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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 decreaseSPYMsec-apiJun 26, 2026

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

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

position increaseVSTsec-apiJun 26, 2026

Empowered Funds, LLC Increases Stake in Vistra Corp. (VST) by 1169.0%

Filing Details Empowered Funds, LLC, a registered investment adviser, increased its position in Vistra Corp. (NYSE:VST) by 1169.0% during Q1 2026, according to its most recent 13F…

position increaseSWKSsec-apiJun 26, 2026

Pacer Advisors, Inc. Increases Stake in Skyworks Solutions, Inc. (SWKS) by 19.8%

Filing Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Skyworks Solutions, Inc. (NASDAQ:SWKS) by 19.8% during Q1 2026, according to its…

position decreaseCSCOsec-apiJun 26, 2026

Pacer Advisors, Inc. Reduces Holdings in Cisco Systems, Inc. (CSCO)

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

new positionSGOVsec-apiJun 26, 2026

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Initiates New Position in iShares 0-3 Month Treasury Bond ETF (SGOV)

Filing Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, initiated a new position in iShares 0-3 Month Treasury Bond ETF (AMEX:SGOV) during Q4 2025,…

position decreaseDLRsec-apiJun 26, 2026

Pacer Advisors, Inc. Reduces Holdings in Digital Realty Trust, Inc. (DLR)

Filing Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in Digital Realty Trust, Inc. (NYSE:DLR) during Q1 2026, according to its most recent…

position decreaseAMDsec-apiJun 26, 2026

Pacer Advisors, Inc. Reduces Holdings in Advanced Micro Devices, Inc. (AMD)

Filing Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) during Q1 2026, according to its most…

position increaseEXPDsec-apiJun 26, 2026

Pacer Advisors, Inc. Increases Stake in Expeditors International of Washington, Inc. (EXPD) by 12.0%

Filing Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Expeditors International of Washington, Inc. (NYSE:EXPD) by 12.0% during Q1 2026,…

position increaseJBHTsec-apiJun 26, 2026

Pacer Advisors, Inc. Increases Stake in J.B. Hunt Transport Services, Inc. (JBHT) by 3703.0%

Filing Details Pacer Advisors, Inc., a registered investment adviser, increased its position in J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) by 3703.0% during Q1 2026,…

position increaseTOLsec-apiJun 26, 2026

Pacer Advisors, Inc. Increases Stake in Toll Brothers, Inc. (TOL) by 3700.7%

Filing Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Toll Brothers, Inc. (NYSE:TOL) by 3700.7% during Q1 2026, according to its most…

position decreaseFTVsec-apiJun 26, 2026

Pacer Advisors, Inc. Reduces Holdings in Fortive Corporation (FTV)

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

position increaseLLYsec-apiJun 26, 2026

Empowered Funds, LLC Increases Stake in Eli Lilly and Company (LLY) by 1312.1%

Filing Details Empowered Funds, LLC, a registered investment adviser, increased its position in Eli Lilly and Company (NYSE:LLY) by 1312.1% during Q1 2026, according to its most…

position decreaseEQIXsec-apiJun 26, 2026

Pacer Advisors, Inc. Reduces Holdings in Equinix, Inc. (EQIX)

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

position decreaseBACsec-apiJun 26, 2026

SAPIENT CAPITAL LLC Reduces Holdings in Bank of America Corporation (BAC)

Filing Details SAPIENT CAPITAL LLC, a registered investment adviser, reduced its position in Bank of America Corporation (NYSE:BAC) during Q1 2026, according to its most recent…

position increasePTCsec-apiJun 26, 2026

Pacer Advisors, Inc. Increases Stake in PTC Inc. (PTC) by 243.8%

Filing Details Pacer Advisors, Inc., a registered investment adviser, increased its position in PTC Inc. (NASDAQ:PTC) by 243.8% during Q1 2026, according to its most recent 13F…

new positionIAUsec-apiJun 26, 2026

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Initiates New Position in iShares Gold Trust (IAU)

Filing Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, initiated a new position in iShares Gold Trust (AMEX:IAU) during Q4 2025, according to its most…

position increaseSNXsec-apiJun 26, 2026

Pacer Advisors, Inc. Increases Stake in TD SYNNEX Corporation (SNX) by 4021.1%

Filing Details Pacer Advisors, Inc., a registered investment adviser, increased its position in TD SYNNEX Corporation (NYSE:SNX) by 4021.1% during Q1 2026, according to its most…

position increaseTWLOsec-apiJun 26, 2026

Pacer Advisors, Inc. Increases Stake in Twilio Inc. (TWLO) by 24.7%

Filing Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Twilio Inc. (NYSE:TWLO) by 24.7% during Q1 2026, according to its most recent 13F…

position decreaseBBYsec-apiJun 26, 2026

Pacer Advisors, Inc. Reduces Holdings in Best Buy Co., Inc. (BBY)

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

position increaseLULUsec-apiJun 26, 2026

Pacer Advisors, Inc. Increases Stake in Lululemon Athletica Inc. (LULU) by 15.4%

Filing Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Lululemon Athletica Inc. (NASDAQ:LULU) by 15.4% during Q1 2026, according to its…

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