Real-time context
Recent institutional portfolio disclosures and position changes.
Beaird Harris Wealth Management, LLC, a registered investment adviser, initiated a new position in Avantis U.S. Large Cap Value ETF (AMEX:AVLV) during Q4 2025, according to its…
Read moreRiver Road Asset Management, LLC, a registered investment adviser, initiated a new position in Labcorp Holdings Inc. (NYSE:LH) during Q4 2025, according to its most recent 13F…
Read morePacer Advisors, Inc., a registered investment adviser, initiated a new position in Constellation Brands, Inc. (NYSE:STZ) during Q4 2025, according to its most recent 13F filing…
Read moreRiver Road Asset Management, LLC, a registered investment adviser, initiated a new position in Smith & Nephew plc (NYSE:SNN) during Q4 2025, according to its most recent 13F…
Read moreGROUPAMA ASSET MANAGMENT, a registered investment adviser, initiated a new position in Eli Lilly and Company (NYSE:LLY) during Q4 2025, according to its most recent 13F filing…
Read moreBANK OF HAWAII, a registered investment adviser, initiated a new position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q4 2025, according to its most recent 13F filing…
Read moreBANK OF HAWAII, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q4 2025, according to its most recent 13F filing with the…
Read moreBANK OF HAWAII, a registered investment adviser, initiated a new position in Vanguard Growth Index Fund (AMEX:VUG) during Q4 2025, according to its most recent 13F filing with the…
Read moreBANK OF HAWAII, a registered investment adviser, initiated a new position in Vanguard Developed Markets Index Fund (AMEX:VEA) during Q4 2025, according to its most recent 13F…
Read moreMARINER INVESTMENT GROUP LLC, a registered investment adviser, initiated a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during Q4 2025, according to its most recent 13F…
Read moreRiver Road Asset Management, LLC, a registered investment adviser, initiated a new position in Carlisle Companies Incorporated (NYSE:CSL) during Q4 2025, according to its most…
Read morePacer Advisors, Inc., a registered investment adviser, initiated a new position in Omnicom Group Inc. (NYSE:OMC) during Q4 2025, according to its most recent 13F filing with the…
Read moreMARINER INVESTMENT GROUP LLC, a registered investment adviser, initiated a new position in iShares Bitcoin Trust (NASDAQ:IBIT) during Q4 2025, according to its most recent 13F…
Read morePacer Advisors, Inc., a registered investment adviser, initiated a new position in The Hershey Company (NYSE:HSY) during Q4 2025, according to its most recent 13F filing with the…
Read moreAmanah Holdings Trust, a registered investment adviser, initiated a new position in Eli Lilly and Company (NYSE:LLY) during Q4 2025, according to its most recent 13F filing with…
Read moreMARINER INVESTMENT GROUP LLC, a registered investment adviser, initiated a new position in Costco Wholesale Corporation (NASDAQ:COST) during Q4 2025, according to its most recent…
Read moreKovitz Investment Group Partners, LLC, a registered investment adviser, initiated a new position in iShares iBonds Dec 2026 Term Treasury ETF (NASDAQ:IBTG) during Q4 2025,…
Read morePacer Advisors, Inc., a registered investment adviser, initiated a new position in Halliburton Company (NYSE:HAL) during Q4 2025, according to its most recent 13F filing with the…
Read morePacer Advisors, Inc., a registered investment adviser, initiated a new position in eBay Inc. (NASDAQ:EBAY) during Q4 2025, according to its most recent 13F filing with the…
Read moreMARINER INVESTMENT GROUP LLC, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOG) during Q4 2025, according to its most recent 13F filing with…
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