Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i The 2023 ETF Series Trust - Eagle Capital Select Equity ETF inkluderar Citadel Advisors Llc, Commerce Advisors, LLC, Fund Evaluation Group, LLC, ACT Advisors, LLC., Wind River Trust Co, Sepio Capital, LP, Wells Fargo & Company/mn, Advisor Group Holdings, Inc., och Sunbelt Securities, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Stifel Financial Corp | 238 090 | 56,93 | 7 243 | 47,08 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 53 572 | 1 956,51 | 1 630 | 1 839,29 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 33 302 | 64,03 | 1 013 | 53,72 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 363 640 | 11 062 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 11 607 059 | 71,38 | 353 087 | 60,61 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 7 231 | 7,06 | 220 | 0,00 | ||||
| 2026-05-11 | 13F | Commerce Bank | 806 994 | 3,03 | 24 549 | −3,44 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 2 668 731 | 81 183 | ||||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 158 141 | 0,99 | 4 811 | −5,35 | ||||
| 2026-05-05 | 13F | UBS Group AG | 300 343 | 2,74 | 9 136 | −3,72 | ||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 112 990 | 3 437 | ||||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 1 130 228 | 6,08 | 34 382 | −0,59 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 673 | 20 | ||||||
| 2026-05-15 | 13F | MSA Advisors, LLC | 5 050 | 154 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 46 634 | 5,56 | 1 364 | −4,82 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 104 129 | 24,86 | 3 168 | 16,99 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 8 215 230 | 242,84 | 249 907 | 221,30 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 221 294 | 9,45 | 6 732 | 2,56 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 19 852 | 29,08 | 604 | 20,84 | ||||
| 2026-05-14 | 13F | Wind River Trust Co | 89 366 | 2 719 | ||||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 94 398 | 2 872 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3 167 | 96 | ||||||
| 2026-05-13 | 13F | Sepio Capital, LP | 78 350 | 2 383 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 72 689 | 4,56 | 2 211 | −1,99 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 150 | 5 | ||||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 2 729 468 | 16,18 | 83 030 | 8,88 | ||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 1 332 608 | 32,00 | 40 538 | 23,70 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 160 804 | 749,78 | 35 312 | 696,37 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 576 446 | 0,99 | 17 535 | −5,36 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 119 941 | 6,52 | 3 873 | 5,97 | ||||
| 2026-04-23 | 13F | Rector, Church-wardens & Vestrymen Of Trinity Church In The City Of New-york | 5 774 371 | 36,25 | 175 656 | 27,69 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 1 751 300 | 259,46 | 56 847 | 316,58 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 249 622 | 16,62 | 7 593 | 9,28 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 16 260 | 32,73 | 495 | 24,43 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 1 475 696 | 30,65 | 44 891 | 22,44 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 166 592 | 0,30 | 5 068 | −6,01 |
