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 8710 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. Ofi Invest Asset Management — bought $2.9B, sold $2.3B 2. Altimeter Capital Management, LP — bought $3.5B, sold $490.7M 3. Brookstone Capital Management — bought $1.8B, sold $1.4B

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

Ofi Invest Asset Management

Allstate CORP

NewEdge Wealth, LLC

Lbp Am SA

Carlyle Group Inc.

Brookstone Capital Management

Atria Investments, Inc

Stratos Wealth Partners, LTD.

Longview Asset Management, LLC

Tortoise Capital Advisors, L.l.c.

Altimeter Capital Management, LP

Hershey Trust Co

Frequently Asked Questions