Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund inkluderar Rock Creek Group, LP, Tactive Advisors, LLC, Kestra Advisory Services, LLC, Goldman Sachs Group Inc, Smartleaf Asset Management LLC, och Salem Investment Counselors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Jane Street Group, Llc | 45 059 | 1 849 | ||||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 730 | 30 | ||||||
| 2025-08-11 | 13F | Mount Lucas Management LP | 44 564 | 0,43 | 1 828 | 2,07 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 121 | 5 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 6 856 | 50,19 | 281 | 52,72 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 147 958 | 15,95 | 6 071 | 17,82 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 352 | 55 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 208 | 4 374,07 | 50 | 4 800,00 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 30 724 | 0,04 | 1 261 | 1,61 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 108 859 | 4 466 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 17 745 | 68,92 | 728 | 71,70 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 202 | 8 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 4 877 | 200 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 113 186 | 2,12 | 5 | 0,00 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 102 620 | 96,81 | 4 | 100,00 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 29 642 | 36,75 | 1 216 | 38,97 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 22 663 | 1,96 | 930 | 3,57 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 17 007 | 6,26 | 698 | 8,23 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 6 368 | 261 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 19 118 | 50,90 | 784 | 53,42 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 14 985 | 11,88 | 615 | 13,70 | ||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 7 780 | 319 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 22 851 | 12,05 | 938 | 13,85 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 130 849 | 7 145,24 | 5 284 | 7 136,99 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 53 322 | 6,16 | 2 188 | 7,84 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 14 812 | 64,98 | 608 | 66,30 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 8 887 | 3,17 | 365 | 4,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 44 556 | 3,37 | 1 830 | 5,05 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 49 849 | 2 045 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4 328 | 177 | ||||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 13 408 | 30,12 | 550 | 32,21 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 16 401 | 673 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 21 280 | 1,48 | 873 | 3,19 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 21 403 | 16,08 | 878 | 18,01 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 130 979 | 20,06 | 5 289 | 19,15 | ||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 139 350 | 155,36 | 5 718 | 159,51 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5 584 | 229 | ||||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 107 684 | 349,45 | 4 418 | 356,88 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 035 | 40,82 | 42 | 44,83 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4 900 | 201 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Bond Fund Investor Class Shares | 248 800 | 10 208 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 20 | 1 | ||||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1 967 | 81 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 11 123 | 9,06 | 456 | 10,95 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17 260 | 682,41 | 708 | 695,51 |
