Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Global X Funds - Global X S&P 500 Catholic Values ETF inkluderar Trust Co Of Toledo Na /oh/, Old National Bancorp /in/, NorthRock Partners, LLC, Savvy Advisors, Inc., Wealth Enhancement Advisory Services, Llc, Johnson Investment Counsel Inc, Massmutual Trust Co Fsb/adv, och Sofos Investments, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 4 966 | 2,54 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 2 900 | 220 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 6 286 | 4,40 | 474 | 16,75 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 20 684 | 491,48 | 1 566 | 563,56 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 10 315 | 11,03 | 778 | 24,08 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 4 706 | 15,31 | 355 | 29,09 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 9 940 | 6,21 | 750 | 18,51 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 6 416 | 35,33 | 484 | 51,25 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 28 732 | 6,92 | 2 168 | 19,39 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 31 872 | 2 405 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 313 | 14,65 | 24 | 27,78 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 5 805 | 438 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 261 | 6,05 | 397 | 18,21 | ||||
| 2025-08-14 | 13F | UBS Group AG | 20 164 | 31,68 | 1 521 | 47,10 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 952 | 27,75 | 147 | 42,72 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3 251 | 245 | ||||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 84 755 | 12,81 | 6 342 | 26,03 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 17 620 | 0,73 | 1 329 | 12,53 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 35 974 | 2 714 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 939 | 10,86 | 71 | 18,64 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 017 | 0,20 | 77 | 11,76 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 10 498 | 168,63 | 792 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 4 062 | 4,72 | 306 | 17,24 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 42 684 | 0,06 | 3 220 | 11,77 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 400 | 30 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 433 | 5,63 | 259 | 18,26 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 20 140 | 2,08 | 1 520 | 14,04 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6 109 | 0,25 | 461 | 11,92 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 241 587 | 2,82 | 18 682 | 15,59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 148 204 | 2,12 | 11 | 22,22 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 2 874 | 217 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2 805 | 212 | ||||||
| 2025-08-25 | NP | MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class | 4 147 | 113,54 | 313 | 138,17 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 602 | 7,12 | 45 | 21,62 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3 861 | 291 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 5 829 | 2,03 | 440 | 14,03 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 5 467 | 1,13 | 412 | 12,88 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 2 884 | 218 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 18 656 | 5,14 | 1 408 | 17,45 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 25 165 | 0,14 | 1 899 | 11,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 2 736 | 206 | ||||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 16 022 | 1,23 | 1 209 | 13,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 90 833 | 0,43 | 6 854 | 12,20 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 35 974 | 1,06 | 2 430 | −3,65 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 24 783 | 2,94 | 1 870 | 14,94 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3 892 | 29,35 | 294 | 44,33 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 41 788 | 3 153 | ||||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 8 835 | 16,85 | 667 | 30,59 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7 857 | 0,05 | 593 | 11,70 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 7 571 | 27,85 | 571 | 43,11 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 5 038 | 20,99 | 380 | 35,23 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 11 184 | 3,52 | 844 | 15,64 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 61 009 | 0,60 | 4 603 | 12,38 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 7 041 | 29,76 | 531 | 45,08 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 441 396 | 9,24 | 33 303 | 22,03 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 92 367 | 1,15 | 6 968 | 12,99 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 11 055 | 837 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5 559 | 13,73 | 419 | 26,97 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 288 | 2,13 | 19 | 5,88 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 2 550 | 0,99 | 192 | 12,94 | ||||
| 2025-07-29 | 13F | Mutual Of America Capital Management Llc | 4 155 | 313 | ||||||
| 2025-08-08 | 13F | Creative Planning | 36 408 | 21,61 | 2 747 | 35,81 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4 142 | 0,66 | 313 | 12,59 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 611 | 197 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 404 | 1,37 | 106 | 12,90 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 3 426 | 1,06 | 258 | 13,16 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 6 668 | 1,49 | 503 | 13,54 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1 | 0 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 788 | 0,50 | 363 | 12,77 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 66 333 | 133,90 | 5 005 | 161,31 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 45 308 | 33,90 | 3 418 | 49,58 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 230 933 | 6,13 | 17 424 | 18,56 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 73 558 | 33,05 | 5 550 | 51,57 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 6 650 | 4,72 | 502 | 17,06 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 3 096 | 234 | ||||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 4 216 | 4,07 | 318 | 16,48 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 872 | 219 | ||||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 142 830 | 3,42 | 10 777 | 15,54 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 6 772 | 0,82 | 511 | 12,58 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9 461 | 42,68 | 708 | 59,23 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 132 930 | 2,76 | 10 030 | 14,80 | ||||
| 2025-08-07 | 13F | Commerce Bank | 126 060 | 0,33 | 9 511 | 12,08 |
