Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details Redwood Investment Management, LLC, a registered investment adviser, initiated a new position in LeaderShares Dynamic Yield ETF (AMEX:DYLD) during Q1 2026,…
Read moreFiling Details CX Institutional, a registered investment adviser, increased its position in Fidelity MSCI Information Technology Index ETF (AMEX:FTEC) by 18.2% during Q2 2026,…
Read moreFiling Details CX Institutional, a registered investment adviser, reduced its position in Caterpillar Inc. (NYSE:CAT) during Q2 2026, according to its most recent 13F filing with…
Read moreFiling Details Silverleafe Capital Partners, LLC, a registered investment adviser, initiated a new position in Vanguard Intermediate-Term Treasury Index Fund (NASDAQ:VGIT) during…
Read moreFiling Details Cedar Mountain Advisors, LLC, a registered investment adviser, initiated a new position in Franklin International Low Volatility High Dividend Index ETF (BATS:LVHI)…
Read moreFiling Details Ravenstone Capital Management Inc., a registered investment adviser, reduced its position in Alphabet Inc. (NASDAQ:GOOG) during Q1 2026, according to its most…
Read moreFiling Details CX Institutional, a registered investment adviser, increased its position in Mastercard Incorporated (NYSE:MA) by 12.1% during Q2 2026, according to its most recent…
Read moreFiling Details Redwood Investment Management, LLC, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q1 2026, according to its most…
Read moreFiling Details Kozak & Associates, Inc., a registered investment adviser, initiated a new position in iShares MSCI Emerging Markets ex China ETF (NASDAQ:EMXC) during Q2 2026,…
Read moreFiling Details Cedar Mountain Advisors, LLC, a registered investment adviser, initiated a new position in Vanguard International High Dividend Yield Fund (NASDAQ:VYMI) during Q2…
Read moreFiling Details EASTERN BANK, a registered investment adviser, increased its position in Industrial Select Sector SPDR Fund (AMEX:XLI) by 25519.0% during Q2 2026, according to its…
Read moreFiling Details CX Institutional, a registered investment adviser, reduced its position in QUALCOMM Incorporated (NASDAQ:QCOM) during Q2 2026, according to its most recent 13F…
Read moreFiling Details Hamilton Wealth, LLC, a registered investment adviser, increased its position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) by 202.5% during Q1…
Read moreFiling Details EASTERN BANK, a registered investment adviser, increased its position in iShares Core MSCI EAFE ETF (BATS:IEFA) by 19.4% during Q2 2026, according to its most…
Read moreFiling Details CACTI ASSET MANAGEMENT LLC, a registered investment adviser, initiated a new position in NIKE, Inc. (NYSE:NKE) during Q2 2026, according to its most recent 13F…
Read moreFiling Details COLLECTIVE FAMILY OFFICE LLC, a registered investment adviser, increased its position in Global X U.S. Preferred ETF (AMEX:PFFD) by 11.5% during Q2 2026, according…
Read moreFiling Details Global Wealth Strategies & Associates, a registered investment adviser, increased its position in Technology Select Sector SPDR Fund (AMEX:XLK) by 1008.4% during Q2…
Read moreFiling Details Redwood Investment Management, LLC, a registered investment adviser, initiated a new position in Vanguard FTSE All-World ex-US Small Capital Index Fund (AMEX:VSS)…
Read moreFiling Details Cedar Mountain Advisors, LLC, a registered investment adviser, initiated a new position in Schwab U.S. Aggregate Bond ETF (AMEX:SCHZ) during Q2 2026, according to…
Read moreFiling Details Samson Rock Capital LLP, a registered investment adviser, initiated a new position in Avanos Medical, Inc. (NYSE:AVNS) during Q2 2026, according to its most recent…
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