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Image for Goepper Burkhardt LLC Has $44.84 Million Stock Position in Schwab U.S. Large-Cap Growth ETF $SCHG

Goepper Burkhardt LLC Has $44.84 Million Stock Position in Schwab U.S. Large-Cap Growth ETF $SCHG

Goepper Burkhardt LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 2.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Royce & Associates LP Purchases 16,445 Shares of M/I Homes, Inc. $MHO

Royce & Associates LP Purchases 16,445 Shares of M/I Homes, Inc. $MHO

Royce & Associates LP grew its position in M/I Homes, Inc. (NYSE:MHO – Free Report) by 5.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 326,606 shares of... More of this article »
Image for Royce & Associates LP Has $43.42 Million Position in KBR, Inc. $KBR

Royce & Associates LP Has $43.42 Million Position in KBR, Inc. $KBR

Royce & Associates LP grew its stake in KBR, Inc. (NYSE:KBR – Free Report) by 2.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Kestra Investment Management LLC Has $3.55 Million Holdings in Dimensional US High Profitability ETF $DUHP

Kestra Investment Management LLC Has $3.55 Million Holdings in Dimensional US High Profitability ETF $DUHP

Kestra Investment Management LLC increased its stake in shares of Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 27.1% in the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Kestra Investment Management LLC Acquires New Stake in Fidelity Yield Enhanced Equity ETF $FYEE

Kestra Investment Management LLC Acquires New Stake in Fidelity Yield Enhanced Equity ETF $FYEE

Kestra Investment Management LLC acquired a new stake in Fidelity Yield Enhanced Equity ETF (BATS:FYEE – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Kestra Investment Management LLC Raises Holdings in iShares U.S. Equity Factor ETF $LRGF

Kestra Investment Management LLC Raises Holdings in iShares U.S. Equity Factor ETF $LRGF

Kestra Investment Management LLC increased its position in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF – Free Report) by 8.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Glenview Trust Co Cuts Stock Holdings in Adobe Inc. $ADBE

Glenview Trust Co Cuts Stock Holdings in Adobe Inc. $ADBE

Glenview Trust Co decreased its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 35.8% in the 4th quarter, Holdings Channel reports. The firm owned 7,408 shares of the software company’s stock after selling... More of this article »
Image for MSH Capital Advisors LLC Buys 15,951 Shares of Vanguard FTSE Developed Markets ETF $VEA

MSH Capital Advisors LLC Buys 15,951 Shares of Vanguard FTSE Developed Markets ETF $VEA

MSH Capital Advisors LLC raised its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 7.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for North Forty Two & Co. Acquires 2,536 Shares of Vanguard Health Care ETF $VHT

North Forty Two & Co. Acquires 2,536 Shares of Vanguard Health Care ETF $VHT

North Forty Two & Co. boosted its holdings in Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 41.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Consensus Cloud Solutions, Inc. $CCSI Shares Purchased by LSV Asset Management

Consensus Cloud Solutions, Inc. $CCSI Shares Purchased by LSV Asset Management

LSV Asset Management increased its holdings in shares of Consensus Cloud Solutions, Inc. (NASDAQ:CCSI – Free Report) by 81.2% during the 4th quarter, Holdings Channel.com reports. The fund owned 716,585 shares of the company’s... More of this article »
Image for Morningstar Investment Management LLC Cuts Position in Kimberly-Clark Corporation $KMB

Morningstar Investment Management LLC Cuts Position in Kimberly-Clark Corporation $KMB

Morningstar Investment Management LLC lessened its holdings in Kimberly-Clark Corporation (NASDAQ:KMB – Free Report) by 88.2% in the 4th quarter, Holdings Channel.com reports. The firm owned 2,630 shares of the company’s... More of this article »
Image for 20,643 Shares in Canadian Natural Resources Limited $CNQ Acquired by Morningstar Investment Management LLC

20,643 Shares in Canadian Natural Resources Limited $CNQ Acquired by Morningstar Investment Management LLC

Morningstar Investment Management LLC purchased a new position in shares of Canadian Natural Resources Limited (NYSE:CNQ – Free Report) (TSE:CNQ) in the fourth quarter, according to its most recent filing with the Securities... More of this article »
Image for Comparing Meridian (NASDAQ:MRDN) & CCC Intelligent Solutions Holdings Inc. Common Stock (NASDAQ:CCC)

Comparing Meridian (NASDAQ:MRDN) & CCC Intelligent Solutions Holdings Inc. Common Stock (NASDAQ:CCC)

Meridian (NASDAQ:MRDN – Get Free Report) and CCC Intelligent Solutions Holdings Inc. Common Stock (NASDAQ:CCC – Get Free Report) are both companies, but which is the superior business? We will contrast the two businesses... More of this article »
Image for Nu Holdings Ltd. $NU Shares Sold by Fisher Asset Management LLC

Nu Holdings Ltd. $NU Shares Sold by Fisher Asset Management LLC

Fisher Asset Management LLC lowered its holdings in Nu Holdings Ltd. (NYSE:NU – Free Report) by 1.9% during the 4th quarter, HoldingsChannel.com reports. The firm owned 10,242,185 shares of the company’s stock after selling... More of this article »
Image for Fisher Asset Management LLC Decreases Holdings in iShares iBoxx $ Investment Grade Corporate Bond ETF $LQD

Fisher Asset Management LLC Decreases Holdings in iShares iBoxx $ Investment Grade Corporate Bond ETF $LQD

Fisher Asset Management LLC decreased its position in shares of iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD – Free Report) by 12.2% in the fourth quarter, HoldingsChannel reports. The fund owned 1,954,244... More of this article »
Image for Parkside Investments LLC Sells 85,215 Shares of Fidelity Enhanced Mid Cap ETF $FMDE

Parkside Investments LLC Sells 85,215 Shares of Fidelity Enhanced Mid Cap ETF $FMDE

Parkside Investments LLC lessened its stake in shares of Fidelity Enhanced Mid Cap ETF (NYSEARCA:FMDE – Free Report) by 19.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Armlogi (NASDAQ:BTOC) and Callan JMB (NASDAQ:CJMB) Head to Head Analysis

Armlogi (NASDAQ:BTOC) and Callan JMB (NASDAQ:CJMB) Head to Head Analysis

Armlogi (NASDAQ:BTOC – Get Free Report) and Callan JMB (NASDAQ:CJMB – Get Free Report) are both small-cap transportation companies, but which is the better stock? We will compare the two companies based on the strength... More of this article »
Image for Sunrun Inc. $RUN Position Cut by PGGM Investments

Sunrun Inc. $RUN Position Cut by PGGM Investments

PGGM Investments trimmed its stake in Sunrun Inc. (NASDAQ:RUN – Free Report) by 7.1% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 7,667,413 shares of the energy company’s... More of this article »
Image for Gartner (IT) – Analysts’ Recent Ratings Changes

Gartner (IT) – Analysts’ Recent Ratings Changes

Gartner (NYSE: IT) has recently received a number of price target changes and ratings updates: 5/6/2026 – Gartner had its price target raised by UBS Group AG from $166.00 to $170.00. They now have a “neutral” rating... More of this article »
Image for Avantis International Equity ETF $AVDE Shares Acquired by Harbour Investments Inc.

Avantis International Equity ETF $AVDE Shares Acquired by Harbour Investments Inc.

Harbour Investments Inc. boosted its holdings in shares of Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 330,150.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Dimensional U.S. Small Cap ETF $DFAS Stock Position Raised by Harbour Investments Inc.

Dimensional U.S. Small Cap ETF $DFAS Stock Position Raised by Harbour Investments Inc.

Harbour Investments Inc. lifted its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 647.0% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Image for Global Assets Advisory LLC Boosts Holdings in Capital One Financial Corporation $COF

Global Assets Advisory LLC Boosts Holdings in Capital One Financial Corporation $COF

Global Assets Advisory LLC increased its stake in shares of Capital One Financial Corporation (NYSE:COF) by 239.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,999 shares of the... More of this article »
Image for Harbour Investments Inc. Increases Stock Position in Capital Group Core Balanced ETF $CGBL

Harbour Investments Inc. Increases Stock Position in Capital Group Core Balanced ETF $CGBL

Harbour Investments Inc. lifted its holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 37.9% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 611,516 shares of the... More of this article »
Image for Legal & General Group Plc Lowers Stock Position in Corning Incorporated $GLW

Legal & General Group Plc Lowers Stock Position in Corning Incorporated $GLW

Legal & General Group Plc lessened its stake in shares of Corning Incorporated (NYSE:GLW – Free Report) by 5.9% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 5,083,552 shares of the electronics... More of this article »
Image for LGL Partners LLC Acquires New Position in Symbotic Inc. $SYM

LGL Partners LLC Acquires New Position in Symbotic Inc. $SYM

LGL Partners LLC acquired a new stake in shares of Symbotic Inc. (NASDAQ:SYM – Free Report) during the fourth quarter, HoldingsChannel reports. The fund acquired 10,000 shares of the company’s stock, valued at approximately... More of this article »
Image for MSH Capital Advisors LLC Takes Position in Vanguard Russell 1000 Growth ETF $VONG

MSH Capital Advisors LLC Takes Position in Vanguard Russell 1000 Growth ETF $VONG

MSH Capital Advisors LLC acquired a new stake in Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) during the fourth quarter, Holdings Channel reports. The fund acquired 8,757 shares of the company’s stock,... More of this article »
Image for Griffin Asset Management Inc. Acquires 5,440 Shares of Broadcom Inc. $AVGO

Griffin Asset Management Inc. Acquires 5,440 Shares of Broadcom Inc. $AVGO

Griffin Asset Management Inc. grew its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 29.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Security National Bank Sells 1,232 Shares of Meta Platforms, Inc. $META

Security National Bank Sells 1,232 Shares of Meta Platforms, Inc. $META

Security National Bank decreased its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 64.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image for The Home Depot, Inc. $HD Shares Bought by Bleakley Financial Group LLC

The Home Depot, Inc. $HD Shares Bought by Bleakley Financial Group LLC

Bleakley Financial Group LLC grew its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 3.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Fisher Asset Management LLC Decreases Position in Honda Motor Co., Ltd. $HMC

Fisher Asset Management LLC Decreases Position in Honda Motor Co., Ltd. $HMC

Fisher Asset Management LLC trimmed its position in shares of Honda Motor Co., Ltd. (NYSE:HMC – Free Report) by 0.4% during the fourth quarter, Holdings Channel reports. The firm owned 10,532,249 shares of the company’s... More of this article »
Image for Cisco Systems, Inc. $CSCO Stock Position Lifted by Fisher Asset Management LLC

Cisco Systems, Inc. $CSCO Stock Position Lifted by Fisher Asset Management LLC

Fisher Asset Management LLC lifted its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 867.0% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Fisher Asset Management LLC Has $197.46 Million Position in Lumentum Holdings Inc. $LITE

Fisher Asset Management LLC Has $197.46 Million Position in Lumentum Holdings Inc. $LITE

Fisher Asset Management LLC trimmed its stake in shares of Lumentum Holdings Inc. (NASDAQ:LITE – Free Report) by 34.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 535,723... More of this article »
Image for Fisher Asset Management LLC Sells 21,448,046 Shares of iShares MBS ETF $MBB

Fisher Asset Management LLC Sells 21,448,046 Shares of iShares MBS ETF $MBB

Fisher Asset Management LLC lessened its stake in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 95.3% in the 4th quarter, HoldingsChannel.com reports. The firm owned 1,055,854 shares of the company’s stock after... More of this article »
Image for Summitry LLC Has $43.48 Million Holdings in Rentokil Initial PLC $RTO

Summitry LLC Has $43.48 Million Holdings in Rentokil Initial PLC $RTO

Summitry LLC boosted its position in Rentokil Initial PLC (NYSE:RTO – Free Report) by 1.7% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 1,475,957 shares of the company’s stock... More of this article »
Image for Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Summitry LLC

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Summitry LLC

Summitry LLC decreased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 3.9% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Procter & Gamble Company (The) $PG Shares Purchased by Summitry LLC

Procter & Gamble Company (The) $PG Shares Purchased by Summitry LLC

Summitry LLC raised its holdings in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 9.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for 27,912 Shares in National Storage Affiliates Trust $NSA Bought by Legato Capital Management LLC

27,912 Shares in National Storage Affiliates Trust $NSA Bought by Legato Capital Management LLC

Legato Capital Management LLC purchased a new stake in National Storage Affiliates Trust (NYSE:NSA – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Legato Capital Management LLC Buys Shares of 23,900 IDEAYA Biosciences, Inc. $IDYA

Legato Capital Management LLC Buys Shares of 23,900 IDEAYA Biosciences, Inc. $IDYA

Legato Capital Management LLC bought a new stake in shares of IDEAYA Biosciences, Inc. (NASDAQ:IDYA – Free Report) in the fourth quarter, Holdings Channel reports. The fund bought 23,900 shares of the company’s stock,... More of this article »
Image for New Age Alpha Advisors LLC Takes $3.38 Million Position in Everpure, Inc. $P

New Age Alpha Advisors LLC Takes $3.38 Million Position in Everpure, Inc. $P

New Age Alpha Advisors LLC bought a new stake in Everpure, Inc. (NYSE:P – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for New Age Alpha Advisors LLC Boosts Stock Position in Teradata Corporation $TDC

New Age Alpha Advisors LLC Boosts Stock Position in Teradata Corporation $TDC

New Age Alpha Advisors LLC grew its stake in shares of Teradata Corporation (NYSE:TDC – Free Report) by 1,388.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for New Age Alpha Advisors LLC Makes New Investment in Rxo Inc $RXO

New Age Alpha Advisors LLC Makes New Investment in Rxo Inc $RXO

New Age Alpha Advisors LLC acquired a new position in shares of Rxo Inc (NYSE:RXO – Free Report) during the 4th quarter, Holdings Channel.com reports. The fund acquired 297,957 shares of the company’s stock, valued at... More of this article »
Image for New Age Alpha Advisors LLC Boosts Holdings in WillScot Holdings Corporation $WSC

New Age Alpha Advisors LLC Boosts Holdings in WillScot Holdings Corporation $WSC

New Age Alpha Advisors LLC increased its holdings in WillScot Holdings Corporation (NASDAQ:WSC – Free Report) by 19.7% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 175,122 shares... More of this article »
Image for New Age Alpha Advisors LLC Sells 16,281 Shares of Ameris Bancorp $ABCB

New Age Alpha Advisors LLC Sells 16,281 Shares of Ameris Bancorp $ABCB

New Age Alpha Advisors LLC lowered its position in shares of Ameris Bancorp (NASDAQ:ABCB – Free Report) by 22.7% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 55,424 shares of the bank’s... More of this article »
Image for MGM Resorts International $MGM Shares Purchased by New Age Alpha Advisors LLC

MGM Resorts International $MGM Shares Purchased by New Age Alpha Advisors LLC

New Age Alpha Advisors LLC increased its holdings in shares of MGM Resorts International (NYSE:MGM – Free Report) by 24.8% during the 4th quarter, Holdings Channel.com reports. The fund owned 95,668 shares of the company’s... More of this article »
Image for Greif, Inc. $GEF Stock Position Lessened by LSV Asset Management

Greif, Inc. $GEF Stock Position Lessened by LSV Asset Management

LSV Asset Management decreased its holdings in Greif, Inc. (NYSE:GEF – Free Report) by 59.7% in the 4th quarter, HoldingsChannel reports. The firm owned 146,900 shares of the industrial products company’s stock after selling... More of this article »
Image for LSV Asset Management Cuts Stake in F5, Inc. $FFIV

LSV Asset Management Cuts Stake in F5, Inc. $FFIV

LSV Asset Management reduced its stake in shares of F5, Inc. (NASDAQ:FFIV – Free Report) by 20.9% during the 4th quarter, HoldingsChannel reports. The fund owned 42,484 shares of the network technology company’s stock... More of this article »
Image for LSV Asset Management Cuts Stock Position in Independent Bank Corporation $IBCP

LSV Asset Management Cuts Stock Position in Independent Bank Corporation $IBCP

LSV Asset Management lowered its holdings in Independent Bank Corporation (NASDAQ:IBCP – Free Report) by 7.4% during the 4th quarter, Holdings Channel reports. The firm owned 407,993 shares of the financial services provider’s... More of this article »
Image for Legato Capital Management LLC Invests $1.03 Million in Octave Specialty Group, Inc. $OSG

Legato Capital Management LLC Invests $1.03 Million in Octave Specialty Group, Inc. $OSG

Legato Capital Management LLC bought a new position in Octave Specialty Group, Inc. (NYSE:OSG – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund bought 132,620 shares of... More of this article »
Image for Contrasting International Bancshares (NASDAQ:IBOC) & Texas Capital Bancshares (NASDAQ:TCBI)

Contrasting International Bancshares (NASDAQ:IBOC) & Texas Capital Bancshares (NASDAQ:TCBI)

International Bancshares (NASDAQ:IBOC – Get Free Report) and Texas Capital Bancshares (NASDAQ:TCBI – Get Free Report) are both mid-cap finance companies, but which is the superior investment? We will compare the two businesses... More of this article »
Image for HighTower Advisors LLC Makes New $8.87 Million Investment in iShares MSCI UAE ETF $UAE

HighTower Advisors LLC Makes New $8.87 Million Investment in iShares MSCI UAE ETF $UAE

HighTower Advisors LLC bought a new position in iShares MSCI UAE ETF (NASDAQ:UAE – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 463,898 shares... More of this article »