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, Frontier Capital Management Co LLC, reported $2.0B in new buying this quarter across 10 positions -- its biggest new addition was DT. View Frontier Capital Management Co 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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Frontier Capital Management Co LLC

NET SELL

$2.0B-$1.0B net$3.0B

AAOI+1.10%DT+0.67%PODD+0.51%

ALAB-0.08%UCTT-0.25%APGE-0.54%

2026-06-30

Vestmark Advisory Solutions, Inc.

NET BUY

$1.5B+$799M net$729M

BOKF+1.00%VOO+0.36%VUG+0.24%

SDVY-0.35%JAVA-0.35%VT-0.26%

2026-06-30

Harding Loevner LP

MIXED

$1.7B-$186M net$1.9B

SPOT+6.97%CNI+3.09%SE+1.75%

TSM0.50%VRTX-1.43%ASML-0.29%

2026-06-30

Burgundy Asset Management Ltd.

NET BUY

$950M+$562M net$388M

USFD+1.04%PPG+0.85%AWI+0.56%

SYY-1.00%EME0.63%DLTR-0.84%

2025-09-30

Duff & Phelps Investment Management Co

NET BUY

$844M+$535M net$309M

AHR+1.00%WELL+1.08%42226B+0.57%

EQIX-0.61%PEG-0.37%ES-0.31%

2026-06-30

Clearstead Advisors, LLC

NET SELL

$989M-$1.2B net$2.2B

IWF+0.20%VO+0.29%05686D+1.17%

PCAR-2.38%VOO0.33%MSFT-1.07%

2026-06-30

SCS Capital Management LLC

NET BUY

$566M+$257M net$309M

AGG+0.87%MSFT+0.61%LPLA+0.52%

QUAL-0.47%VIGI-0.20%VEA-0.19%

2026-06-30

Utah Retirement Systems

NET SELL

$156M-$632M net$789M

KLAC+0.25%438516+0.10%43849R+0.10%

NVDA-0.04%AAPL-0.04%MSFT-0.56%

2026-06-30

Alphadyne Asset Management LP

NET BUY

$6.4B+$4.1B net$2.3B

QQQ+19.85%SPY+12.60%IWM+1.75%

RTX-1.28%CF-1.50%FDX-1.46%

2026-06-30

Thornburg Investment Management Inc

NET BUY

$1.3B+$509M net$791M

KMB+6.05%T+-2.21%MDT+0.07%

AVGO-0.08%C0.70%LYB-0.78%

2026-06-30

Rwa Wealth Partners, LLC

NET BUY

$894M+$597M net$297M

VUG+0.60%AGG+-0.65%KLAC+0.18%

VGSH-0.78%HON-0.31%VYM-0.28%

2026-06-30

Capital Markets Trading UK LLP

NET SELL

$1.5B-$1.0B net$2.5B

MU+6.33%482480+0.81%QCOM+0.60%

464286-0.71%464286-0.78%AMD-0.23%

2026-06-30

Showing 541-552 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. Alphadyne Asset Management LP — bought $6.4B, sold $2.3B 2. Frontier Capital Management Co LLC — bought $2.0B, sold $3.0B 3. Capital Markets Trading UK LLP — bought $1.5B, sold $2.5B

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.