Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF inkluderar Compass Wealth Management, LLC/GA, Curran Financial Partners, LLC, Bfsg, Llc, Meridian Wealth Management, LLC, KWB Wealth, Concurrent Investment Advisors, LLC, VisionPoint Advisory Group, LLC, Huntleigh Advisors, Inc., Orion Portfolio Solutions, LLC, Regatta Capital Group, Llc, Wiley Bros.-aintree Capital, Llc, Forefront Analytics, LLC, Valued Retirements, Inc., Rockefeller Capital Management L.P., Scotia Capital Inc., Coppell Advisory Solutions LLC, Benjamin Edwards Inc, Vista Capital Partners, Inc., Gts Securities Llc, och Nautilus Advisors LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Jpmorgan Chase & Co | 9 483 | 81,49 | 309 | 82,25 | ||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 69 930 | 345,78 | 2 276 | 348,92 | ||||
2025-08-07 | 13F | American Alpha Advisors, LLC | 130 673 | 408,14 | 4 253 | 411,18 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 450 | 210 | ||||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 26 387 | 859 | ||||||
2025-07-29 | 13F | Private Trust Co Na | 8 606 | 21,31 | 280 | 22,27 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 40 615 | 1 315 | ||||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 176 380 | 3,14 | 5 741 | 3,72 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 518 | 17 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 231 842 | 83,38 | 7 546 | 84,41 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 295 920 | 34,59 | 9 632 | 35,34 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 36 023 | 1 216 | ||||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 6 925 | 225 | ||||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 85 637 | 55,33 | 2 667 | 49,50 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 17 323 | 565 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 68 966 | 47,67 | 2 245 | 48,51 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 12 034 | 392 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 2 809 109 | 30,02 | 91 436 | 30,74 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 790 018 | 43,87 | 25 786 | 44,35 | ||||
2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 59 355 | 16,17 | 1 932 | 16,88 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 162 067 | 3,27 | 37 825 | 3,84 | ||||
2025-08-07 | 13F | Sierra Ocean, Llc | 159 163 | 3,24 | 5 181 | 3,81 | ||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 9 310 | 303 | ||||||
2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 20 323 | 7,12 | 662 | 7,65 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 208 481 | 6 786 | ||||||
2025-08-13 | 13F | Valued Retirements, Inc. | 21 398 | 697 | ||||||
2025-08-04 | 13F | IFG Advisory, LLC | 18 355 | 48,25 | 597 | 49,25 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 138 217 | 4 499 | ||||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 48 989 | 1 595 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 357 | 36,78 | 12 | 37,50 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 106 145 | 3 455 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 29 882 | 973 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 412 207 | 81,28 | 45 885 | 81,96 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 720 000 | 98,72 | 23 436 | 99,83 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 23 068 | 64,17 | 751 | 65,20 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 23 946 | 22,78 | 779 | 23,45 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 20 004 | 94,12 | 651 | 95,50 | ||||
2025-08-14 | 13F | UBS Group AG | 1 225 630 | 13,31 | 39 894 | 13,94 | ||||
2025-08-13 | 13F | Plan Group Financial, LLC | 115 403 | 157,55 | 3 756 | 159,03 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 758 227 | 41,78 | 24 680 | 42,57 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 15 385 | 501 | ||||||
2025-07-25 | 13F | Cwm, Llc | 554 744 | 32,92 | 18 | 38,46 | ||||
2025-08-08 | 13F | Gts Securities Llc | 10 774 | 351 | ||||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 188 291 | 1,21 | 6 129 | 1,76 | ||||
2025-08-14 | 13F | Mariner, LLC | 110 516 | 77,35 | 3 597 | 78,33 | ||||
2025-08-26 | 13F | Nautilus Advisors LLC | 9 934 | 323 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 11 422 | 0,72 | 372 | 1,09 | ||||
2025-07-09 | 13F | Shore Point Advisors, LLC | 24 861 | 1,26 | 809 | 1,89 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 9 757 | 3,83 | 0 | |||||
2025-08-14 | 13F | Money Concepts Capital Corp | 8 033 | 9,61 | 261 | 10,13 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 15 203 | 47,00 | 495 | 47,90 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 19 365 | 630 | ||||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 193 773 | 0,07 | 6 307 | 0,62 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 14 164 | 101,28 | 461 | 103,08 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 57 675 | 1 877 | ||||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 95 360 | 8,67 | 3 104 | 9,26 | ||||
2025-08-11 | 13F | Citigroup Inc | 546 | 18 | ||||||
2025-08-05 | 13F | Huntington National Bank | 29 | 366,67 | ||||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 10 221 | 105,04 | 333 | 106,21 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 600 | 20 | ||||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 82 185 | 3,32 | 2 675 | 3,92 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 11 725 | 106,79 | 382 | 108,20 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 11 683 | 0,07 | 380 | 0,80 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 13 613 | 30,09 | 443 | 31,07 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 43 944 | 119,42 | 1 430 | 137,15 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 449 160 | 19,12 | 14 620 | 19,79 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 17 482 | 14,64 | 569 | 15,42 | ||||
2025-08-12 | 13F | LPL Financial LLC | 7 923 349 | 23,87 | 257 905 | 24,56 | ||||
2025-08-04 | 13F | Atria Investments Llc | 264 802 | 4,41 | 8 619 | 4,99 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 2 229 936 | 1,90 | 72 584 | 2,47 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 40 962 | 1,18 | 1 333 | 1,76 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 100 | 3 | ||||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 82 404 | 8,81 | 2 682 | 9,42 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 11 498 | 856,57 | 374 | 884,21 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 512 | 17 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 303 245 | 154,74 | 10 | 200,00 | ||||
2025-07-23 | 13F | True Vision MN LLC | 21 504 | 2,09 | 700 | 2,64 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17 980 | 71,99 | 585 | 73,08 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 525 | 30,60 | 115 | 31,03 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 43 087 | 2,36 | 1 402 | 2,94 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 15 351 | 500 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 61 805 | 5,92 | 2 012 | 6,51 | ||||
2025-08-14 | 13F | Fmr Llc | 1 113 592 | 502,02 | 36 247 | 505,43 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 31 957 | 6,96 | 1 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 681 502 | 45,50 | 55 | 45,95 | ||||
2025-08-04 | 13F | Haven Private, LLC | 146 358 | 618,36 | 4 764 | 622,76 | ||||
2025-07-15 | 13F | Bfsg, Llc | 155 898 | 5 074 | ||||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 346 485 | 1,77 | 11 278 | 2,34 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 26 827 | 19,17 | 873 | 19,92 | ||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 40 267 | 202,69 | 1 311 | 204,65 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 172 752 | 23,95 | 5 623 | 24,65 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 373 769 | 13,32 | 12 099 | 20,19 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 7 564 | 246 | ||||||
2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 111 718 | 1,81 | 3 636 | 2,36 | ||||
2025-08-15 | 13F | Morgan Stanley | 3 248 611 | 20,34 | 105 742 | 21,01 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 10 480 | 0,72 | 341 | 1,49 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 6 478 | 1,65 | 211 | 1,94 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 33 503 | 0,46 | 1 091 | 1,02 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 62 265 | 72,20 | 2 027 | 73,16 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 951 348 | 3,19 | 30 966 | 3,77 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 63 861 | 21,95 | 2 107 | 32,02 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 562 910 | 14,75 | 18 | 20,00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 2 550 | 18,27 | 83 | 18,84 | ||||
2025-07-17 | 13F | Montis Financial, LLC | 174 409 | 2,25 | 5 677 | 2,83 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 111 442 | 19,81 | 3 627 | 20,46 | ||||
2025-08-13 | 13F | Virtus ETF Advisers LLC | 139 | 5 | ||||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 8 708 | 282 | ||||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 51 504 | 1,94 | 1 676 | 2,51 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 19 002 | 619 | ||||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 127 898 | 35,97 | 4 163 | 45,05 | ||||
2025-07-16 | 13F | Rainier Family Wealth Inc | 39 371 | 46,00 | 1 282 | 46,90 | ||||
2025-08-04 | 13F | Assetmark, Inc | 2 600 468 | 3,71 | 84 645 | 4,28 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 199 656 | 12,57 | 6 499 | 13,19 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1 685 249 | 9,89 | 54 850 | 10,49 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 15 670 | 96,05 | 1 | |||||
2025-08-05 | 13F | Dunhill Financial, LLC | 10 | 0 | ||||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 14 168 | 28,59 | 461 | 29,49 | ||||
2025-07-24 | 13F | Forefront Analytics, LLC | 28 320 | 921 | ||||||
2025-08-12 | 13F | MAI Capital Management | 64 | 2 | ||||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 573 | 19 | ||||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 22 359 | 3,99 | 746 | 7,19 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1 406 732 | 13,59 | 45 789 | 14,22 | ||||
2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 402 543 | 13 103 | ||||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 37 224 | 1,46 | 1 212 | 2,02 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 127 764 | 4 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 645 196 | 39,02 | 118 651 | 39,79 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 61 994 | 2 200,33 | 2 018 | 2 218,39 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 126 814 | 6,56 | 4 128 | 7,14 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 38 473 | 1 104,54 | 1 252 | 1 190,72 | ||||
2025-07-16 | 13F | Freestate Advisors LLC | 43 747 | 17,08 | 1 424 | 17,70 | ||||
2025-08-12 | 13F | Frontier Asset Management, LLC | 454 614 | 14,51 | 14 798 | 15,14 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 155 | 1,31 | 5 | 25,00 | ||||
2025-07-17 | 13F | KWB Wealth | 86 664 | 2 805 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 680 690 | 143,11 | 22 156 | 144,47 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 9 496 | 303 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 40 979 | 0,90 | 1 334 | 1,45 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 7 845 | 255 | ||||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 28 081 | 0,27 | 914 | 0,88 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 6 260 | 204 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 921 313 | 8,06 | 29 989 | 8,66 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 21 792 | 18,70 | 709 | 19,36 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 60 343 | 316,47 | 2 | |||||
2025-07-15 | 13F | MCF Advisors LLC | 315 | 10 | ||||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 15 206 | 0 | ||||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 669 | 22 | ||||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 36 008 | 0,19 | 1 235 | 7,20 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 68 159 | 10,33 | 2 219 | 10,40 | ||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 37 909 | 1 234 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 8 119 | 3,19 | 264 | 3,94 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 12 576 | 16,66 | 409 | 17,53 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 48 106 | 9,07 | 1 566 | 9,67 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 12 518 | 0,76 | 407 | 1,24 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 7 195 | 234 | ||||||
2025-07-02 | 13F | HBW Advisory Services LLC | 24 666 | 2,55 | 803 | 3,08 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 118 400 | 4,16 | 3 854 | 4,73 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1 959 799 | 7,69 | 63 791 | 8,29 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 40 623 | 1 322 | ||||||
2025-07-18 | 13F | PFG Investments, LLC | 17 148 | 47,76 | 558 | 48,80 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 82 700 | 52,87 | 2 692 | 53,68 | ||||
2025-07-16 | 13F | Meridian Financial, LLC | 15 569 | 149,86 | 507 | 151,74 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 120 626 | 3,23 | 3 926 | 3,81 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 5 348 | 6,15 | 174 | 6,75 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 196 | 6 | ||||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 211 111 | 8,94 | 6 872 | 9,55 | ||||
2025-08-11 | 13F | Beaumont Capital Management, LLC | 112 943 | 537,20 | 3 676 | 541,54 | ||||
2025-07-17 | 13F | BFI Infinity Ltd. | 12 710 | 10,96 | 413 | 11,62 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 67 153 | 26,69 | 2 186 | 27,33 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 10 963 | 2,46 | 357 | 2,89 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 12 793 | 11,33 | 416 | 12,13 | ||||
2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 115 624 | 2,25 | 3 764 | 2,81 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 616 | 528,57 | 0 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 1 617 080 | 50,63 | 52 639 | 52,00 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 41 342 | 19,89 | 1 346 | 20,52 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 27 186 | 280,76 | 885 | 282,68 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 277 649 | 407,55 | 9 037 | 441,46 | ||||
2025-08-08 | 13F | Croban | 28 320 | 6,78 | 921 | 7,34 | ||||
2025-07-10 | 13F | SK Wealth Management, LLC | 426 518 | 2,69 | 14 180 | 12,01 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 345 194 | 69,69 | 11 236 | 70,63 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 96 372 | 2,34 | 3 | 0,00 |