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. Penserra Capital Management LLC — bought $3.0B, sold $1.3B 2. Erste Asset Management GmbH — bought $2.2B, sold $1.8B 3. EdgePoint Investment Group Inc. — bought $1.8B, sold $2.1B

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.

Portfolio Updates

Market Overview

Sector Rotations

EdgePoint Investment Group Inc.

Abn Amro Investment Solutions

BI Asset Management Fondsmaeglerselskab A/S

Great Lakes Advisors, LLC

Van Lanschot Kempen Investment Management N.v.

Orion Porfolio Solutions, LLC

Penserra Capital Management LLC

WealthNavi Inc.

Erste Asset Management GmbH

Markel Group Inc.

GW&K Investment Management, LLC

Employees Retirement System of Texas

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