Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details ASPIRIANT, LLC, a registered investment adviser, increased its position in iShares Core S&P 500 ETF (AMEX:IVV) by 30.0% during Q2 2026, according to its most recent…
Read moreFiling Details Envestnet Portfolio Solutions, Inc., a registered investment adviser, increased its position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB) by 35.1% during…
Read moreFiling Details Envestnet Portfolio Solutions, Inc., a registered investment adviser, reduced its position in iShares Russell Top 200 Growth ETF (AMEX:IWY) during Q2 2026,…
Read moreFiling Details Envestnet Portfolio Solutions, Inc., a registered investment adviser, increased its position in iShares Core S&P 500 ETF (AMEX:IVV) by 66.1% during Q2 2026,…
Read moreFiling Details OFI INVEST ASSET MANAGEMENT, a registered investment adviser, increased its position in Alphabet Inc. (NASDAQ:GOOGL) by 92.8% during Q2 2026, according to its most…
Read moreFiling Details Sequoia Financial Advisors, LLC, a registered investment adviser, initiated a new position in iShares Core MSCI Total International Stock ETF (NASDAQ:IXUS) during…
Read moreFiling Details Ballentine Partners, LLC, a registered investment adviser, initiated a new position in iShares Core MSCI EAFE ETF (BATS:IEFA) during Q2 2026, according to its most…
Read moreFiling Details OFI INVEST ASSET MANAGEMENT, a registered investment adviser, increased its position in NVIDIA Corporation (NASDAQ:NVDA) by 14.3% during Q2 2026, according to its…
Read moreFiling Details MEITAV INVESTMENT HOUSE LTD, a registered investment adviser, increased its position in Invesco NASDAQ 100 ETF (NASDAQ:QQQM) by 36.6% during Q2 2026, according to…
Read moreFiling Details Sequoia Financial Advisors, LLC, a registered investment adviser, initiated a new position in EA Series Trust (AMEX:SFGV) during Q2 2026, according to its most…
Read moreFiling Details Sequoia Financial Advisors, LLC, a registered investment adviser, initiated a new position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q2 2026, according…
Read moreFiling Details MEITAV INVESTMENT HOUSE LTD, a registered investment adviser, initiated a new position in Vanguard S&P 500 ETF (AMEX:VOO) during Q2 2026, according to its most…
Read moreFiling Details Ballentine Partners, LLC, a registered investment adviser, initiated a new position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q2 2026, according to its…
Read moreFiling Details Simplify Asset Management Inc., a registered investment adviser, increased its position in iShares Core U.S. Aggregate Bond ETF (AMEX:AGG) by 23.0% during Q2 2026,…
Read moreFiling Details Invesco Ltd., a registered investment adviser, reduced its position in DexCom, Inc. (NASDAQ:DXCM) during Q1 2026, according to its most recent 13F filing with the…
Read moreFiling Details Greenfield FTC, Inc., a registered investment adviser, initiated a new position in SPDR S&P 500 ETF Trust (AMEX:SPY) during Q2 2026, according to its most recent…
Read moreFiling Details Invesco Ltd., a registered investment adviser, increased its position in Verisk Analytics, Inc. (NASDAQ:VRSK) by 645.7% during Q1 2026, according to its most recent…
Read moreFiling Details Union Bancaire Privee, UBP SA, a registered investment adviser, initiated a new position in iShares MSCI India ETF (BATS:INDA) during Q2 2026, according to its most…
Read moreFiling Details RFG Advisory, LLC, a registered investment adviser, increased its position in Bluemonte Dynamic Total Market ETF (AMEX:BLUX) by 16.6% during Q2 2026, according to…
Read moreFiling Details Invesco Ltd., a registered investment adviser, increased its position in Workday, Inc. (NASDAQ:WDAY) by 352.4% during Q1 2026, according to its most recent 13F…
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