Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF inkluderar Starr Indemnity & Liability Co, C V Starr & Co Inc, Valpey Financial Services, LLC, Evoke Wealth, Llc, Tribridge Partners Financial LLC, Mercer Global Advisors Inc /adv, STAR Financial Bank, Glenmede Investment Management, LP, Tandem Investment Partners LLC, Skopos Labs, Inc., Sierra Capital LLC, Alaethes Wealth LLC, Mount Yale Investment Advisors, LLC, Harbor Asset Planning, Inc., och Transce3nd, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 4 461 | 3,55 | 468 | 10,12 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 43 965 | 1,05 | 4 615 | 7,48 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3 813 | 9,82 | 400 | 16,96 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 24 588 | 370,13 | 2 619 | 407,56 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 930 | 2,45 | 308 | 8,87 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 42 467 | 7,00 | 4 458 | 13,81 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 5 910 | 620 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4 000 | 420 | ||||||
| 2025-08-14 | 13F | STAR Financial Bank | 5 014 | 526 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8 562 | 52,87 | 899 | 62,68 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8 909 | 0,30 | 935 | 6,74 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 539 465 | 41,68 | 57 | 51,35 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 38 325 | 3,07 | 4 023 | 9,62 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 59 944 | 1 249,18 | 6 293 | 1 336,53 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 2 995 | 0,34 | 323 | 9,52 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5 264 | 9,83 | 553 | 16,70 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 818 | 64,14 | 401 | 74,67 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 2 610 | 0,27 | 274 | 6,64 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 1 934 | 203 | ||||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 27 167 | 14,71 | 2 852 | 21,99 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 2 002 | 210 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 2 918 | 0,34 | 306 | 6,62 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 115 106 | 7,83 | 12 092 | 14,71 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2 031 | 0,05 | 213 | 6,50 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3 413 | 260,02 | 358 | 284,95 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6 774 | 3,21 | 711 | 9,89 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 44 011 | 15,24 | 4 620 | 22,58 | ||||
| 2025-08-14 | 13F | UBS Group AG | 982 542 | 14,94 | 103 147 | 22,26 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 207 | −0,48 | ||||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 1 968 | 207 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 370 | 0,38 | 249 | 6,44 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 38 230 | 0,21 | 4 013 | 6,59 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 496 468 | 75,38 | 157 099 | 86,54 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 10 790 | 7,61 | 1 133 | 14,46 | ||||
| 2025-07-14 | 13F | Kieckhefer Group Llc | 2 466 | 8,87 | 259 | 15,70 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 3 325 | 0,24 | 349 | 6,73 | ||||
| 2025-09-03 | 13F | American Trust | 4 417 | 464 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 094 | 207,94 | 220 | 226,87 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 114 281 | 6,38 | 11 997 | 13,15 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 7 076 | 7,34 | 743 | 14,15 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 23 914 | 104,43 | 2 527 | 119,36 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 20 595 | 2 162 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 4 898 | 70,72 | 514 | 81,63 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 401 | 0,25 | 42 | 7,69 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 3 090 | 0,82 | 324 | 7,28 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 41 760 | 10,33 | 4 384 | 17,35 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 5 515 | 0,16 | 579 | 6,45 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 36 710 | 6,62 | 3 854 | 13,39 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 2 841 | 3,05 | 298 | 9,56 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 2 283 | 0,31 | 240 | 6,70 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 71 | 7 | ||||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 1 938 | 203 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 573 | 0,02 | 480 | 6,43 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 041 | 83,54 | 214 | 96,33 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 140 767 | 6,49 | 14 778 | 13,26 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 78 | 8 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 131 296 | 17,27 | 13 783 | 24,73 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 13 701 | 1 438 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 313 532 | 1,75 | 32 915 | 8,23 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 32 184 | 270,48 | 3 379 | 294,17 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 20 940 | 2,11 | 2 198 | 8,60 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 271 | 0,74 | 28 | 7,69 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 4 132 | 9,40 | 434 | 16,40 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2 313 | 243 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 129 | 67,53 | 14 | 85,71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 534 247 | 9,84 | 56 085 | 16,82 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8 094 | 46,00 | 850 | 55,21 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 110 | 92,98 | 12 | 120,00 | ||||
| 2025-07-16 | 13F | First American Bank | 35 170 | 0,91 | 3 692 | 7,36 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 229 277 | 16,99 | 24 070 | 24,44 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 253 | 96,12 | 27 | 116,67 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 43 530 | 212,72 | 1 491 | 8,52 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 60 790 | 1 064,34 | 6 382 | 1 139,03 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | 0 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 378 | 53,66 | 40 | 62,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 256 737 | 1,86 | 26 952 | 8,34 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Asset Planning Corporation | 76 785 | 27,36 | 8 061 | 35,46 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 77 565 | 9,69 | 8 143 | 16,66 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 15 134 | 7,46 | 1 589 | 14,24 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 2 745 | 3,31 | 288 | 9,92 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 3 982 | 13,87 | 418 | 20,87 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5 133 | 0,14 | 539 | 6,53 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 36 003 | 1,21 | 3 780 | 4,54 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 9 305 | 10,75 | 977 | 17,73 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 149 772 | 0,07 | 16 | 7,14 | ||||
| 2025-08-08 | 13F | C V Starr & Co Inc | 227 427 | 23 875 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 9 871 | 0,04 | 1 036 | 6,47 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 204 205 | 8,83 | 21 430 | 15,47 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 5 176 | 8,13 | 543 | 15,04 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 7 133 | 749 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 7 623 | 1,13 | 800 | 7,53 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 2 043 | 0 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 233 | 98,34 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 63 252 | 8,58 | 7 | 20,00 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 11 017 | 1 157 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 13 059 | 1,03 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 15 630 | 16,49 | 1 641 | 23,87 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 269 | 0,37 | 28 | 7,69 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 459 | 20,58 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 71 080 | 5,28 | 7 462 | 11,99 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 28 980 | 1,35 | 3 042 | 7,80 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 3 125 | 328 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 12 675 | 472,49 | 1 331 | 510,09 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 405 | 43 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 8 077 | 848 | ||||||
| 2025-07-17 | 13F | Coastline Trust Co | 35 673 | 24,74 | 3 745 | 32,67 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 2 183 | 0,37 | 229 | 7,01 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 3 615 | 379 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 968 679 | 6,42 | 101 692 | 13,20 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 2 000 | 210 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 22 856 | 1,83 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Eq Llc | 23 745 | 6,74 | 2 493 | 13,53 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4 684 | 3,42 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4 197 | 4,56 | 453 | 16,80 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 5 924 | 1 | ||||||
| 2025-08-08 | 13F | Starr Indemnity & Liability Co | 364 098 | 38 223 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 7 038 | 1,73 | 739 | 8,21 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 106 816 | 4,28 | 11 | 10,00 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 6 072 | 3,87 | 637 | 10,59 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 557 | 58 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 376 | 7,43 | 39 | 14,71 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 8 188 | 43,17 | 860 | 52,30 | ||||
| 2025-08-08 | 13F | Creative Planning | 32 161 | 15,90 | 3 376 | 23,30 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 80 608 | 3,70 | 8 462 | 10,30 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 297 844 | 1,92 | 31 268 | 8,40 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9 314 | 1,60 | 978 | 8,08 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 3 350 | 7,51 | 352 | 14,33 |
