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. Van Diest Capital, LLC — bought $27.3M, sold $62.6M 2. Scopia Capital Management LP — bought $3.1M, sold $66.2M 3. Chiron Capital Management, LLC — bought $25.1M, sold $14.7M

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

Scopia Capital Management LP

Stonebridge Wealth Management, LLC

truNorth Financial Services, Inc.

Brown University

Van Diest Capital, LLC

Ramsey Quantitative Systems

Investment Management Trust, LLC

RCW Management, LLC

Mh & Associates Securities Management CORP /adv

Layline Advisors, LLC

Chiron Capital Management, LLC

Weaver C. Barksdale & Associates, Inc.

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