What the big managers did

Buys and sells in Q2 2026, measured in dollars traded - the change in share count valued at the price that filing implies. A position can be worth more while being sold, so change in reported value would answer a different question.

The largest managers

Ranked by reported value. Much of what the biggest index shops do is mechanical rebalancing rather than a view, which is why the second board exists.

Concentrated books

The largest managers holding 120 positions or fewer. A manager with a short list has to mean each one, so these moves are decisions rather than tracking.