Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details RJA Asset Management LLC, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q2 2026, according to its most recent 13F…
Read moreFiling Details Bank Pictet & Cie AG, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q2 2026, according to its most recent 13F…
Read moreFiling Details Avidian Wealth Enterprises, LLC, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q2 2026, according to its…
Read moreFiling Details TEXAS TREASURY SAFEKEEPING TRUST CO, a registered investment adviser, initiated a new position in SPDR S&P 500 ETF Trust (AMEX:SPY) during Q4 2025, according to its…
Read moreFiling Details D.A. DAVIDSON & CO., a registered investment adviser, increased its position in Vanguard Growth Index Fund (AMEX:VUG) by 503.4% during Q2 2026, according to its…
Read moreFiling Details Abundance Wealth Counselors, a registered investment adviser, increased its position in iShares Core S&P 500 ETF (AMEX:IVV) by 68.2% during Q2 2026, according to…
Read moreFiling Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in Monster Beverage Corporation (NASDAQ:MNST) during Q2 2026,…
Read moreFiling Details Mesirow Financial Investment Management, Inc., a registered investment adviser, initiated a new position in VanEck Morningstar Wide Moat ETF (BATS:MOAT) during Q2…
Read moreFiling Details FORT WASHINGTON INVESTMENT ADVISORS INC /OH/, a registered investment adviser, increased its position in Broadcom Inc. (NASDAQ:AVGO) by 25.9% during Q2 2026,…
Read moreFiling Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in Exxon Mobil Corporation (NYSE:XOM) during Q2 2026,…
Read moreFiling Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in Incyte Corporation (NASDAQ:INCY) during Q2 2026, according…
Read moreFiling Details EXCHANGE TRADED CONCEPTS, LLC, a registered investment adviser, increased its position in iShares Core U.S. Aggregate Bond ETF (AMEX:AGG) by 15.5% during Q2 2026,…
Read moreFiling Details Ballentine Partners, LLC, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q2 2026, according to its most…
Read moreFiling Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in Walmart Inc. (NASDAQ:WMT) during Q2 2026, according to its…
Read moreFiling Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in Lowe's Companies, Inc. (NYSE:LOW) during Q2 2026, according…
Read moreFiling Details Nationwide Fund Advisors, a registered investment adviser, initiated a new position in iShares J.P. Morgan USD Emerging Markets Bond ETF (NASDAQ:EMB) during Q2…
Read moreFiling Details Rathbones Group PLC, a registered investment adviser, reduced its position in Palo Alto Networks, Inc. (NASDAQ:PANW) during Q2 2026, according to its most recent…
Read moreFiling Details COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS, a registered investment adviser, reduced its position in NextEra Energy, Inc. (NYSE:NEE) during Q2…
Read moreFiling Details Alecta Tjanstepension Omsesidigt, a registered investment adviser, increased its position in Fifth Third Bancorp (NASDAQ:FITB) by 27.7% during Q2 2026, according to…
Read moreFiling Details Sequoia Financial Advisors, LLC, a registered investment adviser, initiated a new position in Vanguard Short-Term Bond Index Fund (AMEX:BSV) during Q2 2026,…
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