Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Franklin Templeton ETF Trust - Franklin FTSE India ETF inkluderar QAI - IQ Hedge Multi-Strategy Tracker ETF, Putnam Fl Investment Management Co, MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class, SCS Capital Management LLC, Winnow Wealth Llc, Bank Of Nova Scotia, C WorldWide Group Holding A/S, Phoenix Holdings Ltd., Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma, Gts Securities Llc, Brinker Capital Investments, LLC, Lynx Investment Advisory, Ameritas Advisory Services, LLC, VSM Wealth Advisory, LLC, O'shaughnessy Asset Management, Llc, Private Trust Co Na, Simplex Trading, Llc, och Boreal Capital Management LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 933 | 0,11 | 37 | 8,82 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 28 701 | 123,88 | 1 143 | 142,16 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 10 975 | 437 | ||||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 11 413 | 1,25 | 455 | 9,40 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 31 037 | 196,75 | 1 236 | 221,04 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 40 | 14,29 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 13 600 | 542 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8 564 | 14,51 | 341 | 24,00 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 17 | −93,70 | ||||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 67 640 | 67,77 | 2 694 | 81,41 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 23 282 | 6,95 | 927 | 15,73 | ||||
| 2025-08-28 | NP | ICCIX - Dynamic International Opportunity Fund Class I | 67 696 | 5,16 | 2 696 | 13,71 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 284 146 | 114,97 | 11 318 | 132,43 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 50 176 | 35,87 | 1 999 | 46,91 | ||||
| 2025-08-29 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 187 808 | 28,46 | 7 480 | 38,88 | ||||
| 2025-08-14 | 13F | Fmr Llc | 509 | 20 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 889 | 540,84 | 274 | 602,56 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 170 826 | 11,72 | 6 804 | 20,79 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 423 | 17 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 415 | 0 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 107 901 | 211,87 | 4 298 | 237,28 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 25 | 1 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 8 142 | 6,82 | 324 | 15,71 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 43 909 | 7,19 | 1 749 | 15,84 | ||||
| 2025-06-26 | NP | SSXU - Day Hagan/Ned Davis Research Smart Sector International ETF | 64 510 | 19,33 | 2 469 | 24,95 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 286 835 | 11 425 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5 554 | 221 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 5 559 | 30,46 | 221 | 41,67 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 15 254 | 0,16 | 608 | 8,20 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 636 044 | 446,95 | 25 334 | 491,34 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 110 982 | 4 420 | ||||||
| 2025-08-27 | NP | ACIFX - Advisors Capital International Fund | 18 700 | 171,01 | 745 | 192,91 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 72 405 | 2 884 | ||||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 374 332 | 14 329 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 5 158 | 205 | ||||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 4 100 | 163 | ||||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 8 266 | 315,79 | 329 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 189 225 | 47,09 | 7 537 | 59,02 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6 046 | 241 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 675 368 | 35,23 | 66 730 | 46,20 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 5 200 | 44,44 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 1 457 | 7,21 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 723 | 19,50 | 29 | 27,27 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1 356 | 54 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 6 079 | 242 | ||||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 45 513 | 0,16 | 1 813 | 8,24 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 17 860 | 27,53 | 711 | 38,06 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 512 | 20 | ||||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 495 687 | 3 953,37 | 19 743 | 4 287,33 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 49 358 | 42,81 | 1 965 | 54,36 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 97 165 | 85,13 | 3 870 | 100,10 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 308 588 | 33,65 | 12 291 | 44,50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45 717 | 20,60 | 1 821 | 30,37 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 1 253 | 314,90 | 50 | 345,45 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 17 125 | 36,14 | 683 | 47,30 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 21 844 | 6,61 | 870 | 15,38 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 597 | 23,42 | 64 | 34,04 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 32 800 | 1 306 | ||||||
| 2025-08-08 | 13F | Letko, Brosseau & Associates Inc | 20 975 | 30,28 | 835 | 40,81 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 40 410 | 1 610 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 188 318 | 28,81 | 7 501 | 39,25 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 56 | 9,80 | 2 | 100,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 78 644 | 36,77 | 3 132 | 47,83 | ||||
| 2025-03-31 | NP | GIAX - Nicholas Global Equity and Income ETF | 50 504 | 85,50 | 1 847 | 72,68 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 13 742 | 21,42 | 547 | 31,49 | ||||
| 2025-08-14 | 13F | Investment Management Corp of Ontario | 1 563 681 | 220,31 | 62 281 | 246,31 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 687 319 | 29,39 | 27 376 | 39,88 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 18 785 | 16,89 | 748 | 26,35 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 77 254 | 3 077 | ||||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 22 742 | 42,00 | 906 | 53,65 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 6 208 | 247 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13 405 | 24,88 | 534 | 34,94 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 72 405 | 2 884 | ||||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 102 753 | 319,33 | 4 093 | 353,66 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 26 070 | 0,39 | 1 038 | 8,58 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 27 236 | 9,01 | 1 085 | 17,83 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2 625 | 26,87 | 105 | 36,84 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 67 790 | 5,15 | 2 700 | 13,68 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 41 206 | 9,00 | 1 641 | 17,89 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 71 112 | 13,93 | 2 832 | 23,18 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4 055 | 2,92 | 162 | 11,81 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5 693 | 3,58 | 227 | 11,88 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 542 | 61 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 8 396 | 32,72 | 334 | 43,35 | ||||
| 2025-08-06 | 13F | C WorldWide Group Holding A/S | 39 569 | 2 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 72 290 | 2,22 | 2 890 | 6,76 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 43 902 | 0,26 | 1 749 | 8,37 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 150 280 | 42,12 | 5 986 | 53,66 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 287 113 | 4,92 | 11 436 | 13,44 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 167 | 7 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11 692 | 8,73 | 466 | 17,42 |
