Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details SAPIENT CAPITAL LLC, a registered investment adviser, reduced its position in BWX Technologies, Inc. (NYSE:BWXT) during Q1 2026, according to its most recent 13F…
Read moreFiling Details AMS Capital Ltda, a registered investment adviser, increased its position in iShares Core S&P 500 ETF (AMEX:IVV) by 46.3% during Q1 2026, according to its most…
Read moreFiling Details SAPIENT CAPITAL LLC, a registered investment adviser, reduced its position in Chevron Corporation (NYSE:CVX) during Q1 2026, according to its most recent 13F filing…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Walmart Inc. (NASDAQ:WMT) by 12.4% during Q1 2026, according to its most recent 13F…
Read moreFiling Details Western Wealth Management, LLC, a registered investment adviser, reduced its position in Capital Group Dividend Value ETF (AMEX:CGDV) during Q1 2026, according to…
Read moreFiling Details Empowered Funds, LLC, a registered investment adviser, increased its position in Schwab Intermediate-Term U.S. Treasury ETF (AMEX:SCHR) by 35.9% during Q1 2026,…
Read moreFiling Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, initiated a new position in Vanguard Russell 1000 Value Index Fund (NASDAQ:VONV) during Q4…
Read moreFiling Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, initiated a new position in iShares Core MSCI Emerging Markets ETF (AMEX:IEMG) during Q4 2025,…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, initiated a new position in CarMax, Inc. (NYSE:KMX) during Q1 2026, according to its most recent 13F filing…
Read moreFiling Details Empowered Funds, LLC, a registered investment adviser, increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 256.9% during Q1 2026, according to its most…
Read moreFiling Details SAPIENT CAPITAL LLC, a registered investment adviser, reduced its position in GE Vernova Inc. (NYSE:GEV) during Q1 2026, according to its most recent 13F filing…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Jacobs Solutions Inc. (NYSE:J) by 3316.1% during Q1 2026, according to its most…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Instacart (Maplebear Inc.) (NASDAQ:CART) by 21.5% during Q1 2026, according to its…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in Analog Devices, Inc. (NASDAQ:ADI) during Q1 2026, according to its most recent 13F…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in BorgWarner Inc. (NYSE:BWA) during Q1 2026, according to its most recent 13F filing…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, increased its position in DocuSign, Inc. (NASDAQ:DOCU) by 43.2% during Q1 2026, according to its most recent…
Read moreFiling Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, initiated a new position in Vanguard Total Bond Market Index Fund (NASDAQ:BND) during Q4 2025,…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Textron Inc. (NYSE:TXT) by 4104.8% during Q1 2026, according to its most recent 13F…
Read moreFiling Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, initiated a new position in Avantis U.S. Small Cap Equity ETF (AMEX:AVSC) during Q4 2025,…
Read moreFiling Details Empowered Funds, LLC, a registered investment adviser, increased its position in Avantis International Small Cap Value ETF (AMEX:AVDV) by 350405.2% during Q1 2026,…
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