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Q3 2026: 18 filings processed so far. More reports are expected as funds file with the SEC. Data updates automatically.
Manager Period Filed Holdings 13F Report Value
GP Brinson Investments LLC Q3 2026 Oct 01, 2026 13 $234M
Stonebridge Financial Group, LLC Q3 2026 Oct 01, 2026 275 $1.36B
LBJ Family Wealth Advisors, Ltd. Q3 2026 Oct 01, 2026 29 $196M
Montecito Bank & Trust Q3 2026 Oct 01, 2026 451 $660M
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT Q3 2026 Oct 01, 2026 1 $115M
Hickory Point Bank & Trust Q3 2026 Oct 01, 2026 520 $166M
DOLIVER ADVISORS, LP Q3 2026 Oct 01, 2026 181 $458M
Roxbury Financial LLC Q3 2026 Oct 01, 2026 426 $130M
BURKETT FINANCIAL SERVICES, LLC Q3 2026 Oct 01, 2026 376 $331M
Defender Capital, LLC. Q3 2026 Oct 01, 2026 38 $319M
Noble Wealth Management PBC Q3 2026 Oct 01, 2026 788 $223M
First Financial Bank - Trust Division Q3 2026 Oct 01, 2026 407 $1.39B
Coastline Trust Co Q3 2026 Oct 01, 2026 495 $1.07B
Marathon Mission, Inc. Q3 2026 Oct 01, 2026 56 $198M
Parrish Capital LLC Q3 2026 Oct 01, 2026 84 $103M

Insiders · 7D

All trades
Last 7 days · 3,537 transactions · 631 issuers
Buys: 1,925 Sells: 1,612
Buyers dominate this week by 313 transactions.

Popular Managers

All managers

Popular ETFs Among Funds

ETF dashboard
  1. SPDR S&P 500 ETF TRUST SPY Holders: 4,668
  2. iSHARES TRUST IVV Holders: 4,130
  3. VANGUARD INDEX FUNDS VOO Holders: 4,021
  4. INVESCO QQQ TRUST, SERIES 1 QQQ Holders: 4,020
  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 +729,078,130
  2. GOOGL +672,213,109
  3. NVDA +543,739,763
  4. AMD +469,095,288
  5. AAPL +430,029,802
  6. INTC +343,880,733
  7. AVGO +292,198,172
  8. AMZN +286,708,157
  9. AMAT +265,766,130
  10. LRCX +247,691,240

Top Reduced Tickers (QoQ) $

  1. HON -111,113,503
  2. XOM -100,115,526
  3. NFLX -74,544,364
  4. CVX -53,282,706
  5. ACN -38,452,123
  6. T -38,321,500
  7. INTU -38,119,560
  8. TRI -36,098,091
  9. COP -31,118,757
  10. CRM -28,145,692

Top funds by AUM

Full ranking

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