Real-time context
Recent institutional portfolio disclosures and position changes.
Filing 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,…
Read moreFiling 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…
Read moreFiling 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…
Read moreFiling 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…
Read moreFiling 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…
Read moreFiling 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,…
Read moreFiling 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…
Read moreFiling 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…
Read moreFiling 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,…
Read moreFiling 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,…
Read moreFiling 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…
Read moreFiling 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…
Read moreFiling 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…
Read moreFiling 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…
Read moreFiling 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…
Read moreFiling 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…
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