Real-time context
Recent institutional portfolio disclosures and position changes.
ACR Alpine Capital Research, LLC, a registered investment adviser, increased its position in Microsoft Corporation (NASDAQ:MSFT) by 547.5% during Q3 2026, according to its most…
Read moreALPS ADVISORS INC, a registered investment adviser, increased its position in USA Compression Partners, LP (NYSE:USAC) by 15.5% during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Small Cap Index Fund (AMEX:VB) during Q3 2026, according to its most recent 13F filing…
Read moreKestra Advisory Services, LLC, a registered investment adviser, initiated a new position in Parker-Hannifin Corporation (NYSE:PH) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard High Dividend Yield Index Fund (AMEX:VYM) during Q3 2026, according to its most recent 13F…
Read moreKestra Advisory Services, LLC, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q3 2026, according to its most recent 13F…
Read moreKestra Advisory Services, LLC, a registered investment adviser, initiated a new position in Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) during Q3 2026, according to its most recent…
Read moreKestra Advisory Services, 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 moreCatalyst Capital Advisors LLC, a registered investment adviser, increased its position in iShares Core S&P Mid-Cap ETF (AMEX:IJH) by 10.3% during Q3 2026, according to its most…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Schwab Emerging Markets Equity ETF (AMEX:SCHE) during Q3 2026, according to its most recent 13F…
Read moreKestra Advisory Services, LLC, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Meta Platforms, Inc. (NASDAQ:META) during Q3 2026, according to its most recent 13F filing with the…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Dimensional U.S. Targeted Value ETF (NYSE:DFAT) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Schwab U.S. Mid-Cap ETF (AMEX:SCHM) during Q3 2026, according to its most recent 13F filing with…
Read moreCOMMONWEALTH EQUITY SERVICES, LLC, a registered investment adviser, reduced its position in SPDR S&P 500 ETF Trust (AMEX:SPY) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Emerging Markets Stock Index Fund (AMEX:VWO) during Q3 2026, according to its most recent…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Real Estate Index Fund (AMEX:VNQ) during Q3 2026, according to its most recent 13F filing…
Read moreCreative Planning, a registered investment adviser, initiated a new position in SPDR Portfolio Emerging Markets ETF (AMEX:SPEM) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard S&P 500 ETF (AMEX:VOO) during Q3 2026, according to its most recent 13F filing with the…
Read moreKestra Advisory Services, 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…
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