Real-time context
Recent institutional portfolio disclosures and position changes.
Creative Planning, a registered investment adviser, initiated a new position in Vanguard Intermediate-Term Corporate Bond Index Fund (NASDAQ:VCIT) during Q3 2026, according to its…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Schwab U.S. Large-Cap ETF (AMEX:SCHX) during Q3 2026, according to its most recent 13F filing with…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Mid Cap Index Fund (AMEX:VO) during Q3 2026, according to its most recent 13F filing with…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Avantis U.S. Small Cap Value ETF (AMEX:AVUV) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Avantis International Small Cap Value ETF (AMEX:AVDV) during Q3 2026, according to its most recent…
Read moreCreative Planning, a registered investment adviser, initiated a new position in SPDR Portfolio S&P 500 ETF (AMEX:SPYM) during Q3 2026, according to its most recent 13F filing with…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Short-Term Bond Index Fund (AMEX:BSV) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Large Cap Index Fund (AMEX:VV) during Q3 2026, according to its most recent 13F filing…
Read moreCreative Planning, a registered investment adviser, initiated a new position in iShares Core MSCI Emerging Markets ETF (AMEX:IEMG) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in SPDR Portfolio S&P 400 Mid Cap ETF (AMEX:SPMD) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in SPDR Portfolio Developed World ex-US ETF (AMEX:SPDW) during Q3 2026, according to its most recent…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Developed Markets Index Fund (AMEX:VEA) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Total Bond Market Index Fund (NASDAQ:BND) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q3 2026, according to its most recent 13F filing with…
Read moreTrinityBridge Ltd, a registered investment adviser, reduced its position in Amazon.com, Inc. (NASDAQ:AMZN) during Q3 2026, according to its most recent 13F filing with the…
Read moreHarel Insurance Investments & Financial Services Ltd., a registered investment adviser, reduced its position in Global X Defense Tech ETF (AMEX:SHLD) during Q3 2026, according to…
Read moreHarel Insurance Investments & Financial Services Ltd., a registered investment adviser, reduced its position in Snowflake Inc. (NYSE:SNOW) during Q3 2026, according to its most…
Read morePZENA INVESTMENT MANAGEMENT LLC, a registered investment adviser, reduced its position in Workday, Inc. (NASDAQ:WDAY) during Q3 2026, according to its most recent 13F filing with…
Read moreHarel Insurance Investments & Financial Services Ltd., a registered investment adviser, increased its position in VanEck Semiconductor ETF (NASDAQ:SMH) by 55.8% during Q3 2026,…
Read moreHarel Insurance Investments & Financial Services Ltd., a registered investment adviser, increased its position in MongoDB, Inc. (NASDAQ:MDB) by 29.7% during Q3 2026, according to…
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