Real-time context
Recent institutional portfolio disclosures and position changes.
Ayalon Insurance Comp Ltd., a registered investment adviser, increased its position in Vanguard S&P 500 ETF (AMEX:VOO) by 57.4% during Q3 2026, according to its most recent 13F…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in Crane Company (NYSE:CR) during Q3 2026, according to its most recent 13F filing…
Read moreRobert Bosch GmbH, a registered investment adviser, initiated a new position in ADS-TEC Energy PLC (NASDAQ:ADSE) during Q3 2026, according to its most recent 13F filing with the…
Read moreWedmont Private Capital, a registered investment adviser, increased its position in Apple Inc. (NASDAQ:AAPL) by 12.4% during Q3 2026, according to its most recent 13F filing with…
Read moreHamlin Capital Management, LLC, a registered investment adviser, reduced its position in The Procter & Gamble Company (NYSE:PG) during Q3 2026, according to its most recent 13F…
Read moreFarther Finance Advisors, LLC, a registered investment adviser, increased its position in SPDR Portfolio Long Term Treasury ETF (AMEX:SPTL) by 16.0% during Q3 2026, according to…
Read moreRVW Wealth, LLC, a registered investment adviser, increased its position in Avantis U.S. Equity ETF (AMEX:AVUS) by 10.2% during Q3 2026, according to its most recent 13F filing…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in ConocoPhillips (NYSE:COP) during Q3 2026, according to its most recent 13F filing…
Read moreCONGRESS ASSET MANAGEMENT CO, a registered investment adviser, reduced its position in Commault Systems, Inc. (NASDAQ:CVLT) during Q3 2026, according to its most recent 13F filing…
Read moreGAMMA Investing LLC, a registered investment adviser, increased its position in Microsoft Corporation (NASDAQ:MSFT) by 15.6% during Q3 2026, according to its most recent 13F…
Read moreCoreCap Advisors, LLC, a registered investment adviser, increased its position in Invesco S&P 500 Equal Weight ETF (AMEX:RSP) by 23.7% during Q3 2026, according to its most recent…
Read moreFENIMORE ASSET MANAGEMENT INC, a registered investment adviser, reduced its position in Zebra Technologies Corporation (NASDAQ:ZBRA) during Q3 2026, according to its most recent…
Read moreCenterStar Asset Management, LLC, a registered investment adviser, initiated a new position in Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) during Q3 2026, according to its most…
Read moreREINHART PARTNERS, LLC., a registered investment adviser, reduced its position in Lantheus Holdings, Inc. (NASDAQ:LNTH) during Q3 2026, according to its most recent 13F filing…
Read moreBorder to Coast Pensions Partnership Ltd, a registered investment adviser, initiated a new position in UBS Group AG (NYSE:UBS) during Q3 2026, according to its most recent 13F…
Read moreGLP Holdings LLLP, 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 moreTLWM, a registered investment adviser, increased its position in iShares Russell 3000 ETF (AMEX:IWV) by 292548.5% during Q3 2026, according to its most recent 13F filing with the…
Read morePennsylvania State University, a registered investment adviser, initiated a new position in iShares Gold Trust (AMEX:IAU) during Q3 2026, according to its most recent 13F filing…
Read moreGradient Investments LLC, a registered investment adviser, reduced its position in Doubleline Etf Trust - Mortgage ETF (AMEX:DMBS) during Q3 2026, according to its most recent 13F…
Read moreArtemis Investment Management LLP, a registered investment adviser, initiated a new position in Targa Resources Corp. (NYSE:TRGP) during Q3 2026, according to its most recent 13F…
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