Real-time context
Recent institutional portfolio disclosures and position changes.
D.A. DAVIDSON & CO., a registered investment adviser, increased its position in Vanguard Total Stock Market ETF (NYSE:VTI) by 50.0% during Q3 2026, according to its most recent…
Read moreCassaday & Co Wealth Management LLC, a registered investment adviser, initiated a new position in Vanguard Long-Term Treasury Index Fund (NASDAQ:VGLT) during Q3 2026, according to…
Read moreEvensky & Katz LLC, a registered investment adviser, initiated a new position in Dimensional International Core Equity 2 ETF (BATS:DFIC) during Q3 2026, according to its most…
Read moreNationwide Fund Advisors, a registered investment adviser, increased its position in iShares Core MSCI EAFE ETF (BATS:IEFA) by 195.8% during Q3 2026, according to its most recent…
Read moreMaj Invest Holding A/S, a registered investment adviser, initiated a new position in Meta Platforms, Inc. (NASDAQ:META) during Q3 2026, according to its most recent 13F filing…
Read moreTemasek Holdings Ltd, a registered investment adviser, increased its position in Cadence Design Systems, Inc. (NASDAQ:CDNS) by 17.6% during Q3 2026, according to its most recent…
Read moreTemasek Holdings Ltd, a registered investment adviser, increased its position in Linde plc (NASDAQ:LIN) by 15.5% during Q3 2026, according to its most recent 13F filing with the…
Read moreKCM INVESTMENT ADVISORS LLC, a registered investment adviser, initiated a new position in Technology Select Sector SPDR Fund (AMEX:XLK) during Q3 2026, according to its most…
Read moreSwedbank AB, a registered investment adviser, increased its position in Waste Connections, Inc. (NYSE:WCN) by 2960.8% during Q3 2026, according to its most recent 13F filing with…
Read moreNationwide Fund Advisors, a registered investment adviser, increased its position in iShares Core International Aggregate Bond ETF (BATS:IAGG) by 59.0% during Q3 2026, according…
Read morePIPER SANDLER & CO., a registered investment adviser, initiated a new position in Global Indemnity Group, LLC (NASDAQ:GBLI) during Q3 2026, according to its most recent 13F filing…
Read moreCassaday & Co Wealth Management LLC, a registered investment adviser, initiated a new position in SPDR Gold MiniShares (AMEX:GLDM) during Q3 2026, according to its most recent 13F…
Read moreEvensky & Katz LLC, a registered investment adviser, initiated a new position in iShares Core S&P Total U.S. Stock Market ETF (AMEX:ITOT) during Q3 2026, according to its most…
Read moreKCM INVESTMENT ADVISORS LLC, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q3 2026, according to its most recent 13F filing with the…
Read moreNationwide Fund Advisors, a registered investment adviser, increased its position in iShares Core MSCI Emerging Markets ETF (AMEX:IEMG) by 34.9% during Q3 2026, according to its…
Read moreNeuberger Berman Group LLC, a registered investment adviser, initiated a new position in Vanguard S&P 500 ETF (AMEX:VOO) during Q4 2025, according to its most recent 13F filing…
Read moreSwedbank AB, a registered investment adviser, increased its position in EMCOR Group, Inc. (NYSE:EME) by 112.7% during Q3 2026, according to its most recent 13F filing with the…
Read moreLingotto Investment Management LLP, a registered investment adviser, initiated a new position in The Mosaic Company (NYSE:MOS) during Q3 2026, according to its most recent 13F…
Read moreWestEnd Advisors, LLC, a registered investment adviser, initiated a new position in Health Care Select Sector SPDR Fund (AMEX:XLV) during Q3 2026, according to its most recent 13F…
Read moreCassaday & Co Wealth Management LLC, a registered investment adviser, initiated a new position in iShares S&P 500 Value ETF (AMEX:IVE) during Q3 2026, according to its most recent…
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