Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Franklin Templeton ETF Trust - Franklin Systematic Style Premia ETF inkluderar Peak Financial Advisors Llc, Janney Montgomery Scott LLC, First Trust Advisors Lp, AIFG Consultants Ltd., Sanctuary Advisors, LLC, Center For Asset Management LLC, We Are One Seven, LLC, Cumberland Partners Ltd, Change Path, LLC, Simplicity Wealth,LLC, Independent Advisor Alliance, AE Wealth Management LLC, Dahring | Cusmano Llc, GeoWealth Management, LLC, Cambridge Investment Research Advisors, Inc., Gateway Wealth Partners, LLC, Advyzon Investment Management, LLC, Stirlingshire Investments, Inc., Cassaday & Co Wealth Management LLC, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Independent Advisor Alliance | 17 398 | 473 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 28 | 1 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 2 454 | 67 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 11 660 | 317 | ||||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 7 392 | 201 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 7 031 641 | 0,89 | 191 261 | 1,98 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 154 346 | 4 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 857 918 | 5,66 | 50 535 | 6,80 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 156 907 | 80,27 | 4 268 | 82,19 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1 159 | 32 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 85 | 2 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 115 568 | 10,39 | 3 143 | 11,57 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 16 129 | 439 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 31 136 | 15,34 | 847 | 16,53 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 9 736 | 14,69 | 265 | 15,79 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 238 | 6 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 7 511 | 204 | ||||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 75 175 | 2 023 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 704 | 19 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 150 000 | 4 080 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 7 735 | 210 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1 572 | 42 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 22 560 | 614 | ||||||
| 2026-04-22 | 13F | Peak Financial Advisors Llc | 668 482 | 18 183 | ||||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 44 701 | 2,47 | 1 216 | 3,58 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 79 | 2 | ||||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 10 | 0 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 69 106 | 10,92 | 1 880 | 12,11 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1 313 990 | 5,58 | 35 741 | 6,72 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 11 979 | 326 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 133 257 | 536,25 | 3 625 | 543,69 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 28 345 | 771 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 613 | 43 | ||||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 38 209 | 1 039 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 21 263 | 578 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 1 247 | 491,00 | 34 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 3 360 | 28,00 | 91 | 30,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 24 260 | 660 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 381 000 | 11,03 | 37 563 | 12,23 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 10 447 | 284 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 9 | 0 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 122 165 | 3 323 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 579 | 74,92 | 16 | 87,50 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 70 | 2 | ||||||
| 2026-05-14 | 13F | Cumberland Partners Ltd | 27 214 | 740 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 492 835 | 34 460,66 | 13 405 | 35 176,32 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 3 977 | 108 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 8 527 | 0 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 37 069 | 119,42 | 1 008 | 122,03 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 50 | 1 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 3 527 | 96 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 627 498 | 804,50 | 44 268 | 814,23 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 182 | 5 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 45 445 | 1 236 | ||||||
| 2026-04-27 | 13F | Capital Financial Group Inc\co\ /adv | 70 688 | 8,80 | 1 923 | 9,95 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2 082 | 9,46 | 56 | 12,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 933 | 200,62 | 53 | 211,76 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 41 461 | 1 128 |
