Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares, Inc. - iShares MSCI Global Min Vol Factor ETF inkluderar Glenmede Investment Management, LP, J. Safra Sarasin Holding AG, Family Wealth Group, LLC, XY Planning Network, Inc., Milestones Private Investment Advisors LLC, Concurrent Investment Advisors, LLC, Fulcrum Equity Management, Fifth Third Securities, Inc., Gts Securities Llc, Coldstream Capital Management Inc, Pure Financial Advisors, Inc., TKG Advisors, LLC, Evergreen Capital Management Llc, Trilogy Capital Inc., Boreal Capital Management LLC, Keener Financial Planning LLC, VSM Wealth Advisory, LLC, Atticus Wealth Management, Llc, HighMark Wealth Management LLC, och Smallwood Wealth Investment Management, 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Pacific Center for Financial Services | 1 262 | 1,04 | 150 | 2,76 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5 059 | 0,32 | 600 | 2,22 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 97 552 | 3,45 | 11 591 | 5,63 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 2 731 | 0,55 | 324 | 2,22 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5 915 | 0,89 | 701 | 2,79 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3 359 | 1,21 | 398 | 3,11 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 8 196 | 9,09 | 970 | 12,81 | ||||
| 2025-07-29 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 97 140 | 0,94 | 11 496 | 3,85 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 67 230 | 0,82 | 7 971 | 2,73 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 16 386 | 20,81 | 1 943 | 23,07 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 13 299 | 0,37 | 1 577 | 2,27 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 524 | 299 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4 003 | 0,02 | 475 | 1,94 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 14 303 | 0,18 | 1 696 | 2,05 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 36 246 | 4,76 | 4 298 | 6,73 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 4 249 | 0,88 | 504 | 2,65 | ||||
| 2025-07-29 | NP | JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 | 217 478 | 2,66 | 25 736 | 5,61 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 199 | 17,78 | 261 | 19,82 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 88 855 | 14,75 | 10 536 | 16,93 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 154 | 97,44 | 18 | 100,00 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 2 225 | 0,54 | 262 | 4,38 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 481 | 0 | ||||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 142 790 | 30,22 | 16 931 | 32,69 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 33 745 | 3 993 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 16 948 | 2 010 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 1 746 | 207 | ||||||
| 2025-08-08 | 13F | WP Advisors, LLC | 2 358 | 1,03 | 280 | 2,95 | ||||
| 2025-08-01 | 13F | Oak Grove Capital LLC | 4 940 | 586 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 23 | −28,12 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 12 874 | 0,79 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 165 731 | 19 651 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 388 | 46 | ||||||
| 2025-07-29 | NP | JLCGX - Multi-Index Lifestyle Conservative Portfolio Class 1 | 62 084 | 1,52 | 7 347 | 4,45 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 12 692 | 5,32 | 1 505 | 7,28 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 4 575 | 2,86 | 542 | 4,63 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 47 741 | 37,99 | 5 661 | 40,59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 33 472 | 0,28 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 14 409 | 3,79 | 1 709 | 5,76 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2 639 | 313 | ||||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 2 575 | 17,74 | 301 | 26,47 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 6 987 | 43,59 | 828 | 46,29 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 35 379 | 0,17 | 4 195 | 2,04 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 1 904 | 226 | ||||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 132 808 | 2,32 | 15 747 | 4,26 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 104 682 | 135,85 | 12 412 | 140,31 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 2 010 342 | 6,80 | 238 366 | 8,82 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 663 248 | 1,79 | 78 641 | 3,72 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 2 172 | 17,09 | 258 | 19,53 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 10 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 25 158 | 17,33 | 2 962 | 19,44 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 71 | 1,43 | 8 | 0,00 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 8 341 | 989 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 120 434 | 23,00 | 14 280 | 25,33 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 2 343 | 278 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8 819 | 47,03 | 1 046 | 51,89 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 841 741 | 13,38 | 218 375 | 15,52 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5 701 | 22,81 | 676 | 25,00 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 36 241 | 61,31 | 4 297 | 64,38 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K | 18 060 | 1,69 | 2 141 | 3,63 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 45 | 28,57 | 5 | 25,00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 22 | 4,76 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Prudential Plc | 27 994 | 36,14 | 3 319 | 38,75 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 800 | 95 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 242 | 29 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 15 100 | 1 790 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 300 | 1,01 | 35 | 2,94 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 4 955 | 588 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4 904 | 12,89 | 581 | 15,05 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4 960 | 0,59 | 588 | 3,16 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 69 293 | 0,13 | 8 216 | 2,02 | ||||
| 2025-07-29 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 244 211 | 6,08 | 28 900 | 9,13 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 2 981 | 353 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 697 | 1,60 | 83 | 3,80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 30 257 | 18,33 | 3 588 | 20,57 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 117 678 | 0,03 | 14 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 93 381 | 7,53 | 11 072 | 9,57 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 50 103 | 110,28 | 5 941 | 114,29 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 109 134 | 50,02 | 12 941 | 52,88 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 39 810 | 1,83 | 4 720 | 3,76 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 3 146 | 15,36 | 373 | 17,67 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 2 136 | 253 | ||||||
| 2025-07-24 | 13F | Lester Murray Antman dba SimplyRich | 15 985 | 2,00 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 2 746 | 1,44 | 326 | 3,17 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5 639 | 6,98 | 1 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 144 | 1,41 | 17 | 6,25 | ||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 220 103 | 0,54 | 26 098 | 2,44 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 381 | 2 830,77 | 45 | 4 400,00 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 11 205 | 0,22 | 1 329 | 2,08 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 16 567 | 1,94 | 1 964 | 3,86 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 38 698 | 25,14 | 4 588 | 27,52 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 161 894 | 1,95 | 19 196 | 5,08 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 163 | 612 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 33 728 | 142,19 | 3 999 | 146,85 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 100 970 | 11 972 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 277 | 1,09 | 33 | 3,23 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 3 990 | 0,53 | 473 | 2,60 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 30 463 | 7,30 | 3 612 | 9,36 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 6 806 | 2,47 | 807 | 4,54 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K | 28 060 | 4,86 | 3 327 | 6,84 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 564 | 15,34 | 67 | 17,86 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 3 159 | 2,97 | 375 | 4,76 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 54 330 | 24,16 | 6 435 | 26,35 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11 210 | 150,50 | 1 329 | 155,58 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 192 | 4,42 | 378 | 6,48 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 100 | 1,01 | 12 | 0,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 3 510 | 416 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7 014 | 4,14 | 832 | 6,13 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 85 | 1,19 | 10 | 11,11 | ||||
| 2025-07-29 | 13F | Creekside Partners | 32 189 | 0,47 | 3 817 | 2,36 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 6 707 | 0,99 | 795 | 2,98 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 49 731 | 626,42 | 5 897 | 640,70 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 35 167 | 0,71 | 4 170 | 3,22 | ||||
| 2025-07-29 | NP | JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 | 45 114 | 40,46 | 5 339 | 44,50 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 2 197 | 260 | ||||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 1 968 | 0,82 | 233 | 2,64 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 35 075 | 3,24 | 4 159 | 9,22 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 220 764 | 1 525,66 | 26 | 2 500,00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 269 | 32 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 99 998 | 0,41 | 11 637 | 7,00 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 14 016 | 0,66 | 1 662 | 2,53 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3 786 | 4,61 | 449 | 6,41 | ||||
| 2025-07-29 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 187 189 | 9,27 | 22 152 | 12,41 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 6 927 | 2,32 | 1 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10 670 | 24,43 | 1 265 | 26,88 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 8 008 | 0,86 | 949 | 2,71 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 5 255 | 1,17 | 623 | 3,15 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 22 287 | 2 643 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 227 503 | 24,60 | 26 975 | 26,95 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 345 010 | 60,97 | 40 908 | 64,02 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 2 376 | 1,45 | 282 | 3,31 | ||||
| 2025-07-29 | NP | JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 | 109 902 | 14,60 | 13 006 | 17,90 | ||||
| 2025-08-08 | 13F | Creative Planning | 8 572 | 0,09 | 1 016 | 2,01 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 13 604 | 1 613 | ||||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 1 689 | 200 | ||||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 18 959 | 0,48 | 2 248 | 2,37 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 84 644 | 2,29 | 10 036 | 4,23 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 16 556 | 37,18 | 1 963 | 39,81 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5 142 | 18,95 | 610 | 29,03 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 60 | 7 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 4 159 | 493 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 2 047 | 243 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 11 606 | 7,35 | 1 376 | 9,38 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 72 768 | 576,60 | 8 628 | 589,69 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 56 552 | 6 705 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 12 123 | 1,02 | 1 437 | 2,94 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 4 310 | 511 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2 411 | 12,35 | 286 | 14,46 |
