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Q3 2026: 33 filings processed so far. More reports are expected as funds file with the SEC. Data updates automatically.
Manager Period Filed Holdings 13F Report Value
Boltwood Capital Management Q3 2026 Oct 02, 2026 195 $443M
Polaris Financial Partners Q3 2026 Oct 02, 2026 382 $223M
First Citizens Financial Corp Q3 2026 Oct 02, 2026 138 $238M
Robert B. Daugherty Foundation Q3 2026 Oct 02, 2026 1 $116M
Miller Global Investments, LLC Q3 2026 Oct 02, 2026 327 $124M
GLP Holdings LLLP Q3 2026 Oct 02, 2026 4 $127M
Marotta Asset Management Q3 2026 Oct 02, 2026 101 $589M
PRIVATE CLIENT SERVICES, LLC Q3 2026 Oct 02, 2026 232 $372M
Silverleafe Capital Partners, LLC Q3 2026 Oct 02, 2026 100 $351M
Beacon Wealthcare LLC Q3 2026 Oct 02, 2026 32 $315M
Planning Strategies Inc. Q3 2026 Oct 02, 2026 1,159 $169M
GoalVest Advisory LLC Q3 2026 Oct 02, 2026 725 $578M
Stairway Partners, LLC Q3 2026 Oct 01, 2026 18 $2.12B
Versant Capital Management, Inc Q3 2026 Oct 01, 2026 2,804 $1.17B
Global Wealth Strategies & Associates Q3 2026 Oct 01, 2026 114 $546M

Insiders · 7D

All trades
Last 7 days · 4,598 transactions · 810 issuers
Buys: 2,585 Sells: 2,013
Buyers dominate this week by 572 transactions.

Popular Managers

All managers

Popular ETFs Among Funds

ETF dashboard
  1. SPDR S&P 500 ETF TRUST SPY Holders: 4,669
  2. iSHARES TRUST IVV Holders: 4,130
  3. VANGUARD INDEX FUNDS VOO Holders: 4,022
  4. INVESCO QQQ TRUST, SERIES 1 QQQ Holders: 4,021
  5. VANGUARD INDEX FUNDS VTI Holders: 3,697
  6. SPDR GOLD TRUST GLD Holders: 3,048
  7. VANGUARD TAX-MANAGED FUNDS VEA Holders: 3,013
  8. VANGUARD INDEX FUNDS VUG Holders: 2,905
  9. iSHARES TRUST IJR Holders: 2,855
  10. VANGUARD INDEX FUNDS VTV Holders: 2,812
  11. iSHARES TRUST IJH Holders: 2,754
  12. iSHARES TRUST IWM Holders: 2,742
  13. SELECT SECTOR SPDR TRUST XLK Holders: 2,674
  14. VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VWO Holders: 2,620
  15. VANGUARD SPECIALIZED FUNDS VIG Holders: 2,606
Popular ETFs among tracked 13F funds (top 15 by number of holders).

Fund Flow Map

Q2 2026 vs Q1 2026
Full trends
Buying Selling Cell size = net dollar flow · Scroll to zoom, drag to pan

Performance Chart

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Track short- and long-term sector performance using daily closing prices for the 11 major U.S. sector ETFs.

Top Sectors by Market Share

Q2 2026 vs Q1 2026
Full trends
Sorted by current Share %; bar color shows Δ share % vs previous quarter.
Share % is value-weighted from SEC VALUE ($000) (stocks-only); Δ share shows QoQ change in percentage points.

Ticker Flows (QoQ)

Full trends

Top Added Tickers (QoQ) $

  1. MU +729,076,896
  2. GOOGL +672,217,823
  3. NVDA +543,743,225
  4. AMD +469,098,461
  5. AAPL +430,035,606
  6. INTC +343,880,278
  7. AVGO +292,199,496
  8. AMZN +286,713,696
  9. AMAT +265,767,402
  10. LRCX +247,690,447

Top Reduced Tickers (QoQ) $

  1. HON -111,112,750
  2. XOM -100,114,724
  3. NFLX -74,544,041
  4. CVX -53,280,480
  5. ACN -38,452,057
  6. T -38,320,510
  7. INTU -38,119,560
  8. TRI -36,098,091
  9. COP -31,118,508
  10. CRM -28,142,894

Top funds by AUM

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