Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF inkluderar WealthPlan Investment Management, LLC, We Are One Seven, LLC, ORG Partners LLC, Marshall Wace, Llp, Citigroup Inc, Owen LaRue, LLC, D. E. Shaw & Co., Inc., KFA Private Wealth Group, LLC, Well Done, LLC, Frederick Financial Consultants, LLC, Total Investment Management Inc, Smartleaf Asset Management LLC, Family Legacy Financial Solutions, LLC, och Federation des caisses Desjardins du Quebec .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 55 270 | 31,28 | 6 186 | 45,63 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 24 680 | 36,29 | 2 762 | 51,18 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 220 954 | 350,12 | 24 729 | 399,37 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 14 793 | 7,52 | 1 682 | 21,09 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 715 | 11,79 | 975 | 24,05 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 64 336 | 121,38 | 7 200 | 145,65 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 22 381 | 4 776,03 | 2 505 | 5 343,48 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 25 645 | 11,39 | 2 870 | 23,60 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 319 774 | 8,24 | 35 789 | 20,07 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 581 991 | 3,13 | 65 136 | 14,41 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4 857 | 48,03 | 544 | 64,05 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4 713 | 16,60 | 544 | 35,07 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 20 192 | 1,02 | 2 260 | 12,05 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 285 | 32 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 1 959 | 219 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 3 555 | 3,74 | 398 | 15,07 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 132 922 | 18,10 | 14 877 | 31,02 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 2 218 | 248 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 441 230 | 60,09 | 49 383 | 77,59 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 798 161 | 11,31 | 201 250 | 23,48 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 100 779 | 11,97 | 11 279 | 24,22 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 467 | 678,33 | 52 | 766,67 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 18 938 | 12,93 | 2 120 | 25,31 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 99 917 | 21,17 | 11 183 | 34,42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 18 497 | 2 070 | ||||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 3 501 | 15,97 | 401 | 31,91 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 127 900 | 14 315 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 45 248 | 7,92 | 5 064 | 19,72 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 1 887 | 211 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 402 511 | 0,51 | 45 049 | 11,50 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 2 212 | 248 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 10 672 | 367,46 | 1 194 | 419,13 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 50 | 6 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 7 059 | 790 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 268 | 208,05 | 30 | 262,50 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 29 344 | 3 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 107 330 | 147,13 | 12 012 | 174,18 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 119 721 | 131,68 | 13 | 160,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 522 | 18,91 | 282 | 32,39 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2 200 | 0,27 | 246 | 11,31 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 191 | 21 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 6 400 | 48,84 | 716 | 65,36 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 4 255 | 6,56 | 476 | 18,41 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7 934 | 5,42 | 888 | 16,86 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 404 | 157 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 339 | 0,30 | 38 | 8,82 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5 751 | 0,12 | 644 | 11,05 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 132 | 59,04 | 15 | 75,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 74 533 | 268,74 | 8 342 | 309,07 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 6 960 | 779 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 38 477 | 54,12 | 4 306 | 71,01 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 236 | 189,46 | 138 | 220,93 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 1 947 | 218 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 2 691 | 10,70 | 301 | 22,86 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 242 | 27 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 2 177 | 0,14 | 244 | 10,96 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 25 429 | 11,08 | 2 846 | 23,26 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 321 | 6,81 | 260 | 18,26 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 631 843 | 2,62 | 182 636 | 13,84 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 106 956 | 2,96 | 11 971 | 14,22 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 360 284 | 0,34 | 40 323 | 11,31 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 9 237 | 12,54 | 1 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 856 | 167,03 | 879 | 196,96 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 9 | 1 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 25 649 | 2 867 | ||||||
| 2025-06-30 | NP | PFSEX - RiskPro® 30+ Fund Class R | 787 862 | 75,74 | 78 975 | 61,50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 271 521 | 53,35 | 29 470 | 64,95 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 765 | 198 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9 297 | 152,22 | 1 041 | 166,67 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 21 851 | 15,12 | 2 446 | 27,74 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 4 880 | 546 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 106 | 1 666,67 | 12 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 14 977 | 5,06 | 1 716 | 19,26 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 170 383 | 3,49 | 19 | 18,75 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 6 358 | 6,71 | 711 | 18,14 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2 856 818 | 108,05 | 319 735 | 130,80 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 2 935 | 25,32 | 328 | 38,98 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 887 | 0,11 | 99 | 11,24 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 45 168 | 108,29 | 5 055 | 131,14 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 7 193 | 20,63 | 805 | 33,94 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 14 381 | 20,67 | 1 610 | 33,86 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12 666 | 3,15 | 1 418 | 14,46 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 30 219 | 38,59 | 3 382 | 53,80 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9 | 1 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 14 301 | 31,70 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Nwam Llc | 13 585 | 0,41 | 1 561 | 14,44 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 822 | 20,88 | 92 | 37,31 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 486 677 | 11,28 | 54 469 | 23,44 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 16 058 | 2,89 | 1 869 | 23,30 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8 143 | 18,37 | 911 | 31,27 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 25 578 | 25,98 | 2 863 | 39,75 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 34 573 | 3 869 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 32 379 | 3 624 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 440 | 0,23 | 49 | 11,36 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 41 528 | 88,91 | 4 748 | 114,16 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 10 865 | 0,79 | 1 216 | 11,87 |
