Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF inkluderar Verus Capital Partners, Llc, Syntegra Private Wealth Group, LLC, Keebeck Wealth Management, LLC, Sax Wealth Advisors, Llc, Ethos Financial Group, LLC, Ameritas Advisory Services, LLC, Ameritas Investment Partners, Inc., Hollencrest Capital Management, och Creative Financial Designs Inc /adv .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | AE Wealth Management LLC | 43 | 59,26 | 3 | 100,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 290 428 | 8,10 | 19 926 | 16,93 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 647 204 | 5,03 | 44 405 | 13,60 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 178 181 | 11,99 | 12 225 | 21,14 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 177 532 | 1,74 | 11 261 | −6,65 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 3 549 | 0,14 | 247 | 15,49 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 649 | 45 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 90 763 | 12,88 | 6 227 | 12,04 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 173 626 | 4,10 | 11 913 | 12,60 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 6 380 | 39,82 | 438 | 51,21 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 90 047 | 5,66 | 6 178 | 14,30 | ||||
| 2025-07-11 | 13F | Spence Asset Management | 38 107 | 4,20 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6 937 | 8,83 | 476 | 17,57 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 48 556 | 5,49 | 3 331 | 14,11 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 381 | 0,26 | 26 | 8,33 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 29 | 2 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 599 | 49,75 | 41 | 64,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 7 097 | 4,74 | 487 | 13,29 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3 000 | 206 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 168 642 | 0,05 | 11 571 | 8,22 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 105 706 | 79,39 | 7 252 | 94,06 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 134 394 | 420,79 | 9 221 | 463,57 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 50 | 0 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 36 | 2 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 17 104 | 1 174 | ||||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 29 945 | 2,67 | 2 051 | 10,99 | ||||
| 2025-08-14 | 13F | Betterment LLC | 762 667 | 27,97 | 52 | 40,54 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 144 227 | 3,63 | 9 895 | 12,10 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 231 414 | 12,02 | 15 877 | 21,17 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 3 029 | 208 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 391 | 551,67 | 27 | 766,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 50 258 | 280,14 | 3 448 | 311,46 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 8 | 1 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15 486 | 6,67 | 1 062 | 15,43 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 107 352 | 4,42 | 7 | 16,67 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 177 845 | 0,18 | 12 202 | 8,36 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 38 121 | 1,74 | 2 616 | 10,06 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 148 937 | 14,48 | 10 219 | 23,82 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3 590 | 246 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 2 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3 810 | 4,01 | 261 | 12,50 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 94 | 46,88 | 6 | 50,00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 24 870 | 1 706 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 96 836 | 11,12 | 6 644 | 20,19 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 9 698 | 665 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 3 047 | 209 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 121 886 | 3,78 | 8 363 | 12,26 |
