Real-time context
Recent institutional portfolio disclosures and position changes.
Cordoba Advisory Partners LLC, a registered investment adviser, increased its position in iShares Core U.S. Aggregate Bond ETF (AMEX:AGG) by 350.2% during Q3 2026, according to…
Read moreRPOA Advisors, Inc., a registered investment adviser, initiated a new position in BNY Mellon US Mid Cap Core Equity ETF (AMEX:BKMC) during Q3 2026, according to its most recent…
Read moreRPOA Advisors, Inc., a registered investment adviser, initiated a new position in BNY Mellon Ultra Short Income ETF (AMEX:BKUI) during Q3 2026, according to its most recent 13F…
Read moreYarbrough Capital, 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 moreYarbrough Capital, LLC, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q3 2026, according to its most recent 13F filing with…
Read moreRPOA Advisors, Inc., a registered investment adviser, initiated a new position in BNY Mellon US Large Cap Core Equity ETF (AMEX:BKLC) during Q3 2026, according to its most recent…
Read moreLILLY ENDOWMENT INC, a registered investment adviser, initiated a new position in Eli Lilly and Company (NYSE:LLY) during Q3 2026, according to its most recent 13F filing with the…
Read moreAssenagon Asset Management S.A., a registered investment adviser, increased its position in The Charles Schwab Corporation (NYSE:SCHW) by 67.6% during Q3 2026, according to its…
Read moreAnnex Advisory Services, LLC, a registered investment adviser, reduced its position in VictoryShares ESG Core Plus Bond ETF (NASDAQ:UBND) during Q3 2026, according to its most…
Read moreAssenagon Asset Management S.A., a registered investment adviser, increased its position in Chevron Corporation (NYSE:CVX) by 25.7% during Q3 2026, according to its most recent…
Read moreAssenagon Asset Management S.A., a registered investment adviser, increased its position in Boston Scientific Corporation (NYSE:BSX) by 61.4% during Q3 2026, according to its most…
Read moreConcurrent Investment Advisors, 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…
Read moreCounterpoint Mutual Funds LLC, a registered investment adviser, initiated a new position in SPDR Bloomberg 1-3 Month T-Bill ETF (AMEX:BIL) during Q3 2026, according to its most…
Read moreNinety One UK Ltd, a registered investment adviser, initiated a new position in FedEx Corporation (NYSE:FDX) during Q3 2026, according to its most recent 13F filing with the…
Read moreAssenagon Asset Management S.A., a registered investment adviser, increased its position in NextEra Energy, Inc. (NYSE:NEE) by 88.8% during Q3 2026, according to its most recent…
Read moreUSA FINANCIAL FORMULAS, a registered investment adviser, initiated a new position in SPDR Bloomberg 1-3 Month T-Bill ETF (AMEX:BIL) during Q3 2026, according to its most recent…
Read moreAssenagon Asset Management S.A., a registered investment adviser, increased its position in The Coca-Cola Company (NYSE:KO) by 36.4% during Q3 2026, according to its most recent…
Read moreHoward Capital Management, LLC, a registered investment adviser, initiated a new position in Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF (AMEX:HCMT) during…
Read moreNinety One UK Ltd, a registered investment adviser, initiated a new position in FactSet Research Systems Inc. (NYSE:FDS) during Q3 2026, according to its most recent 13F filing…
Read moreNinety One UK Ltd, a registered investment adviser, initiated a new position in Align Technology, Inc. (NASDAQ:ALGN) during Q3 2026, according to its most recent 13F filing with…
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