Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details Redwood Investment Management, LLC, a registered investment adviser, initiated a new position in Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) during Q1 2026, according…
Read moreFiling Details Hamilton Wealth, LLC, a registered investment adviser, increased its position in Alps Etf Trust - Alps/Smith Core Plus Bond ETF (AMEX:SMTH) by 98.4% during Q1 2026,…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 38.3% during Q1 2026, according to its…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, initiated a new position in Millrose Properties, Inc. (NYSE:MRP) during Q1 2026, according to its most recent…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Antero Midstream Corporation (NYSE:AM) by 36.5% during Q1 2026, according to its…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in CrowdStrike Holdings, Inc. Class A Common Stock (NASDAQ:CRWD) during Q1 2026,…
Read moreFiling Details SAPIENT CAPITAL LLC, a registered investment adviser, reduced its position in Alphabet Inc. (NASDAQ:GOOG) during Q1 2026, according to its most recent 13F filing…
Read moreFiling Details Empowered Funds, LLC, a registered investment adviser, increased its position in iShares 0-5 Year TIPS Bond ETF (AMEX:STIP) by 15.5% during Q1 2026, according to…
Read moreFiling Details Empowered Funds, LLC, a registered investment adviser, increased its position in Netflix, Inc. (NASDAQ:NFLX) by 297.9% during Q1 2026, according to its most recent…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in Eli Lilly and Company (NYSE:LLY) during Q1 2026, according to its most recent 13F…
Read moreFiling Details Empowered Funds, LLC, a registered investment adviser, increased its position in Meta Platforms, Inc. (NASDAQ:META) by 46.1% during Q1 2026, according to its most…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in Intel Corporation (NASDAQ:INTC) during Q1 2026, according to its most recent 13F…
Read moreFiling Details Empowered Funds, LLC, a registered investment adviser, increased its position in JPMorgan Chase & Co. (NYSE:JPM) by 99.9% during Q1 2026, according to its most…
Read moreFiling Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, initiated a new position in iShares MSCI ACWI ETF (NASDAQ:ACWI) during Q4 2025, according to…
Read moreFiling Details Western Wealth Management, LLC, a registered investment adviser, reduced its position in SPDR Portfolio S&P 500 Growth ETF (AMEX:SPYG) during Q1 2026, according to…
Read moreFiling Details AMS Capital Ltda, a registered investment adviser, increased its position in Nu Holdings Ltd. (NYSE:NU) by 44.7% during Q1 2026, according to its most recent 13F…
Read moreFiling Details Redwood Investment Management, LLC, a registered investment adviser, initiated a new position in SPDR Portfolio S&P 500 Growth ETF (AMEX:SPYG) during Q1 2026,…
Read moreFiling Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, reduced its position in Vanguard Growth Index Fund (AMEX:VUG) during Q1 2026, according to its…
Read moreFiling Details Western Wealth Management, LLC, a registered investment adviser, reduced its position in Amazon.com, Inc. (NASDAQ:AMZN) during Q1 2026, according to its most recent…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) by 16.7% during Q1 2026,…
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