Real-time context
Recent institutional portfolio disclosures and position changes.
Filing 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,…
Read moreFiling 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…
Read moreFiling 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…
Read moreFiling 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…
Read moreFiling Details Western Wealth Management, LLC, a registered investment adviser, reduced its position in Microsoft Corporation (NASDAQ:MSFT) during Q1 2026, according to its most…
Read moreFiling 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…
Read moreFiling 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…
Read moreFiling 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…
Read moreFiling 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…
Read moreFiling 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…
Read moreFiling 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…
Read moreFiling 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…
Read moreFiling 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…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in Costco Wholesale Corporation (NASDAQ:COST) during Q1 2026, according to its most…
Read moreFiling 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,…
Read moreFiling Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, initiated a new position in Vanguard Dividend Appreciation Index Fund (AMEX:VIG) during Q1…
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