Entities / Entity
fund.
organization or foundation that holds funds
- Reports this week
- 3
- Active events
- 2
- Connections
- 193
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
Earlier this month
-
A fund holds Lockheed Martin (LMT) as part of its investment portfolio.Some support1 report
-
McKesson Corporation is headquartered in Irving, and a fund increased its valuation following guidance from the company.Some support1 report
-
Shareholders of a fund affected by Medicare are facing surcharges on net investment income and reviews of potential distributions from income and capital gains.Some support5 reports2 developments inside
-
Liquidation announced by Empowered Funds, LLC.Some support1 report
-
Artisan initiated a new position in Corning and views STMicroelectronics as a potential investment.Some support1 report
-
Artisan initiated positions in GE Aerospace stock on September 2, 2026.Some support1 report
One to three months ago
-
PM Modi promised support via the PM CARES Fund on August 18, 2026.Well supported3 reports
-
Fund distributions trigger Medicare surcharge.Some support1 report1 development inside
-
A fund established by the EU to manage energy transition costs is using ISEE thresholds to assess beneficiary vulnerability.Some support2 reports1 development inside
-
CMS rate updates affect managed care stocks, including Humana, which are tracked by Artisan Partners amidst global market uncertainty.Well supported3 reports2 developments inside
-
An investment advisor was registered with the SEC and subsequently underwent a financial statement audit by Deloitte & Touche LLP.Some support1 report2 developments inside
-
A commodities trust sponsored by Hashdex Asset Management Ltd. is undergoing liquidation after operational factors caused its shares to trade on NYSE Arca.Some support1 report
-
An adviser recommended prospectus supplement changes for a fund adhering to the Investment Company Act of 1940.Some support1 report
-
A fund has designated ExxonMobil as a top investment pick, citing significant growth opportunities within Guyana.Some support1 report
-
A fund managed by Janus Henderson reports on its holdings, which include significant investments in Microsoft Corporation.Some support2 reports1 development inside
-
A fund rebalanced its portfolio weights involving Microsoft.Some support6 reports
-
Quartus manages an AI-focused investment fund that received a $7.44 million commitment from Beneficient.Some support2 reports
-
The iShares S&P/TSX Global Gold Index ETF is currently replicating the performance of the S&P/TSX Global Gold Index.Some support2 reports
-
abrdn Inc. assumed management responsibilities for a fund previously managed by MFS Investment Management.Well supported5 reports
-
A fund made an announcement in Dallas and used PR Newswire for the news release.Some support1 report
Gone quiet
No new reports in 90+ days-
RBC decreased target price and rating on fund (Q5908002), while TD Cowen restated its rating on shares.Some support3 reports
-
SEC oversight governs fund operations.Well supported4 reports
-
A fund's shares are listed in Toronto and invests in banks based in the region.Some support6 reports1 development inside
-
A fund supported peacebuilding efforts in Kyrgyzstan, Papua New Guinea, Sierra Leone, Colombia, and Haiti.Well supported3 reports
-
Conflict outbreak in Iran impacted market stability.Some support3 reports2 developments inside
-
Aehr Test Systems is targeted by a new leveraged ETF fund.Some support1 report
-
India has placed the Indus Waters Treaty in abeyance, while a fund announced heritage funding and the introduction of Sanskrit into higher education curricula.Some support1 report
-
A fund relies on an adviser that is headquartered in New York City.Some support1 report
-
A fund invested in Centre Technologies Holdings, LLC.Some support2 reports
-
A program runs under the declared State of Emergency, and Abubakar Kyari discusses the fund's role in food security.Some support1 report
-
A fund is analyzing companies based in Seattle due to commodity price increases driven by the Middle East conflict.Some support2 reports
-
MSA administers a regional investment framework, supported by the Mayor, involving contributions from Durham to a specific fund.Some support1 report
-
A fund supported Tonga's submission to the WTO Agreement on June 1, 2026.Some support1 report
-
Direxion announced forward and reverse share splits for ETFs on June 1, 2026.Some support1 report
-
A fund tracking the Barclays Capital Managed Money Municipal Short Term Index saw its stock price fall below the 50-day moving average.Some support2 reports
-
Artisan Partners highlighted Samsara Inc. as a stock holding, comparing its returns to the Russell Midcap Growth Index, amidst market trends influenced by tariffs.Some support1 report
-
Artisan Partners highlighted Ferguson Enterprises in a recent report.Some support1 report
-
Artisan Partners, based in Milwaukee, WI, has been assigned a Momentum Style Score of B.Some support2 reports
-
Artisan Partners appointed Jason Gottlieb as Chief Executive Officer and President, Eric Colson as Executive Chair, and C.J. Daley as Chief Financial Officer.Some support3 reports
-
Artisan Small Cap Fund highlighted Madrigal Pharmaceuticals stock.Some support1 report1 development inside
-
Artisan Mid Cap Fund highlighted Baker Hughes stock on August 7, 2025.Some support1 report
-
Artisan Mid Cap Fund highlighted Atlassian stock on August 7, 2025.Some support1 report
-
Artisan Mid Cap Fund highlighted Saia, Inc. stock on August 7, 2025.Some support1 report
-
Artisan Small Cap Fund highlighted iRhythm Technologies stock, comparing its performance to the Russell 2000 Growth Index.Some support1 report
-
Artisan Partners moved Clearwater Analytics into 'Garden from the Crop' due to poor performance and risk.Some support1 report
-
Artisan Small Cap Fund highlighted MACOM Technology Solutions stock on August 22, 2025.Some support1 report
-
Artisan Partners highlighted Pinterest as a stock pick, noting potential benefits from Trump-era tariffs and comparing fund performance to the Russell Midcap Value Index.Some support1 report
-
Artisan Mid Cap Value Fund holds Genpact Limited stock.Some support1 report
-
Artisan Partners highlighted CDW Corporation in its investor letter.Some support1 report
-
Artisan Value Fund made an investment in IQVIA.Some support2 reports
-
Artisan Partners added Amazon.com, Inc. as a new portfolio holding due to market volatility caused by the Iran conflict.Some support1 report
-
A fund increased its holdings in Lineage stock.Some support2 reports
-
Artisan Small Cap Fund trimmed Guidewire Software stock on August 25, 2025.Some support2 reports
-
Artisan Small Cap Fund increased its holdings in Stevanato Group S.p.A. on August 25, 2025.Some support1 report
-
Artisan Partners added ASML Holding to its portfolio on August 21, 2025.Some support1 report
-
Zacks provided consensus estimates and rankings for Artisan Partners, Kodiak Gas Services, Inc., and Farmers National Banc Corp. on August 14, 2025.Some support1 report
-
Artisan Partners trimmed its holding in Tradeweb Markets Inc. due to less attractive valuation, comparing fund returns to the Russell Midcap Growth Index amid Trump-era tariffs benefiting AI stocks.Some support1 report
-
Artisan Partners trimmed its holdings in Robinhood on August 7, 2025, despite the company's growth potential.Some support1 report
No events began in the chosen period. Widen it, or reset.
What's reaching fund
Recent events traced to fund, step by stepAround fund this week
News at the entities that move fund most-
Senegal TransactionalPresident Bassirou Diomaye Faye sacked Ousmane Sonko following policy disagreements regarding IMF loan negotiations.Moves fund
-
Medicare StructuralLeaders call for slowing AI development pace, concurrent with an AI model built by OpenAI being hacked via the Medicare portal.Moves fund
-
New York Stock Exchange StructuralThe Fidelis Partnership is incorporating in Bermuda and filing for an initial public offering on the NYSE, with principal offices in London and a main office in Dublin.Moves fund
-
International Financial Reporting Standards StructuralVIFC leverages international financial reporting standards to offer Vietnam a chance to embed global finance principles.Moves fund
-
Invesco StructuralInvesco manages the S&P 500 Quality ETF, and Microsoft is identified as a major holding within this fund.Moves fund
-
board of directors StructuralThe Coldwater Area Chamber of Commerce is seeking nominations for its leadership body.Moves fund
Connections
The 40 strongest of 193, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
SEC Structural
The fund must file required regulatory documents, including proxies and Form 13F, with the SEC to operate.
-
Medicare Structural
Medicare imposes mandatory surcharges on the fund's net investment income and distributions.
-
Africa Structural
The fund provides majority financing and targets development and creative industries across Africa.
-
SK Hynix Transactional
A fund is launching ETFs specifically to facilitate the Initial Public Offering of SK Hynix.
-
Echo Operational
The fund actively tracks and attempts to amplify Echo's daily performance through its investment strategy.
-
New York Stock Exchange Structural
The fund relies on the New York Stock Exchange infrastructure for listing and trading operations.
-
Vermont Transactional
A specific entity based in Vermont has made an investment in the fund's holdings (APAM shares).
-
International Financial Reporting Standards Structural
The fund operates under the mandatory reporting requirements established by the International Financial Reporting Standards.
Show all 40 connections
-
Neuberger Berman Structural
Neuberger Berman operates as the management company for the fund, creating a functional dependency.
-
Quartus Structural
Quartus manages the AI-focused investment fund.
-
Invesco Structural
Invesco is the company responsible for managing and creating the fund product.
-
Rickson Structural
Rickson serves as the Chief Investment Officer, establishing a critical functional dependency between the individual and the fund.
-
Toronto Stock Exchange Structural
The fund relies on the Toronto Stock Exchange as a market venue for conducting treasury offerings and trading under a specific ticker.
-
board of directors Structural
The Board of Directors holds ultimate governing authority over the Fund, making critical decisions regarding its operations, dividends, and distributions.
-
African Development Bank Operational
The African Development Bank collaborates with the fund on development financing and projects.
-
Andrew Ziegler Structural
Andrew Ziegler founded the fund.
-
SpaceX Operational
The fund actively launches financial products, such as ETFs, designed to track or provide market exposure to SpaceX.
-
Vertiv Structural
Vertiv is held as one of the fund's top five holdings.
-
Jo Townsend Structural
Jo Townsend serves as the chief executive of the fund.
-
Haiti Transactional
The fund provided financial support for peacebuilding efforts within Haiti.
-
ISEE Structural
The fund utilizes ISEE's established thresholds and determinations to assess beneficiary vulnerability and eligibility.
-
Securities and Exchange Commission Structural
The fund operates under the mandatory regulatory framework of the SEC, requiring specific filings and compliance.
-
Narendra Modi Structural
PM Modi promised support via the PM CARES Fund, establishing a functional reliance on the financial vehicle.
-
Liberia Transactional
Liberia secured funding from the fund, which now operates in the country managing the road sector.
-
Microsoft Transactional
The fund holds and tracks financial holdings in Microsoft Corporation.
-
board Structural
The fund operates under the governance and policy approvals of the board of directors.
-
Intercontinental Exchange Structural
The fund maintains a long-term investment holding in Intercontinental Exchange.
-
National House of Chiefs Operational
The two entities are engaged in a functional partnership aimed at improving healthcare delivery across the country.
-
Salesforce Transactional
The fund holds and actively trades Salesforce stock, with Salesforce's performance directly impacting the fund's returns.
-
state Structural
The fund functions as a guarantor for the backing provided by the state.
-
Kyrgyzstan Transactional
The fund provided financial support for specific projects, such as peacebuilding and farming, within Kyrgyzstan.
-
TSMC Transactional
The fund has made an investment in TSMC, which was noted as a top contributor during Q2 2026.
-
Nvidia Transactional
The fund increases its investment in Nvidia using its proceeds.
-
parliament Structural
The parliament exercises structural control by approving funds for the fiscal year, impacting financial entities.
-
McKesson Corporation Operational
The fund's valuation is influenced by and tracks guidance provided by McKesson Corporation.
-
Tunisia Structural
External funds, such as those from the IMF, constrain Tunisia's financing.
-
Janus Henderson Structural
Janus Henderson functions as the manager of the fund, whose performance is reported.
-
Royal Bank of Canada Mentioned together
RBC provides target prices and ratings that influence the fund's investment decisions.
-
Senegal Transactional
Senegal formally joined the fund via an Establishment Agreement.
-
bank Structural
Banks often establish funds or investment arms as subsidiaries to manage equity investments.
History
Events by the month they beganSeptember 2026
6 events- A fund was listed on the New York Stock Exchange on September 11, 2026.
- A fund holds Lockheed Martin (LMT) as part of its investment portfolio.
- McKesson Corporation is headquartered in Irving, and a fund increased its valuation following guidance from the company.
- Liquidation announced by Empowered Funds, LLC.
- Artisan initiated a new position in Corning and views STMicroelectronics as a potential investment.
- Artisan initiated positions in GE Aerospace stock on September 2, 2026.
August 2026
5 events- Shareholders of a fund affected by Medicare are facing surcharges on net investment income and reviews of potential distributions from income and capital gains.
- PM Modi promised support via the PM CARES Fund on August 18, 2026.
- Fund distributions trigger Medicare surcharge.
- A fund established by the EU to manage energy transition costs is using ISEE thresholds to assess beneficiary vulnerability.
- A commodities trust sponsored by Hashdex Asset Management Ltd. is undergoing liquidation after operational factors caused its shares to trade on NYSE Arca.
July 2026
9 events- An investment advisor was registered with the SEC and subsequently underwent a financial statement audit by Deloitte & Touche LLP.
- An adviser recommended prospectus supplement changes for a fund adhering to the Investment Company Act of 1940.
- A fund has designated ExxonMobil as a top investment pick, citing significant growth opportunities within Guyana.
- A fund rebalanced its portfolio weights involving Microsoft.
- Quartus manages an AI-focused investment fund that received a $7.44 million commitment from Beneficient.
- The iShares S&P/TSX Global Gold Index ETF is currently replicating the performance of the S&P/TSX Global Gold Index.
- abrdn Inc. assumed management responsibilities for a fund previously managed by MFS Investment Management.
- A fund made an announcement in Dallas and used PR Newswire for the news release.
- RBC decreased target price and rating on fund (Q5908002), while TD Cowen restated its rating on shares.
Show 1 earlier month
June 2026
40 events- Prospect Capital Corporation expects to file a report with the Securities and Exchange Commission.
- CMS rate updates affect managed care stocks, including Humana, which are tracked by Artisan Partners amidst global market uncertainty.
- A fund managed by Janus Henderson reports on its holdings, which include significant investments in Microsoft Corporation.
- SEC oversight governs fund operations.
- A fund's shares are listed in Toronto and invests in banks based in the region.
- A fund supported peacebuilding efforts in Kyrgyzstan, Papua New Guinea, Sierra Leone, Colombia, and Haiti.
- Conflict outbreak in Iran impacted market stability.
- Aehr Test Systems is targeted by a new leveraged ETF fund.
- India has placed the Indus Waters Treaty in abeyance, while a fund announced heritage funding and the introduction of Sanskrit into higher education curricula.
- A fund relies on an adviser that is headquartered in New York City.
- A fund invested in Centre Technologies Holdings, LLC.
- A program runs under the declared State of Emergency, and Abubakar Kyari discusses the fund's role in food security.
- A fund is analyzing companies based in Seattle due to commodity price increases driven by the Middle East conflict.
- MSA administers a regional investment framework, supported by the Mayor, involving contributions from Durham to a specific fund.
- A fund supported Tonga's submission to the WTO Agreement on June 1, 2026.
- Direxion announced forward and reverse share splits for ETFs on June 1, 2026.
- A fund tracking the Barclays Capital Managed Money Municipal Short Term Index saw its stock price fall below the 50-day moving average.
- Artisan Partners highlighted Samsara Inc. as a stock holding, comparing its returns to the Russell Midcap Growth Index, amidst market trends influenced by tariffs.
- Artisan Partners highlighted Ferguson Enterprises in a recent report.
- Artisan Partners, based in Milwaukee, WI, has been assigned a Momentum Style Score of B.
- Artisan Partners appointed Jason Gottlieb as Chief Executive Officer and President, Eric Colson as Executive Chair, and C.J. Daley as Chief Financial Officer.
- Artisan Small Cap Fund highlighted Madrigal Pharmaceuticals stock.
- Artisan Mid Cap Fund highlighted Baker Hughes stock on August 7, 2025.
- Artisan Mid Cap Fund highlighted Atlassian stock on August 7, 2025.
- Artisan Mid Cap Fund highlighted Saia, Inc. stock on August 7, 2025.
- Artisan Small Cap Fund highlighted iRhythm Technologies stock, comparing its performance to the Russell 2000 Growth Index.
- Artisan Partners moved Clearwater Analytics into 'Garden from the Crop' due to poor performance and risk.
- Artisan Small Cap Fund highlighted MACOM Technology Solutions stock on August 22, 2025.
- Artisan Partners highlighted Pinterest as a stock pick, noting potential benefits from Trump-era tariffs and comparing fund performance to the Russell Midcap Value Index.
- Artisan Mid Cap Value Fund holds Genpact Limited stock.
- Artisan Partners highlighted CDW Corporation in its investor letter.
- Artisan Value Fund made an investment in IQVIA.
- Artisan Partners added Amazon.com, Inc. as a new portfolio holding due to market volatility caused by the Iran conflict.
- A fund increased its holdings in Lineage stock.
- Artisan Small Cap Fund trimmed Guidewire Software stock on August 25, 2025.
- Artisan Small Cap Fund increased its holdings in Stevanato Group S.p.A. on August 25, 2025.
- Artisan Partners added ASML Holding to its portfolio on August 21, 2025.
- Zacks provided consensus estimates and rankings for Artisan Partners, Kodiak Gas Services, Inc., and Farmers National Banc Corp. on August 14, 2025.
- Artisan Partners trimmed its holding in Tradeweb Markets Inc. due to less attractive valuation, comparing fund returns to the Russell Midcap Growth Index amid Trump-era tariffs benefiting AI stocks.
- Artisan Partners trimmed its holdings in Robinhood on August 7, 2025, despite the company's growth potential.