Real-time context
Recent institutional portfolio disclosures and position changes.
Creative Planning, a registered investment adviser, initiated a new position in Vanguard Developed Markets Index Fund (AMEX:VEA) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Total Bond Market Index Fund (NASDAQ:BND) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, 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 filing with…
Read moreTrinityBridge Ltd, a registered investment adviser, reduced its position in Amazon.com, Inc. (NASDAQ:AMZN) during Q3 2026, according to its most recent 13F filing with the…
Read moreHarel Insurance Investments & Financial Services Ltd., a registered investment adviser, reduced its position in Global X Defense Tech ETF (AMEX:SHLD) during Q3 2026, according to…
Read moreHarel Insurance Investments & Financial Services Ltd., a registered investment adviser, reduced its position in Snowflake Inc. (NYSE:SNOW) during Q3 2026, according to its most…
Read morePZENA INVESTMENT MANAGEMENT LLC, a registered investment adviser, reduced its position in Workday, Inc. (NASDAQ:WDAY) during Q3 2026, according to its most recent 13F filing with…
Read moreHarel Insurance Investments & Financial Services Ltd., a registered investment adviser, increased its position in VanEck Semiconductor ETF (NASDAQ:SMH) by 55.8% during Q3 2026,…
Read moreHarel Insurance Investments & Financial Services Ltd., a registered investment adviser, increased its position in MongoDB, Inc. (NASDAQ:MDB) by 29.7% during Q3 2026, according to…
Read moreRakuten Investment Management, Inc., a registered investment adviser, increased its position in Alphabet Inc. (NASDAQ:GOOG) by 11.1% during Q3 2026, according to its most recent…
Read moreCapital Asset Advisory Services LLC, a registered investment adviser, initiated a new position in Vanguard Large Cap Index Fund (AMEX:VV) during Q3 2026, according to its most…
Read moreTrinityBridge Ltd, a registered investment adviser, reduced its position in Alphabet Inc. (NASDAQ:GOOGL) during Q3 2026, according to its most recent 13F filing with the…
Read moreAchmea Investment Management B.V., a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q3 2026, according to its most recent 13F…
Read morePZENA INVESTMENT MANAGEMENT LLC, a registered investment adviser, increased its position in Fresenius Medical Care AG & Co. KGaA (NYSE:FMS) by 11.0% during Q3 2026, according to…
Read moreRakuten Investment Management, Inc., a registered investment adviser, increased its position in Meta Platforms, Inc. (NASDAQ:META) by 10.6% during Q3 2026, according to its most…
Read moreAchmea Investment Management B.V., a registered investment adviser, initiated a new position in Amazon.com, Inc. (NASDAQ:AMZN) during Q3 2026, according to its most recent 13F…
Read moreRakuten Investment Management, Inc., a registered investment adviser, increased its position in Broadcom Inc. (NASDAQ:AVGO) by 11.6% during Q3 2026, according to its most recent…
Read morePZENA INVESTMENT MANAGEMENT LLC, a registered investment adviser, increased its position in CDW Corporation (NASDAQ:CDW) by 28.1% during Q3 2026, according to its most recent 13F…
Read moreHarel Insurance Investments & Financial Services Ltd., a registered investment adviser, reduced its position in Global X U.S. Infrastructure Development ETF (BATS:PAVE) during Q3…
Read moreRakuten Investment Management, Inc., a registered investment adviser, increased its position in Alphabet Inc. (NASDAQ:GOOGL) by 10.8% during Q3 2026, according to its most recent…
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