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13F Institutional Holdings

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13F Institutional Holdings

Recent institutional portfolio disclosures and position changes.

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position increaseSCHGsec-apiJul 1, 2026

BALLAST ADVISORS LLC Increases Stake in Schwab U.S. Large-Cap Growth ETF (SCHG) by 10.6%

Filing Details BALLAST ADVISORS LLC, a registered investment adviser, increased its position in Schwab U.S. Large-Cap Growth ETF (AMEX:SCHG) by 10.6% during Q1 2026, according to…

position increaseTIPsec-apiJul 1, 2026

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Increases Stake in iShares TIPS Bond ETF (TIP) by 105.9%

Filing Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, increased its position in iShares TIPS Bond ETF (AMEX:TIP) by 105.9% during Q1 2026, according…

position increaseGsec-apiJul 1, 2026

Pacer Advisors, Inc. Increases Stake in Genpact Limited (G) by 40.8%

Filing Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Genpact Limited (NYSE:G) by 40.8% during Q1 2026, according to its most recent 13F…

position decreaseCALMsec-apiJul 1, 2026

Pacer Advisors, Inc. Reduces Holdings in Cal-Maine Foods, Inc. (CALM)

Filing Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in Cal-Maine Foods, Inc. (NASDAQ:CALM) during Q1 2026, according to its most recent 13F…

position increaseVNOMsec-apiJul 1, 2026

Pacer Advisors, Inc. Increases Stake in Viper Energy, Inc. (VNOM) by 56.3%

Filing Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Viper Energy, Inc. (NASDAQ:VNOM) by 56.3% during Q1 2026, according to its most…

position increaseDOXsec-apiJul 1, 2026

Pacer Advisors, Inc. Increases Stake in Amdocs Limited (DOX) by 41.6%

Filing Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Amdocs Limited (NASDAQ:DOX) by 41.6% during Q1 2026, according to its most recent…

position decreaseIVVsec-apiJul 1, 2026

Western Wealth Management, LLC Reduces Holdings in iShares Core S&P 500 ETF (IVV)

Filing Details Western Wealth Management, LLC, a registered investment adviser, reduced its position in iShares Core S&P 500 ETF (AMEX:IVV) during Q1 2026, according to its most…

position increaseALVsec-apiJul 1, 2026

Pacer Advisors, Inc. Increases Stake in Autoliv, Inc. (ALV) by 3296.4%

Filing Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Autoliv, Inc. (NYSE:ALV) by 3296.4% during Q1 2026, according to its most recent…

position increaseGOOGLsec-apiJul 1, 2026

Hamilton Wealth, LLC Increases Stake in Alphabet Inc. (GOOGL) by 196.9%

Filing Details Hamilton Wealth, LLC, a registered investment adviser, increased its position in Alphabet Inc. (NASDAQ:GOOGL) by 196.9% during Q1 2026, according to its most recent…

new positionAAPLsec-apiJul 1, 2026

Winning Points Advisors, LLC Initiates New Position in Apple Inc. (AAPL)

Filing Details Winning Points Advisors, LLC, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q1 2026, according to its most recent 13F…

position increaseNVDAsec-apiJul 1, 2026

Hamilton Wealth, LLC Increases Stake in NVIDIA Corporation (NVDA) by 213.5%

Filing Details Hamilton Wealth, LLC, a registered investment adviser, increased its position in NVIDIA Corporation (NASDAQ:NVDA) by 213.5% during Q1 2026, according to its most…

position increasePSFDsec-apiJul 1, 2026

Pacer Advisors, Inc. Increases Stake in Pacer Swan SOS Flex (January) ETF (PSFD) by 33.7%

Filing Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Pacer Swan SOS Flex (January) ETF (BATS:PSFD) by 33.7% during Q1 2026, according to…

position increaseCGNXsec-apiJul 1, 2026

Pacer Advisors, Inc. Increases Stake in Cognex Corporation (CGNX) by 2228.2%

Filing Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Cognex Corporation (NASDAQ:CGNX) by 2228.2% during Q1 2026, according to its most…

position increaseAMZNsec-apiJul 1, 2026

BSN Capital Partners Ltd Increases Stake in Amazon.com, Inc. (AMZN) by 26.8%

Filing Details BSN Capital Partners Ltd, a registered investment adviser, increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 26.8% during Q1 2026, according to its most…

position decreaseISRGsec-apiJul 1, 2026

BSN Capital Partners Ltd Reduces Holdings in Intuitive Surgical, Inc. (ISRG)

Filing Details BSN Capital Partners Ltd, a registered investment adviser, reduced its position in Intuitive Surgical, Inc. (NASDAQ:ISRG) during Q1 2026, according to its most…

new positionGOOGLsec-apiJul 1, 2026

BSN Capital Partners Ltd Initiates New Position in Alphabet Inc. (GOOGL)

Filing Details BSN Capital Partners Ltd, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q1 2026, according to its most recent 13F…

position increaseAAPLsec-apiJul 1, 2026

BSN Capital Partners Ltd Increases Stake in Apple Inc. (AAPL) by 16.5%

Filing Details BSN Capital Partners Ltd, a registered investment adviser, increased its position in Apple Inc. (NASDAQ:AAPL) by 16.5% during Q1 2026, according to its most recent…

new positionGSsec-apiJul 1, 2026

BSN Capital Partners Ltd Initiates New Position in The Goldman Sachs Group, Inc. (GS)

Filing Details BSN Capital Partners Ltd, a registered investment adviser, initiated a new position in The Goldman Sachs Group, Inc. (NYSE:GS) during Q1 2026, according to its most…

position decreaseMSFTsec-apiJul 1, 2026

BSN Capital Partners Ltd Reduces Holdings in Microsoft Corporation (MSFT)

Filing Details BSN Capital Partners Ltd, a registered investment adviser, reduced its position in Microsoft Corporation (NASDAQ:MSFT) during Q1 2026, according to its most recent…

position decreaseIVVsec-apiJul 1, 2026

BSN Capital Partners Ltd Reduces Holdings in iShares Core S&P 500 ETF (IVV)

Filing Details BSN Capital Partners Ltd, a registered investment adviser, reduced its position in iShares Core S&P 500 ETF (AMEX:IVV) during Q1 2026, according to its most recent…

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