Portfolio Updates

The latest quarter's position changes from our tracked institutions

8705 institutions reported portfolio updates for the 2026-06-30 quarter, totaling $13.0T in aggregate buys and $6.4T in aggregate sells.

The largest institution on this page, Betterment LLC, reported $2.6B in new buying this quarter across 10 positions -- its biggest new addition was EUHY. View Betterment LLC's full 13F →

Market Overview

2026-06-30

8,705Active Institutions

Net Capital Flow

+$6.65TNet Inflow

Total Buys$13.00T

Total Sells$6.36T

Sector Rotations

Information Technology+$8.97T

Industrials+$2.33T

Health Care+$2.18T

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Betterment LLC

MIXED

$2.6B+$807M net$1.8B

JCPB+1.70%SPYM+1.27%MUB+-0.11%

AGG-1.88%VTI0.09%SPMD-0.11%

2026-06-30

Parallax Volatility Advisers, L.P.

NET BUY

$21.5B+$14.4B net$7.1B

SPY+18.22%QQQ+4.37%GLD+0.08%

XLF-2.28%META-1.13%AMD0.16%

2026-06-30

Assetmark, Inc

NET BUY

$9.3B+$7.5B net$1.7B

MGK+0.05%KLAC+0.25%VOO+0.23%

TLT-0.22%BIL-0.35%MRSH-0.20%

2026-06-30

Financial Engines Advisors L.L.C.

NET BUY

$4.7B+$2.2B net$2.5B

VUG+4.99%VWO+1.01%IGIB+-0.34%

SPEM-1.24%AKRE-0.52%XT-0.16%

2026-06-30

Wcm Investment Management, LLC

MIXED

$5.7B-$1.6B net$7.3B

META+1.83%STX+5.74%VTR+1.27%

WDC-1.84%SHOP-1.70%APP-0.90%

2026-06-30

Lsv Asset Management

NET BUY

$5.9B+$2.0B net$4.0B

GOOGL+0.41%CART+0.33%META+0.31%

BNY-0.50%SNDK0.02%WDC-0.18%

2026-06-30

Hrt Financial LP

MIXED

$28.5B+$8.0B net$20.5B

QQQ+1.17%BE+1.10%84615Q+1.07%

SNDK-0.93%MSFT-1.54%VOO-0.95%

2026-06-30

Royal London Asset Management LTD

MIXED

$2.2B+$295M net$1.9B

KLAC+0.17%DHR+0.22%V+0.19%

SUNB-0.32%AVGO-0.02%MU1.22%

2026-06-30

New York State Teachers Retirement System

NET SELL

$865M-$2.0B net$2.9B

KLAC+0.26%MRVL+0.34%438516+0.09%

NVDA-0.08%AAPL-0.09%HON-0.24%

2026-06-30

Capstone Investment Advisors, LLC

NET SELL

$8.6B-$14.5B net$23.1B

NVDA+2.88%MSFT+2.10%NOK+0.72%

QQQ-11.73%SPY-5.08%AMZN-1.55%

2026-06-30

GQG Partners LLC

NET SELL

$10.1B-$8.2B net$18.3B

XOM+2.50%CVS+1.53%TRV+1.47%

JNJ-2.83%ENB-1.60%IBN-1.51%

2026-06-30

Connor, Clark & Lunn Investment Management Ltd.

NET BUY

$11.2B+$4.5B net$6.7B

BMO+0.63%AVGO+0.52%CP+0.24%

MU0.44%BNS-0.42%LRCX0.10%

2026-06-30

Showing 181-192 of 8,705 institutions

Frequently Asked Questions

What is the latest quarterly 13F reporting period?

The most recent quarter with processed 13F filings is 2026-06-30. Across that period, tracked institutions reported $13.0T in aggregate buys and $6.4T in aggregate sells, with 8705 institutions filing updates.

Which institutions made the most notable moves this quarter?

Ranked by total buy + sell activity, the most active institutions this quarter were: 1. Hrt Financial LP — bought $28.5B, sold $20.5B 2. Capstone Investment Advisors, LLC — bought $8.6B, sold $23.1B 3. Parallax Volatility Advisers, L.P. — bought $21.5B, sold $7.1B

What counts as a "notable move" in a portfolio update?

A notable move is any new position opened, existing position added to or trimmed, or position fully exited between two consecutive 13F reporting quarters — as opposed to positions whose weight stayed effectively unchanged.

Where does this data come from and how often is it updated?

All position changes are derived from SEC Form 13F filings via SEC EDGAR, comparing each institution's holdings between consecutive reporting quarters. Data refreshes as each quarter's filings are processed.