Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| NORGES BANK | NORGES BANK opened a new position worth $1,695,905,444. | 2026-06-30 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP opened a new position worth $146,862,756. | 2026-06-30 |
| Sixth Street Partners Management Company, L.P. | Sixth Street Partners Management Company, L.P. opened a new position worth $1,702,755,891. | 2026-06-30 |
| ENVESTNET ASSET MANAGEMENT INC | ENVESTNET ASSET MANAGEMENT INC increased this position by 7% ($472,712,178 -> $505,844,149). | 2026-06-30 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ increased this position by 411% ($35,748,478 -> $182,834,218). | 2026-06-30 |
| Swiss National Bank | Swiss National Bank increased this position by 10% ($324,870,189 -> $356,192,355). | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | DIMENSIONAL FUND ADVISORS LP increased this position by 6% ($1,346,827,057 -> $1,433,721,558). | 2026-06-30 |
| EP Wealth Advisors, LLC | EP Wealth Advisors, LLC increased this position by 178% ($21,850,201 -> $60,723,644). | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $8,250,724,893 | 60,904,443 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $7,485,501,871 | 55,255,790 |
| GEODE CAPITAL MANAGEMENT, LLC | $2,799,988,194 | 20,767,911 |
| APG Asset Management US Inc. | $2,638,438,344 | 19,286,830 |
| Capital Research Global Investors | $2,156,110,902 | 15,915,752 |
| Sixth Street Partners Management Company, L.P. | $1,702,755,891 | 12,569,247 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1,702,755,891 | 12,569,247 |
| NORGES BANK | $1,695,905,444 | 12,518,679 |
| DIMENSIONAL FUND ADVISORS LP | $1,433,721,558 | 10,583,315 |
| FMR LLC | $1,357,341,347 | 10,019,498 |
Data compiled from public SEC filings. This is informational reporting, not investment advice.
This page follows MILFORD FUNDS LTD’s institutional portfolio moves as they show up in the fund’s quarterly Form 13F filings with the SEC. Each 13F is a snapshot of long U.S. equity positions as of quarter-end, not a trade-by-trade record, so the moves below reflect what changed between filings rather than when any specific trade … Read more