Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares MSCI Intl Momentum Factor ETF inkluderar SIRAX - Sierra Tactical All Asset Fund Class A, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Solano Wealth Investment Advisors LLC, Alexis Investment Partners, LLC, LEXI - Alexis Practical Tactical ETF, D. E. Shaw & Co., Inc., Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Tactive Advisors, LLC, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, Signature Estate & Investment Advisors Llc, Rps Advisory Solutions Llc, Cowa, Llc, Ieq Capital, Llc, Barometer Capital Management Inc., Venture Visionary Partners LLC, Sollinda Capital Management LLC, Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares, Congress Wealth Management LLC / DE /, Insigneo Advisory Services, Llc, och Oppenheimer & Co 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1 469 111 | 22,52 | 67 124 | 40,16 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 182 858 | 8 355 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 9 532 | 2,23 | 435 | 16,94 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 55 297 | 96,77 | 2 527 | 125,13 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 10 382 | 474 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 14 083 | 15,52 | 643 | 32,30 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 206 175 | 239,67 | 9 420 | 288,61 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 927 | 222,00 | 133 | 266,67 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 45 349 | 2 072 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 407 253 | 0,97 | 18 607 | 15,51 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 457 242 | 6,50 | 20 891 | 21,83 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9 787 | 7,42 | 447 | 23,14 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 187 109 | 250,94 | 9 | 300,00 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 42 617 | 38,35 | 1 947 | 58,29 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 14 514 | 48,06 | 663 | 69,57 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 27 141 | 1 240 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4 785 | 219 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 84 086 | 3 842 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 4 986 | 224 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 988 858 | 503,91 | 45 181 | 590,95 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 11 577 | 529 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 486 310 | 0,02 | 22 220 | 14,42 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 18 821 987 | 4,88 | 859 977 | 19,98 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 12 564 | 2,15 | 574 | 16,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 355 848 | 1,07 | 16 259 | 15,62 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 111 920 | 131,33 | 5 | 400,00 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 104 898 | 4 758 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 621 816 | 2,79 | 28 411 | 17,59 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 108 945 | 127,54 | 5 | 300,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 547 | 25 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 50 581 | 2,71 | 2 311 | 17,55 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 19 223 | 878 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 31 278 | 16,38 | 1 429 | 42,19 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 31 629 | 98,43 | 1 445 | 127,20 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 205 484 | 94,13 | 9 389 | 137,19 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 865 | 121,79 | 40 | 143,75 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 250 147 | 11 429 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6 970 | 24,51 | 318 | 42,60 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 123 | 959,43 | 51 | 1 175,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 41 775 | 35,85 | 1 909 | 55,37 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 27 892 | 196,22 | 1 274 | 238,83 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4 393 | 201 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 54 400 | 2 486 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 91 045 | 4 160 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 63 321 | 0,23 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 22 824 | 1 043 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 17 900 | 818 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 128 891 | 2,47 | 5 889 | 17,22 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 52 694 | 0,22 | 2 408 | 14,67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 367 790 | 659,76 | 16 804 | 768,87 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 389 319 | 13,56 | 17 788 | 29,91 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 223 | 14,23 | 102 | 31,17 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 23 983 | 208,15 | 1 096 | 253,23 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 61 165 | 88,97 | 2 792 | 116,27 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 21 670 | 8,79 | 990 | 24,53 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 187 310 | 20 304,14 | 8 558 | 23 672,22 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 27 709 | 1,88 | 1 266 | 16,57 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 273 729 | 55,36 | 12 507 | 77,72 | ||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 153 600 | 454,51 | 7 018 | 534,45 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 9 | 700,00 | ||||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 257 226 | 3,97 | 11 753 | 18,94 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 237 925 | 3,95 | 10 871 | 18,91 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 85 359 | 60,37 | 3 900 | 83,53 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14 597 | 1,52 | 667 | 16,03 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 5 133 | 235 | ||||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 273 800 | 12 510 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 18 286 649 | 3,75 | 828 751 | 17,72 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 8 | 0 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 2 960 | 272 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 63 100 | 2 883 | ||||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 95 330 | 4 260 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 846 | 0,87 | 84 | 15,07 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 124 985 | 1,78 | 5 711 | 16,44 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 19 219 | 0,24 | 878 | 14,77 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 187 500 | 8 567 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 6 | 0 | ||||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 172 039 | 5,78 | 7 860 | 21,02 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 7 864 | 359 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 5 810 | 6,41 | 265 | 21,56 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 16 429 | 103,71 | 751 | 132,92 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 93 644 | 228,21 | 4 279 | 275,59 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 64 062 | 4,02 | 2 903 | 18,06 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 55 657 | 2 543 | ||||||
| 2025-07-29 | 13F | Unison Advisors LLC | 88 674 | 5,37 | 4 052 | 20,53 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 84 214 | 0,53 | 3 848 | 15,01 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 22 866 | 0,43 | 1 045 | 14,85 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2 383 | 0 | ||||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 12 600 | 576 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8 930 | 408 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 832 | 0,45 | 175 | 15,13 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 413 329 | 24,47 | 18 885 | 42,38 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 347 | 16 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 138 446 | 55,23 | 6 326 | 77,52 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 10 164 | 15,78 | 464 | 32,57 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 307 | 60 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 372 969 | 4,49 | 17 | 21,43 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 102 057 | 1,18 | 4 663 | 15,74 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 450 342 | 3,40 | 20 576 | 18,29 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 6 941 | 317 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 19 057 | 132,23 | 871 | 166,06 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 2 544 | 1,15 | 116 | 16,00 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 55 365 | 0,72 | 2 530 | 15,22 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10 530 | 6,26 | 471 | 19,24 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 875 | 223 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 362 529 | 7,76 | 16 564 | 23,26 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 20 627 637 | 3,70 | 942 477 | 18,63 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 12 168 | 556 | ||||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 598 | 6,22 | 27 | 22,73 | ||||
| 2025-08-14 | 13F | Fmr Llc | 575 945 | 5,32 | 26 315 | 20,49 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 36 110 | 102,66 | 1 650 | 131,93 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 601 479 | 0,99 | 27 482 | 15,53 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 52 695 | 0,22 | 2 408 | 14,67 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 1 | 0 | ||||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 284 903 | 0,44 | 13 017 | 14,91 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 85 439 | 0,17 | 3 904 | 14,59 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 5 210 | 238 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 11 198 | 512 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 329 | 12 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 5 545 | 253 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 11 310 | 23,97 | 517 | 41,76 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 8 | 0 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 28 863 | 1 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 12 386 | 19,34 | 566 | 36,47 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 30 561 | 33,53 | 1 396 | 52,74 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 7 909 | 361 | ||||||
| 2025-08-07 | 13F | Tacita Capital Inc | 108 409 | 2,60 | 4 953 | 17,37 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 14 723 | 673 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 195 | 1,04 | 9 | 14,29 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 6 589 | 301 |
