Real-time context
Recent institutional portfolio disclosures and position changes.
Lido Advisors, LLC, a registered investment adviser, reduced its position in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR) during Q2 2026, according to its most…
Read morePZENA INVESTMENT MANAGEMENT LLC, a registered investment adviser, increased its position in Dollar General Corporation (NYSE:DG) by 48.5% during Q2 2026, according to its most…
Read morePZENA INVESTMENT MANAGEMENT LLC, a registered investment adviser, reduced its position in CVS Health Corporation (NYSE:CVS) during Q2 2026, according to its most recent 13F filing…
Read moreWealthfront Advisers LLC, a registered investment adviser, increased its position in iShares iBoxx $ Investment Grade Corporate Bond ETF (AMEX:LQD) by 15.8% during Q2 2026,…
Read moreALLIANZ SE, a registered investment adviser, reduced its position in Janus Henderson AAA CLO ETF (AMEX:JAAA) during Q2 2026, according to its most recent 13F filing with the…
Read morePZENA INVESTMENT MANAGEMENT LLC, a registered investment adviser, reduced its position in Humana Inc. (NYSE:HUM) during Q2 2026, according to its most recent 13F filing with the…
Read moreONTARIO TEACHERS PENSION PLAN BOARD, a registered investment adviser, initiated a new position in AXS SPAC and New Issue ETF (NASDAQ:SPCX) during Q2 2026, according to its most…
Read moreFiling Details First Eagle Investment Management, LLC, a registered investment adviser, initiated a new position in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) during Q2 2026,…
Read moreFiling Details Temasek Holdings Ltd, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOG) during Q2 2026, according to its most recent 13F…
Read moreFiling Details Focus Partners Advisor Solutions, LLC, a registered investment adviser, initiated a new position in Dimensional U.S. Core Equity 2 ETF (AMEX:DFAC) during Q2 2026,…
Read moreFiling Details BAILLIE GIFFORD & CO, a registered investment adviser, initiated a new position in Nu Holdings Ltd. (NYSE:NU) during Q2 2026, according to its most recent 13F…
Read moreFiling Details BAILLIE GIFFORD & CO, a registered investment adviser, initiated a new position in Spotify Technology S.A. (NYSE:SPOT) during Q2 2026, according to its most recent…
Read moreFiling Details CINCINNATI FINANCIAL CORP, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q2 2026, according to its most recent 13F…
Read moreFiling Details BAILLIE GIFFORD & CO, a registered investment adviser, initiated a new position in Sea Limited (NYSE:SE) during Q2 2026, according to its most recent 13F filing…
Read moreFiling Details LSV ASSET MANAGEMENT, a registered investment adviser, reduced its position in Cisco Systems, Inc. (NASDAQ:CSCO) during Q2 2026, according to its most recent 13F…
Read moreFiling Details HBK Sorce Advisory LLC, a registered investment adviser, initiated a new position in Vanguard Core Bond ETF (NASDAQ:VCRB) during Q2 2026, according to its most…
Read moreFiling Details OneDigital Investment Advisors LLC, a registered investment adviser, increased its position in SPDR Portfolio S&P 500 ETF (AMEX:SPYM) by 44.2% during Q2 2026,…
Read moreFiling Details FLPUTNAM INVESTMENT MANAGEMENT CO, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q2 2026, according to its…
Read moreFiling Details Johnson Financial Group, LLC, a registered investment adviser, initiated a new position in Vanguard Large Cap Index Fund (AMEX:VV) during Q2 2026, according to its…
Read moreFiling Details Focus Partners Advisor Solutions, LLC, a registered investment adviser, initiated a new position in iShares Core S&P Total U.S. Stock Market ETF (AMEX:ITOT) during…
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