Real-time context
Recent institutional portfolio disclosures and position changes.
RKL Wealth Management LLC, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q3 2026, according to its most recent 13F filing…
Read moreAngeles Investment Advisors, LLC, a registered investment adviser, initiated a new position in Vanguard Total Intl Stock Idx Fund (NASDAQ:VXUS) during Q3 2026, according to its…
Read moreASSETMARK, INC, a registered investment adviser, increased its position in Applied Materials, Inc. (NASDAQ:AMAT) by 21.7% during Q3 2026, according to its most recent 13F filing…
Read moreRobeco Institutional Asset Management B.V., a registered investment adviser, increased its position in Texas Instruments Incorporated (NASDAQ:TXN) by 32.4% during Q3 2026,…
Read moreASSETMARK, INC, a registered investment adviser, reduced its position in Fox Corporation (NASDAQ:FOXA) during Q3 2026, according to its most recent 13F filing with the Securities…
Read moreRobeco Institutional Asset Management B.V., a registered investment adviser, increased its position in CrowdStrike Holdings, Inc. Class A Common Stock (NASDAQ:CRWD) by 292.7%…
Read moreASSETMARK, INC, a registered investment adviser, reduced its position in iShares MSCI USA Momentum Factor ETF (BATS:MTUM) during Q3 2026, according to its most recent 13F filing…
Read moreBI Asset Management Fondsmaeglerselskab A/S, a registered investment adviser, initiated a new position in JPMorgan Chase & Co. (NYSE:JPM) during Q3 2026, according to its most…
Read moreHyperion Asset Management Ltd, a registered investment adviser, reduced its position in Amazon.com, Inc. (NASDAQ:AMZN) during Q3 2026, according to its most recent 13F filing with…
Read morePrime Capital Investment Advisors, LLC, a registered investment adviser, initiated a new position in Schwab U.S. Large-Cap ETF (AMEX:SCHX) during Q3 2026, according to its most…
Read moreBadgley Phelps Wealth Managers, LLC, a registered investment adviser, initiated a new position in iShares MSCI EAFE ETF (AMEX:EFA) during Q3 2026, according to its most recent 13F…
Read moreSmead Capital Management, Inc., a registered investment adviser, initiated a new position in Amgen Inc. (NASDAQ:AMGN) during Q3 2026, according to its most recent 13F filing with…
Read morePrime Capital Investment Advisors, 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,…
Read moreRobeco Institutional Asset Management B.V., a registered investment adviser, increased its position in NetApp, Inc. (NASDAQ:NTAP) by 19.8% during Q3 2026, according to its most…
Read moreRobeco Institutional Asset Management B.V., a registered investment adviser, increased its position in Datadog, Inc. (NASDAQ:DDOG) by 46.1% during Q3 2026, according to its most…
Read moreSmead Capital Management, Inc., a registered investment adviser, initiated a new position in Simon Property Group, Inc. (NYSE:SPG) during Q3 2026, according to its most recent 13F…
Read moreSmead Capital Management, Inc., a registered investment adviser, initiated a new position in The Macerich Company (NYSE:MAC) during Q3 2026, according to its most recent 13F…
Read morePrime Capital Investment Advisors, LLC, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q3 2026, according to its most recent…
Read moreRobeco Institutional Asset Management B.V., a registered investment adviser, increased its position in VeriSign, Inc. (NASDAQ:VRSN) by 17.9% during Q3 2026, according to its most…
Read moreAWM CAPITAL, LLC, a registered investment adviser, increased its position in Dimensional U.S. Core Equity 2 ETF (AMEX:DFAC) by 11.7% during Q3 2026, according to its most recent…
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