Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details Robeco Schweiz AG, a registered investment adviser, reduced its position in Arm Holdings plc American Depositary Shares (NASDAQ:ARM) during Q2 2026, according to…
Read moreFiling Details FIRST BUSINESS FINANCIAL SERVICES, INC., a registered investment adviser, initiated a new position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q2 2026,…
Read moreFiling Details Resona Asset Management Co.,Ltd., a registered investment adviser, increased its position in SPDR Gold MiniShares (AMEX:GLDM) by 14.6% during Q2 2026, according to…
Read moreFiling Details Harel Insurance Investments & Financial Services Ltd., a registered investment adviser, initiated a new position in Cheniere Energy, Inc. (NYSE:LNG) during Q2 2026,…
Read moreFiling Details Atria Investments, Inc, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q2 2026, according to its most…
Read moreFiling Details FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND, a registered investment adviser, initiated a new position in Johnson & Johnson (NYSE:JNJ) during Q2 2026,…
Read moreFiling Details Sageworth Trust Co, a registered investment adviser, initiated a new position in Vanguard Total Intl Stock Idx Fund (NASDAQ:VXUS) during Q2 2026, according to its…
Read moreFiling Details FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND, a registered investment adviser, initiated a new position in Eli Lilly and Company (NYSE:LLY) during Q2…
Read moreFiling Details Harel Insurance Investments & Financial Services Ltd., a registered investment adviser, increased its position in iShares MSCI ACWI ETF (NASDAQ:ACWI) by 6068.8%…
Read moreFiling Details Erste Asset Management GmbH, a registered investment adviser, initiated a new position in Broadcom Inc. (NASDAQ:AVGO) during Q2 2026, according to its most recent…
Read moreFiling Details FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND, a registered investment adviser, initiated a new position in iShares Core MSCI Emerging Markets ETF…
Read moreFiling Details AXXCESS WEALTH MANAGEMENT, LLC, a registered investment adviser, initiated a new position in Vanguard Large Cap Index Fund (AMEX:VV) during Q2 2026, according to…
Read moreFiling Details FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND, a registered investment adviser, initiated a new position in Micron Technology, Inc. (NASDAQ:MU) during Q2…
Read moreFiling Details Harel Insurance Investments & Financial Services Ltd., a registered investment adviser, increased its position in GE Vernova Inc. (NYSE:GEV) by 250040.0% during Q2…
Read moreFiling Details Banco Santander, S.A., a registered investment adviser, increased its position in Micron Technology, Inc. (NASDAQ:MU) by 62.8% during Q2 2026, according to its most…
Read moreFiling Details Harel Insurance Investments & Financial Services Ltd., a registered investment adviser, increased its position in Broadcom Inc. (NASDAQ:AVGO) by 33.9% during Q2…
Read moreFiling Details Harel Insurance Investments & Financial Services Ltd., a registered investment adviser, increased its position in The Goldman Sachs Group, Inc. (NYSE:GS) by 84.5%…
Read moreFiling Details FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND, a registered investment adviser, initiated a new position in Meta Platforms, Inc. (NASDAQ:META) during Q2…
Read moreFiling Details Sageworth Trust Co, a registered investment adviser, initiated a new position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q2 2026, according to its most…
Read moreFiling Details Marino Management, LLC, a registered investment adviser, initiated a new position in SPDR Gold Shares (AMEX:GLD) during Q2 2026, according to its most recent 13F…
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