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 $6.3T in aggregate sells, with 8698 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. Myriad Asset Management US LP — bought $20.4M, sold $25.3M 2. Navigation Wealth Management, Inc. — bought $42.9M, sold $8.4K 3. Norwood Investment Partners, LP — bought $15.7M, sold $17.2M

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.

Portfolio Updates

Market Overview

Sector Rotations

Navigation Wealth Management, Inc.

Norwood Investment Partners, LP

Myriad Asset Management US LP

KDT Advisors, LLC

NCP Inc.

Axim Planning & Wealth

13D Management LLC

University of Pittsburgh - Of the Commonwealth System of Higher Education

Incentive AS

Harrison Street Private Wealth LLC

Blossom Wealth Management

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