© 2026 Smart Investors Daily LLC. All rights reserved. Market data may be delayed. Information is provided as-is for informational purposes only and is not trading advice. See our market data disclaimer for details.

Home
13F Institutional Holdings

Real-time context

13F Institutional Holdings

Recent institutional portfolio disclosures and position changes.

All updates 13F Institutional Holdings Insider Trades Analyst Ratings Earnings Reports Dividend News Price Movers SEC Filings

position decreaseGOOGsec-apiJul 3, 2026

Ravenstone Capital Management Inc. Reduces Holdings in Alphabet Inc. (GOOG)

Filing Details Ravenstone Capital Management Inc., a registered investment adviser, reduced its position in Alphabet Inc. (NASDAQ:GOOG) during Q1 2026, according to its most…

position increaseMAsec-apiJul 3, 2026

CX Institutional Increases Stake in Mastercard Incorporated (MA) by 12.1%

Filing Details CX Institutional, a registered investment adviser, increased its position in Mastercard Incorporated (NYSE:MA) by 12.1% during Q2 2026, according to its most recent…

new positionAAPLsec-apiJul 3, 2026

Redwood Investment Management, LLC Initiates New Position in Apple Inc. (AAPL)

Filing Details Redwood Investment Management, LLC, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q1 2026, according to its most…

new positionEMXCsec-apiJul 3, 2026

Kozak & Associates, Inc. Initiates New Position in iShares MSCI Emerging Markets ex China ETF (EMXC)

Filing Details Kozak & Associates, Inc., a registered investment adviser, initiated a new position in iShares MSCI Emerging Markets ex China ETF (NASDAQ:EMXC) during Q2 2026,…

new positionVYMIsec-apiJul 3, 2026

Cedar Mountain Advisors, LLC Initiates New Position in Vanguard International High Dividend Yield Fund (VYMI)

Filing Details Cedar Mountain Advisors, LLC, a registered investment adviser, initiated a new position in Vanguard International High Dividend Yield Fund (NASDAQ:VYMI) during Q2…

position increaseXLIsec-apiJul 3, 2026

EASTERN BANK Increases Stake in Industrial Select Sector SPDR Fund (XLI) by 25519.0%

Filing Details EASTERN BANK, a registered investment adviser, increased its position in Industrial Select Sector SPDR Fund (AMEX:XLI) by 25519.0% during Q2 2026, according to its…

position decreaseQCOMsec-apiJul 3, 2026

CX Institutional Reduces Holdings in QUALCOMM Incorporated (QCOM)

Filing Details CX Institutional, a registered investment adviser, reduced its position in QUALCOMM Incorporated (NASDAQ:QCOM) during Q2 2026, according to its most recent 13F…

position increaseTSMsec-apiJul 3, 2026

Hamilton Wealth, LLC Increases Stake in Taiwan Semiconductor Manufacturing Company Limited (TSM) by 202.5%

Filing Details Hamilton Wealth, LLC, a registered investment adviser, increased its position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) by 202.5% during Q1…

position increaseIEFAsec-apiJul 3, 2026

EASTERN BANK Increases Stake in iShares Core MSCI EAFE ETF (IEFA) by 19.4%

Filing Details EASTERN BANK, a registered investment adviser, increased its position in iShares Core MSCI EAFE ETF (BATS:IEFA) by 19.4% during Q2 2026, according to its most…

new positionNKEsec-apiJul 3, 2026

CACTI ASSET MANAGEMENT LLC Initiates New Position in NIKE, Inc. (NKE)

Filing Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in NIKE, Inc. (NYSE:NKE) during Q2 2026, according to its most recent 13F…

position increasePFFDsec-apiJul 3, 2026

COLLECTIVE FAMILY OFFICE LLC Increases Stake in Global X U.S. Preferred ETF (PFFD) by 11.5%

Filing Details COLLECTIVE FAMILY OFFICE LLC, a registered investment adviser, increased its position in Global X U.S. Preferred ETF (AMEX:PFFD) by 11.5% during Q2 2026, according…

position increaseXLKsec-apiJul 3, 2026

Global Wealth Strategies & Associates Increases Stake in Technology Select Sector SPDR Fund (XLK) by 1008.4%

Filing Details Global Wealth Strategies & Associates, a registered investment adviser, increased its position in Technology Select Sector SPDR Fund (AMEX:XLK) by 1008.4% during Q2…

new positionVSSsec-apiJul 3, 2026

Redwood Investment Management, LLC Initiates New Position in Vanguard FTSE All-World ex-US Small Capital Index Fund (VSS)

Filing Details Redwood Investment Management, LLC, a registered investment adviser, initiated a new position in Vanguard FTSE All-World ex-US Small Capital Index Fund (AMEX:VSS)…

new positionSCHZsec-apiJul 3, 2026

Featured By

Ravenstone Capital Management Inc. Reduces Holdings in Alphabet Inc. (GOOG)

CX Institutional Increases Stake in Mastercard Incorporated (MA) by 12.1%

Redwood Investment Management, LLC Initiates New Position in Apple Inc. (AAPL)

Kozak & Associates, Inc. Initiates New Position in iShares MSCI Emerging Markets ex China ETF (EMXC)

Cedar Mountain Advisors, LLC Initiates New Position in Vanguard International High Dividend Yield Fund (VYMI)

EASTERN BANK Increases Stake in Industrial Select Sector SPDR Fund (XLI) by 25519.0%

CX Institutional Reduces Holdings in QUALCOMM Incorporated (QCOM)

Hamilton Wealth, LLC Increases Stake in Taiwan Semiconductor Manufacturing Company Limited (TSM) by 202.5%

EASTERN BANK Increases Stake in iShares Core MSCI EAFE ETF (IEFA) by 19.4%

CACTI ASSET MANAGEMENT LLC Initiates New Position in NIKE, Inc. (NKE)

COLLECTIVE FAMILY OFFICE LLC Increases Stake in Global X U.S. Preferred ETF (PFFD) by 11.5%

Global Wealth Strategies & Associates Increases Stake in Technology Select Sector SPDR Fund (XLK) by 1008.4%

Redwood Investment Management, LLC Initiates New Position in Vanguard FTSE All-World ex-US Small Capital Index Fund (VSS)

Cedar Mountain Advisors, LLC Initiates New Position in Schwab U.S. Aggregate Bond ETF (SCHZ)

Samson Rock Capital LLP Initiates New Position in Avanos Medical, Inc. (AVNS)

Redwood Investment Management, LLC Initiates New Position in Schwab International Small-Cap Equity ETF (SCHC)

COLLECTIVE FAMILY OFFICE LLC Reduces Holdings in Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ)

Frisco Financial Planning LLC Increases Stake in Vanguard Tax-Exempt Bond Index Fund (VTEB) by 10.5%

Cedar Mountain Advisors, LLC Initiates New Position in Vanguard Health Care Index Fund (VHT)

Global Wealth Strategies & Associates Increases Stake in iShares Core S&P Small-Cap ETF (IJR) by 11312.8%