Institutional Owners Portfolio Holdings Dashboard

As of June 18, 2026, we track 8,702 institutional filers in our 13F database. Search by institution or ticker to open a portfolio profile, review sector and stock allocation changes in the treemap below, and browse the most recent filings from investment managers, hedge funds, and asset owners.

Recent 13F Filings

Latest institutional portfolio disclosures filed with the SEC.

Institution Filing Date
Storebrand Asset Management As Jun 18, 2026
Independent Financial Group, Llc Jun 15, 2026
Sima Wealth Partners, Llc Jun 15, 2026
National Philanthropic Trust Jun 12, 2026
E-Wealth Partners, Llc Jun 11, 2026
Peak Planning Group, Llc Jun 03, 2026
Norris Financial Group, Llc Jun 02, 2026
Ramiah Investment Group May 29, 2026
Roehl & Yi Investment Advisors, Llc May 29, 2026
Bannerstone Capital Management, Llc May 28, 2026
Cedrus Wealth Group Llc May 27, 2026
Kentucky Farm Bureau Mutual Insurance Co May 27, 2026
Stone Loft Wealth Management Llc May 26, 2026
Flatrock Wealth Partners Llc May 26, 2026
Summitas Investment Management Llc May 26, 2026
Leigh Baldwin & Co., Llc May 20, 2026
E20 Capital Ltd May 20, 2026
Boothe Investment Group, Inc. May 20, 2026
Alamar Capital Management, Llc May 20, 2026
Shuttleworth & Co May 20, 2026
Soa Wealth Advisors, Llc. May 20, 2026
Hobbs Group Advisors, Llc May 20, 2026
Truewealth Financial Partners May 20, 2026
Rmr Capital Management, Llc May 20, 2026
January Capital Advisors Llc May 20, 2026
Union Heritage Capital, Llc May 20, 2026
Pathway Wealth Management Llc May 20, 2026
Ion Crossover Partners Ltd May 20, 2026
Ccm Investment Advisers Llc May 20, 2026
Finarc Investments, Inc. May 20, 2026
Cadia Private Client Llc May 20, 2026
H&H International Investment - Duan Yongping May 19, 2026
Western Wealth Management, Llc May 19, 2026
Mcilrath & Eck, Llc May 19, 2026
Flax Pond Capital, Llc May 19, 2026
Silicon Valley Capital Partners May 19, 2026
Front Row Advisors Llc May 19, 2026
Gts Financial, Llc May 19, 2026
Mascagni Wealth Management, Inc. May 19, 2026
Kentucky Retirement Systems Insurance Trust Fund May 19, 2026
Seven Six Capital Management, Llc May 19, 2026
Winnow Wealth Llc May 19, 2026
Kentucky Retirement Systems May 19, 2026
Paragon Private Wealth Management, Llc May 19, 2026
Alaska Permanent Fund Corp May 19, 2026
Rovida Investment Management Ltd May 19, 2026
Alapocas Investment Partners - David Lemons May 19, 2026
Samsung C&T Corp May 19, 2026
Financial Avengers, Inc. May 19, 2026
Cim Investment Management Inc May 19, 2026