Real-time context
Recent institutional portfolio disclosures and position changes.
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…
Read moreFiling 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…
Read moreFiling 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…
Read moreFiling 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…
Read moreFiling 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…
Read moreFiling Details Basecamp Wealth Advisors LLC, a registered investment adviser, increased its position in Vanguard FTSE All-World ex-US Index Fund (AMEX:VEU) by 13.4% during Q1…
Read moreFiling Details Empowered Funds, LLC, a registered investment adviser, increased its position in Vanguard Emerging Markets Stock Index Fund (AMEX:VWO) by 110977.1% during Q1 2026,…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Exelixis, Inc. (NASDAQ:EXEL) by 24.9% during Q1 2026, according to its most recent…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, increased its position in CDW Corporation (NASDAQ:CDW) by 5081.1% during Q1 2026, according to its most…
Read moreFiling Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, increased its position in iShares Core MSCI Emerging Markets ETF (AMEX:IEMG) by 25.7% during Q1…
Read moreFiling Details Empowered Funds, LLC, a registered investment adviser, initiated a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (NASDAQ:VTIP)…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in DuPont de Nemours, Inc. (NYSE:DD) 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 Core MSCI EAFE ETF (BATS:IEFA) during Q4 2025, according to…
Read moreFiling Details SAPIENT CAPITAL LLC, a registered investment adviser, reduced its position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) during Q1 2026,…
Read moreFiling Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, initiated a new position in Vanguard Short-Term Treasury Index Fund (NASDAQ:VGSH) during Q4…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Southern Copper Corporation (NYSE:SCCO) by 19.9% during Q1 2026, according to its…
Read moreFiling Details Empowered Funds, LLC, a registered investment adviser, increased its position in Alpha Architect 1-3 Month Box ETF (BATS:BOXX) by 232.2% during Q1 2026, according…
Read moreFiling Details Empowered Funds, LLC, a registered investment adviser, increased its position in Microsoft Corporation (NASDAQ:MSFT) by 271.8% during Q1 2026, according to its most…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, increased its position in F5, Inc. (NASDAQ:FFIV) by 285.9% during Q1 2026, according to its most recent 13F…
Read moreFiling Details SAPIENT CAPITAL LLC, a registered investment adviser, reduced its position in Costco Wholesale Corporation (NASDAQ:COST) during Q1 2026, according to its most…
Read more
