Institutional 13F Filings

Quarterly position changes from hedge funds and institutional investors.

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AdvisorNet Financial Sells Out of Nebius Group N.V.

AdvisorNet Financial has completely exited its stake in Nebius Group N.V., selling 4,411 shares in a filing on October 15, 2026.

$NBIS

Cantor Fitzgerald Takes New Position in Crescent Energy Company

Cantor Fitzgerald Investment Advisors L.P. opens a new position in Crescent Energy, acquiring over 31,000 shares valued at approximately $400,441.

$CRGY

Cantor Fitzgerald Sells Out of Procter & Gamble (PG)

Cantor Fitzgerald Investment Advisors has cut its entire stake in Procter & Gamble, liquidating 5,078 shares.

$PG

Cantor Fitzgerald Sells Entire Stake in Corning Incorporated

Cantor Fitzgerald Investment Advisors L.P. completely exited its position in Corning Incorporated as of October 16, 2026.

$GLW

Annex Advisory Services Takes Position in ExxonMobil Holdings (XOM)

Annex Advisory Services has opened a new position in ExxonMobil Holdings, acquiring 52,271 shares valued at about $8.5 million.

$XOM

Annex Advisory Services Takes New Position in Super Micro Computer

Annex Advisory Services has bought 250,344 shares of Super Micro Computer, valued at $10.3 million, in a filing on October 16, 2026.

$SMCI

Annex Advisory Services Takes Position in Intuit Inc.

Annex Advisory Services has opened a new stake in Intuit valued at $16.4 million.

$INTU

Annex Advisory Services Increases Stake in Toll Brothers, Inc.

Annex Advisory Services raised its position in Toll Brothers by over 353% in a recent filing.

$TOL

Annex Advisory Services Reduces Stake in Costco Wholesale Corporation

Annex Advisory Services has cut its position in Costco by over 84%, now holding 6,071 shares valued at about $5.5 million.

$COST

Annex Advisory Services Boosts Stake in Apple Inc.

Annex Advisory Services increased its investment in Apple Inc. by over 91,500 shares in a recent filing.

$AAPL

Annex Advisory Services Cuts O'Reilly Automotive Stake by Nearly 88%

Annex Advisory Services significantly reduced its stake in O'Reilly Automotive, now holding just over 51,000 shares.

$ORLY

Annex Advisory Services Boosts Stake in Eli Lilly

The firm increased its holdings significantly in Eli Lilly, reflecting strong confidence in the healthcare giant.

$LLY

Annex Advisory Services Cuts Stake in Uber Technologies, Inc.

Annex Advisory Services significantly reduced its position in Uber Technologies, selling over 510,000 shares.

$UBER

Annex Advisory Services Increases Stake in Lam Research Corporation

Annex Advisory Services boosts its position in Lam Research by over 112,000 shares, reflecting a significant increase in investment.

$LRCX

Annex Advisory Services Increases Stake in Amgen Inc.

Annex Advisory Services has boosted its stake in Amgen Inc., now holding over 111,000 shares valued at nearly $47 million.

$AMGN

Annex Advisory Services Increases Stake in Marvell Technology

Annex Advisory Services boosts its holdings in Marvell Technology by over 175,000 shares, significantly increasing its investment value.

$MRVL

Annex Advisory Services Boosts Micron Technology Position

Annex Advisory Services increased its stake in Micron Technology, raising its shares significantly.

$MU

Annex Advisory Services Cuts Position in NextEra Energy, NEE

Annex Advisory Services reduced its holdings in NextEra Energy, now holding 45,467 shares after a major cut.

$NEE

Annex Advisory Services Cuts Position in TKO Group Holdings

Annex Advisory Services disclosed a significant reduction in its holdings of TKO Group Holdings in a filing on October 16, 2026.

$TKO

Annex Advisory Services Cuts Its Position in VGLT

Annex Advisory Services significantly reduced its stake in VGLT, holding just 62,706 shares after a major cut.

$VGLT

Annex Advisory Services Boosts Position in Agg (AGG)

Annex Advisory Services has significantly increased its position in Agg, growing its stake to over 1 million shares worth nearly $97 million.

$AGG

Goelzer Investment Management Sells Out of ONEOK, Inc. (OKE)

Goelzer Investment Management has fully exited its position in ONEOK, Inc., selling all 4,034 shares as reported on October 16, 2026.

$OKE

Goelzer Investment Management Takes New Position in SPDR Gold Shares

Goelzer Investment Management opened a new stake in SPDR Gold Shares, buying 953 shares valued at about $362,941.

$GLD

Goelzer Investment Management Cuts Entire Stake in VEU

Goelzer Investment Management sold all of its shares in VEU, reflecting a total exit from the investment.

$VEU

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