Real-time context
Recent institutional portfolio disclosures and position changes.
Matson Money. Inc., 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…
Read moreMatson Money. Inc., a registered investment adviser, initiated a new position in iShares Core International Aggregate Bond ETF (CBOE:IAGG) during Q4 2025, according to its most…
Read moreSIGNATUREFD, 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…
Read moreSIGNATUREFD, LLC, a registered investment adviser, initiated a new position in Vanguard Dividend Appreciation Index Fund (AMEX:VIG) during Q4 2025, according to its most recent…
Read more1900 WEALTH MANAGEMENT LLC, a registered investment adviser, initiated a new position in SPDR Portfolio S&P 500 ETF (AMEX:SPYM) during Q4 2025, according to its most recent 13F…
Read moreMatson Money. Inc., a registered investment adviser, initiated a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB) during Q4 2025, according to…
Read moreINCOME RESEARCH & MANAGEMENT, a registered investment adviser, initiated a new position in Harbor Disciplined Bond ETF (AMEX:AGGS) during Q4 2025, according to its most recent 13F…
Read moreINCOME RESEARCH & MANAGEMENT, a registered investment adviser, initiated a new position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (NYSE:TAXM) during Q4 2025,…
Read moreINCOME RESEARCH & MANAGEMENT, a registered investment adviser, initiated a new position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF (AMEX:TXXI) during Q4 2025, according…
Read moreINCOME RESEARCH & MANAGEMENT, a registered investment adviser, initiated a new position in Bondbloxx IR+M Tax-Aware Short Duration ETF (AMEX:TAXX) during Q4 2025, according to its…
Read moreCanoe Financial LP, a registered investment adviser, initiated a new position in Wells Fargo & Company (NYSE:WFC) during Q4 2025, according to its most recent 13F filing with the…
Read moreFORT WASHINGTON INVESTMENT ADVISORS INC /OH/, a registered investment adviser, initiated a new position in Fifth Third Bancorp (NASDAQ:FITB) during Q4 2025, according to its most…
Read moreCapital 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…
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