicos Internacionais S.A. 13 hours ago
DMC Group, LLC 13 hours ago
Bryant Woods Investment Advisors, LLC 13 hours ago
Abundance Wealth Counselors 13 hours ago
Penobscot Investment Management Company, Inc. 13 hours ago
Walker Financial Services, Inc. 13 hours ago
ARTHUR M. COHEN & ASSOCIATES, LLC 13 hours ago
CAHABA WEALTH MANAGEMENT, INC. 13 hours ago
OPPENHEIMER & CO INC 14 hours ago
Center for Financial Planning, Inc. 14 hours ago
Ballast Rock Private Wealth LLC 14 hours ago
Tiller Private Wealth, Inc. 14 hours ago
Arnhold LLC 14 hours ago
PARK AVENUE SECURITIES LLC 14 hours ago
WESPAC Advisors, LLC 14 hours ago
CPA Asset Management Group, LLC 14 hours ago
PATTEN & PATTEN INC|TN 14 hours ago
Indivisible Partners 14 hours ago
SevenBridge Financial Group, LLC 14 hours ago
CHAPMAN FINANCIAL GROUP, LLC 14 hours ago
SAXON INTERESTS, INC. 14 hours ago
Peak Wealth Management LLC 14 hours ago
SYM FINANCIAL Corp 14 hours ago
Autumn Glory Partners, LLC 14 hours ago
Oakworth Capital, Inc. 14 hours ago
MIDLAND WEALTH ADVISORS, LLC 14 hours ago
Harrison Street Private Wealth LLC 14 hours ago
Independence Bank of Kentucky 14 hours ago
ANGELES WEALTH MANAGEMENT, LLC 14 hours ago
ASHTON THOMAS SECURITIES, LLC 14 hours ago
MBE Wealth Management, LLC 14 hours ago
FISHMAN JAY A LTD|MI 14 hours ago
Black Diamond Financial, LLC 14 hours ago
Pflug Koory, LLC 14 hours ago
Total Clarity Wealth Management, Inc. 14 hours ago
LODESTAR PRIVATE ASSET MANAGEMENT LLC 14 hours ago
LAM GROUP, INC. 14 hours ago
SCHWARTZ INVESTMENT COUNSEL INC 14 hours ago
WD RUTHERFORD LLC 14 hours ago
GUERRA PAN ADVISORS, LLC 14 hours ago
ARROW FINANCIAL CORP 14 hours ago
Willow Creek Wealth Management Inc. 14 hours ago
MOUNT VERNON ASSOCIATES INC |MD| 14 hours ago
Great Lakes Retirement, Inc. 14 hours ago
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 14 hours ago
Somnio Financial Group, LLC 14 hours ago
Busey Bank 14 hours ago
REGENTS OF THE UNIVERSITY OF CALIFORNIA 14 hours ago
M & L Capital Management Ltd 14 hours ago
Generali Asset Management SPA SGR 15 hours ago
Curat Global, LLC 15 hours ago
Commonwealth Retirement Investments LLC 15 hours ago
Nicholas Wealth, LLC. 15 hours ago
Valley Brook Capital Group, Inc. 15 hours ago
O'Connor Financial Group LLC 15 hours ago
HIGHLAND CAPITAL MANAGEMENT, LLC 15 hours ago
Broussard Financial Group LLC 15 hours ago
LANARK FINANCIAL, INC. 15 hours ago
SmartHarvest Portfolios, LLC 15 hours ago
OmniStar Financial Group, Inc. 15 hours ago
Arbor Investment Advisors, LLC 15 hours ago
Security National Bank 15 hours ago
THOMA BRAVO, L.P. 15 hours ago
Wingate Wealth Advisors, Inc. 15 hours ago
GREENHAVEN ASSOCIATES INC 15 hours ago
Manske Wealth Management 15 hours ago
ARKANSAS FINANCIAL GROUP, INC. 15 hours ago
K2 Financial Inc. 15 hours ago
SWS Partners 15 hours ago
Greystone Financial Group, LLC 15 hours ago
Asset Management Advisors, LLC 15 hours ago
Sowa Financial Group, Inc. 15 hours ago
GW HENSSLER & ASSOCIATES LTD 15 hours ago
Vermillion Wealth Management, Inc. 15 hours ago
Advocate Investing Services LLC 15 hours ago
Advisory Resource Group 15 hours ago
Mithaq Capital SPC 16 hours ago
Triad Wealth Partners, LLC 16 hours ago
Grant Street Asset Management, Inc. 16 hours ago
Naria Inc. 16 hours ago
Patten Group, Inc. 16 hours ago
Progressive Investment Management Corp 16 hours ago
Fairman Group, LLC 16 hours ago
Sylvest 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.