Capital Rotation Intelligence

Where is smart money rotating?

Net institutional buying vs selling by sector across 1022 SEC 13F filers, weighted by a price-free conviction score (concentration, selectivity, AUM growth, insider co-buy) so index and market-maker money counts less. Click any sector to see the names and funds driving it.

Quarter ended 2026-03-311022 fundsSEC EDGAR 13F · 2026-03-31

⏱ 13F holdings are filed up to 45 days after quarter-end; positions are as of 2026-03-31 and were broadly public by ~2026-05-15. This is where money WAS, not where it is now.

rotating OUTconviction-weighted net flow per sector · click to drill in rotating IN
Health Care
+$18.8B527↑/389↓
Financials
+$7.4B443↑/496↓
Energy
+$6.7B451↑/334↓
Industrials
+$6.0B485↑/463↓
Utilities
+$6.0B473↑/327↓
Communication Services
+$470M464↑/396↓
Consumer Staples
+$180M397↑/387↓
Real Estate
−$1.0B407↑/361↓
Materials
−$1.4B459↑/416↓
Consumer Discretionary
−$5.1B450↑/477↓
Information Technology
−$9.5B471↑/475↓

Bars = conviction-weighted net flow (each fund's net buying/selling × a price-free conviction score, so a concentrated manager counts more than an index fund). Click a sector for the names and funds driving it.

Who is the smart money?
The funds with the highest conviction score — and what they're newly buying.
Reproduce this via the API / MCP

A human arrives from this chart; your agent leaves with a key. Same data, sourced and caveated:

# MCP tool
capital_rotation(period="2026-03-31")

# REST
curl -H "Authorization: Bearer <key>" \
  "https://arkolith.com/api/v1/rotation?period=2026-03-31"
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Capital Rotation reports where institutional capital DISCLOSED rotating, as of the latest public SEC 13F filings. It is DATA, NOT investment advice, a recommendation, or a prediction. Filings lag ~45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.