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 8714 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. Encore Global Management, LP — bought $15.5M, sold $72.9M 2. RD Finance Ltd — bought $39.9M, sold $30.3M 3. Pantera Capital Partners LP — bought $6.3M, sold $43.1M

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

Partners Wealth Management, LLC

Lionsbridge Wealth Management LLC

Encore Global Management, LP

Pantera Capital Partners LP

Msd Capital, L.p.

Englebert Financial Advisers, LLC

Arbor Capital Management Inc /adv

Provident Living Financial Services, Inc.

Brightlight Capital Management LP

RD Finance Ltd

Miramar Fiduciary Corp

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