May 2026
- May 8, 2026 PNC posts $46B Eli Lilly concentration; Russell mega-cap tech, Santander barbell — quiet pre-May 15 trickle
- May 7, 2026 Pre-deadline calm on May 7: 30 13F-HR filings hit EDGAR with one fully-parsed RIA portfolio, eight days before the Q1 2026 reporting wall
- May 6, 2026 Crestwood Advisors' $5.94B Q1 Book Anchors Mega-Cap Tech; Mount Lucas Tilts to Value & EM, Providence Goes Bond-Heavy
- May 5, 2026 Crestwood Advisors' $5.94B Mega-Cap Book and Mount Lucas's 11% Value-Factor Conviction Anchor a Light 13F-HR Tape
- May 4, 2026 May 4, 2026: Early-Deadline RIA Window — Tevis Flags 11.9% Treasury Hedge as S&P 500 Sits at 7,230
- May 1, 2026 Mitsubishi UFJ Morgan Stanley discloses $40.7B Q1 2026 book stacked top-to-bottom on the AI hardware chain — Micron leads at #1, ahead of NVIDIA
April 2026
- April 30, 2026 Mitsubishi UFJ Morgan Stanley's $40.7B book leans hard on semis — Micron, NVIDIA, Seagate, Broadcom dominate top 10
- April 29, 2026 AI Mega-Caps Anchor the 13F-HR Wave: NVDA Tops Swedbank, Hartline, and Strategic Blueprint Filings
- April 28, 2026 Alecta's $1.69B NVIDIA bet leads $29.8B in disclosed Q4 2025 institutional flow
- April 27, 2026 Sovereign and ETF money dominates Monday's 13F docket as Q1 2026 reporting wave begins
- April 24, 2026 Ninety One UK and RSA Confirm Mega-Cap Tech Conviction: $15.4B Combined Technology Exposure, NVDA and GOOGL Lead Both Portfolios
- April 23, 2026 S.E.E.D. Planning's $344M RIA Book Pairs Mega-Cap Tech With CBRE Contrarian Tell — Q1 2026 13F-HR
- April 22, 2026 Fort Washington's $18.08B Book Pushes Cintas Ahead of Apple — Q1 2026 13F-HR
- April 21, 2026 Miller Howard's $3.66B income book leans hard into midstream MLPs as macro tape softens
- April 20, 2026 Miller Howard's $3.66B Income Book Doubles Down on Energy Midstream as Q1 13F Wave Opens
- April 17, 2026 Stanley-Laman's $814M book tilts hard into the semi-cap + nuclear-power AI stack; 30 shell filings point to a tranche-heavy filing day
- April 16, 2026 Wealth Management Trio Files $636B Combined — QTR Family Wealth Runs Concentrated Mag-7 Book While FMB Goes All-In on Dimensional ETFs
- April 15, 2026 Heirloom Wealth's $555M Bond Bet, Bayforest's Nano-Diversification, and the Volatility Collapse Signal
- April 14, 2026 Swiss Private Bank Pictet Reveals $5.5B Tesla Bet — 39% of $14.2B Portfolio in Single Name
- April 13, 2026 International Filer Cluster as Hedge Funds Stay Absent: PKO BP, E Fund, Ayalon File While US Smart Money Sits Out
- April 10, 2026 RIA-Dominated Tape: 30 13F-HRs Clear As Hedge Funds Sit Out Ahead Of Q1 Filing Window
- April 9, 2026 Off-Peak 13F Tape: 30 Small-RIA Filings, Zero Recognized Hedge Funds, and a Calendar Lull Before the May 15 Q1 Deadline
- April 8, 2026 Significant Wealth Partners Reveals $81.2B Income-Oriented Portfolio Heavy on Covered Call ETFs as 29 Small Filers Submit Sparse Filings
- April 7, 2026 Howard Financial's $888B Defensive Portfolio Leads Monday's Filings as Institutional Money Shelters in Dividend ETFs and Fixed Income
- April 6, 2026 Coastline Trust Files $1B Portfolio With 28% Technology Concentration Led by $80M NVIDIA Position as Wealth Advisors Pile Into International ETFs
- April 3, 2026 Marex Group Files $2.54B Portfolio With 21% Semiconductor Concentration as Collective Family Office Goes Full Defensive
- April 1, 2026 Pension Funds Reveal Maximum REIT Conviction as Volatility Retreats