PLTR
PALANTIR TECHNOLOGIES INC
-$31,921,098
Managers3
Added0
Trimmed3
Report2026-06-30
Cypress Point Wealth Management, LLC
REDUCED-$27,645,969
Bouvel Investment Partners, LLC
SOLD_OUT-$3,820,029
TCFG Investment Advisors, LLC
REDUCED-$455,100
Institutional activity
Browse 13F institutions
Recent manager filings and ticker-level activity from the tracked 13F pipeline.
Updated Jul 18, 2026, 1:32 PM
Recent ticker activity
Tickers with the largest reported value changes in recent parsed filings.
DUHP
DIMENSIONAL ETF TRUST
+$2,298,006
Managers2
Added2
Trimmed1
Report2026-06-30
Lynch Investment Planning, LLC
NEW+$9,709,075
Lynch Investment Planning, LLC
SOLD_OUT-$8,473,115
TCFG Investment Advisors, LLC
NEW+$1,062,046
MRVL
MARVELL TECHNOLOGY INC
+$14,949,339
Managers2
Added1
Trimmed1
Report2026-06-30
Bouvel Investment Partners, LLC
REDUCED+$14,088,061
TCFG Investment Advisors, LLC
INCREASED+$861,278
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$14,817,264
Managers2
Added2
Trimmed0
Report2026-06-30
Bouvel Investment Partners, LLC
NEW+$14,419,870
TCFG Investment Advisors, LLC
NEW+$397,394
EVTR
MORGAN STANLEY ETF TRUST
+$14,513,311
Managers2
Added2
Trimmed0
Report2026-06-30
Bouvel Investment Partners, LLC
NEW+$14,247,329
TCFG Investment Advisors, LLC
NEW+$265,982
ABBV
ABBVIE INC
+$11,637,429
Managers5
Added3
Trimmed2
Report2026-06-30
Bouvel Investment Partners, LLC
NEW+$9,489,848
Larry Mathis Financial Planning, LLC
NEW+$1,433,090
Stonebridge Wealth Management, LLC
REDUCED+$448,743
INTC
INTEL CORP
+$10,392,181
Managers2
Added0
Trimmed2
Report2026-06-30
Bouvel Investment Partners, LLC
REDUCED+$9,990,066
TCFG Investment Advisors, LLC
REDUCED+$402,115
BOND
PIMCO ETF TR
-$5,252,797
Managers2
Added1
Trimmed1
Report2026-06-30
Bouvel Investment Partners, LLC
REDUCED-$6,965,465
Lynch Investment Planning, LLC
INCREASED+$1,712,668
VTIP
VANGUARD MALVERN FDS
+$8,538,146
Managers1
Added1
Trimmed0
Report2026-06-30
Bouvel Investment Partners, LLC
NEW+$8,538,146
BIL
SPDR SERIES TRUST
-$4,375,760
Managers2
Added2
Trimmed2
Report2026-06-30
Larry Mathis Financial Planning, LLC
SOLD_OUT-$5,726,584
Larry Mathis Financial Planning, LLC
NEW+$1,348,116
Cypress Point Wealth Management, LLC
NEW+$310,241
IFRA
ISHARES TR
+$6,649,837
Managers1
Added1
Trimmed0
Report2026-06-30
Bouvel Investment Partners, LLC
NEW+$6,649,837
HON
HONEYWELL INTL INC
-$6,535,093
Managers2
Added0
Trimmed2
Report2026-06-30
Bouvel Investment Partners, LLC
SOLD_OUT-$6,222,041
Lynch Investment Planning, LLC
SOLD_OUT-$313,052
Recently updated institutions
Managers with recent parsed 13F filings.
CIK 0002121836
Quarter 2026Q2
Report 2026-06-30
Filing 0001754960-26-000554
CIK 0002118274
Quarter 2026Q2
Report 2026-06-30
Filing 0001754960-26-000558
CIK 0002110354
Quarter 2026Q2
Report 2026-06-30
Filing 0001754960-26-000556
CIK 0002082460
Quarter 2026Q2
Report 2026-06-30
Filing 0001754960-26-000551
CIK 0001839122
Quarter 2026Q2
Report 2026-06-30
Filing 0001839122-26-000006
CIK 0001825611
Quarter 2026Q2
Report 2026-06-30
Filing 0001825611-26-000004
CIK 0001816444
Quarter 2026Q2
Report 2026-06-30
Filing 0001816444-26-000003
CIK 0001812103
Quarter 2026Q2
Report 2026-06-30
Filing 0001812103-26-000003
CIK 0001803291
Quarter 2026Q2
Report 2026-06-30
Filing 0001803291-26-000003
CIK 0001802059
Quarter 2026Q2
Report 2026-06-30
Filing 0001802059-26-000009
CIK 0001801373
Quarter 2026Q2
Report 2026-06-30
Filing 0001801373-26-000003
CIK 0001794935
Quarter 2026Q2
Report 2026-06-30
Filing 0001794935-26-000012
CIK 0001766904
Quarter 2026Q2
Report 2026-06-30
Filing 0001766904-26-000003
CIK 0001766571
Quarter 2026Q2
Report 2026-06-30
Filing 0001766571-26-000004
CIK 0001757706
Quarter 2026Q2
Report 2026-06-30
Filing 0001757706-26-000006
CIK 0001757128
Quarter 2026Q2
Report 2026-06-30
Filing 0001757128-26-000003
CIK 0001739043
Quarter 2026Q2
Report 2026-06-30
Filing 0001739043-26-000006
CIK 0001729939
Quarter 2026Q2
Report 2026-06-30
Filing 0001729939-26-000003