Real-time context
Recent institutional portfolio disclosures and position changes.
PARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in iShares Large Cap Core Active ETF (NASDAQ:BLCR) during Q3 2026, according to its most…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q3 2026, according to its most recent 13F filing…
Read moreWealthNavi Inc., a registered investment adviser, increased its position in SPDR Gold MiniShares (AMEX:GLDM) by 98.4% during Q3 2026, according to its most recent 13F filing with…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX) during Q3 2026, according to its most recent…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in iShares MSCI EAFE Value ETF (BATS:EFV) during Q3 2026, according to its most recent 13F…
Read moreMIDLAND WEALTH ADVISORS, LLC, a registered investment adviser, initiated a new position in iShares MBS ETF (NASDAQ:MBB) during Q3 2026, according to its most recent 13F filing…
Read moreREGENTS OF THE UNIVERSITY OF CALIFORNIA, a registered investment adviser, initiated a new position in Brookfield Corporation (NYSE:BN) during Q3 2026, according to its most recent…
Read moreJOHNSON & JOHNSON, a registered investment adviser, initiated a new position in Protagonist Therapeutics, Inc. (NASDAQ:PTGX) during Q3 2026, according to its most recent 13F…
Read moreWealthNavi Inc., a registered investment adviser, increased its position in iShares Core International Aggregate Bond ETF (BATS:IAGG) by 10.5% during Q3 2026, according to its…
Read moreIndivisible Partners, a registered investment adviser, initiated a new position in Texas Instruments Incorporated (NASDAQ:TXN) during Q3 2026, according to its most recent 13F…
Read moreCenter for Financial Planning, Inc., a registered investment adviser, increased its position in Vanguard S&P 500 ETF (AMEX:VOO) by 145281.0% during Q3 2026, according to its most…
Read morePARK AVENUE SECURITIES 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 13F…
Read moreMIDLAND WEALTH ADVISORS, LLC, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q3 2026, according to its most recent 13F…
Read moreInsight Wealth Partners, LLC, a registered investment adviser, initiated a new position in SPDR S&P 500 ETF Trust (AMEX:SPY) during Q3 2026, according to its most recent 13F…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in iShares S&P 500 Growth ETF (AMEX:IVW) during Q3 2026, according to its most recent 13F…
Read moreFSC Wealth Advisors, LLC, a registered investment adviser, initiated a new position in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC) during Q3…
Read moreREGENTS OF THE UNIVERSITY OF CALIFORNIA, a registered investment adviser, initiated a new position in ASML Holding N.V. (NASDAQ:ASML) during Q3 2026, according to its most recent…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB) during Q3 2026, according to its most…
Read moreREGENTS OF THE UNIVERSITY OF CALIFORNIA, a registered investment adviser, initiated a new position in AXS SPAC and New Issue ETF (NASDAQ:SPCX) during Q3 2026, according to its…
Read morePARK AVENUE SECURITIES LLC, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q3 2026, according to its most recent 13F…
Read more
