§ DESK · SMART MONEY

Who is buying what.

Real-time 13F aggregates, insider clusters, and fund-of-funds flow. We surface the moves that matter and flag the ones that are just noise.

Tracking · 58 funds · $28.7T AUMLast 13F · Q2 2026 · Period ended Jun 30Filings were due Aug 14

MOODMarket Regime:Neutral (-0.19)−0.24 vs prior

Measured · 2026-09-29 (2d ago)Series · 30 readingsPressure map →

CONVICTION BUY

n/a

Awaiting filings

CONVICTION SELL

XOM

13 funds · −$27.4B · Q2 2026

INSIDER CLUSTER

DELL

12 officers sold 103.9K sh · 6D AGO

CROWDING RISK

n/a

Awaiting filings

§ 01 · TOP BUYS THIS QUARTER

Where conviction is going

Q2 2026 · Δ POSITION

Ticker	Name	Top holders	Δ Shares	$ flow	Trend
Awaiting the next 13F filing cycle.

§ 02 · TOP SELLS

Quiet exits

Ticker	Δ $	Trend
XOM	−$27.4B
META	−$16.6B
CVX	−$15.8B
NFLX	−$15.2B
GLD	−$12.9B

§ 04 · THE BEHAVIORAL PRESSURE DOSSIER

What nobody wants to say out loud.

◇ AC DESK · POSITIONING

Everyone already owns tech. The next move is the rotation nobody is positioned for.

Mag7 is 34% of the S&P 500 by weight and 44% of institutional portfolios by active share. We've seen this film before: 1999, 2021. The crowding itself becomes the trade. When the unwind comes, it won't come from news. It will come from a single fund deciding it has too much, and the rest following.

Read the dossier →See the data

INSIDER CLUSTERS