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 8705 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. Flaharty Asset Management, LLC — bought $1.3M, sold $763.2M 2. Blue Barn Wealth, LLC — bought $0.0, sold $123.9M 3. 1060 Capital, LLC — bought $44.7M, sold $64.7M

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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Harrison Street Private Wealth LLC

Blossom Wealth Management

1060 Capital, LLC

Qp Wealth Management, LLC

Flaharty Asset Management, LLC

Benefit Street Partners LLC

Spectrum Asset Management, Inc.

Altium Investment Strategies LLC

CTC Alternative Strategies, Ltd.

Ivy Lane Capital Management, LLC

Yost Capital Management, LP

Blue Barn Wealth, LLC

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