Portfolio Updates

The latest quarter's position changes from our tracked institutions

8706 institutions reported portfolio updates for the 2026-06-30 quarter, totaling $13.0T in aggregate buys and $6.4T in aggregate sells.

The largest institution on this page, Shelter Rock Management, LLC, reported $9.8M in new buying this quarter across 10 positions -- its biggest new addition was XLI. View Shelter Rock Management, LLC's full 13F →

Market Overview

2026-06-30

8,706Active Institutions

Net Capital Flow

+$6.65TNet Inflow

Total Buys$13.00T

Total Sells$6.36T

Sector Rotations

Information Technology+$8.97T

Industrials+$2.33T

Health Care+$2.18T

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Shelter Rock Management, LLC

NET SELL

$10M-$6M net$16M

XLI+4.48%AVGO+3.48%VOOG+0.31%

CBOE-5.45%WM-3.55%FLEX1.33%

2026-06-30

UG Investment Advisers Ltd.

NET SELL

$54M-$44M net$97M

ORCL+26.55%84615Q+12.55%BABA+7.21%

MU-20.86%QCOM-12.25%BABA 0.5 06-01-31-11.41%

TECH

DISC

2026-06-30

View detail

Palladiem, LLC

MIXED

$37M-$6M net$42M

SHY+8.68%POWR+5.26%VTIP+4.81%

EUSA-7.93%98149E-6.59%AGG-6.35%

2026-06-30

J. Team Financial, Inc.

NET BUY

$18M+$6M net$11M

IFRA+2.28%GOOGL+0.94%NOC+0.68%

XLV-2.39%HD-1.79%XOM-1.70%

2026-06-30

Peoples Bank/KS

NET SELL

$2M-$2M net$4M

AAPL+0.79%GOOGL+1.14%KDP+0.21%

IGIB-0.43%QQQ0.23%KMX-0.31%

2026-06-30

Alua Capital Management LP

NET SELL

$0-$833M net$833M

AMZN-12.59%AZO-9.54%IBN-9.37%

2026-06-30

Independent Order of Foresters

2026-06-30

Orchard Capital Management, LLC

MIXED

$25M-$8M net$33M

QQQ+11.12%GDOT+5.38%89472Y+2.44%

SPY-20.35%ARCB-2.83%GLRE-2.50%

2026-06-30

Vima LLC

NET BUY

$57M+$40M net$17M

IREN+4.93%MINT+3.89%SPY+2.28%

TLT-5.70%WULF1.32%YMAR-3.76%

2026-06-30

Showing 8,437-8,445 of 8,706 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 $13.0T in aggregate buys and $6.4T in aggregate sells, with 8706 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. Alua Capital Management LP — bought $0.0, sold $832.7M 2. UG Investment Advisers Ltd. — bought $53.7M, sold $97.4M 3. Palladiem, LLC — bought $36.6M, sold $42.2M

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.