Real-time context
Recent institutional portfolio disclosures and position changes.
Nationwide Fund Advisors, a registered investment adviser, increased its position in iShares Core International Aggregate Bond ETF (BATS:IAGG) by 59.0% during Q3 2026, according…
Read morePIPER SANDLER & CO., a registered investment adviser, initiated a new position in Global Indemnity Group, LLC (NASDAQ:GBLI) during Q3 2026, according to its most recent 13F filing…
Read moreCassaday & Co Wealth Management LLC, a registered investment adviser, initiated a new position in SPDR Gold MiniShares (AMEX:GLDM) during Q3 2026, according to its most recent 13F…
Read moreEvensky & Katz LLC, a registered investment adviser, initiated a new position in iShares Core S&P Total U.S. Stock Market ETF (AMEX:ITOT) during Q3 2026, according to its most…
Read moreKCM INVESTMENT ADVISORS LLC, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q3 2026, according to its most recent 13F filing with the…
Read moreNationwide Fund Advisors, a registered investment adviser, increased its position in iShares Core MSCI Emerging Markets ETF (AMEX:IEMG) by 34.9% during Q3 2026, according to its…
Read moreNeuberger Berman Group LLC, a registered investment adviser, initiated a new position in Vanguard S&P 500 ETF (AMEX:VOO) during Q4 2025, according to its most recent 13F filing…
Read moreSwedbank AB, a registered investment adviser, increased its position in EMCOR Group, Inc. (NYSE:EME) by 112.7% during Q3 2026, according to its most recent 13F filing with the…
Read moreLingotto Investment Management LLP, a registered investment adviser, initiated a new position in The Mosaic Company (NYSE:MOS) during Q3 2026, according to its most recent 13F…
Read moreWestEnd Advisors, LLC, a registered investment adviser, initiated a new position in Health Care Select Sector SPDR Fund (AMEX:XLV) during Q3 2026, according to its most recent 13F…
Read moreCassaday & Co Wealth Management LLC, a registered investment adviser, initiated a new position in iShares S&P 500 Value ETF (AMEX:IVE) during Q3 2026, according to its most recent…
Read moreWestEnd Advisors, LLC, a registered investment adviser, initiated a new position in Vanguard FTSE All-World ex-US Index Fund (AMEX:VEU) during Q3 2026, according to its most…
Read moreTemasek Holdings Ltd, a registered investment adviser, increased its position in MSCI Inc. (NYSE:MSCI) by 86.3% during Q3 2026, according to its most recent 13F filing with the…
Read moreTemasek Holdings Ltd, a registered investment adviser, increased its position in GE Vernova Inc. (NYSE:GEV) by 220.6% during Q3 2026, according to its most recent 13F filing with…
Read moreCassaday & Co Wealth Management LLC, a registered investment adviser, initiated a new position in iShares Russell Mid-Cap Growth ETF (AMEX:IWP) during Q3 2026, according to its…
Read moreSwedbank AB, a registered investment adviser, increased its position in Keysight Technologies, Inc. (NYSE:KEYS) by 30.7% during Q3 2026, according to its most recent 13F filing…
Read moreTemasek Holdings Ltd, a registered investment adviser, reduced its position in Teck Resources Limited (NYSE:TECK) during Q3 2026, according to its most recent 13F filing with the…
Read moreCassaday & Co Wealth Management LLC, a registered investment adviser, initiated a new position in iShares Russell 2000 Growth ETF (AMEX:IWO) during Q3 2026, according to its most…
Read moreCassaday & Co Wealth Management LLC, a registered investment adviser, initiated a new position in Schwab U.S. Dividend Equity ETF (AMEX:SCHD) during Q3 2026, according to its most…
Read moreWestEnd Advisors, LLC, a registered investment adviser, initiated a new position in Communication Services Select Sector SPDR Fund (AMEX:XLC) during Q3 2026, according to its most…
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