Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details Wellspring Financial Advisors, LLC, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q2 2026, according to…
Read moreFiling Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in CBRE Group, Inc. (NYSE:CBRE) during Q2 2026, according to…
Read moreFiling Details Sequoia Financial Advisors, LLC, a registered investment adviser, initiated a new position in Distillate U.S. Fundamental Stability & Value ETF (AMEX:DSTL) during…
Read moreFiling Details Ballentine Partners, LLC, a registered investment adviser, initiated a new position in Vanguard Developed Markets Index Fund (AMEX:VEA) during Q2 2026, according to…
Read moreFiling Details AMERIPRISE FINANCIAL INC, a registered investment adviser, increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 18170.0% during Q1 2026, according to its…
Read moreFiling Details ABN AMRO INVESTMENT SOLUTIONS, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q2 2026, according to its most recent…
Read moreFiling Details Metropolis Capital Ltd, a registered investment adviser, increased its position in Mastercard Incorporated (NYSE:MA) by 23.2% during Q2 2026, according to its most…
Read moreFiling Details Alecta Tjanstepension Omsesidigt, a registered investment adviser, increased its position in KLA Corporation (NASDAQ:KLAC) by 498.5% during Q2 2026, according to…
Read moreFiling Details Egerton Capital LLP, a registered investment adviser, initiated a new position in Interactive Brokers Group, Inc. (NASDAQ:IBKR) during Q2 2026, according to its…
Read moreFiling Details Union Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q2 2026, according to its most recent…
Read moreFiling Details Composition Wealth, LLC, a registered investment adviser, increased its position in Vanguard Total Bond Market Index Fund (NASDAQ:BND) by 15.8% during Q2 2026,…
Read moreFiling Details TRAPHAGEN INVESTMENT ADVISORS 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 Ballentine Partners, LLC, a registered investment adviser, initiated a new position in iShares Core MSCI Emerging Markets ETF (AMEX:IEMG) during Q2 2026, according…
Read moreFiling Details Robeco Institutional Asset Management B.V., a registered investment adviser, initiated a new position in Jabil Inc. (NYSE:JBL) during Q2 2026, according to its most…
Read moreFiling Details Union Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) 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 Itaú Unibanco Holding S.A. (NYSE:ITUB) during Q2 2026,…
Read moreFiling Details Union Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q2 2026, according to its most…
Read moreFiling Details Farther Finance Advisors, LLC, a registered investment adviser, increased its position in Vanguard S&P 500 ETF (AMEX:VOO) by 22.8% during Q2 2026, according to its…
Read moreFiling Details FACTORY MUTUAL INSURANCE CO, a registered investment adviser, initiated a new position in JPMorgan Core Plus Bond ETF (BATS:JCPB) during Q2 2026, according to its…
Read moreFiling Details MONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, initiated a new position in Amazon.com, Inc. (NASDAQ:AMZN) during Q2 2026, according to its most…
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