Market Trends
Data for Q2 2026
vs Q1 2026
· 8785 filings processed
This data updates as new filings arrive. Numbers may change during the reporting season.
Excludes ETF/fund-like holdings, debt-like holdings, and options (
PUT/CALL). Sector shares are value-weighted using SEC VALUE ($000) (normalized), not ticker counts. Figures are indicative: value changes can reflect both position updates and stock price moves.
Market composition is calculated as Q2 2026
versus Q1 2026
.
Uses one latest filing per fund in each quarter and stock positions only.
Sector
Share is value-weighted: sector VALUE sum / total market VALUE sum (not ticker count).
Value basis is SEC reported VALUE ($000) normalized to comparable thousands.
ETF/fund-like holdings, debt-like holdings, and PUT/CALL rows are excluded.
Methodology.
Market by sector
Q2 2026
vs Q1 2026
· Funds: 8,785
| Sector | Total value | Δ value | Share | Δ share (pp) | Funds |
|---|---|---|---|---|---|
| Technology | $21.3B | +36.26% | 33.3% | +4.34% | 6,337 |
| Industrials | $8.95B | +21.03% | 14.0% | +0.29% | 4,377 |
| Financial | $8.74B | +14.13% | 13.7% | -0.53% | 5,233 |
| Healthcare | $5.57B | +11.44% | 8.7% | -0.55% | 4,770 |
| Communication Services | $5.45B | +12.55% | 8.5% | -0.45% | 6,378 |
| Consumer Cyclical | $5.27B | +10.03% | 8.2% | -0.64% | 6,250 |
| Basic Materials | $2.51B | -4.52% | 3.9% | -0.95% | 4,098 |
| Utilities | $2.09B | +2.75% | 3.3% | -0.5% | 3,126 |
| Real Estate | $1.72B | +13.89% | 2.7% | -0.11% | 1,783 |
| Consumer Defensive | $1.34B | +6.38% | 2.1% | -0.24% | 3,701 |
| Energy | $1B | -16.38% | 1.6% | -0.66% | 4,201 |
| Unknown | $16.7M | +9.48% | 0.0% | 0% | 302 |