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, LPL Financial LLC, reported $37.9B in new buying this quarter across 10 positions -- its biggest new addition was IALT. View LPL Financial 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

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LPL Financial LLC

NET BUY

$37.9B+$29.5B net$8.4B

IVV+0.48%IWF+0.00%VO+-0.01%

QUAL-0.16%EFV-0.18%IAGG-0.10%

2026-06-30

Envestnet Asset Management Inc

NET BUY

$38.8B+$15.5B net$23.3B

IVV+1.55%IUSB+0.31%IWF+0.00%

QUAL-0.52%EFV-0.61%IEMG-0.27%

2026-06-30

Nuveen, LLC

MIXED

$29.0B-$1.7B net$30.7B

KLAC+0.13%TSLA+0.23%SNDK+0.38%

AMZN-0.44%MSFT-0.83%HON-0.35%

2026-06-30

IMC-Chicago, LLC

NET BUY

$93.5B+$71.0B net$22.5B

78462F+-0.65%MU+2.61%SNDK+1.84%

SPY-3.19%46090E-1.14%UNH-0.19%

2026-06-30

Amundi

MIXED

$32.4B-$4.3B net$36.7B

KLAC+0.24%MSFT+0.02%MRVL+0.48%

XOM-1.13%MU0.68%GE-0.25%

2026-06-30

Optiver Holding B.V.

NET BUY

$47.5B+$25.2B net$22.3B

MU+2.36%SPY+-0.38%46090E+1.11%

78462F-3.60%ON-0.34%GLD-1.64%

2026-06-30

Raymond James Financial Inc

NET BUY

$24.6B+$12.6B net$12.0B

VO+0.01%IWF+0.01%KLAC+0.06%

HON-0.11%XLP-0.09%BBY-0.06%

2026-06-30

Deutsche Bank Ag\

MIXED

$23.6B+$1.1B net$22.5B

KLAC+0.13%WMT+0.11%AMZN+0.22%

AMAT0.11%SNDK0.17%DELL0.02%

2026-06-30

Fisher Asset Management, LLC

NET BUY

$26.3B+$12.0B net$14.2B

GE+1.29%GEV+1.25%CSCO+0.71%

CNQ-0.72%COP-0.65%ING-0.39%

2026-06-30

Ctc LLC

NET BUY

$228.4B+$228.4B net$129K

SPY+-2.07%QQQ+2.17%MU+8.21%

GLD-7.96%HYG-1.41%TSLA-1.32%

2026-06-30

Massachusetts Financial Services Co /ma/

MIXED

$33.3B-$10.3B net$43.6B

KLAC+0.61%GOOGL+1.03%AMZN+0.62%

HON-0.85%MSFT-0.79%CNI-0.10%

2026-06-30

Bank Of Montreal /can/

MIXED

$28.9B+$5.5B net$23.3B

QQQ+1.55%SMH+0.48%GLD+0.33%

BUR-0.96%NVDA-0.57%TD-0.15%

2026-06-30

Showing 37-48 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. Ctc LLC — bought $228.4B, sold $129.4K 2. IMC-Chicago, LLC — bought $93.5B, sold $22.5B 3. Massachusetts Financial Services Co /ma/ — bought $33.3B, sold $43.6B

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.