Business Services, Not Elsewhere Classified - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-06-05 13F-HR/A ACN / Accenture Oddo Bhf Asset Management Sas 27,339 0 -100.00
2026-06-05 13F-HR/A UBER / Uber Technologies Oddo Bhf Asset Management Sas 6,358 0 -100.00
2026-06-05 13F-HR/A DASH / DoorDash Oddo Bhf Asset Management Sas 110,478 0 -100.00
2026-06-05 13F-HR/A SGRP / SPAR Group Oddo Bhf Asset Management Sas 33,107 0 -100.00
2026-06-05 13F-HR/A STCN / Steel Connect Oddo Bhf Asset Management Sas 161,602 0 -100.00
2026-06-05 13F-HR/A MELI / MercadoLibre Oddo Bhf Asset Management Sas 10,510 0 -100.00
2026-06-05 13F-HR/A V / Visa Oddo Bhf Asset Management Sas 206,708 0 -100.00
2026-06-05 13F-HR/A PDD / PDD Holdings Inc. - Depositary Receipt Oddo Bhf Asset Management Sas 4,842 0 -100.00
2026-06-05 13F-HR/A FICO / Fair Isaac Oddo Bhf Asset Management Sas 2,476 0 -100.00
2026-06-04 13F-HR/A EBAY / eBay Chelsea Counsel Co 3,395 3,395 0.00
2026-06-04 13F-HR/A BABA / Alibaba Group Holding Limited - Depositary Receipt Chelsea Counsel Co 5 5 0.00
2026-06-04 13F-HR V / Visa Town Capital LLC 1,067
2026-06-04 SCHEDULE 13D/A RPAY / Repay Holdings Veradace Capital Management LLC 7,260,090 7,370,790 1.52
2026-06-04 13F-HR V / Visa Evansbrook LLC 1,268 1,330 4.89
2026-06-04 13F-HR V / Visa Town Capital LLC 1,067 0 -100.00
2026-06-04 13F-HR/A FVRR / Fiverr International Chelsea Counsel Co 450 50 -88.89
2026-06-04 13F-HR UBER / Uber Technologies Evansbrook LLC 2,858 3,036 6.23
2026-06-04 13F-HR/A PYPL / PayPal Holdings Chelsea Counsel Co 23,003 19,383 -15.74
2026-06-03 13F-HR TCOM / Trip.com Group Limited - Depositary Receipt Storebrand Asset Management As 99,791 99,791 0.00
2026-06-03 13F-HR AKAM / Akamai Technologies Storebrand Asset Management As 28,676
2026-06-03 13F-HR FIS / Fidelity National Information Services Storebrand Asset Management As 268,921 245,896 -8.56
2026-06-03 13F-HR UBER / Uber Technologies Storebrand Asset Management As 1,498,751 1,557,230 3.90
2026-06-03 13F-HR GPN / Global Payments Storebrand Asset Management As 25,037
2026-06-03 13F-HR ACN / Accenture Storebrand Asset Management As 554,306 555,321 0.18
2026-06-03 13F-HR TCOM / Trip.com Group Limited - Depositary Receipt Storebrand Asset Management As 116,043
2026-06-03 13F-HR FIS / Fidelity National Information Services Storebrand Asset Management As 268,921
2026-06-03 13F-HR PYPL / PayPal Holdings Storebrand Asset Management As 548,440 1,084,224 97.69
2026-06-03 13F-HR Z / Zillow Group Storebrand Asset Management As 58,522 55,979 -4.35
2026-06-03 13F-HR ZG / Zillow Group Storebrand Asset Management As 3,105 1,939 -37.55
2026-06-03 13F-HR ZG / Zillow Group Storebrand Asset Management As 3,105
2026-06-03 13F-HR WU / Western Union Storebrand Asset Management As 1,649,640
2026-06-03 13F-HR TCOM / Trip.com Group Limited - Depositary Receipt Storebrand Asset Management As 116,043 99,791 -14.01
2026-06-03 13F-HR FIS / Fidelity National Information Services Storebrand Asset Management As 245,896 249,793 1.58
2026-06-03 13F-HR GPN / Global Payments Storebrand Asset Management As 19,010 9,373 -50.69
2026-06-03 13F-HR UBER / Uber Technologies Storebrand Asset Management As 1,311,068
2026-06-03 13F-HR PYPL / PayPal Holdings Storebrand Asset Management As 574,949
2026-06-03 13F-HR CPAY / Corpay Storebrand Asset Management As 11,981 7,458 -37.75
2026-06-03 13F-HR CPAY / Corpay Storebrand Asset Management As 20,954
2026-06-03 13F-HR MSCI / MSCI Storebrand Asset Management As 322,535 319,228 -1.03
2026-06-03 13F-HR UBER / Uber Technologies Storebrand Asset Management As 1,311,068 1,498,751 14.32
2026-06-03 13F-HR Z / Zillow Group Storebrand Asset Management As 54,660 58,522 7.07
2026-06-03 13F-HR ACN / Accenture Storebrand Asset Management As 560,573
2026-06-03 13F-HR WU / Western Union Storebrand Asset Management As 1,661,541 1,654,510 -0.42
2026-06-03 13F-HR AKAM / Akamai Technologies Storebrand Asset Management As 28,676 25,723 -10.30
2026-06-03 13F-HR MSCI / MSCI Storebrand Asset Management As 322,535
2026-06-03 13F-HR Z / Zillow Group Storebrand Asset Management As 54,660
2026-06-03 13F-HR ZG / Zillow Group Storebrand Asset Management As 3,105 3,105 0.00
2026-06-03 13F-HR GPN / Global Payments Storebrand Asset Management As 25,037 19,010 -24.07
2026-06-03 13F-HR MSCI / MSCI Storebrand Asset Management As 319,228 341,735 7.05
2026-06-03 13F-HR WU / Western Union Storebrand Asset Management As 1,649,640 1,661,541 0.72
2026-06-03 13F-HR ACN / Accenture Storebrand Asset Management As 560,573 554,306 -1.12
2026-06-03 13F-HR AKAM / Akamai Technologies Storebrand Asset Management As 25,723 12,743 -50.46
2026-06-03 13F-HR PYPL / PayPal Holdings Storebrand Asset Management As 574,949 548,440 -4.61
2026-06-03 13F-HR ACN / Accenture CoreFirst Bank & Trust 2,624 2,624 0.00
2026-06-03 13F-HR CPAY / Corpay Storebrand Asset Management As 20,954 11,981 -42.82
2026-06-03 13F-HR DASH / DoorDash Storebrand Asset Management As 167,233 237,412 41.96
2026-06-03 13F-HR ETSY / Etsy Storebrand Asset Management As 13,772 3,003 -78.19
2026-06-03 13F-HR DASH / DoorDash Storebrand Asset Management As 237,412 241,492 1.72
2026-06-03 13F-HR FICO / Fair Isaac Storebrand Asset Management As 20,882
2026-06-03 13F-HR CSGP / CoStar Group Storebrand Asset Management As 74,837 78,042 4.28
2026-06-03 13F-HR FICO / Fair Isaac Storebrand Asset Management As 20,882 21,233 1.68
2026-06-03 13F-HR BABA / Alibaba Group Holding Limited - Depositary Receipt Peak Planning Group, LLC 3,100 3,545 14.35
2026-06-03 SCHEDULE 13D/A RPAY / Repay Holdings Forager Fund, L.P. 11,106,648 11,106,648 0.00
2026-06-03 13F-HR ETSY / Etsy Storebrand Asset Management As 3,003 2,994 -0.30
2026-06-03 13F-HR CSGP / CoStar Group Storebrand Asset Management As 74,837
2026-06-03 13F-HR BR / Broadridge Financial Solutions Storebrand Asset Management As 84,658 93,154 10.04
2026-06-03 13F-HR V / Visa Storebrand Asset Management As 1,702,662
2026-06-03 13F-HR BABA / Alibaba Group Holding Limited - Depositary Receipt Storebrand Asset Management As 142,386
2026-06-03 13F-HR MELI / MercadoLibre Storebrand Asset Management As 47,584 49,890 4.85
2026-06-03 13F-HR MA / Mastercard Storebrand Asset Management As 768,116 786,237 2.36
2026-06-03 13F-HR/A V / Visa Wealthquest Corp 2,140 2,281 6.59
2026-06-03 13F-HR BABA / Alibaba Group Holding Limited - Depositary Receipt Storebrand Asset Management As 142,386 129,953 -8.73
2026-06-03 13F-HR BABA / Alibaba Group Holding Limited - Depositary Receipt Storebrand Asset Management As 129,953 34,371 -73.55
2026-06-03 13F-HR FICO / Fair Isaac Storebrand Asset Management As 21,233 13,216 -37.76
2026-06-03 13F-HR V / Visa CoreFirst Bank & Trust 1,990 1,950 -2.01
2026-06-03 13F-HR MELI / MercadoLibre Storebrand Asset Management As 38,420
2026-06-03 13F-HR DASH / DoorDash Storebrand Asset Management As 167,233
2026-06-03 13F-HR CSGP / CoStar Group Storebrand Asset Management As 78,042 82,214 5.35
2026-06-03 13F-HR EBAY / eBay Storebrand Asset Management As 797,468 774,435 -2.89
2026-06-03 13F-HR V / Visa Peak Planning Group, LLC 7,471 7,534 0.84
2026-06-03 13F-HR ETSY / Etsy Storebrand Asset Management As 13,772
2026-06-03 13F-HR MA / Mastercard CoreFirst Bank & Trust 70 70 0.00
2026-06-03 13F-HR MA / Mastercard Storebrand Asset Management As 768,087
2026-06-03 13F-HR/A MA / Mastercard Wealthquest Corp 819 847 3.42
2026-06-03 13F-HR BR / Broadridge Financial Solutions Storebrand Asset Management As 86,125 84,658 -1.70
2026-06-03 13F-HR EBAY / eBay Storebrand Asset Management As 824,760
2026-06-03 13F-HR EBAY / eBay Storebrand Asset Management As 824,760 797,468 -3.31
2026-06-03 13F-HR BR / Broadridge Financial Solutions Storebrand Asset Management As 86,125
2026-06-03 13F-HR MA / Mastercard Storebrand Asset Management As 768,087 768,116 0.00
2026-06-03 13F-HR V / Visa Storebrand Asset Management As 1,702,662 1,735,899 1.95
2026-06-03 13F-HR MA / Mastercard Stillwater Private Wealth, LLC 558
2026-06-03 13F-HR MELI / MercadoLibre Storebrand Asset Management As 38,420 47,584 23.85
2026-06-03 13F-HR V / Visa Storebrand Asset Management As 1,735,899 1,782,574 2.69
2026-06-02 13F-HR/A SEZL / Sezzle Parallel Advisors, LLC 11 0 -100.00
2026-06-02 13F-HR/A MA / Mastercard Optiver Holding B.V. 473,100 489,200 3.40
2026-06-02 13F-HR/A BABA / Alibaba Group Holding Limited - Depositary Receipt Optiver Holding B.V. 128,074 0 -100.00
2026-06-02 13F-HR/A DASH / DoorDash DV Trading LLC 31 0 -100.00
2026-06-02 13F-HR/A WEX / WEX DV Trading LLC 4,686 0 -100.00
2026-06-02 13F-HR/A MA / Mastercard Optiver Holding B.V. 236,900 399,000 68.43
2026-06-02 13F-HR/A MA / Mastercard DV Trading LLC 7,900 0 -100.00
2026-06-02 13F-HR/A FLYW / Flywire Optiver Holding B.V. 28 278 892.86
2026-06-02 13F-HR/A RPAY / Repay Holdings Optiver Holding B.V. 534 566 5.99
2026-06-02 13F-HR/A XMTR / Xometry Optiver Holding B.V. 140 124 -11.43
2026-06-02 13F-HR/A LQDT / Liquidity Services Optiver Holding B.V. 36 0 -100.00
2026-06-02 13F-HR/A MA / Mastercard DV Trading LLC 600 0 -100.00
2026-06-02 13F-HR/A ETSY / Etsy Optiver Holding B.V. 55,164 59,808 8.42
2026-06-02 13F-HR/A BR / Broadridge Financial Solutions Parallel Advisors, LLC 1,091 0 -100.00
2026-06-02 13F-HR/A TNET / TriNet Group Optiver Holding B.V. 68 121 77.94
2026-06-02 13F-HR/A BR / Broadridge Financial Solutions DV Trading LLC 100 0 -100.00
2026-06-02 13F-HR/A ETSY / Etsy DV Trading LLC 4 0 -100.00
2026-06-02 13F-HR/A PAYS / Paysign Optiver Holding B.V. 238 246 3.36
2026-06-02 13F-HR/A PAYO / Payoneer Global Optiver Holding B.V. 0 245
2026-06-02 13F-HR/A MAX / MediaAlpha Optiver Holding B.V. 270 230 -14.81
2026-06-02 13F-HR/A ADV / Advantage Solutions Optiver Holding B.V. 1,656 0 -100.00
2026-06-02 13F-HR/A MELI / MercadoLibre Parallel Advisors, LLC 1,355 0 -100.00
2026-06-02 13F-HR/A FICO / Fair Isaac Parallel Advisors, LLC 457 0 -100.00
2026-06-02 13F-HR/A MA / Mastercard Optiver Holding B.V. 58,194 0 -100.00
2026-06-02 13F-HR/A SEZL / Sezzle Optiver Holding B.V. 0 13
2026-06-02 SCHEDULE 13G DVLT / Datavault AI Vivasor, Inc. 55,942,666
2026-06-02 13F-HR/A BABA / Alibaba Group Holding Limited - Depositary Receipt DV Trading LLC 11,465 0 -100.00
2026-06-02 13F-HR BABA / Alibaba Group Holding Limited - Depositary Receipt Norris Financial Group, LLC 10,070
2026-06-02 13F-HR BABA / Alibaba Group Holding Limited - Depositary Receipt Norris Financial Group, LLC 10,070 5,243 -47.93
2026-06-02 13F-HR V / Visa Blue Edge Capital, LLC 20,100 19,991 -0.54
2026-06-02 13F-HR/A MMS / Maximus Parallel Advisors, LLC 982 0 -100.00
2026-06-02 13F-HR/A V / Visa Optiver Holding B.V. 766,800 947,000 23.50
2026-06-02 13F-HR/A MMS / Maximus Optiver Holding B.V. 319 87 -72.73
2026-06-02 13F-HR/A V / Visa DV Trading LLC 4,500 0 -100.00
2026-06-02 13F-HR/A V / Visa DV Trading LLC 9,200 0 -100.00
2026-06-02 13F-HR BABA / Alibaba Group Holding Limited - Depositary Receipt Norris Financial Group, LLC 5,258 10,106 92.20
2026-06-02 13F-HR MA / Mastercard Blue Edge Capital, LLC 7,197 0 -100.00
2026-06-02 13F-HR/A BABA / Alibaba Group Holding Limited - Depositary Receipt DV Trading LLC 1,300 0 -100.00
2026-06-02 13F-HR/A PDD / PDD Holdings Inc. - Depositary Receipt DV Trading LLC 10,900 0 -100.00
2026-06-02 13F-HR/A MMS / Maximus DV Trading LLC 100 0 -100.00
2026-06-02 13F-HR/A FVRR / Fiverr International DV Trading LLC 300 0 -100.00
2026-06-02 13F-HR/A PDD / PDD Holdings Inc. - Depositary Receipt DV Trading LLC 452 0 -100.00
2026-06-02 13F-HR/A QNST / QuinStreet Optiver Holding B.V. 0 94
2026-06-02 13F-HR/A V / Visa Optiver Holding B.V. 789,000 795,000 0.76
2026-06-02 13F-HR/A NOTE / FiscalNote Holdings Optiver Holding B.V. 1 0 -100.00
2026-06-02 13F-HR V / Visa First Nebraska Trust Co 13,819
2026-06-02 13F-HR/A CSGP / CoStar Group DV Trading LLC 1,088 0 -100.00
2026-06-02 13F-HR/A ETSY / Etsy Optiver Holding B.V. 250,200 868,300 247.04
2026-06-02 13F-HR MA / Mastercard First Nebraska Trust Co 3,358
2026-06-02 13F-HR/A ETSY / Etsy Parallel Advisors, LLC 1,283 0 -100.00
2026-06-02 13F-HR BABA / Alibaba Group Holding Limited - Depositary Receipt Norris Financial Group, LLC 5,243 6,937 32.31
2026-06-02 13F-HR/A EBAY / eBay Parallel Advisors, LLC 8,336 0 -100.00
2026-06-02 13F-HR BABA / Alibaba Group Holding Limited - Depositary Receipt Norris Financial Group, LLC 6,937 5,258 -24.20
2026-06-02 13F-HR/A V / Visa DV Trading LLC 731 0 -100.00
2026-06-02 13F-HR/A BABA / Alibaba Group Holding Limited - Depositary Receipt DV Trading LLC 17,600 0 -100.00
2026-06-02 13F-HR/A ETSY / Etsy Optiver Holding B.V. 195,600 397,600 103.27
2026-06-02 13F-HR/A CASS / Cass Information Systems Optiver Holding B.V. 98 130 32.65
2026-06-02 13F-HR/A PDD / PDD Holdings Inc. - Depositary Receipt DV Trading LLC 2,000 0 -100.00
2026-06-02 13F-HR/A MELI / MercadoLibre DV Trading LLC 9 0 -100.00
2026-06-02 13F-HR/A UBER / Uber Technologies DV Trading LLC 1,004 0 -100.00
2026-06-02 13F-HR/A MSCI / MSCI DV Trading LLC 160 0 -100.00
2026-06-02 13F-HR/A GETY / Getty Images Holdings Optiver Holding B.V. 1,890 1,890 0.00
2026-06-02 13F-HR/A FIS / Fidelity National Information Services DV Trading LLC 900 0 -100.00
2026-06-02 13F-HR/A RMNI / Rimini Street Optiver Holding B.V. 896 512 -42.86
2026-06-02 13F-HR MSCI / MSCI Blue Edge Capital, LLC 508 508 0.00
2026-06-02 13F-HR/A GPN / Global Payments Optiver Holding B.V. 155,900
2026-06-02 13F-HR/A GPN / Global Payments Optiver Holding B.V. 2,673 30,170 1,028.69
2026-06-02 13F-HR/A OPRX / OptimizeRx Optiver Holding B.V. 132 156 18.18
2026-06-02 13F-HR PYPL / PayPal Holdings Norris Financial Group, LLC 1,114
2026-06-02 13F-HR/A CPAY / Corpay Optiver Holding B.V. 10 0 -100.00
2026-06-02 13F-HR/A ALIT / Alight Optiver Holding B.V. 2,122 5,136 142.04
2026-06-02 13F-HR AKAM / Akamai Technologies Norris Financial Group, LLC 9,119 0 -100.00
2026-06-02 13F-HR/A ACN / Accenture Parallel Advisors, LLC 51,099 0 -100.00
2026-06-02 13F-HR/A PYPL / PayPal Holdings DV Trading LLC 2,077 0 -100.00
2026-06-02 13F-HR/A ZG / Zillow Group DV Trading LLC 100 0 -100.00
2026-06-02 13F-HR/A LYFT / Lyft Parallel Advisors, LLC 3,163 0 -100.00
2026-06-02 13F-HR/A AKAM / Akamai Technologies DV Trading LLC 23,604 0 -100.00
2026-06-02 13F-HR/A ACVA / ACV Auctions Optiver Holding B.V. 276 1,200 334.78
2026-06-02 13F-HR/A AKAM / Akamai Technologies DV Trading LLC 23,600 0 -100.00
2026-06-02 13F-HR/A GPN / Global Payments DV Trading LLC 3 0 -100.00
2026-06-02 13F-HR/A RBA / RB Global Optiver Holding B.V. 480 0 -100.00
2026-06-02 13F-HR/A RBA / RB Global DV Trading LLC 700 0 -100.00
2026-06-02 13F-HR/A CBZ / CBIZ Optiver Holding B.V. 226 204 -9.73
2026-06-02 13F-HR/A CBZ / CBIZ Parallel Advisors, LLC 61 0 -100.00
2026-06-02 13F-HR/A CBZ / CBIZ DV Trading LLC 200 0 -100.00
2026-06-02 13F-HR/A PYPL / PayPal Holdings Optiver Holding B.V. 472,686 86,162 -81.77
2026-06-02 13F-HR/A Z / Zillow Group Parallel Advisors, LLC 235 0 -100.00
2026-06-02 13F-HR/A RBA / RB Global Parallel Advisors, LLC 870 0 -100.00
2026-06-02 13F-HR/A GPN / Global Payments Optiver Holding B.V. 100,700
2026-06-02 13F-HR/A PAY / Paymentus Holdings DV Trading LLC 522 0 -100.00
2026-06-02 13F-HR/A MSCI / MSCI Parallel Advisors, LLC 728 0 -100.00
2026-06-02 13F-HR/A UBER / Uber Technologies Parallel Advisors, LLC 261,838 0 -100.00
2026-06-02 13F-HR/A FOUR / Shift4 Payments DV Trading LLC 824 0 -100.00
2026-06-02 13F-HR/A EEX / Emerald Holding Optiver Holding B.V. 252 148 -41.27
2026-06-02 13F-HR/A TCOM / Trip.com Group Limited - Depositary Receipt DV Trading LLC 8 0 -100.00
2026-06-02 13F-HR/A TCOM / Trip.com Group Limited - Depositary Receipt Optiver Holding B.V. 5 17,898 357,860.00
2026-06-02 13F-HR/A IMXI / International Money Express Optiver Holding B.V. 260 276 6.15
2026-06-02 13F-HR/A CNDT / Conduent Optiver Holding B.V. 1,400 1,576 12.57
2026-06-02 13F-HR/A EXLS / ExlService Holdings Parallel Advisors, LLC 1,383 0 -100.00
2026-06-02 13F-HR/A WU / Western Union DV Trading LLC 26 0 -100.00
2026-06-02 13F-HR/A RELX / RELX PLC - Depositary Receipt Optiver Holding B.V. 0 186,471
2026-06-02 13F-HR/A HQY / HealthEquity Optiver Holding B.V. 602 410 -31.89
2026-06-02 13F-HR/A PSFE / Paysafe Optiver Holding B.V. 222 294 32.43
2026-06-02 13F-HR/A PYPL / PayPal Holdings Optiver Holding B.V. 1,652,900 4,791,000 189.85
2026-06-02 13F-HR/A PYPL / PayPal Holdings Optiver Holding B.V. 2,020,200 1,854,200 -8.22
2026-06-02 13F-HR/A ACN / Accenture DV Trading LLC 300 0 -100.00
2026-06-02 13F-HR/A RSKD / Riskified Parallel Advisors, LLC 3,000 0 -100.00
2026-06-02 13F-HR AKAM / Akamai Technologies Norris Financial Group, LLC 9,119
2026-06-02 13F-HR/A GPN / Global Payments Parallel Advisors, LLC 2,314 0 -100.00
2026-06-02 13F-HR PYPL / PayPal Holdings First Nebraska Trust Co 84,075
2026-06-02 13F-HR/A IMXI / International Money Express Parallel Advisors, LLC 3,111 0 -100.00
2026-06-02 13F-HR/A Z / Zillow Group DV Trading LLC 25,201 0 -100.00
2026-06-02 13F-HR/A CPAY / Corpay DV Trading LLC 240 0 -100.00
2026-06-02 13F-HR/A MSCI / MSCI Optiver Holding B.V. 289 0 -100.00
2026-06-01 13F-HR ACN / Accenture Financial Solutions Advisory Group, Inc. 4,736
2026-06-01 13F-HR AKAM / Akamai Technologies Caerus Investment Advisors, LLC 3,479 3,480 0.03
2026-06-01 13F-HR ACN / Accenture Caerus Investment Advisors, LLC 4,282 0 -100.00
2026-06-01 13F-HR ACN / Accenture Flagship Wealth Advisors, Llc 25 25 0.00
2026-06-01 13F-HR PYPL / PayPal Holdings First Nebraska Trust Co 84,075 85,940 2.22
2026-06-01 13F-HR PYPL / PayPal Holdings Caerus Investment Advisors, LLC 8,521 8,105 -4.88
2026-06-01 13F-HR MSCI / MSCI Caerus Investment Advisors, LLC 618 380 -38.51
2026-06-01 13F-HR MSCI / MSCI Integrated Investment Consultants, LLC 817 0 -100.00
2026-06-01 13F-HR GETY / Getty Images Holdings Caerus Investment Advisors, LLC 20,616
2026-06-01 13F-HR ALIT / Alight Caerus Investment Advisors, LLC 39,003
2026-06-01 13F-HR LYFT / Lyft Flagship Wealth Advisors, Llc 359 0 -100.00
2026-06-01 13F-HR LYFT / Lyft Caerus Investment Advisors, LLC 34,118 0 -100.00
2026-06-01 13F-HR UBER / Uber Technologies Flagship Wealth Advisors, Llc 1,955 1,975 1.02
2026-06-01 13F-HR UBER / Uber Technologies Concorde Asset Management, LLC 12,476 6,022 -51.73
2026-06-01 13F-HR PYPL / PayPal Holdings Concorde Asset Management, LLC 3,466 0 -100.00
2026-06-01 13F-HR PYPL / PayPal Holdings Flagship Wealth Advisors, Llc 50 1,106 2,112.00
2026-06-01 13F-HR FIS / Fidelity National Information Services Caerus Investment Advisors, LLC 9,359
2026-06-01 13F-HR CNDT / Conduent Caerus Investment Advisors, LLC 18,601
2026-06-01 13F-HR RBA / RB Global Integrated Investment Consultants, LLC 3,067 2,966 -3.29
2026-06-01 13F-HR/A PYPL / PayPal Holdings Nwi Management Lp 70,300 70,300 0.00
2026-06-01 13F-HR MELI / MercadoLibre Foguth Wealth Management, LLC. 103 0 -100.00
2026-06-01 13F-HR MELI / MercadoLibre Flagship Wealth Advisors, Llc 7 0 -100.00
2026-06-01 13F-HR MELI / MercadoLibre Dala Group, LLC 1,700
2026-06-01 13F-HR/A MELI / MercadoLibre Nwi Management Lp 24,800 24,800 0.00
2026-06-01 13F-HR/A MELI / MercadoLibre Nwi Management Lp 42,700 42,700 0.00
2026-06-01 13F-HR MA / Mastercard Dala Group, LLC 920
2026-06-01 13F-HR V / Visa Caerus Investment Advisors, LLC 1,441 1,546 7.29
2026-06-01 13F-HR DASH / DoorDash Flagship Wealth Advisors, Llc 12 0 -100.00
2026-06-01 13F-HR V / Visa Integrated Investment Consultants, LLC 3,335 3,376 1.23
2026-06-01 13F-HR RPAY / Repay Holdings Caerus Investment Advisors, LLC 11,904
2026-06-01 13F-HR TNET / TriNet Group Integrated Investment Consultants, LLC 11,062 6,767 -38.83
2026-06-01 13F-HR/A BABA / Alibaba Group Holding Limited - Depositary Receipt Nwi Management Lp 45,000 45,000 0.00
2026-06-01 13F-HR/A BABA / Alibaba Group Holding Limited - Depositary Receipt Nwi Management Lp 45,000 45,000 0.00
2026-06-01 13F-HR BR / Broadridge Financial Solutions Flagship Wealth Advisors, Llc 100 100 0.00
2026-06-01 13F-HR BABA / Alibaba Group Holding Limited - Depositary Receipt Concorde Asset Management, LLC 6,293 3,305 -47.48
2026-06-01 13F-HR MA / Mastercard First Nebraska Trust Co 3,358 3,358 0.00
2026-06-01 13F-HR V / Visa First Nebraska Trust Co 13,819 18,939 37.05
2026-06-01 13F-HR FICO / Fair Isaac Integrated Investment Consultants, LLC 156 0 -100.00
2026-06-01 13F-HR MA / Mastercard Caerus Investment Advisors, LLC 724 0 -100.00
2026-06-01 13F-HR V / Visa Flagship Wealth Advisors, Llc 900 0 -100.00
2026-06-01 13F-HR V / Visa Concorde Asset Management, LLC 802 700 -12.72