Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF inkluderar ELM - Elm Market Navigator ETF, 1 North Wealth Services Llc, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Foresight Capital Management Advisors, Inc., Bank Of Nova Scotia, Wealthcare Advisory Partners LLC, Arkadios Wealth Advisors, Ironwood Investment Counsel, LLC, Global Trust Asset Management, LLC, Glenmede Investment Management, LP, Golden State Wealth Management, LLC, Team Financial Group, LLC, Y.D. More Investments Ltd, Delos Wealth Advisors, LLC, ENDW - Cambria Endowment Style ETF, Rothschild Investment Llc, EQTYX - WisdomTree Siegel Global Equity Digital Fund, Ameritas Advisory Services, LLC, Twin Peaks Wealth Advisors, LLC, och LNGVX - WisdomTree Siegel Longevity Digital Fund .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 4 613 | 311 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 16 200 | 354,80 | 1 093 | 396,36 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 7 | 0 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 196 | 28,72 | 216 | 40,52 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 471 | 32 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 91 | 6 | ||||||
2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 57 337 | 3 846 | ||||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 45 246 | 28,38 | 3 052 | 40,06 | ||||
2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 322 112 | 47 130,50 | 21 604 | 51 338,10 | ||||
2025-08-12 | 13F | LPL Financial LLC | 200 235 | 86,66 | 13 508 | 103,66 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 152 | 7,04 | 10 | 25,00 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 97 | 110,87 | 7 | 200,00 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 150 | 10 | ||||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 1 000 | 67 | ||||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 6 935 | 42,70 | 468 | 55,67 | ||||
2025-08-05 | 13F | Elm Partners Management LLC | 361 113 | 290,95 | 24 361 | 326,55 | ||||
2025-08-14 | 13F | Fmr Llc | 15 297 | 5,00 | 1 032 | 14,56 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 51 317 | 5,04 | 3 462 | 14,60 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 367 578 | 25 | ||||||
2025-07-10 | 13F | Secure Asset Management, LLC | 36 952 | 41,90 | 2 493 | 54,78 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 575 | 2,68 | 39 | 22,58 | ||||
2025-04-23 | 13F | Golden State Wealth Management, LLC | 1 257 | 78 | ||||||
2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 96 | 6 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 51 666 | 355,65 | 3 485 | 397,15 | ||||
2025-08-15 | 13F | Morgan Stanley | 605 503 | 67,95 | 40 847 | 83,24 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 113 | 24,18 | 8 | 40,00 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 11 | 1 | ||||||
2025-08-11 | 13F | Vanguard Group Inc | 4 648 | 1,91 | 314 | 10,99 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 11 041 | 5,42 | 745 | 14,99 | ||||
2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 125 | 8 | ||||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 3 563 | 240 | ||||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 23 737 | 13,96 | 1 601 | 24,40 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Ieq Capital, Llc | 6 533 | 441 | ||||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 3 720 | 251 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 36 906 | 38,11 | 2 | 100,00 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4 954 | 1,64 | 306 | 13,33 | ||||
2025-07-24 | 13F | Blair William & Co/il | 26 202 | 13,81 | 1 768 | 24,17 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 37 505 | 196,86 | 2 532 | 224,07 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 6 762 | 12,78 | 456 | 23,24 | ||||
2025-07-21 | 13F | Greenwood Capital Associates Llc | 350 398 | 6,25 | 23 638 | 15,92 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 661 | 1 196,08 | 45 | 1 366,67 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 98 | 1,03 | 7 | 0,00 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 43 665 | 21,18 | 2 946 | 32,24 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 19 199 | 13,71 | 1 | 0,00 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 720 | 19,44 | 116 | 30,34 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 614 | 18,73 | 244 | 29,26 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 41 072 | 151,08 | 2 771 | 173,99 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 2 950 | 199 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 127 | 1,60 | 9 | 14,29 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 448 103 | 40,89 | 30 229 | 53,73 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 468 | 32 | ||||||
2025-08-28 | NP | ELM - Elm Market Navigator ETF | 364 723 | 24 604 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 10 403 | 3,95 | 702 | 13,43 | ||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 4 500 | 80,00 | 0 | |||||
2025-08-14 | 13F | Old Mission Capital Llc | 19 876 | 1 341 | ||||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 71 | 1,43 | 5 | 0,00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2 246 | 152 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 6 101 | 38,91 | 412 | 51,66 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 424 | 5,74 | 29 | 16,67 | ||||
2025-07-22 | 13F | Legacy CG, LLC | 387 904 | 384,19 | 26 168 | 428,33 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 73 805 | 4 979 | ||||||
2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 3 311 | 223 | ||||||
2025-08-19 | 13F | Delos Wealth Advisors, LLC | 840 | 57 | ||||||
2025-07-17 | 13F | Albion Financial Group /ut | 64 | 4 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6 464 | 0,26 | 0 | |||||
2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 423 | 29 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 312 | 21 | ||||||
2025-08-06 | 13F | Founders Financial Securities Llc | 24 110 | 1,43 | 1 626 | 6,97 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 5 532 | 3,97 | 373 | 13,72 | ||||
2025-08-15 | 13F | Keel Point, LLC | 20 481 | 51,67 | 1 382 | 65,59 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 4 339 | 293 | ||||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 1 463 | 99 | ||||||
2025-08-13 | 13F | Bank Of Nova Scotia | 27 020 | 1 823 | ||||||
2025-07-09 | 13F | Breakwater Investment Management | 19 710 | 4,32 | 1 330 | 13,78 | ||||
2025-07-15 | 13F | Kelly Financial Group Llc | 25 121 | 5,69 | 1 695 | 15,32 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 7 794 | 526 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 316 867 | 21 376 | ||||||
2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 38 953 | 2 628 | ||||||
2025-07-22 | 13F | Team Financial Group, LLC | 1 211 | 82 | ||||||
2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 4 853 | 2,80 | 327 | 12,37 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 6 433 | 434 | ||||||
2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 25 478 | 26,40 | 1 719 | 43,89 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 143 | 10 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 148 561 | 498,65 | 10 022 | 553,32 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 4 019 | 271 | ||||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 107 035 | 7 221 | ||||||
2025-08-01 | 13F | Bessemer Group Inc | 15 | 0 |