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 $13.2T in aggregate buys and $6.4T in aggregate sells, with 8750 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. nVerses Capital, LLC — bought $50.5M, sold $99.7M 2. Fourier Capital Management Ltd — bought $41.0M, sold $92.0M 3. Owlhouse Capital LP — bought $29.8M, sold $39.1M

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

Mainsail Management Company, LLC

Arlington Partners LLC

Sullivan Wood Capital Management LLC

Owlhouse Capital LP

nVerses Capital, LLC

Breachway Investments LLC

Northwestern University

Mithril II GP LP

Clear Investment Research, LLC

Fourier Capital Management Ltd

JCSD Capital, LLC

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