Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF inkluderar GenTrust, LLC, National Bank Of Canada /fi/, Raymond James Financial Inc, Tcfg Wealth Management, Llc, Union Bancaire Privee, UBP SA, Bartlett & Co. Wealth Management Llc, Strategic Wealth Partners, Ltd., Jones Financial Companies Lllp, och Fulcrum Asset Management LLP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Ameriprise Financial Inc | 127 630 | 22,41 | 3 300 | 19,75 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 18 944 | 69,90 | 490 | 65,76 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 3 396 | 2,04 | 88 | −1,14 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 234 889 | 200,94 | 6 072 | 193,85 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 42 760 | 1 105 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 11 193 | 8,88 | 289 | 6,25 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 10 182 | 7,01 | 263 | 4,78 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 610 | 93 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 51 156 | 30,82 | 1 322 | 27,73 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 647 638 | 16 741 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 831 | 4,16 | 73 | 1,39 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 79 965 | 2,54 | 2 067 | 0,15 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 71 318 | 1,63 | 1 881 | 10,98 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 468 | 12 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11 974 | 31,48 | 310 | 28,22 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 22 180 | 28,93 | 573 | 25,93 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 282 | 1,81 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 59 486 | 22,27 | 1 538 | 19,43 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 195 133 | 8,35 | 5 044 | 5,81 | ||||
| 2025-04-24 | 13F | Fulcrum Asset Management LLP | Put | 0 | 2 213 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 240 214 | 2,21 | 6 210 | −0,18 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 495 | 13 | ||||||
| 2025-06-27 | NP | DAAVX - Dunham Dynamic Macro Fund Class A | 113 800 | 11 280,00 | 2 756 | 10 500,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 9 269 | 240 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 566 | 2,54 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 168 007 | 100,79 | 4 343 | 96,12 | ||||
| 2025-08-08 | 13F | Creative Planning | 12 502 | 323 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 56 100 | 509,78 | 1 450 | 496,71 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 15 100 | 357,58 | 390 | 348,28 | |||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 14 391 | 13,31 | 296 | 7,64 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8 366 | 216 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 271 061 | 1,71 | 7 007 | −0,68 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 59 518 | 30,51 | 1 539 | 27,42 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 26 168 | 40,86 | 676 | 37,68 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 36 809 | 17,96 | 952 | 15,27 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 161 | 30 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 92 223 | 0,14 | 2 384 | −2,22 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 14 088 | 364 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 51 | 1 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 42 781 | 136,20 | 1 106 | 130,42 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 62 100 | 314,00 | 1 605 | 310,49 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 66 886 | 14,89 | 1 729 | 12,27 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 1 530 | 34 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 99 059 | 2 561 | ||||||
| 2025-06-27 | NP | PASIX - PACE Alternative Strategies Investments Class A | 90 720 | 8,03 | 2 197 | 0,05 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 22 085 | 0,56 | 571 | −1,89 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 12 936 | 17,48 | 334 | 14,78 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 21 112 | 546 | ||||||
| 2025-05-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 60 388 | 8,31 | 1 561 | 5,83 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 372 | 10 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 133 848 | 0,62 | 3 388 | −3,78 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 8 166 | 211 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 442 | 3 057,14 | 11 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 53 265 | 6,87 | 1 377 | 4,32 |
