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13F Institutional Holdings

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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 increaseUSFRsec-apiJul 3, 2026

Hamilton Wealth, LLC Increases Stake in WisdomTree Floating Rate Treasury Fund (USFR) by 617.4%

Filing Details Hamilton Wealth, LLC, a registered investment adviser, increased its position in WisdomTree Floating Rate Treasury Fund (AMEX:USFR) by 617.4% during Q1 2026,…

position increaseVTsec-apiJul 3, 2026

Basecamp Wealth Advisors LLC Increases Stake in Vanguard Total World Stock Index Fund (VT) by 48.4%

Filing Details Basecamp Wealth Advisors LLC, a registered investment adviser, increased its position in Vanguard Total World Stock Index Fund (AMEX:VT) by 48.4% during Q1 2026,…

position decreaseUNPsec-apiJul 3, 2026

CX Institutional Reduces Holdings in Union Pacific Corporation (UNP)

Filing Details CX Institutional, a registered investment adviser, reduced its position in Union Pacific Corporation (NYSE:UNP) during Q2 2026, according to its most recent 13F…

position increaseDFEMsec-apiJul 3, 2026

Trust Co of the South Increases Stake in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) by 23.6%

Filing Details Trust Co of the South, a registered investment adviser, increased its position in Dimensional Emerging Markets Core Equity 2 ETF (AMEX:DFEM) by 23.6% during Q2…

position increasePYLDsec-apiJul 3, 2026

Kozak & Associates, Inc. Increases Stake in PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD) by 5449.3%

Filing Details Kozak & Associates, Inc., a registered investment adviser, increased its position in PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund…

new positionSPSBsec-apiJul 3, 2026

Cedar Mountain Advisors, LLC Initiates New Position in SPDR Portfolio Short Term Corporate Bond ETF (SPSB)

Filing Details Cedar Mountain Advisors, LLC, a registered investment adviser, initiated a new position in SPDR Portfolio Short Term Corporate Bond ETF (AMEX:SPSB) during Q2 2026,…

new positionVFHsec-apiJul 3, 2026

Cedar Mountain Advisors, LLC Initiates New Position in Vanguard Financials ETF (VFH)

Filing Details Cedar Mountain Advisors, LLC, a registered investment adviser, initiated a new position in Vanguard Financials ETF (NYSE:VFH) during Q2 2026, according to its most…

position increaseDFEMsec-apiJul 3, 2026

Versant Capital Management, Inc Increases Stake in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) by 63.6%

Filing Details Versant Capital Management, Inc, a registered investment adviser, increased its position in Dimensional Emerging Markets Core Equity 2 ETF (AMEX:DFEM) by 63.6%…

position decreaseMUsec-apiJul 3, 2026

Asset Management Advisors, LLC Reduces Holdings in Micron Technology, Inc. (MU)

Filing Details Asset Management Advisors, LLC, a registered investment adviser, reduced its position in Micron Technology, Inc. (NASDAQ:MU) during Q2 2026, according to its most…

position increaseJEMAsec-apiJul 3, 2026

BURKETT FINANCIAL SERVICES, LLC Increases Stake in JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) by 41002.0%

Filing Details BURKETT FINANCIAL SERVICES, LLC, a registered investment adviser, increased its position in JPMorgan ActiveBuilders Emerging Markets Equity ETF (BATS:JEMA) by…

position decreaseNVDAsec-apiJul 3, 2026

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Hamilton Wealth, LLC Increases Stake in WisdomTree Floating Rate Treasury Fund (USFR) by 617.4%

Basecamp Wealth Advisors LLC Increases Stake in Vanguard Total World Stock Index Fund (VT) by 48.4%

CX Institutional Reduces Holdings in Union Pacific Corporation (UNP)

Trust Co of the South Increases Stake in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) by 23.6%

Kozak & Associates, Inc. Increases Stake in PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD) by 5449.3%

Cedar Mountain Advisors, LLC Initiates New Position in SPDR Portfolio Short Term Corporate Bond ETF (SPSB)

Cedar Mountain Advisors, LLC Initiates New Position in Vanguard Financials ETF (VFH)

Versant Capital Management, Inc Increases Stake in Dimensional Emerging Markets Core Equity 2 ETF (DFEM) by 63.6%

Asset Management Advisors, LLC Reduces Holdings in Micron Technology, Inc. (MU)

BURKETT FINANCIAL SERVICES, LLC Increases Stake in JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) by 41002.0%

Kozak & Associates, Inc. Reduces Holdings in NVIDIA Corporation (NVDA)

Kozak & Associates, Inc. Reduces Holdings in iShares U.S. Industrials ETF (IYJ)

Kozak & Associates, Inc. Reduces Holdings in VanEck Semiconductor ETF (SMH)

Kozak & Associates, Inc. Initiates New Position in PGIM Jennison Focused Value ETF (PJFV)

MassMutual Private Wealth & Trust, FSB Increases Stake in Booking Holdings Inc. (BKNG) by 2340.5%

Kozak & Associates, Inc. Increases Stake in iShares S&P Mid-Cap 400 Growth ETF (IJK) by 1525.7%

Kozak & Associates, Inc. Reduces Holdings in iShares U.S. Financial Services ETF (IYG)

Cedar Mountain Advisors, LLC Initiates New Position in Invesco QQQ Trust, Series 1 (QQQ)

Diesslin Group, Inc. Initiates New Position in Janus Henderson AAA CLO ETF (JAAA)

Diesslin Group, Inc. Initiates New Position in Vanguard Mid-Cap Value Index Fund (VOE)