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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 decreaseJPMsec-apiJun 26, 2026

Pacer Advisors, Inc. Reduces Holdings in JPMorgan Chase & Co. (JPM)

Filing Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in JPMorgan Chase & Co. (NYSE:JPM) during Q1 2026, according to its most recent 13F…

position decreaseSPYsec-apiJun 26, 2026

Western Wealth Management, LLC Reduces Holdings in SPDR S&P 500 ETF Trust (SPY)

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

new positionEFAsec-apiJun 26, 2026

Redwood Investment Management, LLC Initiates New Position in iShares MSCI EAFE ETF (EFA)

Filing Details Redwood Investment Management, LLC, a registered investment adviser, initiated a new position in iShares MSCI EAFE ETF (AMEX:EFA) during Q1 2026, according to its…

position decreaseMSFTsec-apiJun 26, 2026

Western Wealth Management, LLC Reduces Holdings in Microsoft Corporation (MSFT)

Filing Details Western Wealth Management, LLC, a registered investment adviser, reduced its position in Microsoft Corporation (NASDAQ:MSFT) during Q1 2026, according to its most…

position decreaseABBVsec-apiJun 26, 2026

Pacer Advisors, Inc. Reduces Holdings in AbbVie Inc. (ABBV)

Filing Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in AbbVie Inc. (NYSE:ABBV) during Q1 2026, according to its most recent 13F filing with…

position increaseLYFTsec-apiJun 26, 2026

Pacer Advisors, Inc. Increases Stake in Lyft, Inc. (LYFT) by 62.2%

Filing Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Lyft, Inc. (NASDAQ:LYFT) by 62.2% during Q1 2026, according to its most recent 13F…

position decreaseMPWRsec-apiJun 26, 2026

Pacer Advisors, Inc. Reduces Holdings in Monolithic Power Systems, Inc. (MPWR)

Filing Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in Monolithic Power Systems, Inc. (NASDAQ:MPWR) during Q1 2026, according to its most…

position decreaseANETsec-apiJun 26, 2026

Pacer Advisors, Inc. Reduces Holdings in Arista Networks, Inc. (ANET)

Filing Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in Arista Networks, Inc. (NYSE:ANET) during Q1 2026, according to its most recent 13F…

new positionLMNDsec-apiJun 26, 2026

Halter Ferguson Financial Inc. Initiates New Position in Lemonade, Inc. (LMND)

Filing Details Halter Ferguson Financial Inc., a registered investment adviser, initiated a new position in Lemonade, Inc. (NYSE:LMND) during Q4 2025, according to its most recent…

position decreasePLTRsec-apiJun 26, 2026

Pacer Advisors, Inc. Reduces Holdings in Palantir Technologies Inc. (PLTR)

Filing Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in Palantir Technologies Inc. (NASDAQ:PLTR) during Q1 2026, according to its most recent…

position increaseNTNXsec-apiJun 26, 2026

Pacer Advisors, Inc. Increases Stake in Nutanix, Inc. (NTNX) by 308.1%

Filing Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Nutanix, Inc. (NASDAQ:NTNX) by 308.1% during Q1 2026, according to its most recent…

new positionVUGsec-apiJun 26, 2026

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Initiates New Position in Vanguard Growth Index Fund (VUG)

Filing Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, initiated a new position in Vanguard Growth Index Fund (AMEX:VUG) during Q4 2025, according to…

position decreaseCOSTsec-apiJun 26, 2026

Pacer Advisors, Inc. Reduces Holdings in Costco Wholesale Corporation (COST)

Filing Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in Costco Wholesale Corporation (NASDAQ:COST) during Q1 2026, according to its most…

position decreaseSGOVsec-apiJun 26, 2026

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Reduces Holdings in iShares 0-3 Month Treasury Bond ETF (SGOV)

Filing Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, reduced its position in iShares 0-3 Month Treasury Bond ETF (AMEX:SGOV) during Q1 2026,…

new positionVIGsec-apiJun 26, 2026

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Initiates New Position in Vanguard Dividend Appreciation Index Fund (VIG)

Filing Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, initiated a new position in Vanguard Dividend Appreciation Index Fund (AMEX:VIG) during Q1…

position increaseTPLsec-apiJun 26, 2026

Pacer Advisors, Inc. Increases Stake in Texas Pacific Land Corporation (TPL) by 119.8%

Filing Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Texas Pacific Land Corporation (NYSE:TPL) by 119.8% during Q1 2026, according to…

position decreaseNFLXsec-apiJun 26, 2026

SAPIENT CAPITAL LLC Reduces Holdings in Netflix, Inc. (NFLX)

Filing Details SAPIENT CAPITAL LLC, a registered investment adviser, reduced its position in Netflix, Inc. (NASDAQ:NFLX) during Q1 2026, according to its most recent 13F filing…

new positionQQQsec-apiJun 26, 2026

Halter Ferguson Financial Inc. Initiates New Position in Invesco QQQ Trust, Series 1 (QQQ)

Filing Details Halter Ferguson Financial Inc., a registered investment adviser, initiated a new position in Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) during Q4 2025, according to…

new positionIWBsec-apiJun 26, 2026

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Initiates New Position in iShares Russell 1000 ETF (IWB)

Filing Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, initiated a new position in iShares Russell 1000 ETF (AMEX:IWB) during Q4 2025, according to…

position decreaseNFLXsec-apiJun 26, 2026

Pacer Advisors, Inc. Reduces Holdings in Netflix, Inc. (NFLX)

Filing Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in Netflix, Inc. (NASDAQ:NFLX) during Q1 2026, according to its most recent 13F filing…

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