Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details Trilogy Capital Inc., a registered investment adviser, increased its position in Vanguard Total Bond Market Index Fund (NASDAQ:BND) by 10.8% during Q2 2026,…
Read moreFiling Details Trilogy Capital Inc., a registered investment adviser, increased its position in Alps Etf Trust - Alps/Smith Core Plus Bond ETF (AMEX:SMTH) by 115.3% during Q2…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in Genuine Parts Company (NYSE:GPC) during Q2 2026, according to its most…
Read moreFiling Details EASTERN BANK, a registered investment adviser, reduced its position in Intercontinental Exchange, Inc. (NYSE:ICE) during Q2 2026, according to its most recent 13F…
Read moreFiling Details Ravenstone Capital Management Inc., a registered investment adviser, increased its position in S&P Global Inc. (NYSE:SPGI) by 14.0% during Q1 2026, according to its…
Read moreFiling Details MassMutual Private Wealth & Trust, FSB, a registered investment adviser, increased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 99.1% during Q2…
Read moreFiling Details EASTERN BANK, a registered investment adviser, increased its position in Federated Hermes MDT Large Cap Value ETF (AMEX:FLCV) by 227.0% during Q2 2026, according to…
Read moreFiling Details EASTERN BANK, a registered investment adviser, reduced its position in Automatic Data Processing, Inc. (NASDAQ:ADP) during Q2 2026, according to its most recent 13F…
Read moreFiling Details Redwood Investment Management, LLC, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q1 2026, according to its most…
Read moreFiling Details Paladin Partners, LLC, a registered investment adviser, increased its position in iShares Russell 1000 Value ETF (AMEX:IWD) by 23.6% during Q1 2026, according to…
Read moreFiling Details CX Institutional, a registered investment adviser, increased its position in Vanguard Information Technology Index Fund (AMEX:VGT) by 13275.5% during Q2 2026,…
Read moreFiling Details Silverleafe Capital Partners, LLC, a registered investment adviser, increased its position in Vanguard Mid Cap Index Fund (AMEX:VO) by 304.1% during Q2 2026,…
Read moreFiling Details Kozak & Associates, Inc., a registered investment adviser, increased its position in SPDR Dow Jones Industrial Average ETF Trust (AMEX:DIA) by 25.6% during Q2 2026,…
Read moreFiling Details Silverleafe Capital Partners, LLC, a registered investment adviser, reduced its position in Vanguard Small Cap Index Fund (AMEX:VB) during Q2 2026, according to its…
Read moreFiling Details EASTERN BANK, a registered investment adviser, initiated a new position in Invesco Agriculture Commodity Strategy No K-1 ETF (NASDAQ:PDBA) during Q2 2026, according…
Read moreFiling Details Versant Capital Management, Inc, a registered investment adviser, increased its position in Dimensional US Vector Equity ETF (AMEX:DXUV) by 315.3% during Q2 2026,…
Read moreFiling Details Basecamp Wealth Advisors LLC, a registered investment adviser, increased its position in Vanguard Emerging Markets Stock Index Fund (AMEX:VWO) by 17.9% during Q1…
Read moreFiling Details Global Wealth Strategies & Associates, a registered investment adviser, increased its position in Schwab U.S. Small-Cap ETF (AMEX:SCHA) by 12.1% during Q2 2026,…
Read moreFiling Details CX Institutional, a registered investment adviser, initiated a new position in Invesco S&P 500 Revenue ETF (AMEX:RWL) during Q2 2026, according to its most recent…
Read moreFiling Details Versant Capital Management, Inc, a registered investment adviser, reduced its position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q2 2026, according to…
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