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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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new positionIVVsec-apiJan 22, 2026

P/E Global LLC Initiates New Position in iShares Core S&P 500 ETF (IVV)

P/E Global LLC, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q4 2025, according to its most recent 13F filing with the…

new positionIVVsec-apiJan 22, 2026

Quotient Wealth Partners, LLC Initiates New Position in iShares Core S&P 500 ETF (IVV)

Quotient Wealth Partners, LLC, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q4 2025, according to its most recent 13F…

new positionDFUSsec-apiJan 22, 2026

MASECO LLP Initiates New Position in Dimensional U.S. Equity ETF (DFUS)

MASECO LLP, a registered investment adviser, initiated a new position in Dimensional U.S. Equity ETF (AMEX:DFUS) during Q4 2025, according to its most recent 13F filing with the…

new positionVOOsec-apiJan 22, 2026

P/E Global LLC Initiates New Position in Vanguard S&P 500 ETF (VOO)

P/E Global LLC, a registered investment adviser, initiated a new position in Vanguard S&P 500 ETF (AMEX:VOO) during Q4 2025, according to its most recent 13F filing with the…

new positionMSFTsec-apiJan 22, 2026

DDD Partners, LLC Initiates New Position in Microsoft Corporation (MSFT)

DDD Partners, LLC, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most recent 13F filing with…

new positionJNJsec-apiJan 22, 2026

WELLCOME TRUST LTD as trustee of the WELLCOME TRUST Initiates New Position in Johnson & Johnson (JNJ)

WELLCOME TRUST LTD as trustee of the WELLCOME TRUST, a registered investment adviser, initiated a new position in Johnson & Johnson (NYSE:JNJ) during Q4 2025, according to its…

new positionGOOGLsec-apiJan 22, 2026

OFI INVEST ASSET MANAGEMENT Initiates New Position in Alphabet Inc. (GOOGL)

OFI INVEST ASSET MANAGEMENT, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q4 2025, according to its most recent 13F filing with…

new positionMAsec-apiJan 22, 2026

WELLCOME TRUST LTD as trustee of the WELLCOME TRUST Initiates New Position in Mastercard Incorporated (MA)

WELLCOME TRUST LTD as trustee of the WELLCOME TRUST, a registered investment adviser, initiated a new position in Mastercard Incorporated (NYSE:MA) during Q4 2025, according to…

new positionVIGsec-apiJan 22, 2026

Modera Wealth Management, LLC Initiates New Position in Vanguard Dividend Appreciation Index Fund (VIG)

Modera Wealth Management, LLC, a registered investment adviser, initiated a new position in Vanguard Dividend Appreciation Index Fund (AMEX:VIG) during Q4 2025, according to its…

new positionMSFTsec-apiJan 22, 2026

CCLA Investment Management Initiates New Position in Microsoft Corporation (MSFT)

CCLA Investment Management, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most recent 13F…

new positionVEAsec-apiJan 22, 2026

Modera Wealth Management, LLC Initiates New Position in Vanguard Developed Markets Index Fund (VEA)

Modera Wealth Management, LLC, a registered investment adviser, initiated a new position in Vanguard Developed Markets Index Fund (AMEX:VEA) during Q4 2025, according to its most…

new positionNOWsec-apiJan 22, 2026

WELLCOME TRUST LTD as trustee of the WELLCOME TRUST Initiates New Position in ServiceNow, Inc. (NOW)

WELLCOME TRUST LTD as trustee of the WELLCOME TRUST, a registered investment adviser, initiated a new position in ServiceNow, Inc. (NYSE:NOW) during Q4 2025, according to its most…

new positionSPYsec-apiJan 22, 2026

BIP Wealth, LLC Initiates New Position in SPDR S&P 500 ETF Trust (SPY)

BIP Wealth, LLC, a registered investment adviser, initiated a new position in SPDR S&P 500 ETF Trust (AMEX:SPY) during Q4 2025, according to its most recent 13F filing with the…

new positionDFACsec-apiJan 22, 2026

SJS Investment Consulting Inc. Initiates New Position in Dimensional U.S. Core Equity 2 ETF (DFAC)

SJS Investment Consulting Inc., a registered investment adviser, initiated a new position in Dimensional U.S. Core Equity 2 ETF (AMEX:DFAC) during Q4 2025, according to its most…

new positionVTIsec-apiJan 22, 2026

Prime Capital Investment Advisors, LLC Initiates New Position in Vanguard Total Stock Market ETF (VTI)

Prime Capital Investment Advisors, LLC, a registered investment adviser, initiated a new position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q4 2025, according to its…

new positionMSFTsec-apiJan 22, 2026

YOUSIF CAPITAL MANAGEMENT, LLC Initiates New Position in Microsoft Corporation (MSFT)

YOUSIF CAPITAL MANAGEMENT, LLC, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most recent 13F…

new positionABTsec-apiJan 22, 2026

WELLCOME TRUST LTD as trustee of the WELLCOME TRUST Initiates New Position in Abbott Laboratories (ABT)

WELLCOME TRUST LTD as trustee of the WELLCOME TRUST, a registered investment adviser, initiated a new position in Abbott Laboratories (NYSE:ABT) during Q4 2025, according to its…

new positionSPABsec-apiJan 22, 2026

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Initiates New Position in SPDR Portfolio Aggregate Bond ETF (SPAB)

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, a registered investment adviser, initiated a new position in SPDR Portfolio Aggregate Bond ETF (AMEX:SPAB) during Q4 2025, according to…

new positionEWsec-apiJan 22, 2026

WELLCOME TRUST LTD as trustee of the WELLCOME TRUST Initiates New Position in Edwards Lifesciences Corporation (EW)

WELLCOME TRUST LTD as trustee of the WELLCOME TRUST, a registered investment adviser, initiated a new position in Edwards Lifesciences Corporation (NYSE:EW) during Q4 2025,…

new positionAAPLsec-apiJan 22, 2026

YOUSIF CAPITAL MANAGEMENT, LLC Initiates New Position in Apple Inc. (AAPL)

YOUSIF CAPITAL MANAGEMENT, LLC, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q4 2025, according to its most recent 13F filing with…

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