Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in Chubb Limited (NYSE:CB) during Q2 2026, according to its most recent 13F…
Read moreFiling Details BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT, a registered investment adviser, increased its position in SPDR S&P 500 ETF Trust (AMEX:SPY) by 1067.0% during…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in American Express Company (NYSE:AXP) during Q2 2026, according to its most…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q2 2026, according to its most recent 13F…
Read moreFiling Details EASTERN BANK, a registered investment adviser, increased its position in Invesco S&P 500 Equal Weight ETF (AMEX:RSP) by 53.0% during Q2 2026, according to its most…
Read moreFiling Details EASTERN BANK, a registered investment adviser, reduced its position in iShares Intermediate Government/Credit Bond ETF (BATS:GVI) during Q2 2026, according to its…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in Corning Incorporated (NYSE:GLW) during Q2 2026, according to its most…
Read moreFiling Details EASTERN BANK, a registered investment adviser, increased its position in JPMorgan International Research Enhanced Equity ETF (AMEX:JIRE) by 13.2% during Q2 2026,…
Read moreFiling Details CX Institutional, a registered investment adviser, increased its position in iShares 0-3 Month Treasury Bond ETF (AMEX:SGOV) by 60.9% during Q2 2026, according to…
Read moreFiling Details Stairway Partners, LLC, a registered investment adviser, reduced its position in iShares Core MSCI Emerging Markets ETF (AMEX:IEMG) during Q2 2026, according to its…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in The Goldman Sachs Group, Inc. (NYSE:GS) during Q2 2026, according to its…
Read moreFiling Details Stairway Partners, LLC, a registered investment adviser, increased its position in Vanguard Total Bond Market Index Fund (NASDAQ:BND) by 11.2% during Q2 2026,…
Read moreFiling Details Stairway Partners, LLC, a registered investment adviser, increased its position in iShares Core U.S. Aggregate Bond ETF (AMEX:AGG) by 15.4% during Q2 2026,…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in Seagate Technology Holdings plc (NASDAQ:STX) during Q2 2026, according to…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Polaris Inc. (NYSE:PII) by 12.5% during Q1 2026, according to its most recent 13F…
Read moreFiling Details Western Wealth Management, LLC, a registered investment adviser, reduced its position in Vanguard S&P 500 ETF (AMEX:VOO) during Q1 2026, according to its most…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in The Procter & Gamble Company (NYSE:PG) during Q1 2026, according to its most recent…
Read moreFiling Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, increased its position in VanEck BDC Income ETF (AMEX:BIZD) by 38.7% during Q1 2026, according…
Read moreFiling Details Western Wealth Management, LLC, a registered investment adviser, reduced its position in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY) during Q1 2026,…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in Rush Enterprises, Inc. (NASDAQ:RUSHA) during Q1 2026, according to its most recent…
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