Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details Sequoia Financial Advisors, LLC, a registered investment adviser, initiated a new position in iShares Flexible Income Active ETF (NYSE:BINC) during Q2 2026,…
Read moreFiling Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in Costco Wholesale Corporation (NASDAQ:COST) during Q2 2026,…
Read moreFiling Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in The Travelers Companies, Inc. (NYSE:TRV) during Q2 2026,…
Read moreFiling Details Nationwide Fund Advisors, a registered investment adviser, initiated a new position in iShares Core S&P Small-Cap ETF (AMEX:IJR) during Q2 2026, according to its…
Read moreFiling Details Rathbones Group PLC, a registered investment adviser, increased its position in The Goldman Sachs Group, Inc. (NYSE:GS) by 20.8% during Q2 2026, according to its…
Read moreFiling Details BANQUE PICTET & CIE SA, a registered investment adviser, initiated a new position in Texas Instruments Incorporated (NASDAQ:TXN) during Q2 2026, according to its…
Read moreFiling Details BANQUE PICTET & CIE SA, a registered investment adviser, initiated a new position in Mastercard Incorporated (NYSE:MA) during Q2 2026, according to its most recent…
Read moreFiling Details BANQUE PICTET & CIE SA, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOG) during Q2 2026, according to its most recent 13F…
Read moreFiling Details BANQUE PICTET & CIE SA, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q2 2026, according to its most recent 13F…
Read moreFiling Details EASTERLY INVESTMENT PARTNERS LLC, a registered investment adviser, increased its position in SPDR S&P 500 ETF Trust (AMEX:SPY) by 12.8% during Q2 2026, according to…
Read moreFiling Details BANQUE PICTET & CIE SA, a registered investment adviser, initiated a new position in Amazon.com, Inc. (NASDAQ:AMZN) during Q2 2026, according to its most recent 13F…
Read moreFiling Details Nationwide Fund Advisors, 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 E-L Financial Corp Ltd, a registered investment adviser, initiated a new position in Vanguard S&P 500 ETF (AMEX:VOO) during Q2 2026, according to its most recent…
Read moreFiling Details BANQUE PICTET & CIE SA, a registered investment adviser, initiated a new position in Tesla, Inc. (NASDAQ:TSLA) during Q2 2026, according to its most recent 13F…
Read moreFiling Details Sequoia Financial Advisors, LLC, a registered investment adviser, initiated a new position in JPMorgan Income ETF (AMEX:JPIE) during Q2 2026, according to its most…
Read moreFiling Details Sequoia Financial Advisors, LLC, a registered investment adviser, initiated a new position in PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund…
Read moreFiling Details FACTORY MUTUAL INSURANCE CO, a registered investment adviser, initiated a new position in Amazon.com, Inc. (NASDAQ:AMZN) during Q2 2026, according to its most…
Read moreFiling Details MEITAV INVESTMENT HOUSE LTD, a registered investment adviser, initiated a new position in Teva Pharmaceutical Industries Limited (NYSE:TEVA) during Q2 2026,…
Read moreFiling Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in Newmont Corporation (NYSE:NEM) during Q2 2026, according to…
Read moreFiling Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in United Rentals, Inc. (NYSE:URI) during Q2 2026, according…
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