Institutional 13F Filings
Quarterly position changes from hedge funds and institutional investors.
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Heck Capital Advisors Cuts Stake in LMBS
An SEC filing shows Heck Capital Advisors trimmed its holdings in LMBS during the recent period.
Heck Capital Advisors Grows Position in iShares MSCI Emerging Markets ex China ETF
An institutional filing reveals Heck Capital Advisors lifted its stake in the iShares MSCI Emerging Markets ex China ETF by 37.7% during the period.
Discipline Wealth Solutions Takes New Stake in Enterprise Products Partners L.P.
Discipline Wealth Solutions picked up 7,728 shares of the energy midstream operator, valued at $275,176.
Moody Lynn Lieberson & Walker Exits BHP Group Position Entirely
Institutional filing reveals Moody Lynn Lieberson & Walker closed out its entire holdings in mining company BHP Group Limited.
Generate Investment Management Opens New Position in CAVA Group, Inc.
Generate Investment Management bought 207,421 shares of CAVA Group, Inc. in a recent SEC filing, establishing a new stake.
Davenport Grows Holdings in Vanguard Dividend Appreciation Index Fund ETF Shares (VIG)
Institutional filing reveals Davenport lifted its stake in the Vanguard dividend ETF by 15.4% during the period.
C2P Capital Advisory Group Takes New Position in State Street Consumer Staples Select Sector SPDR ETF
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported a brand-new stake in the consumer staples fund.
C2P Capital Advisory Group Exits Position in Invesco S&P 500 Equal Weight ETF
C2P Capital Advisory Group closed out its entire stake in the Invesco S&P 500 Equal Weight ETF according to a recent regulatory filing.
C2P Capital Advisory Group Opens Position in DFA U.S. Core Equity 1 Portfolio – ETF Class Shares
C2P Capital Advisory Group has established a new stake in the DCOR exchange-traded fund, acquiring nearly half a million shares.
Summit Financial Strategies Drops iShares California Muni Bond ETF Position
Summit Financial Strategies closed out its stake in the iShares California Muni Bond ETF, unloading all 3,480 shares during the period.
Summit Financial Strategies Closes Out Position in Sprott Physical Gold Trust
An institutional filing shows Summit Financial Strategies completely exited its holding in Sprott Physical Gold Trust.
Mather Group Closes Out Position in Alpha Architect 1-3 Month Box ETF
An institutional filing shows Mather Group completely exited its investment in Alpha Architect 1-3 Month Box ETF.
Mather Group Boosts Position in Vanguard Mortgage-Backed Securities Index Fund ETF Shares
The investment firm grew its stake in the mortgage-backed securities fund by more than 960,000 shares.
Mather Group Trims Holdings in Schwab U.S. Large-Cap Value ETF SCHV
The wealth management firm scaled back its investment in the large-cap value fund by nearly a quarter during the period.
Godsey & Gibb Takes New Position in WEC Energy Group, Inc.
Institutional filing reveals Godsey & Gibb opened a new stake in WEC Energy Group, buying 600 shares valued at approximately $60,468.
Columbus Macro Takes New Position in Pembina Pipeline Corporation
Columbus Macro added a new stake of 176,054 shares in Pembina Pipeline Corporation, valued at about $7.8 million in a recent filing.
Resonant Capital Advisors Takes Position in PIMCO ETF Trust - PYLD
Resonant Capital Advisors opened a new position in PIMCO Multisector Bond ETF, acquiring 36,425 shares valued at approximately $924,831.
Portman Square Capital Acquires $2.4 Million Position in XLP
Portman Square Capital has taken a significant new position in the State Street Consumer Staples Select Sector SPDR ETF.
Portman Square Capital Takes New Position in iShares 20+ Year Treasury Bond ETF
Portman Square Capital has opened a new stake in TLT worth over $7 million.
Fjarde Ap-Fonden Cuts Stake in Spotify Technology S.A. (SPOT)
Fjarde Ap-Fonden has reduced its position in Spotify by over 92,000 shares, reflecting significant changes among other institutional investors as well.
Atria Investments Takes New Position in Pictet AI Enhanced US Equity ETF
Atria Investments has opened a new position in the Pictet AI Enhanced US Equity ETF, acquiring 276,564 shares valued at approximately $7.89 million.
Assenagon Asset Management Increases Stake in Vertex Pharmaceuticals
Assenagon Asset Management has added to its holdings in Vertex Pharmaceuticals, growing its position significantly during the latest quarter.
Assenagon Asset Management Boosts Stake in O'Reilly Automotive
Assenagon Asset Management significantly increased its holdings in O'Reilly Automotive, now owning over 7.25 million shares.
Ninety One SA Sells Out of Zillow Group, Inc. (Z)
Ninety One SA has completely exited its position in Zillow Group, cutting 29,268 shares as of October 15, 2026.
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