Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details Hyperion Asset Management Ltd, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q2 2026, according to its…
Read moreFiling Details JFS WEALTH ADVISORS, LLC, a registered investment adviser, increased its position in Dimensional U.S. Core Equity 2 ETF (AMEX:DFAC) by 11.6% during Q2 2026,…
Read moreFiling Details Hyperion Asset Management Ltd, a registered investment adviser, initiated a new position in Block, Inc. (NYSE:XYZ) during Q2 2026, according to its most recent 13F…
Read moreFiling Details Quadratic Capital Management LLC, a registered investment adviser, reduced its position in Schwab U.S. TIPS ETF (AMEX:SCHP) during Q2 2026, according to its most…
Read moreFiling Details Annex Advisory Services, LLC, a registered investment adviser, increased its position in Dimensional US Core Equity Market ETF (AMEX:DFAU) by 17.6% during Q2 2026,…
Read moreFiling Details Annex Advisory Services, LLC, a registered investment adviser, increased its position in Alps Etf Trust - Alps/Smith Core Plus Bond ETF (AMEX:SMTH) by 14.6% during…
Read moreFiling Details Trinity Street Asset Management LLP, a registered investment adviser, initiated a new position in Smurfit Westrock Plc (NYSE:SW) during Q2 2026, according to its…
Read moreFiling Details FORM Wealth Advisors, LLC, a registered investment adviser, increased its position in iShares Core S&P 500 ETF (AMEX:IVV) by 10.9% during Q2 2026, according to its…
Read moreFiling Details Hyperion Asset Management Ltd, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q2 2026, according to its most…
Read moreFiling Details Trinity Street Asset Management LLP, a registered investment adviser, increased its position in ICON Public Limited Company (NASDAQ:ICLR) by 27.1% during Q2 2026,…
Read moreFiling Details Hyperion Asset Management Ltd, a registered investment adviser, initiated a new position in Meta Platforms, Inc. (NASDAQ:META) during Q2 2026, according to its most…
Read moreFiling Details Heck Capital Advisors, LLC, a registered investment adviser, increased its position in iShares Core S&P 500 ETF (AMEX:IVV) by 21.8% during Q2 2026, according to its…
Read moreFiling Details Hyperion Asset Management Ltd, a registered investment adviser, initiated a new position in ASML Holding N.V. (NASDAQ:ASML) during Q2 2026, according to its most…
Read moreFiling Details Annex Advisory Services, LLC, a registered investment adviser, increased its position in Goldman Sachs ActiveBeta International Equity ETF (AMEX:GSIE) by 10.9%…
Read moreFiling Details Hyperion Asset Management Ltd, a registered investment adviser, initiated a new position in Amazon.com, Inc. (NASDAQ:AMZN) during Q2 2026, according to its most…
Read moreFiling Details Hyperion Asset Management Ltd, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q2 2026, according to its most…
Read moreFiling Details Hyperion Asset Management Ltd, a registered investment adviser, initiated a new position in Tesla, Inc. (NASDAQ:TSLA) during Q2 2026, according to its most recent…
Read moreFiling Details WASATCH ADVISORS LP, a registered investment adviser, increased its position in Preformed Line Products Company (NASDAQ:PLPC) by 234.3% during Q2 2026, according to…
Read moreFiling Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Colgate-Palmolive Company (NYSE:CL) during Q2 2026, according to its…
Read moreFiling Details Valeo Financial Advisors, LLC, a registered investment adviser, initiated a new position in Eli Lilly and Company (NYSE:LLY) during Q2 2026, according to its most…
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