Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Franklin Templeton ETF Trust - Franklin FTSE Japan ETF inkluderar Avestar Capital, LLC, Simon Quick Advisors, Llc, StoneX Group Inc., Armis Advisers, LLC, RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF, Mma Asset Management Llc, Accordant Advisory Group Inc, Winnow Wealth Llc, Spectrum Asset Management, Inc. (NB/CA), Clear Creek Financial Management, LLC, Hrt Financial Lp, Main Street Financial Solutions, LLC, Y-Intercept (Hong Kong) Ltd, BOS Asset Management, LLC, Armstrong Advisory Group, Inc, Principia Wealth Advisory, LLC, Annis Gardner Whiting Capital Advisors, LLC, Brown Brothers Harriman & Co, Adirondack Trust Co, och Geneos Wealth Management 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Mml Investors Services, Llc | 81 805 | 12,00 | 3 | 0,00 | ||||
2025-08-15 | 13F | Morgan Stanley | 4 441 003 | 7,07 | 142 778 | 17,08 | ||||
2025-08-12 | 13F | Kensington Asset Management, LLC | 120 172 | 3 864 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 44 | 1 | ||||||
2025-06-27 | NP | DAAVX - Dunham Dynamic Macro Fund Class A | 153 100 | 3,80 | 4 679 | 8,97 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 67 027 | 2 155 | ||||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 3 383 | 109 | ||||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 262 140 | 3,60 | 8 428 | 13,28 | ||||
2025-06-17 | NP | MMDAX - Madison Moderate Allocation Fund Moderate Allocation Fund Class A | 124 124 | 11,04 | 3 793 | 16,60 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 100 | 3 | ||||||
2025-06-17 | NP | MAGSX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A | 96 500 | 8,60 | 2 949 | 14,04 | ||||
2025-08-06 | 13F | Agf Management Ltd | 430 131 | 6,71 | 13 829 | 16,69 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 185 706 | 5,60 | 5 970 | 15,47 | ||||
2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 51 415 | 9,47 | 1 653 | 19,71 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 9 722 | 60,85 | 313 | 76,27 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 662 168 | 288,04 | 21 289 | 324,40 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 243 380 | 7 825 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 7 780 | 67,02 | 250 | 83,82 | ||||
2025-08-14 | 13F | Principia Wealth Advisory, LLC | 2 401 | 77 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 10 560 | 40,63 | 0 | |||||
2025-08-13 | 13F/A | StoneX Group Inc. | 200 000 | 5 420 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 25 607 | 26,92 | 820 | 38,28 | ||||
2025-06-17 | NP | MCNAX - Madison Conservative Allocation Fund Conservative Allocation Fund Class A | 31 703 | 10,04 | 969 | 15,51 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 100 | 3 | ||||||
2025-08-14 | 13F | Hrt Financial Lp | 34 942 | 1 | ||||||
2025-08-05 | 13F | Huntington National Bank | 31 | 7,14 | ||||||
2025-08-08 | 13F | Creative Planning | 10 923 | 54,76 | 351 | 69,57 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 87 815 | 4,13 | 2 823 | 13,88 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8 285 | 9,81 | 266 | 20,36 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 5 627 | 85,96 | 181 | 104,55 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 14 987 | 482 | ||||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 731 | 24 | ||||||
2025-08-04 | 13F | Virtus Family Office LLC | 17 800 | 39,88 | 572 | 52,94 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 31 945 | 1,76 | 1 027 | 11,39 | ||||
2025-08-05 | 13F | Mma Asset Management Llc | 146 675 | 4 716 | ||||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 125 | 4 | ||||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 13 748 | 2,83 | 442 | 12,47 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 5 732 | 184 | ||||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 3 400 | 385,71 | 0 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 899 | 29,07 | 93 | 40,91 | ||||
2025-07-16 | 13F | Paragon Capital Management Ltd | 152 205 | 118,35 | 4 893 | 138,80 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 632 962 | 3,00 | 20 350 | 12,63 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 71 615 | 125,63 | 2 302 | 146,73 | ||||
2025-08-12 | 13F | Accordant Advisory Group Inc | 119 965 | 3 857 | ||||||
2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 58 219 | 1 872 | ||||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 70 | 2 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 174 874 | 23,41 | 5 621 | 34,93 | ||||
2025-08-08 | 13F | Gts Securities Llc | 324 654 | 10 438 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 22 890 | 0,94 | 736 | 10,36 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 79 | 71,74 | 3 | 100,00 | ||||
2025-08-04 | 13F | Assetmark, Inc | 80 | 3 | ||||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 50 151 | 44,17 | 1 612 | 57,73 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 32 801 | 1 | ||||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 14 251 | 458 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 19 766 | 9,16 | 636 | 19,36 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 5 919 | 190 | ||||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 15 481 | 2,31 | 498 | 11,94 | ||||
2025-08-13 | 13F | Avestar Capital, LLC | 321 882 | 10 349 | ||||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 30 475 | 4,33 | 980 | 14,10 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 10 778 | 7,38 | 347 | 17,29 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 8 232 | 265 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 43 242 | 31,16 | 1 390 | 43,45 | ||||
2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 7 639 | 5,41 | 222 | 6,22 | ||||
2025-07-08 | 13F | Boltwood Capital Management | 12 200 | 34,07 | 392 | 46,82 | ||||
2025-08-08 | 13F | Mittelman Wealth Management | 108 395 | 13,55 | 3 485 | 24,16 | ||||
2025-08-14 | 13F | Comerica Bank | 36 978 | 123,72 | 1 189 | 144,95 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 19 820 | 637 | ||||||
2025-08-14 | 13F | Mariner, LLC | 47 319 | 0,35 | 1 521 | 9,74 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 9 663 | 311 | ||||||
2025-08-11 | 13F | Inspire Advisors, LLC | 37 405 | 87,22 | 1 203 | 104,77 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 659 760 | 0,01 | 21 211 | 9,37 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 119 965 | 3 857 | ||||||
2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 242 846 | 43,90 | 7 140 | 47,87 | ||||
2025-07-25 | 13F | Cwm, Llc | 11 651 | 1 072,13 | 0 | |||||
2025-07-15 | 13F | Armis Advisers, LLC | 169 366 | 5 274 | ||||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 249 307 | 8 015 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 389 | 13 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 200 | 6 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 7 371 | 237 | ||||||
2025-08-07 | 13F | Altman Advisors, Inc. | 57 432 | 3,86 | 1 836 | 8,64 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 619 | 20 | ||||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 41 405 | 1 331 | ||||||
2025-08-13 | 13F | Hsbc Holdings Plc | 15 510 | 499 | ||||||
2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 152 121 | 4 891 | ||||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 32 437 | 1 043 | ||||||
2025-07-11 | 13F | Adirondack Trust Co | 539 | 17 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 313 151 | 0,50 | 10 068 | 9,90 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 165 020 | 5 305 | ||||||
2025-08-13 | 13F | Kilter Group LLC | 101 | 3 | ||||||
2025-08-14 | 13F | Toroso Investments, LLC | 136 325 | 12,91 | 4 383 | 23,47 |