Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details Fenelon Opportunity Fund Inc., a registered investment adviser, initiated a new position in The Coca-Cola Company (NYSE:KO) during Q2 2026, according to its most…
Read moreFiling Details Alecta Tjanstepension Omsesidigt, a registered investment adviser, reduced its position in Caterpillar Inc. (NYSE:CAT) during Q2 2026, according to its most recent…
Read moreFiling Details Confluence Wealth Services, Inc., a registered investment adviser, initiated a new position in Vanguard Dividend Appreciation Index Fund (AMEX:VIG) during Q2 2026,…
Read moreFiling Details EVERGREEN CAPITAL MANAGEMENT LLC, a registered investment adviser, initiated a new position in iShares Core MSCI Emerging Markets ETF (AMEX:IEMG) during Q2 2026,…
Read moreFiling Details FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND, a registered investment adviser, initiated a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during Q2…
Read moreFiling Details Mirae Asset Global Investments Co., Ltd., a registered investment adviser, increased its position in iShares Semiconductor ETF (NASDAQ:SOXX) by 185.7% during Q2…
Read moreFiling Details Retirement Systems of Alabama, a registered investment adviser, increased its position in Eli Lilly and Company (NYSE:LLY) by 16.7% during Q2 2026, according to its…
Read moreFiling Details OP Asset Management Ltd, a registered investment adviser, reduced its position in Broadcom Inc. (NASDAQ:AVGO) during Q2 2026, according to its most recent 13F…
Read moreFiling Details ANGELES WEALTH MANAGEMENT, LLC, a registered investment adviser, initiated a new position in Vanguard Total World Stock Index Fund (AMEX:VT) during Q2 2026,…
Read moreFiling Details Alecta Tjanstepension Omsesidigt, a registered investment adviser, increased its position in The Progressive Corporation (NYSE:PGR) by 57.1% during Q2 2026,…
Read moreFiling Details Mesirow Financial Investment Management, Inc., a registered investment adviser, initiated a new position in iShares Core S&P Small-Cap ETF (AMEX:IJR) during Q2…
Read moreFiling Details Retirement Systems of Alabama, a registered investment adviser, increased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 19.5% during Q2 2026,…
Read moreFiling Details Cambridge Investment Research Advisors, Inc., a registered investment adviser, increased its position in Capital Group Growth ETF (AMEX:CGGR) by 11.8% during Q2…
Read moreFiling Details Nationwide Fund Advisors, a registered investment adviser, initiated a new position in iShares Core MSCI Emerging Markets ETF (AMEX:IEMG) during Q2 2026, according…
Read moreFiling Details Harel Insurance Investments & Financial Services Ltd., a registered investment adviser, increased its position in First Trust Indxx Aerospace & Defense ETF…
Read moreFiling Details Funde Sino Life Insurance Co Ltd, a registered investment adviser, initiated a new position in Micron Technology, Inc. (NASDAQ:MU) during Q2 2026, according to its…
Read moreFiling Details FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND, a registered investment adviser, initiated a new position in Lam Research Corporation (NASDAQ:LRCX) during…
Read moreFiling Details Focused Investors LLC, a registered investment adviser, initiated a new position in The Goldman Sachs Group, Inc. (NYSE:GS) during Q2 2026, according to its most…
Read moreFiling Details Harel Insurance Investments & Financial Services Ltd., a registered investment adviser, increased its position in Fidelity MSCI Communication Services Index ETF…
Read moreFiling Details Harel Insurance Investments & Financial Services Ltd., a registered investment adviser, reduced its position in Datadog, Inc. (NASDAQ:DDOG) during Q2 2026,…
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