Institutional 13F Filings
Quarterly position changes from hedge funds and institutional investors.
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TCV Trust & Wealth Management Sells Its Entire Stake in CVS Health
TCV Trust & Wealth Management has sold all 5,775 shares of CVS Health Corporation as reported in its latest 13F filing.
TCV Trust & Wealth Management Takes New Stake in ExxonMobil
TCV Trust & Wealth Management has taken a new position in ExxonMobil, reflecting interest in the energy sector.
Elser Financial Planning Takes New Position in Abercrombie & Fitch Co.
Elser Financial Planning has initiated a stake in Abercrombie & Fitch Co. with 1,001 shares valued at approximately $203,794.
Elser Financial Planning Takes New Position in GoDaddy Inc.
Elser Financial Planning has opened a new stake in GoDaddy Inc., buying 5,525 shares valued at $211,939.
Elser Financial Planning Sells Out of Quanta Services, Inc.
Elser Financial Planning has completely exited its position in Quanta Services, Inc., PWR.
Elser Financial Planning Takes New Position in Abbott Laboratories
Elser Financial Planning has initiated a stake in Abbott Laboratories with 2,209 shares valued at $218,315.
Elser Financial Planning Sells Entire Stake in Home Depot (HD)
Elser Financial Planning has sold its full position in Home Depot, reflecting a shift in its investment strategy.
Elser Financial Planning Takes New Position in Moderna, Inc.
Elser Financial Planning recently disclosed a new stake in Moderna, acquiring 1,335 shares valued at $257,081.
Elser Financial Planning Takes Stake in DFA U.S. Core Equity 1 Portfolio
Elser Financial Planning has opened a new position in the DCOR ETF, acquiring over 101,000 shares valued at approximately $8.35 million.
Elser Financial Planning Takes New Position in DUHP ETF
Elser Financial Planning has taken a significant new position in the DFA U.S. High Relative Profitability Portfolio.
Elser Financial Planning Takes New Position in Avantis US Small Cap Value ETF
Elser Financial Planning has opened a new position in the Avantis US Small Cap Value ETF as of October 16, 2026.
Concurrent Investment Advisors Takes Position in ONEOK, Inc. (OKE)
Concurrent Investment Advisors has initiated a new stake in ONEOK, Inc., acquiring 198,034 shares worth about $16.9 million.
Concurrent Investment Advisors Takes Position in Thornburg Multi Sector Bond ETF
Concurrent Investment Advisors has opened a new position in the Thornburg Multi Sector Bond ETF, acquiring over 810,000 shares valued at nearly $20 million.
Concurrent Investment Advisors Cuts Stake in iShares 20+ Year Treasury Bond ETF
Concurrent Investment Advisors decreased its holdings in TLT, now owning 210,444 shares valued at approximately $16.4 million.
Concurrent Investment Advisors Boosts Stake in Fidelity Total Bond ETF
The firm raised its position in FBND by about 703,893 shares, increasing its total to over 2.1 million shares.
Concurrent Investment Advisors Boosts Stake in State Street SPDR Bloomberg 1-3 Month T-Bill ETF
The fund significantly increased its holdings in BIL, reflecting a strong commitment to U.S. Treasury securities.
Concurrent Investment Advisors Boosts Position in Jpmorgan Active Bond ETF
Concurrent Investment Advisors increased its stake in the Jpmorgan Active Bond ETF, adding over 600,000 shares.
Concurrent Investment Advisors Increases Stake in Alphabet Inc.
The fund boosts its position in Alphabet Inc. with a significant share increase in its latest filing.
Concurrent Investment Advisors Boosts Its Stake in SPDR S&P 500 ETF Trust
Concurrent Investment Advisors increased its position in the State Street SPDR S&P 500 ETF Trust by over 45,000 shares.
Concurrent Investment Advisors Boosts Stake in PGIM Ultra Short Bond ETF
The firm has significantly increased its holdings in the fund, reflecting a strategic move in the bond market.
Concurrent Investment Advisors Boosts Stake in CrowdStrike Holdings, Inc.
Concurrent Investment Advisors grew its stake in CrowdStrike Holdings, Inc. by adding 154,106 shares.
Concurrent Investment Advisors Boosts Position in Vanguard S&P 500 ETF
Concurrent Investment Advisors has increased its holdings in the Vanguard S&P 500 ETF to over 603,500 shares.
Concurrent Investment Advisors Increases Stake in iShares Core MSCI EAFE ETF
Concurrent Investment Advisors adds to its holdings in the iShares Core MSCI EAFE ETF with a significant increase in shares.
Concurrent Investment Advisors Boosts Microsoft Corporation Position
Concurrent Investment Advisors added to its holdings in Microsoft Corporation, joining other major institutional managers shifting positions in the software gi…
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