Portfolio Updates

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 8705 institutions filing updates.

Ranked by total buy + sell activity, the most active institutions this quarter were: 1. L.m. Kohn & Company — bought $0.0, sold $220.2M 2. Virginia Estate & Retirement Planning Advisors Inc. — bought $61.9M, sold $36.5M 3. North Ground Capital — bought $28.6M, sold $26.4M

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.

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.