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 8715 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. Envision Financial Transparency, LLC — bought $69.3M, sold $44.7M 2. Green Court Capital Management Ltd — bought $62.4M, sold $36.7M 3. Corecam AG — bought $24.8M, sold $47.4M

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

Envision Financial Transparency, LLC

PARK CIRCLE Co

Corecam AG

Artesa Financial Group, LLC

21 West Wealth Management LLC

Bedminster, LLC

Entelevest, LLC

Mkd Wealth Coaches, LLC

Green Court Capital Management Ltd

ORBA Wealth Advisors, L.L.C.

Strategic Wealth Advisors LLC

Markin Asset Management, LP

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