© 2026 Smart Investors Daily LLC. All rights reserved. Market data may be delayed. Information is provided as-is for informational purposes only and is not trading advice. See our market data disclaimer for details.

Home
13F Institutional Holdings

Real-time context

13F Institutional Holdings

Recent institutional portfolio disclosures and position changes.

All updates 13F Institutional Holdings Insider Trades Analyst Ratings Earnings Reports Dividend News Price Movers SEC Filings

new positionCNCsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Centene Corporation (CNC)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Centene Corporation (NYSE:CNC) during Q2 2026, according to its most…

new positionDFUSsec-apiJul 9, 2026

Great Waters Wealth Management Initiates New Position in Dimensional U.S. Equity ETF (DFUS)

Filing Details Great Waters Wealth Management, a registered investment adviser, initiated a new position in Dimensional U.S. Equity ETF (AMEX:DFUS) during Q2 2026, according to…

new positionIEMGsec-apiJul 9, 2026

Valeo Financial Advisors, LLC Initiates New Position in iShares Core MSCI Emerging Markets ETF (IEMG)

Filing Details Valeo Financial Advisors, LLC, a registered investment adviser, initiated a new position in iShares Core MSCI Emerging Markets ETF (AMEX:IEMG) during Q2 2026,…

new positionORCLsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Oracle Corporation (ORCL)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Oracle Corporation (NYSE:ORCL) during Q2 2026, according to its most…

new positionAZNsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in AstraZeneca PLC (AZN)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in AstraZeneca PLC (NASDAQ:AZN) during Q2 2026, according to its most…

new positionDFSDsec-apiJul 9, 2026

Apella Capital, LLC Initiates New Position in Dimensional Short-Duration Fixed Income ETF (DFSD)

Filing Details Apella Capital, LLC, a registered investment adviser, initiated a new position in Dimensional Short-Duration Fixed Income ETF (AMEX:DFSD) during Q2 2026, according…

new positionMOsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Altria Group, Inc. (MO)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Altria Group, Inc. (NYSE:MO) during Q2 2026, according to its most…

new positionGEVsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in GE Vernova Inc. (GEV)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in GE Vernova Inc. (NYSE:GEV) during Q2 2026, according to its most…

new positionONsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in ON Semiconductor Corporation (ON)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in ON Semiconductor Corporation (NASDAQ:ON) during Q2 2026, according to…

new positionADBEsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Adobe Inc. (ADBE)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Adobe Inc. (NASDAQ:ADBE) during Q2 2026, according to its most recent…

new positionVTIsec-apiJul 9, 2026

Apella Capital, LLC Initiates New Position in Vanguard Total Stock Market ETF (VTI)

Filing Details Apella Capital, LLC, a registered investment adviser, initiated a new position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q2 2026, according to its most…

new positionIJRsec-apiJul 9, 2026

Valeo Financial Advisors, LLC Initiates New Position in iShares Core S&P Small-Cap ETF (IJR)

Filing Details Valeo Financial Advisors, LLC, a registered investment adviser, initiated a new position in iShares Core S&P Small-Cap ETF (AMEX:IJR) during Q2 2026, according to…

new positionPFEsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Pfizer Inc. (PFE)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Pfizer Inc. (NYSE:PFE) during Q2 2026, according to its most recent…

new positionPNCsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in The PNC Financial Services Group, Inc. (PNC)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in The PNC Financial Services Group, Inc. (NYSE:PNC) during Q2 2026,…

new positionGILDsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Gilead Sciences, Inc. (GILD)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Gilead Sciences, Inc. (NASDAQ:GILD) during Q2 2026, according to its…

new positionABTsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Abbott Laboratories (ABT)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Abbott Laboratories (NYSE:ABT) during Q2 2026, according to its most…

new positionROIVsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Roivant Sciences Ltd. (ROIV)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Roivant Sciences Ltd. (NASDAQ:ROIV) during Q2 2026, according to its…

new positionDFUSsec-apiJul 9, 2026

SAX WEALTH ADVISORS, LLC Initiates New Position in Dimensional U.S. Equity ETF (DFUS)

Filing Details SAX WEALTH ADVISORS, LLC, a registered investment adviser, initiated a new position in Dimensional U.S. Equity ETF (AMEX:DFUS) during Q2 2026, according to its most…

new positionPANWsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Palo Alto Networks, Inc. (PANW)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Palo Alto Networks, Inc. (NASDAQ:PANW) during Q2 2026, according to…

new positionUBERsec-apiJul 9, 2026

Assenagon Asset Management S.A. Initiates New Position in Uber Technologies, Inc. (UBER)

Filing Details Assenagon Asset Management S.A., a registered investment adviser, initiated a new position in Uber Technologies, Inc. (NYSE:UBER) during Q2 2026, according to its…

← PreviousPage 87 of 266Next →