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. Perceptive Advisors LLC — bought $1.6B, sold $1.1B 2. Regents Of THE University Of California — bought $2.5B, sold $59.6M 3. Perpetual Ltd — bought $872.3M, sold $1.3B

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.

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Diversify Wealth Management, LLC

Perceptive Advisors LLC

Regents Of THE University Of California

Arkadios Wealth Advisors

Nippon Life Insurance Co

Reaves W H & Co Inc

Eastern Bank

Perpetual Ltd

Parallel Advisors, LLC

Louisiana State Employees Retirement System

Global Retirement Partners, LLC

Perigon Wealth Management, LLC

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