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 Schwab International Small-Cap Equity ETF (AMEX:SCHC) during Q1…
Read moreFiling Details COLLECTIVE FAMILY OFFICE LLC, a registered investment adviser, reduced its position in Invesco BulletShares 2026 High Yield Corporate Bond ETF (NASDAQ:BSJQ) during…
Read moreFiling Details Frisco Financial Planning LLC, a registered investment adviser, increased its position in Vanguard Tax-Exempt Bond Index Fund (AMEX:VTEB) by 10.5% during Q2 2026,…
Read moreFiling Details Cedar Mountain Advisors, LLC, a registered investment adviser, initiated a new position in Vanguard Health Care Index Fund (AMEX:VHT) during Q2 2026, according to…
Read moreFiling Details Global Wealth Strategies & Associates, a registered investment adviser, increased its position in iShares Core S&P Small-Cap ETF (AMEX:IJR) by 11312.8% during Q2…
Read moreFiling Details Hamilton Wealth, LLC, a registered investment adviser, increased its position in WisdomTree Floating Rate Treasury Fund (AMEX:USFR) by 617.4% during Q1 2026,…
Read moreFiling Details Basecamp Wealth Advisors LLC, a registered investment adviser, increased its position in Vanguard Total World Stock Index Fund (AMEX:VT) by 48.4% during Q1 2026,…
Read moreFiling Details CX Institutional, a registered investment adviser, reduced its position in Union Pacific Corporation (NYSE:UNP) during Q2 2026, according to its most recent 13F…
Read moreFiling Details Trust Co of the South, a registered investment adviser, increased its position in Dimensional Emerging Markets Core Equity 2 ETF (AMEX:DFEM) by 23.6% during Q2…
Read moreFiling Details Kozak & Associates, Inc., a registered investment adviser, increased its position in PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund…
Read moreFiling Details Cedar Mountain Advisors, LLC, a registered investment adviser, initiated a new position in SPDR Portfolio Short Term Corporate Bond ETF (AMEX:SPSB) during Q2 2026,…
Read moreFiling Details Cedar Mountain Advisors, LLC, a registered investment adviser, initiated a new position in Vanguard Financials ETF (NYSE:VFH) during Q2 2026, according to its most…
Read moreFiling Details Versant Capital Management, Inc, a registered investment adviser, increased its position in Dimensional Emerging Markets Core Equity 2 ETF (AMEX:DFEM) by 63.6%…
Read moreFiling Details Asset Management Advisors, LLC, a registered investment adviser, reduced its position in Micron Technology, Inc. (NASDAQ:MU) during Q2 2026, according to its most…
Read moreFiling Details BURKETT FINANCIAL SERVICES, LLC, a registered investment adviser, increased its position in JPMorgan ActiveBuilders Emerging Markets Equity ETF (BATS:JEMA) by…
Read moreFiling Details Kozak & Associates, Inc., a registered investment adviser, reduced its position in NVIDIA Corporation (NASDAQ:NVDA) during Q2 2026, according to its most recent 13F…
Read moreFiling Details Kozak & Associates, Inc., a registered investment adviser, reduced its position in iShares U.S. Industrials ETF (BATS:IYJ) during Q2 2026, according to its most…
Read moreFiling Details Kozak & Associates, Inc., a registered investment adviser, reduced its position in VanEck Semiconductor ETF (NASDAQ:SMH) during Q2 2026, according to its most…
Read moreFiling Details Kozak & Associates, Inc., a registered investment adviser, initiated a new position in PGIM Jennison Focused Value ETF (AMEX:PJFV) during Q2 2026, according to its…
Read moreFiling Details MassMutual Private Wealth & Trust, FSB, a registered investment adviser, increased its position in Booking Holdings Inc. (NASDAQ:BKNG) by 2340.5% during Q2 2026,…
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