Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund inkluderar Aqr Capital Management Llc, Simon Quick Advisors, Llc, Gamco Investors, Inc. Et Al, Bradley Foster & Sargent Inc/ct, Colony Group, LLC, PFG Advisors, Verus Wealth Management, Llc, Carter Financial Group, INC., Smartleaf Asset Management LLC, TCTC Holdings, LLC, Hemington Wealth Management, Hantz Financial Services, Inc., Skopos Labs, Inc., Hm Payson & Co, Sofos Investments, Inc., och Dunhill Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Farmers National Bank | 270 702 | 2,02 | 10 858 | 5,44 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 257 627 | 9,90 | 10 333 | 13,57 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 22 951 | 15,23 | 921 | 19,17 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 120 | 224,32 | 5 | 300,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5 161 | 207 | ||||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 395 851 | 16,64 | 15 878 | 20,55 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 178 401 | 7 156 | ||||||
| 2025-06-26 | NP | AMTAX - AB All Market Real Return Portfolio Class A | 254 380 | 39,82 | 9 618 | 39,35 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 5 273 | 28,70 | 212 | 32,70 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 365 709 | 3,56 | 14 669 | 7,03 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 250 958 | 5,56 | 10 066 | 9,09 | ||||
| 2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 1 864 | 5,13 | 75 | 10,45 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 33 560 | 94,21 | 1 346 | 100,90 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 11 300 | 453 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8 088 | 0,26 | 324 | 3,51 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 2 883 | 2,56 | 1 | |||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 6 700 | 8,17 | 269 | 11,67 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 216 296 | 4,05 | 8 676 | 7,54 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 5 070 | 203 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 10 647 | 5,82 | 427 | 9,49 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 735 | 0,51 | 150 | 4,93 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 636 | 5,65 | 26 | 8,70 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 183 | 1,10 | 7 | 0,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 523 | 0 | ||||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 168 488 | 1,96 | 6 758 | 5,38 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 61 217 | 2 455 | ||||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 24 264 | 0,58 | 973 | 3,95 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 88 981 | 13,66 | 4 | 0,00 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 148 968 | 14,27 | 5 975 | 18,11 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 368 063 | 0,86 | 14 763 | 4,24 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 15 800 | 634 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 26 714 | 7,18 | 1 071 | 10,75 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6 426 | 15,62 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 616 | 33,98 | 0 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 3 971 272 | 7,59 | 159 288 | 11,20 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8 713 | 352 | ||||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1 418 | 57 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 122 054 | 847,55 | 4 896 | 880,96 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 995 | 3,69 | 80 | 8,11 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 5 900 | 0,05 | 237 | 3,51 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 40 | 166,67 | 2 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 34 856 | 89,65 | 1 398 | 96,07 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 1 421 346 | 82,67 | 57 010 | 88,79 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 599 090 | 2,92 | 24 030 | 6,37 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 237 | 9 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 52 955 | 1,83 | 2 124 | 5,25 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 6 995 | 0,79 | 281 | 4,09 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 22 150 | 4,13 | 888 | 7,64 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 45 881 | 5,36 | 1 840 | 8,88 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 8 696 | 32,60 | 349 | 37,01 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 160 | 4,58 | 6 | 20,00 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 402 | 16 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 6 459 | 259 | ||||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 327 259 | 33,60 | 13 126 | 38,08 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 68 524 | 5,79 | 2 747 | 9,31 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 22 351 | 896 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 100 649 | 2,06 | 4 037 | 5,49 | ||||
| 2025-08-14 | 13F | Bienville Capital Management, LLC | 6 285 | 0,54 | 252 | 4,13 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 28 | 3,70 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 43 494 | 3,18 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 31 540 | 10,77 | 1 265 | 14,48 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 784 | 0,90 | 31 | 3,33 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 15 000 | 602 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7 | 0 | ||||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 492 | 20 | ||||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 4 970 | 32,22 | 199 | 37,24 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 923 | 271,77 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 909 | 0,55 | 36 | 2,86 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 31 989 | 2,68 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | United Bank | 172 393 | 7,80 | 6 915 | 11,41 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 31 794 | 1 275 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 25 524 | 56,79 | 1 024 | 62,12 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 1 117 302 | 4,17 | 44 815 | 7,65 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 23 431 | 1 622,87 | 940 | 1 705,77 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 26 878 | 0,77 | 1 078 | 4,15 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 23 731 | 10,99 | 952 | 14,72 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 22 | 1 | ||||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 4 993 | 200 | ||||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 32 493 | 6,21 | 1 303 | 9,77 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 249 | 10 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 21 236 | 44,19 | 852 | 49,04 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 550 052 | 9,80 | 22 063 | 13,48 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 21 293 | 83,29 | 854 | 89,78 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7 130 | 19,95 | 286 | 31,94 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 132 394 | 30,19 | 5 310 | 34,57 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 125 667 | 7,38 | 5 | 25,00 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 5 015 | 201 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 204 997 | 4,78 | 8 222 | 8,30 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 54 482 | 2,71 | 2 114 | 9,65 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 164 892 | 2,13 | 6 614 | 5,55 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 064 | 0,76 | 43 | 5,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 378 | 56,85 | 15 | 66,67 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 61 706 | 85,51 | 2 475 | 91,86 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 788 019 | 5,91 | 71 717 | 9,46 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 118 797 | 14,38 | 4 765 | 18,21 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 69 | 3 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 305 377 | 14,89 | 12 | 20,00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 20 956 | 1,47 | 841 | 4,87 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 62 | 2 | ||||||
| 2025-07-25 | 13F | Hemington Wealth Management | 577 | 0 | ||||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 116 558 | 2,78 | 4 675 | 6,23 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 21 076 | 0,54 | 845 | 3,94 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 161 805 | 3,99 | 6 490 | 7,49 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 230 613 | 8,60 | 9 250 | 12,23 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 150 348 | 4,99 | 6 065 | 10,76 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 313 | 3,31 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9 265 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 34 646 | 8,98 | 1 374 | 11,35 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 10 443 | 9,79 | 419 | 13,28 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 17 612 | 706 | ||||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 40 516 | 53,32 | 1 625 | 58,54 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 9 106 | 17,18 | 365 | 21,26 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 523 | 21 | ||||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 71 222 | 0,53 | 2 857 | 3,89 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 35 365 | 4,31 | 1 418 | 7,83 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 413 561 | 191,31 | 16 588 | 201,11 | ||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 138 853 | 26,19 | 5 569 | 30,42 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 358 | 134 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3 489 258 | 0,96 | 139 954 | 4,34 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 485 | 60 | ||||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 6 453 | 0,88 | 264 | 11,91 | ||||
| 2025-08-08 | 13F | Creative Planning | 32 137 | 62,09 | 1 289 | 67,62 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 32 662 | 23,42 | 1 310 | 27,56 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5 856 | 235 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 130 356 | 11,89 | 5 229 | 15,64 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 13 354 | 101,48 | 536 | 108,17 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 18 019 | 1,84 | 723 | 5,25 |
