Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF inkluderar Merit Financial Group, LLC, Resources Investment Advisors, LLC., Trademark Financial Management, LLC, Sheets Smith Wealth Management, VeraBank, N.A., Greykasell Wealth Strategies, Inc., MBL Wealth, LLC, Cozad Asset Management Inc, Capital Investment Advisory Services, LLC, MTM Investment Management, LLC, Mount Yale Investment Advisors, LLC, Us Bancorp \de\, Dunhill Financial, LLC, Johnson Financial Group, Inc., Global Retirement Partners, LLC, och CoreCap Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Bogart Wealth, LLC | 740 023 | 3,78 | 40 191 | 6,32 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 061 | 44,35 | 58 | 50,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 757 419 | 3,72 | 95 445 | 6,26 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 59 202 | 3 215 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 164 283 | 5,46 | 8 922 | 8,05 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 241 | 13 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6 971 | 10,21 | 379 | 12,84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 490 517 | 9,71 | 26 640 | 12,40 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 87 360 | 33,25 | 4 784 | 41,26 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 14 660 | 1,71 | 796 | 4,19 | ||||
| 2025-07-18 | 13F | Vicus Capital | 41 041 | 693,06 | 2 229 | 713,14 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 34 534 | 26,48 | 1 876 | 29,58 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3 346 | 73,55 | 182 | 77,45 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 29 809 | 1,25 | 1 619 | 3,72 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 47 563 | 2 583 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 677 284 | 35,59 | 36 783 | 38,92 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 142 861 | 0,41 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 72 111 | 6,86 | 3 916 | 9,48 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 88 449 | 9,38 | 4 804 | 12,06 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 219 997 | 67,98 | 11 911 | 72,98 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 330 115 | 16,20 | 17 930 | 19,05 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 814 598 | 144,24 | 44 241 | 150,24 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 355 130 | 6,65 | 19 287 | 9,26 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 6 980 | 379 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 169 834 | 5,05 | 9 224 | 7,62 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 250 | 14 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 296 439 | 25,36 | 16 100 | 28,43 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 676 549 | 69,44 | 36 743 | 73,59 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 31 734 | 2,45 | 1 723 | 5,00 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 54 160 | 284,11 | 2 941 | 293,71 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 4 256 | 0,24 | 226 | −2,17 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 634 722 | 25,78 | 34 488 | 28,93 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 64 928 | 20,74 | 3 546 | 24,39 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 195 190 | 1,15 | 10 601 | 3,63 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7 480 | 43,49 | 406 | 47,10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 80 272 | 9,35 | 4 360 | 12,03 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 56 572 | 3 072 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 5 575 | 303 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 45 276 | 35,48 | 2 459 | 38,79 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 643 176 | 1,66 | 143 407 | 4,02 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 5 368 | 292 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 18 155 | 986 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 10 901 | 7,23 | 592 | 10,04 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 437 | 37,42 | 24 | 43,75 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 097 402 | 19,77 | 168 220 | 22,71 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 6 867 | 373 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 40 063 | 14,61 | 2 185 | 17,86 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 201 | 11 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 140 217 | 13,08 | 7 615 | 15,85 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 296 | 16 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 26 273 | 1 427 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 16 383 | 9,47 | 890 | 12,11 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 24 908 | 722,32 | 1 353 | 745,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 141 927 | 5,51 | 7 708 | 8,11 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 11 660 | 1,06 | 633 | 3,60 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 167 660 | 3,61 | 9 106 | 6,16 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 22 | 1 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8 | 0 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 17 602 | 0,16 | 956 | 2,58 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 68 887 | 12,11 | 3 741 | 14,86 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 131 534 | 5,11 | 7 144 | 7,69 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 4 884 | 1,41 | 265 | 3,92 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 16 988 | 55,80 | 923 | 59,79 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 46 572 | 169,20 | 2 529 | 175,79 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 319 921 | 0,70 | 17 375 | 3,16 | ||||
| 2025-07-11 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 174 064 | 44,06 | 9 453 | 47,61 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 13 644 | 1 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 497 | 81 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9 118 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 8 887 | 483 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 14 368 | 3,01 | 780 | 5,55 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 6 023 | 25,04 | 327 | 28,24 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 76 212 | 192,88 | 4 156 | 201,38 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 9 139 | 496 | ||||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 162 943 | 76,46 | 8 849 | 80,81 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 170 | 9 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 767 895 | 38,89 | 41 704 | 42,30 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 359 563 | 8,02 | 19 528 | 10,67 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 607 443 | 14,52 | 32 990 | 17,33 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 18 | 1 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 44 360 | 1,54 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 297 | 788,36 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13 948 | 8,94 | 739 | 6,33 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 18 351 | 10,99 | 997 | 13,70 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 30 549 | 36,56 | 1 700 | 48,99 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 581 | 16,20 | 32 | 19,23 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 24 002 | 12,27 | 1 304 | 15,00 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 11 676 | 634 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 71 207 | 6,23 | 3 867 | 8,84 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 130 342 | 12,33 | 7 079 | 15,07 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 14 280 | 776 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 502 712 | 1 603,47 | 27 302 | 1 645,65 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 97 090 | 20,45 | 5 273 | 23,41 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 969 | 53 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 277 069 | 17,61 | 15 | 25,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 151 | 7,75 | 443 | 10,22 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 159 024 | 12,63 | 9 | 14,29 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 62 325 | 0,20 | 3 385 | 2,64 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 109 299 | 22,00 | 5 936 | 25,02 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 48 368 | 3 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 869 | 3,72 | 102 | 6,32 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 265 | 16,32 | 340 | 16,44 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 22 564 | 465,23 | 1 225 | 480,57 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 121 997 | 0,88 | 6 653 | 3,79 |
