Portfolio Updates

The latest quarter's position changes from our tracked institutions

8752 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, Sb Investment Advisers, reported $0.0 in buying this quarter, while trimming or exiting 3 positions. View Sb Investment Advisers's full 13F →

Market Overview

2026-06-30

8,752Active 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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Sb Investment Advisers

NET SELL

$0-$118M net$118M

ROIV-0.96%AUR0.21%COMP1.38%

2026-06-30

Cliftonlarsonallen Wealth Advisors, LLC

NET BUY

$380M+$175M net$205M

VOO+1.15%VEA+0.32%SPHQ+-0.24%

IBTG-0.31%AAPL-0.05%NVDA-0.08%

2026-09-30

Whitebox Advisors LLC

NET SELL

$2.5B-$1.3B net$3.8B

86800U+2.79%36467W+2.59%36467W+2.30%

WDC 3 11-15-28-18.01%LITE 1.5 12-15-29-8.77%LITE 0.5 12-15-26-1.97%

2026-06-30

Saudi Central Bank

NET BUY

$2.1B+$2.1B net$10M

NVDA+0.93%AAPL+0.99%MSFT+0.38%

CCL1EUR-0.02%CTRA-0.02%6D8-0.02%

2026-06-30

Boothbay Fund Management, LLC

MIXED

$2.9B-$860M net$3.8B

QQQ+2.45%AMT+0.61%84615Q+0.57%

T-18.11%SPY-1.09%GE-0.70%

2026-06-30

Edmond De Rothschild Holding S.a.

MIXED

$784M+$108M net$676M

AMZN+1.17%NVDA+0.77%G9723Y+0.49%

AKAM-1.10%SOXX-0.05%HON-0.63%

2026-06-30

Tocqueville Asset Management L.p.

MIXED

$388M-$89M net$477M

IBM+0.39%ABT+0.25%43849R+0.32%

MU0.68%HON-0.62%VSH0.11%

2026-06-30

RiverFront Investment Group, LLC

NET BUY

$908M+$443M net$465M

JIVE+0.89%CHPX+0.87%PAVE+0.84%

TBLL-2.79%JPST-1.09%JEPI-1.06%

2026-06-30

Hm Payson & Co

NET SELL

$288M-$168M net$456M

ETN+0.27%PH+0.23%DE+0.21%

DGRO-0.80%CAT-0.33%AON-0.42%

2026-06-30

Ossiam

MIXED

$3.5B-$375M net$3.8B

VOO+5.01%SPYM+3.45%INTC+3.18%

AMD-10.02%AVGO-3.88%BRK-B-3.44%

2026-06-30

Aware Super Pty Ltd as trustee of Aware Super

NET BUY

$756M+$284M net$472M

EXPD+1.05%30233Q+1.06%WSM+0.46%

TT-0.70%TEL-0.41%ACN-0.35%

2026-09-30

Eventide Asset Management, LLC

MIXED

$819M+$22M net$797M

KLAC+0.39%05348Y+0.60%DELL+0.80%

XMTR0.78%GH0.32%PLD-0.93%

2026-06-30

Showing 697-708 of 8,752 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 8752 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. Ossiam — bought $3.5B, sold $3.8B 2. Boothbay Fund Management, LLC — bought $2.9B, sold $3.8B 3. Whitebox Advisors LLC — bought $2.5B, sold $3.8B

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.