Institutional 13F Filings
Quarterly position changes from hedge funds and institutional investors.
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Sustainable Growth Advisers Cuts XP Inc. Position by 18.8%
Sustainable Growth Advisers cut its stake in XP Inc. by 91,999 shares during the quarter, leaving it with 397,755 shares worth about $8.4 million.
Mirae Asset Securities Closes Out Honeywell Aerospace Holding
Mirae Asset Securities (Usa) sold off its entire holding of 25,097 shares in Honeywell Aerospace Inc., closing out the position entirely in a filing on October…
First Merchants Trims Accenture plc Stake in Recent Filing
First Merchants trimmed its stake in Accenture plc by 3,131 shares, leaving it with 38,560 shares in a filing on October 15, 2026.
Focus Financial Network Reduces Stake in Invesco NASDAQ 100 ETF
Focus Financial Network decreased its holdings in the Invesco NASDAQ 100 ETF by 3.85%, according to its latest 13F filing.
Focus Financial Network Boosts Stake in T. Rowe Price Ultra Short-Term Bond ETF
Focus Financial Network has increased its holdings in the T. Rowe Price Ultra Short-Term Bond ETF by nearly 4% as of its latest filing.
Focus Financial Network Boosts Stake in iShares MSCI Emerging Markets ETF
Focus Financial Network increased its position in the iShares MSCI Emerging Markets ex China ETF by nearly 6%.
Focus Financial Network Reduces Stake in Vanguard Industrials ETF
Focus Financial Network has cut its position in the Vanguard Industrials Index Fund ETF Shares, now holding 774 shares.
Focus Financial Network Boosts Stake in Jive (JIVE)
Focus Financial Network has increased its holdings in Jive, now owning 42,375 shares valued at over $4 million.
Focus Financial Network Reduces Stake in SPSM
Focus Financial Network disclosed a reduction in its holdings of SPSM in a filing on October 14, 2026.
Focus Financial Network Boosts Position in FLTR
Focus Financial Network significantly increased its position in FLTR in a recent filing.
Traphagen Investment Advisors Sells Entire Stake in UPS
Traphagen Investment Advisors has fully exited its position in United Parcel Service, Inc. as of October 14, 2026.
Traphagen Investment Advisors Grows Position in Vanguard Intermediate-Term Treasury Index Fund ETF Shares
A recent SEC filing shows Traphagen Investment Advisors boosted its holdings in VGIT by more than 12% during the period.
Traphagen Investment Advisors Grows Position in Fidelity Enhanced International ETF
An SEC filing shows Traphagen Investment Advisors added over 263,000 shares of Fidelity Enhanced International ETF.
Fulton Bank Raises Exposure to State Street SPDR Portfolio S&P 500 Growth ETF
A recent regulatory filing shows the bank added 12,925 shares to its holdings during the period.
Fulton Bank N.A. Boosts Stake in Invesco NASDAQ 100 ETF QQQM
A new regulatory filing shows Fulton Bank, N.A. significantly grew its position in the Invesco NASDAQ 100 ETF during the period.
Patriot Financial Group Boosts Stake in iShares Systematic Alternatives Active ETF
The firm increased its holdings in the alternative strategies fund by 77.8%, adding 39,141 shares to its portfolio.
Patriot Financial Group Grows Stake in Fidelity Nasdaq Composite Index ETF
An institutional filing shows Patriot Financial Group Insurance Agency added to its investment in the Fidelity Nasdaq Composite Index ETF.
Patriot Financial Group Raises Stake in JPMorgan Nasdaq Equity Premium Income ETF
A recent SEC filing reveals Patriot Financial Group Insurance Agency added 31,319 shares of JPMorgan Nasdaq Equity Premium Income ETF.
Patriot Financial Group Takes Position in iShares Ultra Short Duration Bond Active ETF
An institutional SEC filing shows Patriot Financial Group Insurance Agency added a fresh stake in the short-duration bond fund.
Heck Capital Advisors Cuts Stake in Ftec
Heck Capital Advisors reduced its holdings in Ftec during the quarter, filing an update with the SEC.
Heck Capital Advisors Takes New Position in The PNC Financial Services Group, Inc.
An institutional filing with the SEC shows Heck Capital Advisors established a new stake in The PNC Financial Services Group, Inc. during the period.
Heck Capital Advisors Grows Position in Fidelity Nasdaq Composite Index ETF
An institutional filing with the SEC shows Heck Capital Advisors added to its investment in the Fidelity Nasdaq Composite Index ETF.
Heck Capital Advisors Boosts Stake in Invesco S&P 500 Equal Weight ETF
An SEC filing shows Heck Capital Advisors grew its investment in the Invesco S&P 500 Equal Weight ETF by 12.5% during the quarter.
Heck Capital Advisors Cuts Entire Stake in Global X Uranium ETF
Heck Capital Advisors sold off its entire position in the Global X Uranium ETF, parting ways with 63,067 shares.
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