Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details Addenda Capital Inc., a registered investment adviser, initiated a new position in Royal Bank of Canada (NYSE:RY) during Q2 2026, according to its most recent 13F…
Read moreFiling Details Addenda Capital Inc., a registered investment adviser, initiated a new position in The Toronto-Dominion Bank (NYSE:TD) during Q2 2026, according to its most recent…
Read moreFiling Details LRI Investments, LLC, a registered investment adviser, initiated a new position in Ares Management Corporation (NYSE:ARES) during Q2 2026, according to its most…
Read moreFiling Details Swedbank AB, a registered investment adviser, initiated a new position in Globe Life Inc. (NYSE:GL) during Q2 2026, according to its most recent 13F filing with the…
Read moreFiling Details Kohmann Bosshard Financial Services, LLC, a registered investment adviser, increased its position in Schwab U.S. Large-Cap ETF (AMEX:SCHX) by 2107884.0% during Q2…
Read moreFiling Details Swedbank AB, a registered investment adviser, initiated a new position in Ulta Beauty, Inc. (NASDAQ:ULTA) during Q2 2026, according to its most recent 13F filing…
Read moreFiling Details Swedbank AB, a registered investment adviser, initiated a new position in Keysight Technologies, Inc. (NYSE:KEYS) during Q2 2026, according to its most recent 13F…
Read moreFiling Details Swedbank AB, a registered investment adviser, initiated a new position in ResMed Inc. (NYSE:RMD) during Q2 2026, according to its most recent 13F filing with the…
Read moreFiling Details FENIMORE ASSET MANAGEMENT INC, a registered investment adviser, initiated a new position in Amphenol Corporation (NYSE:APH) during Q2 2026, according to its most…
Read moreFiling Details SIGNATURE ESTATE & INVESTMENT ADVISORS LLC, a registered investment adviser, initiated a new position in iShares Expanded Tech Sector ETF (AMEX:IGM) during Q2 2026,…
Read moreFiling Details FENIMORE ASSET MANAGEMENT INC, a registered investment adviser, initiated a new position in Ross Stores, Inc. (NASDAQ:ROST) during Q2 2026, according to its most…
Read moreFiling Details Swedbank AB, a registered investment adviser, initiated a new position in Bentley Systems, Incorporated (NASDAQ:BSY) during Q2 2026, according to its most recent…
Read moreFiling Details Swedbank AB, a registered investment adviser, initiated a new position in Crown Holdings, Inc. (NYSE:CCK) during Q2 2026, according to its most recent 13F filing…
Read moreFiling Details Swedbank AB, a registered investment adviser, initiated a new position in Credo Technology Group Holding Ltd (NASDAQ:CRDO) during Q2 2026, according to its most…
Read moreFiling Details Swedbank AB, a registered investment adviser, initiated a new position in The Allstate Corporation (NYSE:ALL) during Q2 2026, according to its most recent 13F…
Read moreFiling Details SIGNATURE ESTATE & INVESTMENT ADVISORS LLC, a registered investment adviser, initiated a new position in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF…
Read moreFiling Details Plancorp, LLC, a registered investment adviser, reduced its position in Dimensional U.S. Core Equity 2 ETF (AMEX:DFAC) during Q2 2026, according to its most recent…
Read moreFiling Details Swedbank AB, a registered investment adviser, initiated a new position in Okta, Inc. (NASDAQ:OKTA) during Q2 2026, according to its most recent 13F filing with the…
Read moreFiling Details Swedbank AB, a registered investment adviser, initiated a new position in Parker-Hannifin Corporation (NYSE:PH) during Q2 2026, according to its most recent 13F…
Read moreFiling Details QRG CAPITAL MANAGEMENT, INC., a registered investment adviser, increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 11.5% during Q2 2026, according to its…
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