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 |
|---|---|---|---|---|---|---|
| Incentive AS | SW | 100.0% | Increased | 2.32M ($3.99M) 2025-07-31 | - | |
| V3 Holding Ltd | CIFR | 100.0% | Unchanged | 97.57M ($228.31M) 2025-05-13 | Sale | |
| AF Advisors, Inc. | FICO | 88.2% | Decreased | 139.84K ($261.85M) 2025-07-31 | - | |
| University of Maryland Foundation, Inc. | VPL | 69.6% | Decreased | 140.31K ($4.52K) 2025-07-31 | - | |
| FSA Investment Group, LLC | SCHX | 66.3% | Increased | 3.66M ($8.70M) 2025-07-31 | - | |
| RedJay Asset Management Inc. | SPY | 62.4% | Increased | 430.50K ($230.68M) 2025-07-31 | - | |
| MYCIO WEALTH PARTNERS, LLC | CB | 62.2% | Increased | 929.22K ($1.01M) 2025-07-31 | - | |
| Anchor Capital Management Group Inc | QQQ | 57.6% | Decreased | 224.78K ($4.06M) 2025-07-31 | - | |
| HORIZON KINETICS ASSET MANAGEMENT LLC | TPL | 54.0% | Decreased | 3.60M ($774.73M) 2025-05-15 | Buy | |
| Sparta 24 Ltd. | TIGR | 51.7% | Increased | 6.26M ($29M) 2025-07-31 | - | |
| Keystone Financial Planning, Inc. | SCHD | 50.8% | Increased | 6.34M ($14.63M) 2025-07-31 | - | |
| Warburton Capital Management, LLC | DFAC | 50.5% | Increased | 2.31M ($10.94K) 2025-07-31 | - | |
| Intelligent Financial Strategies | BRK.B | 47.7% | Increased | 185.09K ($6.38M) 2025-07-31 | - | |
| Core Wealth Management, Inc. | DFAC | 37.8% | Increased | 2.99M ($9.97M) 2025-07-31 | - | |
| Briaud Financial Planning, Inc | VTI | 36.2% | Decreased | 302.13K ($7.59K) 2025-07-31 | - | |
| Valliance Asset Management Ltd | COHR | 35.2% | New | - | - | |
| BIP Alliance, LLC | VOO | 33.2% | Increased | 152.22K ($13.82M) 2025-07-31 | - | |
| Board of Trustees of The Leland Stanford Junior University | EFA | 32.4% | Increased | 3.35M ($214.31M) 2025-07-31 | - | |
| Value Base Ltd. | VLN.WS | 31.0% | Increased | 20.65M ($12.20M) 2025-07-31 | - | |
| FUTURE YOU WEALTH LLC | IVV | 31.3% | Decreased | 92.85K ($5.31M) 2025-07-31 | - | |
| NDWM LLC | IVV | 30.4% | Increased | 66.82K ($4.58M) 2025-07-31 | - | |
| Insight Wealth Partners, LLC | SPY | 30.3% | Decreased | 744.63K ($350.27M) 2025-07-31 | - | |
| Fiduciary Wealth Partners, LLC | VOO | 28.8% | Decreased | 53.86K ($7.63M) 2025-07-31 | - | |
| LJI Wealth Management, LLC | ITOT | 27.9% | Increased | 1.19M ($33.55M) 2025-07-31 | - | |
| Valliance Asset Management Ltd | COIN | 27.6% | New | - | - | |
| Cornerstone Management, Inc. | VUG | 27.1% | Decreased | 355.74K ($22.93M) 2025-07-31 | - | |
| Board of Trustees of The Leland Stanford Junior University | GOOGL | 26.8% | Decreased | 1.40M ($34.08M) 2025-07-31 | - | |
| SENTINEL TRUST CO LBA | ITOT | 26.3% | Decreased | 1.79M ($20.51K) 2025-07-31 | - | |
| Jordan Park Group LLC | IEMG | 26.0% | Decreased | 6.67M ($34.84M) 2025-07-31 | - | |
| Core Wealth Management, Inc. | DFAX | 24.9% | Increased | 2.40M ($9.41M) 2025-07-31 | - | |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | VTI | 24.7% | Decreased | 902.06K ($26.13M) 2025-07-31 | - | |
| Topsail Wealth Management, LLC | VTI | 24.7% | Increased | 443.52K ($15.36M) 2025-07-31 | - | |
| Turning Point Benefit Group, Inc. | BIL | 24.0% | Decreased | 345.37K ($1.98M) 2025-07-31 | - | |
| HOGE FINANCIAL SERVICES, LLC | IWB | 23.9% | Increased | 112.80K ($5.36M) 2025-07-31 | - | |
| Briaud Financial Planning, Inc | GLD | 23.5% | Decreased | 195.13K ($14.50K) 2025-07-31 | - | |
| LOUNTZIS ASSET MANAGEMENT, LLC | BRK.B | 23.1% | Decreased | 135.37K ($6.12M) 2025-07-31 | - | |
| BRIGHTON JONES LLC | AMZN | 22.9% | Decreased | 3.86M ($100.83M) 2025-07-31 | - | |
| Carrera Capital Advisors | XHLF | 22.9% | Increased | 2.25M ($16.01M) 2025-07-31 | - |