Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF inkluderar NorthCrest Asset Manangement, LLC, Signal Advisors Wealth, LLC, Aqr Capital Management Llc, Flow Traders U.s. Llc, Skopos Labs, Inc., Creative Planning, Ubs Asset Management Americas Inc, Bayban, Founders Financial Alliance, LLC, Western Wealth Management, LLC, och Vanguard Advisers 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | 13F | Clayton Financial Group LLC | 4 670 | 0,32 | 270 | −1,46 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 554 563 | 0,67 | 32 098 | −1,07 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 2 729 | 53,57 | 158 | 50,96 | ||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 9 071 | 2,20 | 525 | 0,57 | ||||
| 2026-04-20 | 13F | One + One Wealth Management, Llc | 11 839 | 14,09 | 685 | 12,11 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 0 | 0 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 37 850 | 0,30 | 2 191 | −1,44 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 534 709 | 4,71 | 30 949 | 2,90 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 11 035 | 15,94 | 639 | 13,93 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 620 063 | 6,30 | 35 889 | 4,46 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 103 | 6 | ||||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 18 477 | 1,81 | 1 069 | 0,09 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 296 463 | 3,16 | 17 159 | 1,37 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 7 786 | 29,19 | 451 | 27,12 | ||||
| 2026-05-12 | 13F | Creative Planning | 4 428 | 256 | ||||||
| 2026-05-14 | 13F | American Alpha Advisors, LLC | 33 100 | 30,20 | 1 916 | 27,92 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 5 827 | 0,87 | 337 | −0,88 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 19 045 | 1 102 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 14 070 | 814 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 19 551 | 9,72 | 1 132 | 7,82 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 10 692 | 1,51 | 619 | −0,32 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 3 578 | 1,85 | 207 | 0,49 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1 288 | −1,76 | ||||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 5 928 | 0,20 | 343 | −1,44 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 5 101 | 18,90 | 295 | 17,06 | ||||
| 2026-05-15 | 13F | Fmr Llc | 251 | 0,40 | 15 | 0,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 685 | 40 | ||||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 55 784 | 1,79 | 3 229 | 0,03 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 4 371 | 27,32 | 253 | 24,75 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 85 892 | 24,85 | 4 971 | 22,71 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 12 005 | 32,99 | 695 | 30,70 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 11 416 | 661 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 177 798 | 21,01 | 10 124 | 16,99 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 126 581 | 20,50 | 7 | 16,67 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 10 866 | 19,31 | 629 | 17,16 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 12 894 | 746 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1 434 | 84 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 81 | 5 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 255 620 | 1,26 | 14 804 | −0,40 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 6 621 | 383 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 0 | 0 | ||||||
| 2026-05-06 | 13F | Sentinus, LLC | 154 618 | 3,49 | 8 949 | 1,69 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 248 | 14 | ||||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 74 144 | 4 300 | ||||||
| 2026-04-06 | 13F | Old Port Advisors | 122 872 | 1,68 | 7 112 | −0,08 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 5 923 843 | 2,98 | 342 872 | 1,20 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 23 897 | 1,96 | 1 383 | 0,22 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 6 688 | 387 | ||||||
| 2026-05-08 | 13F | Quantify Chaos Advisors, Llc | 3 910 | 0,31 | 226 | −1,31 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2 029 | 0,30 | 117 | −1,68 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 1 160 218 | 11,00 | 67 153 | 9,07 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 31 199 | 7,48 | 1 806 | 5,62 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 9 933 | 1 | ||||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 171 099 | 1,16 | 9 903 | −0,59 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 460 | 27 | ||||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 1 433 258 | 0,96 | 82 957 | −0,79 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 450 827 | 0,60 | 26 094 | −1,15 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 28 167 | 289,85 | 1 630 | 283,53 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 125 | 7 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 1 316 | 1 096,36 | 76 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 30 077 | 0,80 | 1 741 | −0,97 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 941 761 | 7,86 | 54 509 | 6,00 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 363 522 | 2,36 | 21 041 | 0,58 | ||||
| 2026-04-24 | 13F | Bayban | 329 | 19 | ||||||
| 2026-04-23 | 13F | Walleye Partners, LLC | 4 953 | 2,67 | 287 | 0,70 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 74 124 | 29,59 | 4 290 | 27,38 | ||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 256 581 | 3,05 | 14 851 | 1,26 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 39 384 | 96,24 | 2 280 | 92,81 |
