Real-time context
Recent institutional portfolio disclosures and position changes.
GOLDMAN SACHS GROUP INC, a registered investment adviser, initiated a new position in SPDR S&P Regional Banking ETF (AMEX:KRE) during Q2 2026, according to its most recent 13F…
Read moreVinva Investment Management Ltd, a registered investment adviser, increased its position in NVIDIA Corporation (NASDAQ:NVDA) by 51.8% during Q2 2026, according to its most recent…
Read moreBAMCO INC /NY/, a registered investment adviser, initiated a new position in Choice Hotels International, Inc. (NYSE:CHH) during Q2 2026, according to its most recent 13F filing…
Read moreBAMCO INC /NY/, a registered investment adviser, initiated a new position in IDEXX Laboratories, Inc. (NASDAQ:IDXX) during Q2 2026, according to its most recent 13F filing with…
Read moreCorient Private Wealth LP, a registered investment adviser, initiated a new position in JPMorgan Chase & Co. (NYSE:JPM) during Q2 2026, according to its most recent 13F filing…
Read moreCAPSTONE INVESTMENT ADVISORS, LLC, a registered investment adviser, initiated a new position in Amazon.com, Inc. (NASDAQ:AMZN) during Q2 2026, according to its most recent 13F…
Read moreBAMCO INC /NY/, a registered investment adviser, initiated a new position in Red Rock Resorts, Inc. (NASDAQ:RRR) during Q2 2026, according to its most recent 13F filing with the…
Read moreBAMCO INC /NY/, a registered investment adviser, initiated a new position in The Charles Schwab Corporation (NYSE:SCHW) during Q2 2026, according to its most recent 13F filing…
Read moreTORONTO DOMINION BANK, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q2 2026, according to its most recent 13F filing…
Read moreCorient Private Wealth LP, a registered investment adviser, initiated a new position in SPDR S&P 500 ETF Trust (AMEX:SPY) during Q2 2026, according to its most recent 13F filing…
Read morePUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q2 2026, according to its most…
Read moreUNITED CAPITAL FINANCIAL ADVISORS, LLC, a registered investment adviser, initiated a new position in Vanguard S&P 500 ETF (AMEX:VOO) during Q2 2026, according to its most recent…
Read moreBAMCO INC /NY/, a registered investment adviser, initiated a new position in Guidewire Software, Inc. (NYSE:GWRE) during Q2 2026, according to its most recent 13F filing with the…
Read moreMERCER GLOBAL ADVISORS INC /ADV, a registered investment adviser, increased its position in iShares Short-Term National Muni Bond ETF (AMEX:SUB) by 13.4% during Q2 2026, according…
Read moreMERCER GLOBAL ADVISORS INC /ADV, a registered investment adviser, increased its position in iShares National Muni Bond ETF (AMEX:MUB) by 10.7% during Q2 2026, according to its…
Read moreLONE PINE CAPITAL LLC, a registered investment adviser, initiated a new position in ASML Holding N.V. (NASDAQ:ASML) during Q2 2026, according to its most recent 13F filing with…
Read moreUNITED CAPITAL FINANCIAL ADVISORS, LLC, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q2 2026, according to its most…
Read moreJefferies Financial Group Inc., a registered investment adviser, increased its position in SPDR S&P 500 ETF Trust (AMEX:SPY) by 50.2% during Q2 2026, according to its most recent…
Read moreValue Aligned Research Advisors, LLC, a registered investment adviser, increased its position in Micron Technology, Inc. (NASDAQ:MU) by 2113.0% during Q2 2026, according to its…
Read moreALTAROCK PARTNERS LP, a registered investment adviser, initiated a new position in TransDigm Group Incorporated (NYSE:TDG) during Q2 2026, according to its most recent 13F filing…
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