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Q1 2026: 48 filings processed so far. More reports are expected as funds file with the SEC. Data updates automatically.
Manager Period Filed Holdings 13F Report Value
Box Hill Private Wealth LLC Q1 2026 Apr 03, 2026 66 $101M
First County Bank /CT/ Q1 2026 Apr 03, 2026 374 $187M
ADIRONDACK TRUST CO Q1 2026 Apr 03, 2026 631 $298M
Ridgewood Investments LLC Q1 2026 Apr 03, 2026 208 $244M
WALLER FINANCIAL PLANNING GROUP, INC Q1 2026 Apr 03, 2026 74 $453M
Global Wealth Strategies & Associates Q1 2026 Apr 03, 2026 543 $407M
Investors Research Corp Q1 2026 Apr 03, 2026 851 $523M
Rise Advisors, LLC Q1 2026 Apr 03, 2026 94 $284M
Coastline Trust Co Q1 2026 Apr 03, 2026 578 $1.01B
Hickory Point Bank & Trust Q1 2026 Apr 03, 2026 585 $152M
Ares Financial Consulting, LLC Q1 2026 Apr 02, 2026 1,066 $127M
Norman Fields, Gottscho Capital Management, LLC Q1 2026 Apr 02, 2026 65 $302M
Noble Wealth Management PBC Q1 2026 Apr 02, 2026 588 $199M
Silverleafe Capital Partners, LLC Q1 2026 Apr 02, 2026 103 $339M
Somerset Trust Co Q1 2026 Apr 02, 2026 222 $326M

Insiders · 7D

All trades
Last 7 days · 10,449 transactions · 1,246 issuers
Buys: 5,501 Sells: 4,948
Buyers dominate this week by 553 transactions.

Popular Managers

All managers

Popular ETFs Among Funds

ETF dashboard
  1. SPDR S&P 500 ETF TRUST SPY Holders: 4,543
  2. iSHARES TRUST IVV Holders: 3,940
  3. INVESCO QQQ TRUST, SERIES 1 QQQ Holders: 3,790
  4. VANGUARD INDEX FUNDS VOO Holders: 3,764
  5. VANGUARD INDEX FUNDS VTI Holders: 3,500
  6. SPDR GOLD TRUST GLD Holders: 3,021
  7. VANGUARD TAX-MANAGED FUNDS VEA Holders: 2,769
  8. VANGUARD INDEX FUNDS VUG Holders: 2,765
  9. iSHARES TRUST IJR Holders: 2,673
  10. VANGUARD INDEX FUNDS VTV Holders: 2,614
  11. iSHARES TRUST IJH Holders: 2,596
  12. iSHARES TRUST IWM Holders: 2,558
  13. VANGUARD SPECIALIZED FUNDS VIG Holders: 2,483
  14. iSHARES TRUST IWF Holders: 2,481
  15. VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VWO Holders: 2,452
Popular ETFs among tracked 13F funds (top 15 by number of holders).

Fund Flow Map

Q4 2025 vs Q3 2025
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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

Q4 2025 vs Q3 2025
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)

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Top Added Tickers (QoQ) $

  1. GOOGL +622,062,939
  2. LLY +342,334,615
  3. AAPL +268,521,736
  4. AMZN +155,611,297
  5. NVDA +128,693,798
  6. AVGO +110,792,484
  7. MU +107,676,712
  8. AMD +69,702,271
  9. JNJ +52,268,883
  10. MRK +49,028,016

Top Reduced Tickers (QoQ) $

  1. ORCL -98,842,098
  2. META -89,951,114
  3. NFLX -81,381,260
  4. MSFT -66,000,112
  5. FISV -28,881,745
  6. RBLX -28,826,956
  7. HD -28,656,155
  8. UBER -23,863,524
  9. NOW -22,632,701
  10. KEL -20,596,801

Top funds by AUM

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