Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i VanEck ETF Trust - VanEck IG Floating Rate ETF inkluderar KAGCX - Kensington Dynamic Growth Fund Class C Shares, Kensington Asset Management, LLC, XFLX - FundX Flexible ETF, XRLX - FundX Conservative ETF, Merit Financial Group, LLC, Concurrent Investment Advisors, LLC, Verus Capital Partners, Llc, Harbor Asset Planning, Inc., Redmont Wealth Advisors Llc, JT Stratford LLC, Signal Advisors Wealth, LLC, Sequoia Financial Advisors, LLC, Colonial Trust Co / SC, Sandy Spring Bank, och Elequin Capital Lp .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Allworth Financial LP | 1 058 | 0,28 | 27 | 0,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 35 231 | 898 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 64 306 | 70,97 | 1 640 | 70,73 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 52 140 | 53,19 | 1 330 | 52,93 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 37 717 | 15,88 | 962 | 15,64 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 10 075 | 257 | ||||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 33 604 | 0,01 | 857 | −0,23 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 19 017 | 0,09 | 485 | −0,21 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 155 340 | 2,17 | 29 461 | 1,97 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 9 279 | 0,25 | 237 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 215 487 | 20,04 | 5 495 | 19,80 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 278 846 | 40,32 | 7 111 | 40,04 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 326 833 | 0,11 | 8 334 | −0,08 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 365 516 | 465,87 | 9 321 | 464,85 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 5 159 089 | 181,99 | 131 557 | 181,43 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 75 555 | 18,42 | 1 927 | 18,16 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 1 082 442 | 3,49 | 27 602 | 3,29 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 435 | 215 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 197 | 162,67 | 5 | 400,00 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 27 875 | 711 | ||||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 374 591 | 2,44 | 9 552 | 2,25 | ||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 947 498 | 24 161 | ||||||
| 2025-08-14 | 13F | Vista Investment Management | 255 518 | 7,97 | 6 516 | 7,76 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 26 154 | 29,86 | 667 | 29,57 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 245 008 | 203,95 | 6 248 | 203,40 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 191 911 | 2,01 | 4 894 | 1,81 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 16 985 | 8,25 | 433 | 8,25 | ||||
| 2025-08-13 | 13F | All Terrain Financial Advisors, LLC | 179 894 | 4,76 | 4 587 | 4,56 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 8 741 | 223 | ||||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 261 366 | 0,84 | 6 665 | 0,63 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 78 785 | 45,39 | 2 009 | 45,26 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 43 211 | 1 102 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 21 042 | 49,18 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 789 080 | 5,46 | 20 122 | 5,25 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 28 800 | 734 | ||||||
| 2025-04-30 | 13F | Ramiah Investment Group | 1 746 220 | 8 371,04 | 44 616 | 8 512,93 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 61 835 | 140,28 | 1 577 | 139,88 | ||||
| 2025-08-14 | 13F | Betterment LLC | 33 395 | 0,89 | 1 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 680 949 | 5,10 | 42 864 | 4,90 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 309 235 | 8,55 | 109 885 | 8,33 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 46 310 | 165,87 | 1 181 | 167,57 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 266 696 | 0,35 | 6 801 | 0,28 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 318 269 | 0,19 | 8 116 | −0,01 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 30 023 | 0,19 | 766 | 0,00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 16 468 | 17,06 | 420 | 16,71 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 945 | 36,66 | 177 | 37,21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 53 474 | 1 364 | ||||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 134 788 | 3 437 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 49 815 | 3,49 | 1 270 | 3,34 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 83 108 | 111,24 | 2 119 | 111,69 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 504 422 | 9,59 | 12 863 | 9,37 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 512 998 | 6,82 | 13 084 | 6,63 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 482 542 | 30,58 | 12 | 33,33 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 24 | 100,00 | 1 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 17 810 | 22,25 | 454 | 22,04 | ||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 11 256 | 1,27 | 287 | 1,41 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 50 646 | 1,55 | 1 291 | 1,33 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 9 220 | 1,58 | 233 | 0,43 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 404 710 | 17,20 | 10 320 | 16,98 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 258 351 | 3,13 | 6 588 | 2,92 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 206 757 | 3,36 | 5 272 | 3,15 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 29 | 1 | ||||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 4 272 209 | 2,90 | 108 941 | 2,70 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 208 628 | 0,52 | 5 320 | 0,34 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 89 227 | 9,51 | 2 275 | 9,32 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 33 222 | 25,03 | 848 | 25,07 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 55 044 | 16,86 | 1 404 | 16,63 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 35 910 | 7,91 | 916 | 7,65 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 9 170 | 234 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 210 904 | 0,73 | 5 378 | 0,54 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 968 806 | 8,49 | 25 | 9,09 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 297 | 1 058,04 | 33 | 1 550,00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 9 514 | 11,54 | 243 | 11,52 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 747 | 19 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 191 381 | 9,26 | 4 882 | 9,09 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 22 562 | 576 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 143 132 | 2,76 | 3 650 | 2,56 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 860 | 22 | ||||||
| 2025-07-17 | 13F | Montis Financial, LLC | 196 008 | 0,92 | 4 998 | 0,73 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 112 105 | 1,90 | 2 859 | 1,71 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 63 691 | 107,17 | 1 624 | 106,88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 135 621 | 9,41 | 105 458 | 9,20 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 15 955 | 31,31 | 407 | 30,97 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 22 815 | 0,46 | 582 | 0,17 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 131 957 | 63,55 | 3 357 | 64,35 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 106 | 3 | ||||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 10 022 | 0,42 | 256 | 0,39 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 512 181 | 53,15 | 12 851 | 50,40 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 40 215 | 29,83 | 1 025 | 29,58 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 37 100 | 946 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 106 934 | 14,61 | 2 727 | 14,39 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 41 563 | 1,51 | 1 060 | 1,24 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 68 388 | 125,26 | 1 744 | 124,90 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 3 528 | 90 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 278 | 0 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 35 190 | 139,99 | 897 | 139,84 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 28 352 | 19,31 | 723 | 18,95 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 749 | 48,35 | 45 | 46,67 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 263 640 | 6 723 | ||||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 27 491 | 11,71 | 701 | 11,62 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 70 867 | 4,19 | 1 807 | 4,03 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 18 770 | 1,92 | 479 | 1,70 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 10 | 0,00 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 15 750 | 402 | ||||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 31 533 | 1,08 | 804 | 0,88 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 57 454 | 2,54 | 1 465 | 2,38 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 52 297 | 146,35 | 1 334 | 145,94 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 7 947 | 0,47 | 203 | 0,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 11 147 | 12,97 | 284 | 12,70 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 327 139 | 2,89 | 8 342 | 2,70 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 22 276 | 568 | ||||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 48 100 | 110,96 | 1 227 | 110,65 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 127 402 | 175,41 | 3 249 | 175,02 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 947 498 | 24 161 | ||||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 1 609 862 | 35,34 | 41 051 | 35,08 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 485 | 1,25 | 12 | 0,00 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 467 309 | 11 940 |
