Entities / Entity
fund.
organization or foundation that holds funds
- Reports this week
- 2
- Active events
- 0
- Connections
- 218
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Earlier this month
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Portfolio Manager Whitney George purchased shares and increased holdings in the fund.Some support2 reports
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A fund maintains its ticker symbol on the New York Stock Exchange.Some support2 reports
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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 support6 reports3 developments inside
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TCM launched the Thematic ETF GANZ on October 15, 2026.Some support2 reports
One to three months ago
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RBC decreased target price and rating on fund (Q5908002), while TD Cowen restated its rating on shares.Well supported5 reports
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King Nii Teiko Tsuru II called for healthcare system improvements to reduce poverty impact during a Fund sensitisation tour in Greater Accra Region.Some support1 report
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A fund supported peacebuilding efforts in Kyrgyzstan, Papua New Guinea, Sierra Leone, Colombia, and Haiti.Well supported4 reports
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A fund was listed on the New York Stock Exchange on September 11, 2026.Well supported7 reports
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Prospect Capital Corporation expects to file a report with the Securities and Exchange Commission.Well supported21 reports5 developments inside
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A fund holds Lockheed Martin (LMT) as part of its investment portfolio.Some support1 report
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McKesson Corporation is headquartered in Irving, and a fund increased its valuation following guidance from the company.Some support1 report
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Liquidation announced by Empowered Funds, LLC.Some support1 report
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Artisan initiated a new position in Corning and views STMicroelectronics as a potential investment.Some support1 report
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Artisan initiated positions in GE Aerospace stock on September 2, 2026.Some support1 report
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PM Modi promised support via the PM CARES Fund on August 18, 2026.Well supported3 reports
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Fund distributions trigger Medicare surcharge.Some support1 report1 development inside
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A fund established by the EU to manage energy transition costs is using ISEE thresholds to assess beneficiary vulnerability.Some support2 reports1 development inside
Gone quiet
No new reports in 90+ days-
CMS rate updates affect managed care stocks, including Humana, which are tracked by Artisan Partners amidst global market uncertainty.Well supported3 reports2 developments inside
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An investment advisor was registered with the SEC and subsequently underwent a financial statement audit by Deloitte & Touche LLP.Some support1 report2 developments inside
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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
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An adviser recommended prospectus supplement changes for a fund adhering to the Investment Company Act of 1940.Some support1 report
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A fund has designated ExxonMobil as a top investment pick, citing significant growth opportunities within Guyana.Some support1 report
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A fund managed by Janus Henderson reports on its holdings, which include significant investments in Microsoft Corporation.Some support2 reports1 development inside
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A fund rebalanced its portfolio weights involving Microsoft.Some support6 reports
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Quartus manages an AI-focused investment fund that received a $7.44 million commitment from Beneficient.Some support2 reports
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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
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abrdn Inc. assumed management responsibilities for a fund previously managed by MFS Investment Management.Well supported6 reports
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A fund made an announcement in Dallas and used PR Newswire for the news release.Some support1 report
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SEC oversight governs fund operations.Well supported5 reports
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A fund's shares are listed in Toronto and invests in banks based in the region.Some support6 reports1 development inside
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Conflict outbreak in Iran impacted market stability.Some support3 reports2 developments inside
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Aehr Test Systems is targeted by a new leveraged ETF fund.Some support1 report
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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
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A fund relies on an adviser that is headquartered in New York City.Some support1 report
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A fund invested in Centre Technologies Holdings, LLC.Some support2 reports
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A program runs under the declared State of Emergency, and Abubakar Kyari discusses the fund's role in food security.Some support1 report
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A fund is analyzing companies based in Seattle due to commodity price increases driven by the Middle East conflict.Some support2 reports
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MSA administers a regional investment framework, supported by the Mayor, involving contributions from Durham to a specific fund.Some support1 report
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A fund supported Tonga's submission to the WTO Agreement on June 1, 2026.Some support1 report
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Direxion announced forward and reverse share splits for ETFs on June 1, 2026.Some support1 report
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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
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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
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Artisan Partners highlighted Ferguson Enterprises in a recent report.Some support1 report
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Artisan Partners trimmed its holdings in Robinhood on August 7, 2025, despite the company's growth potential.Some support1 report
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Monroe, a company, began operations in Rochester, and Artisan Partners' stock price implies a valuation ratio for the company.Some support1 report
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Diamondback Energy and FANG benefit from Trump-era tariffs and onshoring, noted in recent investor letters and analyst coverage.Some support2 reports1 development inside
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Artisan Partners highlighted CDW Corporation in its investor letter.Some support1 report
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Artisan Mid Cap Value Fund holds Genpact Limited stock.Some support1 report
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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
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Artisan Small Cap Fund highlighted MACOM Technology Solutions stock on August 22, 2025.Some support1 report
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Artisan Partners moved Clearwater Analytics into 'Garden from the Crop' due to poor performance and risk.Some support1 report
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Artisan Small Cap Fund highlighted iRhythm Technologies stock, comparing its performance to the Russell 2000 Growth Index.Some support1 report
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Artisan Mid Cap Fund highlighted Saia, Inc. stock on August 7, 2025.Some support1 report
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Artisan Mid Cap Fund highlighted Atlassian stock on August 7, 2025.Some support1 report
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Artisan Mid Cap Fund highlighted Baker Hughes stock on August 7, 2025.Some support1 report
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Artisan Small Cap Fund highlighted Madrigal Pharmaceuticals stock.Some support1 report1 development inside
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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 support4 reports
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Artisan Partners, based in Milwaukee, WI, has been assigned a Momentum Style Score of B.Some support2 reports
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Lam Research was highlighted by Artisan Partners as a stock pick due to potential benefits from Trump-era tariffs.Some support1 report1 development inside
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Wolfe Research downgraded GE Vernova's stock due to valuation concerns, noting increased power demand from AI data centers.Speculative1 report
No events began in the chosen period. Widen it, or reset.
What's reaching fund
Events traced to fund, step by step, newest first- New sec fiduciary rules may change how the fund weighs stocksNew sec fiduciary rules may change how the fund weighs stocksPossible
- Private fundraising data could boost capital availability for fundsPrivate fundraising data may increase capital supply for fundsPossible
- Falling stock prices and listing risk threaten funds holding Archer and JobyFinancial risk from listing pressure could reduce the value of fund holdings in Archer and JobyPossible
- Sprott Inc.'s investment strategies may affect connected fundsSprott Inc.'s asset management strategies could influence the returns of connected fundsPossible
- Medicare surcharge may impact fund's net investment incomeMedicare surcharge may impact fund's net investment incomeLikely
- How could the reappointment of STMicroelectronics' CEO affect a potential investment fund?CEO reappointment signals stability and focus on long-term value for STMicroelectronicsPossible
See all 8 explainers
- Medicare Improvement Fund sees drawdown from one-time beneficiary paymentThe Medicare Improvement Fund sees a drawdown from one-time beneficiary paymentAlready happening
- How do high Treasury yields influenced by FED policy affect funds like Vanguard and Janus Henderson?High Treasury yields boost fund returns in corporate bond ETFsReported
Explainers that pass through fund
fund is a step on the way to someone elseAround fund this week
News at the entities that move fund most-
Senegal TransactionalSpain's Interior Minister visited Senegal to urge cooperation as migrants attempt crossing from Morocco to Spain.Moves fund
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SEC StructuralMSCI index rules may affect Bitcoin companies, while warnings caused stock market crashes in Turkey and Indonesia.Moves fund
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Securities and Exchange Commission StructuralConnect Biopharma Holdings Limited filed disclosures with the SEC and its stock is traded on the Nasdaq exchange.Moves fund
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Medicare StructuralAnthem is ending contracts in New York, prompting Governor Hochul to direct health officials to review claims.Moves fund
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Invesco StructuralStoneX Group Inc. acquired shares of an Invesco ETF, which trades on the Nasdaq exchange.Moves fund
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board of directors StructuralGagne was appointed to represent Franklin County on the VMSMA Board.Moves fund
Connections
The 40 strongest of 218, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
New York Stock Exchange Structural
The fund relies on the NYSE infrastructure for listing, trading, and distribution of its shares.
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SEC Structural
The fund operates under formal regulation by the SEC, requiring mandatory filings and adherence to specific acts.
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Securities and Exchange Commission Structural
The fund is structurally dependent on the SEC, which mandates filings and grants regulatory orders.
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Medicare Structural
Medicare imposes mandatory surcharges on the fund's net investment income and distributions.
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Africa Structural
The fund provides majority financing and targets development and creative industries across Africa.
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Nasdaq Structural
Funds and ETFs are listed on and trade through the Nasdaq exchange as part of their operational structure.
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SK Hynix Transactional
A fund is launching ETFs specifically to facilitate the Initial Public Offering of SK Hynix.
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Echo Operational
The fund actively tracks and attempts to amplify Echo's daily performance through its investment strategy.
Show all 40 connections
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Vermont Transactional
A specific entity based in Vermont has made an investment in the fund's holdings (APAM shares).
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International Financial Reporting Standards Structural
The fund operates under the mandatory reporting requirements established by the International Financial Reporting Standards.
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Neuberger Berman Structural
Neuberger Berman operates as the management company for the fund, creating a functional dependency.
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Quartus Structural
Quartus manages the AI-focused investment fund.
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Invesco Structural
Invesco is the company responsible for managing and creating the fund product.
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Rickson Structural
Rickson serves as the Chief Investment Officer, establishing a critical functional dependency between the individual and the fund.
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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.
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board of directors Structural
The Board of Directors holds ultimate governing authority over the Fund, making critical decisions regarding its operations, dividends, and distributions.
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SpaceX Operational
The fund actively launches financial products, such as ETFs, designed to track or provide market exposure to SpaceX.
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African Development Bank Operational
The African Development Bank collaborates with the fund on development financing and projects.
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Andrew Ziegler Structural
Andrew Ziegler founded the fund.
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Salesforce Transactional
The fund holds and actively trades Salesforce stock, with Salesforce's performance directly impacting the fund's returns.
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Vertiv Structural
Vertiv is held as one of the fund's top five holdings.
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ISEE Structural
The fund utilizes ISEE's established thresholds and determinations to assess beneficiary vulnerability and eligibility.
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Microsoft Transactional
The fund holds and tracks financial holdings in Microsoft Corporation.
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board Structural
The fund operates under the governance and policy approvals of the board of directors.
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Liberia Transactional
Liberia secured funding from the fund, which now operates in the country managing the road sector.
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National House of Chiefs Operational
The two entities are engaged in a functional partnership aimed at improving healthcare delivery across the country.
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Narendra Modi Structural
PM Modi promised support via the PM CARES Fund, establishing a functional reliance on the financial vehicle.
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Haiti Transactional
The fund provided financial support for peacebuilding efforts within Haiti.
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Jo Townsend Structural
Jo Townsend serves as the chief executive of the fund.
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Malawi Structural
Malawi relies on funds, such as the IMF, for financing arrangements and is subject to monitoring of its economic reforms.
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Intercontinental Exchange Structural
The fund maintains a long-term investment holding in Intercontinental Exchange.
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Nguyen Thi Xuyen Structural
Nguyen Thi Xuyen holds the position of president within the fund.
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state Structural
The fund functions as a guarantor for the backing provided by the state.
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Royal Bank of Canada Mentioned together
RBC provides market ratings and price objectives that influence the fund's investment decisions and holdings.
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Kyrgyzstan Transactional
The fund provided financial support for specific projects, such as peacebuilding and farming, within Kyrgyzstan.
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McKesson Corporation Operational
The fund's valuation is influenced by and tracks guidance provided by McKesson Corporation.
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Tunisia Structural
External funds, such as those from the IMF, constrain Tunisia's financing.
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Janus Henderson Structural
Janus Henderson functions as the manager of the fund, whose performance is reported.
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parliament Structural
The parliament exercises structural control by approving funds for the fiscal year, impacting financial entities.
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Senegal Transactional
Senegal formally joined the fund via an Establishment Agreement.
History
Events by the month they beganOctober 2026
4 events- Portfolio Manager Whitney George purchased shares and increased holdings in the fund.
- A fund maintains its ticker symbol on the New York Stock Exchange.
- TCM launched the Thematic ETF GANZ on October 15, 2026.
- King Nii Teiko Tsuru II called for healthcare system improvements to reduce poverty impact during a Fund sensitisation tour in Greater Accra Region.
September 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.
Show 2 earlier months
July 2026
9 events- RBC decreased target price and rating on fund (Q5908002), while TD Cowen restated its rating on shares.
- 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.
June 2026
36 events- A fund supported peacebuilding efforts in Kyrgyzstan, Papua New Guinea, Sierra Leone, Colombia, and Haiti.
- 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.
- 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 trimmed its holdings in Robinhood on August 7, 2025, despite the company's growth potential.
- Monroe, a company, began operations in Rochester, and Artisan Partners' stock price implies a valuation ratio for the company.
- Diamondback Energy and FANG benefit from Trump-era tariffs and onshoring, noted in recent investor letters and analyst coverage.
- Artisan Partners highlighted CDW Corporation in its investor letter.
- Artisan Mid Cap Value Fund holds Genpact Limited stock.
- 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 Small Cap Fund highlighted MACOM Technology Solutions stock on August 22, 2025.
- Artisan Partners moved Clearwater Analytics into 'Garden from the Crop' due to poor performance and risk.
- Artisan Small Cap Fund highlighted iRhythm Technologies stock, comparing its performance to the Russell 2000 Growth Index.
- Artisan Mid Cap Fund highlighted Saia, Inc. stock on August 7, 2025.
- Artisan Mid Cap Fund highlighted Atlassian stock on August 7, 2025.
- Artisan Mid Cap Fund highlighted Baker Hughes stock on August 7, 2025.
- Artisan Small Cap Fund highlighted Madrigal Pharmaceuticals stock.
- 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 Partners, based in Milwaukee, WI, has been assigned a Momentum Style Score of B.
- Lam Research was highlighted by Artisan Partners as a stock pick due to potential benefits from Trump-era tariffs.
- Wolfe Research downgraded GE Vernova's stock due to valuation concerns, noting increased power demand from AI data centers.