Portfolio Updates

The latest quarter's position changes from our tracked institutions

8750 institutions reported portfolio updates for the 2026-06-30 quarter, totaling $13.2T in aggregate buys and $6.4T in aggregate sells.

The largest institution on this page, CIBC Private Wealth Group LLC, reported $2.3B in new buying this quarter across 5 positions -- its biggest new addition was LLY. View CIBC Private Wealth Group LLC's full 13F →

Market Overview

2026-06-30

8,750Active Institutions

Net Capital Flow

+$6.76TNet Inflow

Total Buys$13.20T

Total Sells$6.44T

Sector Rotations

Information Technology+$9.12T

Industrials+$2.33T

Health Care+$2.19T

Download CSV Download Excel

CIBC Private Wealth Group LLC

MIXED

$2.3B-$341M net$2.6B

LLY+0.66%SPY+0.48%INTU+0.45%

GOOGL0.66%WDAY-0.54%MSFT-0.51%

2025-12-31

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

Mirae Asset Global Investments Co., Ltd.

NET SELL

$6.6B-$8.2B net$14.8B

84615Q+0.83%MSFT+1.87%NVDA+2.12%

TLT-22.23%XOM-0.22%MBB-0.09%

2026-09-30

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

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

Daiwa Securities Group Inc.

MIXED

$8.8B+$644M net$8.1B

NVDA+2.96%META+1.99%UNH+1.35%

MSFT-2.46%AAPL-1.25%LRCX-1.37%

2026-09-30

Showing 181-192 of 8,750 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 $13.2T in aggregate buys and $6.4T in aggregate sells, with 8750 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.