Vantagepoint Investment Advisers added ~$38.2M to iShares Emerging Markets Equity Factor ETF $EMGF in Q3 2026, their biggest add of the quarter. Cut SCHG (~$47.9M). Check out our site for the full portfolio 📊

Park Avenue Securities added ~$226M to iShares MSCI ACWI ex US ETF $ACWX in Q3 2026, their biggest add of the quarter. 8th straight quarter of buying. Cut MTUM (~$185M). New stake: AVGB ($9.7M). Check out our site for more insights 📊

🚨 97% of Thoma Bravo's entire $10B portfolio is riding on one stock: SailPoint Inc $SAIL, per the Q3 2026 13F. AUM up 38% QoQ. Cut TTAN (~$26.5M). Check out our site for the full portfolio 📊

Edgar Wachenheim just loaded up on $LEN - boosting the stake 15% (+$146M) in Q3 2026. That's 6.2% of the entire company. 6th straight quarter of buying. Exited ACN (~$421M). Cut LEA (~$80.3M). Would you buy LEN here? Check out our site for the full breakdown 📊

UniSuper Management added ~$160M to Apple $AAPL in Q3 2026, their biggest add of the quarter. Cut NVDA (~$114M). Exited XOM (~$61.7M). Check out our site for the full breakdown 📊

Loring Wolcott & Coolidge Fiduciary Advisors added ~$46.6M to Broadcom $AVGO in Q3 2026, their biggest add of the quarter. 3rd straight quarter of buying. Cut PAYC (~$63.7M). New stake: MBGL ($50.6K). Check out our site for more insights 📊

HB Wealth Management's largest Q3 2026 buy: ExxonMobil $XOM, 384,624 shares worth $62.6M. +$375M added to DFCF. Exited DUHP (~$93M). Check out our site for all their trades 📊

Amalgamated Bank cut ~$24.6M from Apple $AAPL in Q3 2026, their biggest reduction of the quarter. +$8.68M added to BE. New stake: MBGL ($1.44M). Check out our site for more insights 📊

Mutual of America Capital Management's largest Q3 2026 buy: Honeywell $HON, 32,362 shares worth $6.83M. +$6.47M added to BTSG. Exited TCBK (~$4.62M). Check out our site for all their trades 📊

Brookstone Capital Management's largest Q3 2026 buy: Vanguard US Multifactor ETF $VFMF, 644,648 shares worth $115M. +$57.3M added to BND. Cut SPHD (~$108M). Check out our site for more insights 📊

KBC Group added ~$207M to Advanced Micro Devices $AMD in Q3 2026, their biggest add of the quarter. Cut JPM (~$261M). New stake: NWS ($778K). Check out our site for the full portfolio 📊

🚨 New #1: Microsoft $MSFT is now Parnassus Investments' largest holding - $2.15B (6.4% of the portfolio) - dethroning GOOGL, per the Q3 2026 13F. Exited PG (~$359M). +$578M added to META. Check out our site for all their trades 📊

New York State Teachers Retirement System (NYSTRS) cut ~$173M from NVIDIA $NVDA in Q3 2026, their biggest reduction of the quarter. New stake: BE ($49.3M). +$15.3M added to VMRK. Check out our site for the full breakdown 📊

BI Asset Management Fondsmaeglerselskab added ~$86.1M to JPMorgan Chase $JPM in Q3 2026, their biggest add of the quarter. Cut AAPL (~$99.3M). New stake: RTX ($10.3M). Check out our site for the full breakdown 📊

AMF Tjänstepension's largest Q3 2026 buy: Lumentum $LITE, 126,905 shares worth $123M. +$143M added to APP. Exited MRSH (~$42.9M). Check out our site for all their trades 📊

AssetMark Inc's largest Q3 2026 buy: Invesco S&P 500 QVM Multi-factor ETF $QVML, 2,240,350 shares worth $101M. +$361M added to SSO. Cut HYG (~$428M). Check out our site for all their trades 📊

ABN AMRO Investment Solutions added ~$113M to Coca-Cola $KO in Q3 2026, their biggest add of the quarter. New stake: AZN ($23M). Cut PANW (~$78.7M). Check out our site for all their trades 📊

Nisa Investment Advisors just loaded up on $IVV - boosting the stake 17% (+$2.4B) in Q3 2026. New stake: MBGL ($1.11M). Cut VCSH (~$61.3M). Check out our site for every position 📊

Robeco Institutional Asset Management added ~$220M to EOG Resources $EOG in Q3 2026, their biggest add of the quarter. Exited ROKU (~$62.4M). Cut LOW (~$233M). Check out our site for every position 📊

Prime Capital Investment Advisors added ~$114M to Avantis International Equity ETF $AVDE in Q3 2026, their biggest add of the quarter. 3rd straight quarter of buying. Exited AGGY (~$33.9M). New stake: HYZD ($12.1M). Check out our site for more insights 📊