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 8702 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. Oceanic Investment Management LTD — bought $24.6M, sold $65.0M 2. Bayhunt Capital LLC — bought $28.8M, sold $57.3M 3. Omnitrust Wealth Management, Inc — bought $28.8M, sold $28.5M

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

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Oceanic Investment Management LTD

Kize Capital LP

Capital Management Associates /ny/

WMS Group LLC

Solutions 4 Wealth, Ltd

Certares Management LLC

Omnitrust Wealth Management, Inc

VCU Investment Management Co

Bayhunt Capital LLC

Pursuit Wealth Strategies, LLC

McGrath & Associates, Inc.

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