Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund inkluderar Proficio Capital Partners LLC, Bleakley Financial Group, LLC, Great Valley Advisor Group, Inc., StoneX Group Inc., Wesbanco Bank Inc, LexAurum Advisors, LLC, Financial Partners Group, Inc, North Dallas Bank & Trust Co, ERNZ - TrueShares Active Yield ETF, Gts Securities Llc, Standard Life Aberdeen plc, Brown Financial Advisory, Maseco Llp, och BRYN MAWR TRUST Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | AE Wealth Management LLC | 12 470 | 5,54 | 1 185 | 7,05 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 133 | 2,31 | 13 | 0,00 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 2 562 | 1,83 | 243 | 3,40 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 6 467 | 9,80 | 613 | 11,25 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 2 189 | 1,72 | 208 | 2,99 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 184 724 | 1,28 | 17 551 | 2,74 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 359 | 734,88 | 34 | 750,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 216 890 | 20,03 | 20 607 | 21,76 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 586 | 56 | ||||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 144 408 | 1,27 | 13 720 | 2,74 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 27 945 | 3,11 | 2 655 | 4,61 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 525 182 | 4,31 | 49 891 | 5,80 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 2 718 | 0,04 | 258 | 1,57 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2 392 | 5,00 | 227 | 6,57 | ||||
| 2025-05-27 | NP | XFLX - FundX Flexible ETF | 64 125 | 52,97 | 6 006 | 52,92 | ||||
| 2025-05-27 | NP | XRLX - FundX Conservative ETF | 27 989 | 52,62 | 2 621 | 52,65 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 45 825 | 4 409 | ||||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 27 538 | 2,04 | 3 | 0,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 18 456 | 226,31 | 1 753 | 231,38 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3 273 | 0,03 | 311 | 1,31 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 267 732 | 1,48 | 25 437 | 2,95 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 58 459 | 5 555 | ||||||
| 2025-07-21 | 13F | TFG Advisers LLC | 7 030 | 3,14 | 668 | 4,55 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 3 806 | −0,34 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 10 128 | 0,09 | 962 | 1,58 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 8 460 | 10,17 | 804 | 11,68 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8 863 | 9,88 | 790 | 4,64 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 224 | 21 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 5 705 | 4,43 | 542 | 6,07 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 774 | 3,93 | 264 | 5,62 | ||||
| 2025-08-14 | 13F | Man Group plc | 92 138 | 16,57 | 8 754 | 18,25 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 499 | 54,01 | 47 | 56,67 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 76 384 | 6,22 | 7 257 | 7,75 | ||||
| 2025-07-15 | 13F | Maseco Llp | 555 | 53 | ||||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 6 921 | 1,51 | 658 | 2,98 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20 118 | 9,12 | 1 911 | 10,72 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 158 694 | 4,73 | 15 077 | 6,24 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 2 754 | 1,40 | 262 | 2,76 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 510 | 1,59 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 7 780 | 13,78 | 739 | 15,47 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 10 411 | 17,99 | 989 | 19,73 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 98 | 10,11 | 9 | 12,50 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 13 256 | 16,56 | 1 259 | 18,22 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 105 | 26,51 | 10 | 28,57 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 19 968 | 1 897 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 10 388 | 12,01 | 980 | 13,29 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 3 796 | 29,82 | 361 | 31,87 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 2 897 779 | 2 934 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 315 569 | 1,36 | 29 982 | 2,82 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 269 | 17,94 | 121 | 20,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 5 455 | 1,26 | 518 | 2,78 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 293 665 | 21,18 | 27 901 | 22,93 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 41 850 | 1,95 | 3 976 | 3,43 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 7 600 | 722 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 159 615 | 7,28 | 15 165 | 8,83 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 108 | 0,93 | 10 | 0,00 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 24 685 | 10,53 | 2 345 | 12,15 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 40 617 | 7,13 | 3 859 | 8,70 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 511 | 0,99 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 162 796 | 14,59 | 15 467 | 16,25 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 22 721 | 30,93 | 2 159 | 32,80 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 44 | 4 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 4 982 | 8,30 | 473 | 10,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 39 334 | 4,16 | 3 737 | 5,68 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 5 720 | 3,74 | 546 | 5,62 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 337 940 | 18,47 | 32 108 | 20,17 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 42 | 4 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 128 | 161,22 | 12 | 200,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3 397 | 323 | ||||||
| 2025-08-08 | 13F | Condor Capital Management | 152 331 | 5,85 | 14 473 | 7,37 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 134 | 13 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 746 | 71 | ||||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 189 | 1,07 | 18 | 0,00 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 11 003 | 9,10 | 1 045 | 10,70 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 693 838 | 4,03 | 65 922 | 5,53 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3 201 | 20,02 | 304 | 22,09 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3 451 | 3,73 | 328 | 5,14 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 21 723 | 3,11 | 2 061 | 4,46 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 12 296 | 7,28 | 1 168 | 13,84 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9 605 | 8,65 | 913 | 10,28 | ||||
| 2025-07-09 | 13F | Stokes Capital Advisors, LLC | 11 385 | 36,05 | 1 082 | 38,06 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 5 253 | 0,15 | 499 | 1,63 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 18 261 | 1 735 | ||||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 4 445 | 26,82 | 422 | 28,66 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 2 545 | 4,09 | 242 | 5,24 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 12 825 | 1 219 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 26 482 | 23,15 | 2 516 | 24,93 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 7 819 | 732 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 19 777 | 98,66 | 1 872 | 100,97 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 473 | 19,18 | 235 | 20,62 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 223 327 | 74,75 | 21 | 90,91 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 37 325 | 6,44 | 3 546 | 7,98 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 159 883 | 15 190 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 317 183 | 3,88 | 30 136 | 5,38 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 19 823 | 10,21 | 1 883 | 11,82 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 121 | 45,58 | 107 | 47,22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6 811 | 202,71 | 647 | 208,10 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 2 158 | 205 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 542 | 0,13 | 146 | 1,39 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 4 500 | 56,52 | 428 | 58,74 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 3 410 | 1,85 | 324 | 3,51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 177 030 | 157,53 | 16 724 | 159,61 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 5 382 | 1,49 | 511 | 3,02 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 274 | 1,86 | 26 | 4,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 866 | 70,53 | 367 | 73,11 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 4 107 | 17,28 | 390 | 19,27 | ||||
| 2025-03-28 | NP | DYFI - IDX DYNAMIC FIXED INCOME ETF | 57 096 | 50,11 | 5 418 | 50,92 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 26 914 | 2,54 | 2 557 | 4,03 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 13 725 | 1 304 | ||||||
| 2025-07-24 | 13F | Standard Life Aberdeen plc | 2 864 | 272 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 10 269 | 1,03 | 976 | 2,52 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6 076 | 159,44 | 577 | 163,47 |
