Real-time context
Recent institutional portfolio disclosures and position changes.
Capital Investment Advisors, LLC, a registered investment adviser, initiated a new position in iShares MSCI Intl Quality Factor ETF (AMEX:IQLT) during Q4 2025, according to its…
Read moreNISA INVESTMENT ADVISORS, LLC, a registered investment adviser, initiated a new position in Tesla, Inc. (NASDAQ:TSLA) during Q4 2025, according to its most recent 13F filing with…
Read moreEASTERN BANK, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most recent 13F filing with the…
Read moreAllspring Global Investments Holdings, LLC, a registered investment adviser, initiated a new position in Valero Energy Corporation (NYSE:VLO) during Q4 2025, according to its most…
Read moreASPIRIANT, LLC, a registered investment adviser, initiated a new position in iShares MSCI Global Min Vol Factor ETF (CBOE:ACWV) during Q4 2025, according to its most recent 13F…
Read moreASPIRIANT, LLC, a registered investment adviser, initiated a new position in Vanguard Small Cap Value Index Fund (AMEX:VBR) during Q4 2025, according to its most recent 13F filing…
Read moreASPIRIANT, LLC, a registered investment adviser, initiated a new position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) during Q4 2025, according to its most recent 13F filing…
Read moreASPIRIANT, LLC, 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 moreCohen Klingenstein LLC, a registered investment adviser, initiated a new position in SPDR S&P 500 ETF Trust (AMEX:SPY) during Q4 2025, according to its most recent 13F filing with…
Read moreClarius Group, LLC, a registered investment adviser, initiated a new position in PACCAR Inc (NASDAQ:PCAR) during Q4 2025, according to its most recent 13F filing with the…
Read moreBank of Finland, a registered investment adviser, initiated a new position in iShares Core MSCI International Developed Markets ETF (AMEX:IDEV) during Q4 2025, according to its…
Read moreOcean Park Asset Management, LLC, a registered investment adviser, initiated a new position in iShares iBoxx $ High Yield Corporate Bond ETF (AMEX:HYG) during Q4 2025, according…
Read moreAllspring Global Investments Holdings, LLC, a registered investment adviser, initiated a new position in Weyerhaeuser Company (NYSE:WY) during Q4 2025, according to its most…
Read morePineStone Asset Management Inc., a registered investment adviser, initiated a new position in UNITEDHEALTH GROUP INCORPORATED (Delaware) (NYSE:UNH) during Q4 2025, according to…
Read moreAllspring Global Investments Holdings, LLC, a registered investment adviser, initiated a new position in Church & Dwight Co., Inc. (NYSE:CHD) during Q4 2025, according to its most…
Read moreAllspring Global Investments Holdings, LLC, a registered investment adviser, initiated a new position in AutoZone, Inc. (NYSE:AZO) during Q4 2025, according to its most recent 13F…
Read moreMATHER GROUP, LLC., a registered investment adviser, initiated a new position in Vanguard Intermediate-Term Bond Index Fund (AMEX:BIV) during Q4 2025, according to its most recent…
Read moreEXCHANGE TRADED CONCEPTS, LLC, a registered investment adviser, initiated a new position in SPDR S&P 500 ETF Trust (AMEX:SPY) during Q4 2025, according to its most recent 13F…
Read moreAllspring Global Investments Holdings, LLC, a registered investment adviser, initiated a new position in Republic Services, Inc. (NYSE:RSG) during Q4 2025, according to its most…
Read moreAllspring Global Investments Holdings, LLC, a registered investment adviser, initiated a new position in Mueller Industries, Inc. (NYSE:MLI) during Q4 2025, according to its most…
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