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13F Institutional Holdings

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13F Institutional Holdings

Recent institutional portfolio disclosures and position changes.

All updates 13F Institutional Holdings Insider Trades Analyst Ratings Earnings Reports Dividend News Price Movers SEC Filings

new positionBNDsec-apiJul 28, 2026

Facet Wealth, Inc. Initiates New Position in Vanguard Total Bond Market Index Fund (BND)

Filing Details Facet Wealth, Inc., a registered investment adviser, initiated a new position in Vanguard Total Bond Market Index Fund (NASDAQ:BND) during Q2 2026, according to its…

position decreaseNVDAsec-apiJul 28, 2026

OP Asset Management Ltd Reduces Holdings in NVIDIA Corporation (NVDA)

Filing Details OP Asset Management Ltd, a registered investment adviser, reduced its position in NVIDIA Corporation (NASDAQ:NVDA) during Q2 2026, according to its most recent 13F…

new positionQUALsec-apiJul 28, 2026

Facet Wealth, Inc. Initiates New Position in iShares MSCI USA Quality Factor ETF (QUAL)

Filing Details Facet Wealth, Inc., a registered investment adviser, initiated a new position in iShares MSCI USA Quality Factor ETF (BATS:QUAL) during Q2 2026, according to its…

new positionVTIsec-apiJul 28, 2026

Facet Wealth, Inc. Initiates New Position in Vanguard Total Stock Market ETF (VTI)

Filing Details Facet Wealth, Inc., a registered investment adviser, initiated a new position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q2 2026, according to its most…

position increaseNVDAsec-apiJul 28, 2026

TD Waterhouse Canada Inc. Increases Stake in NVIDIA Corporation (NVDA) by 10.9%

Filing Details TD Waterhouse Canada Inc., a registered investment adviser, increased its position in NVIDIA Corporation (NASDAQ:NVDA) by 10.9% during Q2 2026, according to its…

new positionVEAsec-apiJul 28, 2026

Facet Wealth, Inc. Initiates New Position in Vanguard Developed Markets Index Fund (VEA)

Filing Details Facet Wealth, Inc., a registered investment adviser, initiated a new position in Vanguard Developed Markets Index Fund (AMEX:VEA) during Q2 2026, according to its…

position decreaseBAIsec-apiJul 27, 2026

Envestnet Portfolio Solutions, Inc. Reduces Holdings in iShares A.I. Innovation and Tech Active ETF (BAI)

Filing Details Envestnet Portfolio Solutions, Inc., a registered investment adviser, reduced its position in iShares A.I. Innovation and Tech Active ETF (AMEX:BAI) during Q2 2026,…

new positionFFIVsec-apiJul 27, 2026

Robeco Institutional Asset Management B.V. Initiates New Position in F5, Inc. (FFIV)

Filing Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in F5, Inc. (NASDAQ:FFIV) during Q2 2026, according to its…

new positionSTLDsec-apiJul 27, 2026

Robeco Institutional Asset Management B.V. Initiates New Position in Steel Dynamics, Inc. (STLD)

Filing Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in Steel Dynamics, Inc. (NASDAQ:STLD) during Q2 2026,…

position increaseSPABsec-apiJul 27, 2026

EXCHANGE TRADED CONCEPTS, LLC Increases Stake in SPDR Portfolio Aggregate Bond ETF (SPAB) by 35.9%

Filing Details EXCHANGE TRADED CONCEPTS, LLC, a registered investment adviser, increased its position in SPDR Portfolio Aggregate Bond ETF (AMEX:SPAB) by 35.9% during Q2 2026,…

new positionTELsec-apiJul 27, 2026

Robeco Institutional Asset Management B.V. Initiates New Position in TE Connectivity Ltd. (TEL)

Filing Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in TE Connectivity Ltd. (NYSE:TEL) during Q2 2026, according…

position increaseSPYMsec-apiJul 27, 2026

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Increases Stake in SPDR Portfolio S&P 500 ETF (SPYM) by 21.6%

Filing Details C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, a registered investment adviser, increased its position in SPDR Portfolio S&P 500 ETF…

new positionSPYsec-apiJul 27, 2026

Featured By

Facet Wealth, Inc. Initiates New Position in Vanguard Total Bond Market Index Fund (BND)

OP Asset Management Ltd Reduces Holdings in NVIDIA Corporation (NVDA)

Facet Wealth, Inc. Initiates New Position in iShares MSCI USA Quality Factor ETF (QUAL)

Facet Wealth, Inc. Initiates New Position in Vanguard Total Stock Market ETF (VTI)

TD Waterhouse Canada Inc. Increases Stake in NVIDIA Corporation (NVDA) by 10.9%

Facet Wealth, Inc. Initiates New Position in Vanguard Developed Markets Index Fund (VEA)

Envestnet Portfolio Solutions, Inc. Reduces Holdings in iShares A.I. Innovation and Tech Active ETF (BAI)

Robeco Institutional Asset Management B.V. Initiates New Position in F5, Inc. (FFIV)

Robeco Institutional Asset Management B.V. Initiates New Position in Steel Dynamics, Inc. (STLD)

EXCHANGE TRADED CONCEPTS, LLC Increases Stake in SPDR Portfolio Aggregate Bond ETF (SPAB) by 35.9%

Robeco Institutional Asset Management B.V. Initiates New Position in TE Connectivity Ltd. (TEL)

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Increases Stake in SPDR Portfolio S&P 500 ETF (SPYM) by 21.6%

Berkshire Money Management, Inc. Initiates New Position in SPDR S&P 500 ETF Trust (SPY)

ABN AMRO INVESTMENT SOLUTIONS Initiates New Position in Amazon.com, Inc. (AMZN)

Metropolis Capital Ltd Increases Stake in Ryanair Holdings plc (RYAAY) by 11.8%

Robeco Institutional Asset Management B.V. Initiates New Position in Northern Trust Corporation (NTRS)

Robeco Institutional Asset Management B.V. Initiates New Position in Fortinet, Inc. (FTNT)

Robeco Institutional Asset Management B.V. Initiates New Position in Johnson Controls International plc (JCI)

Robeco Institutional Asset Management B.V. Initiates New Position in Cardinal Health, Inc. (CAH)

Merit Financial Group, LLC Increases Stake in iShares Core S&P 500 ETF (IVV) by 10.2%