Recent Portfolio Changes
Track the latest portfolio adjustments from institutional investors across both 13F and Form 4 filings.
| Filer | Ticker | Portfolio % | 13F Status | 13F Change | Form4 Status | Form4 Activity |
|---|---|---|---|---|---|---|
| University of Pittsburgh - Of the Commonwealth System of Higher Education | IEMG | 100.0% | Increased | 1.90M ($12.76M) 2025-08-05 | - | |
| Roberts Foundation | PG | 96.5% | Decreased | 211.38K ($5.77M) 2025-08-05 | - | |
| Catterton Management Company, L.L.C. | BIRK | 94.9% | Decreased | 115M ($539.07M) 2025-08-05 | - | |
| Artemis Wealth Advisors, LLC | QQQ | 83.7% | Increased | 1.34M ($354.94M) 2025-08-05 | - | |
| Marest Capital, LLC | SPY | 77.3% | Increased | 160.76K ($10.11M) 2025-08-05 | - | |
| MKP Capital Management, L.L.C. | IVV | 70.0% | Decreased | 2.19M ($5.24B) 2025-08-05 | - | |
| Industrial Alliance Investment Management Inc. | QQQ | 63.6% | Increased | 171.40K ($19.81K) 2025-08-05 | - | |
| Index Venture Growth Associates IV Ltd | FIG | - | - | - | Sale | |
| Plante Moran Financial Advisors, LLC | VOO | 56.4% | Increased | 1.41M ($139M) 2025-08-05 | - | |
| AG Asset Advisory, LLC | META | 55.4% | Decreased | 86.37K ($13.95M) 2025-08-05 | - | |
| HORIZON KINETICS ASSET MANAGEMENT LLC | TPL | 54.0% | Decreased | 3.60M ($774.73M) 2025-05-15 | Buy | |
| Aikya Investment Management Ltd | HDB | 47.1% | Increased | 2.05M ($22.64M) 2025-08-05 | - | |
| Gruss Co., LLC | GLD | 42.7% | Decreased | 30K ($1.23M) 2025-08-05 | - | |
| Ciovacco Capital Management LLC | VOO | 37.6% | Increased | 121.61K ($21.19M) 2025-08-05 | - | |
| Uniting Wealth Partners, LLC | WMT | 37.0% | Decreased | 977.29K ($7.46M) 2025-08-05 | - | |
| Everest Management Corp. | DFUS | 36.1% | Increased | 750.29K ($11.67M) 2025-08-05 | - | |
| Westwood Wealth Management | NVDA | 35.3% | Decreased | 665.33K ($29.64M) 2025-08-05 | - | |
| Oakwell Private Wealth Management, LLC | VTI | 34.6% | Increased | 494.91K ($29.01M) 2025-08-05 | - | |
| Cassaday Co Wealth Management LLC | MGK | 34.3% | Increased | 3.74M ($279.57M) 2025-08-05 | - | |
| Sulzberger Capital Advisors, Inc. | SHV | 33.6% | Increased | 259.81K ($6.20M) 2025-08-05 | - | |
| Lind Value II ApS | SNX | 31.2% | Decreased | 523.23K ($2.67M) 2025-08-05 | - | |
| Sheridan Capital Management, LLC | IWF | 29.7% | Increased | 101.37K ($6.49M) 2025-08-05 | - | |
| Hapanowicz Associates Financial Services, Inc | VONG | 29.4% | Increased | 532.34K ($10.30M) 2025-08-05 | - | |
| Aikya Investment Management Ltd | RDY | 28.6% | Increased | 6.35M ($13.73M) 2025-08-05 | - | |
| MUFG Securities EMEA plc | META | 27.9% | Increased | 39.17M ($28.38B) 2025-08-05 | - | |
| GOULD ASSET MANAGEMENT LLC /CA/ | SPY | 27.7% | Decreased | 228.60K ($5.06M) 2025-08-05 | - | |
| WorthPointe, LLC | DFAC | 26.6% | Increased | 1.77M ($5.77M) 2025-08-05 | - | |
| AG Asset Advisory, LLC | DFUS | 26.2% | Increased | 450.26K ($3.07M) 2025-08-05 | - | |
| Sensible Money, LLC | DFAC | 25.7% | Increased | 1.89M ($8.24M) 2025-08-05 | - | |
| Hapanowicz Associates Financial Services, Inc | VONV | 25.3% | Increased | 588.18K ($1.88M) 2025-08-05 | - | |
| ONCE CAPITAL MANAGEMENT, LLC | NVDA | 24.2% | Increased | 559K ($28.49M) 2025-08-05 | - | |
| CONNABLE OFFICE INC | SPY | 24.1% | Increased | 393.35K ($23.41M) 2025-08-05 | - | |
| Gilbert Cook, Inc. | IVV | 24.0% | Increased | 286.04K ($17.01M) 2025-08-05 | - | |
| AAF Wealth Management, LLC | IVV | 24.0% | Increased | 84.77K ($9.44M) 2025-08-05 | - | |
| Holistic Financial Partners | LLY | 23.2% | Decreased | 68.12K ($3.73M) 2025-08-05 | - | |
| WASHBURN CAPITAL MANAGEMENT, INC. | SPY | 23.5% | Decreased | 64.87K ($9.23M) 2025-08-05 | - | |
| ALLSTATE CORP | MUB | 22.9% | Increased | 3.05M ($204.24K) 2025-08-05 | - | |
| ADG Wealth Management Group, LLC | IVW | 22.8% | Increased | 243.37K ($7.68M) 2025-08-05 | - |