Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF inkluderar Fosun International Ltd, Avestar Capital, LLC, Certior Financial Group, Llc, HCINX - The Institutional International Equity Portfolio HC Strategic Shares, Basso Capital Management, L.p., Arkadios Wealth Advisors, Ironwood Investment Counsel, LLC, Modern Wealth Management, LLC, Diversify Wealth Management, Llc, Moneta Group Investment Advisors Llc, Evercore Wealth Management, LLC, Strategic Family Wealth Counselors, L.L.C., Joel Isaacson & Co., LLC, Glenmede Investment Management, LP, Avalon Trust Co, ENDW - Cambria Endowment Style ETF, Trust Co Of Vermont, Total Investment Management Inc, Strategic Wealth Partners, Ltd., och Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Argent Trust Co | 6 716 | 11,64 | 415 | 22,85 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 56 707 | 12,34 | 3 503 | 23,65 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 13 469 | 6 078,44 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5 442 | 6,27 | 336 | 19,57 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 44 099 | 25,05 | 2 724 | 37,59 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 8 872 | 22,22 | 548 | 34,64 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 9 | 1 | ||||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 147 541 | 41,75 | 9 115 | 56,03 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 279 | 933,33 | 17 | 1 600,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 15 691 | 58,85 | 969 | 74,91 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 43 361 | 2 679 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 439 | 27 | ||||||
| 2025-08-06 | 13F | AIA Group Ltd | 809 350 | 4,41 | 50 002 | 14,92 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 442 | 27 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 3 512 | 217 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 7 103 | 465 | ||||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 111 590 | 2,76 | 6 894 | 13,11 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 134 394 885 | 0,43 | 8 302 916 | 10,54 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 25 035 | 1 547 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 370 675 | 51,52 | 23 | 69,23 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 11 932 | 2,32 | 737 | 12,69 | ||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 22 684 | 7,20 | 1 267 | 6,30 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 630 | 39 | ||||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 13 951 | 862 | ||||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 3 403 | 210 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 17 182 | 0,46 | 1 061 | 10,52 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 101 722 | 6 282 | ||||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 152 | 9 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 016 | 1 236,84 | 63 | 1 450,00 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 128 | 8 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 749 392 | 158,70 | 46 297 | 184,75 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 250 | 15 | ||||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 711 704 | 1 657,81 | 44 011 | 1 825,24 | ||||
| 2025-05-29 | 13F/A | Modern Wealth Management, LLC | 5 718 | 323 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 200 | 12 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 25 640 | 4,41 | 1 584 | 14,95 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 11 309 | 2,08 | 699 | 12,40 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8 584 | 5,95 | 530 | 16,74 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 1 154 | 71 | ||||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 16 420 | 1 014 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 581 | 152,30 | 159 | 178,95 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 226 087 | 13 968 | ||||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 5 012 | 310 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 11 121 | 1,53 | 687 | 11,89 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 34 142 | 1,06 | 2 109 | 11,29 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 206 | 13 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 826 | 113 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 61 | 4 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8 671 | 4,19 | 536 | 14,56 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 190 600 | 947,25 | 11 775 | 1 053,28 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 6 303 | 389 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 4 252 | 278 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 73 400 | 4 535 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 100 084 | 178,10 | 6 183 | 206,09 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 22 358 | 8 242,54 | 1 381 | 9 106,67 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 5 259 | 29,34 | 325 | 42,11 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 186 | 18 500,00 | 11 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 119 056 | 8,82 | 7 355 | 19,79 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 15 060 | 125,11 | 930 | 148,00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 8 106 | 30,09 | 501 | 43,27 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3 703 | 229 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 719 | 44 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 9 396 | 1 | ||||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 370 860 | 155,89 | 22 912 | 181,67 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5 725 | 1,89 | 354 | 12,06 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3 485 | 215 | ||||||
| 2025-08-28 | NP | EDGI - 3EDGE Dynamic International Equity ETF | 158 346 | 496,27 | 9 783 | 556,51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 30 689 | 145,02 | 1 791 | 154,77 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 149 | 10 | ||||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 202 251 | 8,63 | 12 495 | 19,57 | ||||
| 2025-08-27 | NP | HCINX - The Institutional International Equity Portfolio HC Strategic Shares | 12 778 | 789 | ||||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 67 363 | 3,38 | 4 162 | 13,78 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 11 031 | 336,35 | 681 | 382,98 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 26 | 2 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 3 268 | 202 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 402 | 22,98 | 87 | 50,88 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 7 291 | 1,56 | 450 | 11,94 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 3 951 | 244 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 135 | 8 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 5 997 | 0,55 | 370 | 10,78 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 124 351 | 36,05 | 7 682 | 49,75 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 14 407 | 66,25 | 890 | 83,13 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 135 | 8 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2 880 | 178 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 365 | 23 | ||||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 10 005 | 618 | ||||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 213 258 | 2,80 | 13 175 | 13,16 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 49 067 | 317,09 | 3 031 | 359,24 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 6 355 | 31,68 | 393 | 48,48 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5 905 | 365 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20 955 | 6,39 | 1 295 | 17,10 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 55 | 3 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 53 850 | 948,69 | 3 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 53 902 | 7,36 | 3 330 | 18,17 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 7 341 | 454 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 790 | 95,26 | 234 | 116,67 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 3 402 | 210 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 315 | 19 | ||||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 110 | 7 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1 317 | 20,27 | 81 | 31,15 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 886 | 0,68 | 55 | 10,20 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 48 413 | 207,35 | 2 991 | 238,24 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 771 | 7,53 | 48 | 17,50 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 16 561 | 14,43 | 1 023 | 25,99 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 5 715 | 0,53 | 353 | 10,66 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 204 506 | 0,56 | 12 634 | 10,68 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 620 | 1,64 | 38 | 11,76 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 265 | 16 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 665 | 13,87 | 41 | 28,13 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8 354 | 514 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 6 020 | 372 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 618 | 5,18 | 162 | 15,83 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 433 | 293,64 | 27 | 333,33 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 39 863 | 4,97 | 2 463 | 15,53 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 276 157 | 17 061 | ||||||
| 2025-08-14 | 13F | Fosun International Ltd | 251 400 | 15 531 | ||||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 248 | 15 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 16 597 | 41,62 | 1 025 | 56,01 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6 009 | 143,77 | 371 | 168,84 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 70 802 | 209,46 | 4 374 | 240,65 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 183 382 | 11 329 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7 346 | 454 |
