Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares U.S. Consumer Discretionary ETF inkluderar Gimbal Financial, Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF, Zurich Insurance Group Ltd/FI, USA Financial Portformulas Corp, Lee Johnson Capital Management, Llc, Lifestyle Asset Management, Inc., Brinker Capital Investments, LLC, Midwest Trust Co, Financial Engines Advisors L.L.C., Aqr Capital Management Llc, Hudson Capital Management LLC, Quartz Partners, LLC, Betterment LLC, Atlantic Union Bankshares Corp, O'shaughnessy Asset Management, Llc, Armstrong Advisory Group, Inc, Russell Investments Group, Ltd., och Bellwether Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5 563 | 3,61 | 554 | 16,88 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 2 912 | 4,34 | 0 | |||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 49 157 | 1,04 | 4 898 | 13,99 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 4 233 | 0,14 | 422 | 12,87 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 4 658 | 68,89 | 464 | 90,95 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 35 895 | 3 577 | ||||||
| 2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 40 500 | 4 059 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 710 | 284,94 | 270 | 302,99 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4 595 | 458 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 2 926 | 0,03 | 292 | 12,79 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10 598 | 20,13 | 1 056 | 35,43 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 29 278 | 14,11 | 2 917 | 28,73 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 3 260 | 0,12 | 325 | 12,89 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 84 666 | 31,13 | 8 | 60,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 229 648 | 10,40 | 22 882 | 24,55 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 54 465 | 41,27 | 5 427 | 59,35 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 2 786 | 9,77 | 278 | 23,66 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 14 426 | 18,94 | 1 437 | 34,17 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 680 | 200,00 | 466 | 240,15 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 723 | 29,57 | 570 | 46,15 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 10 004 | 997 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 38 049 | 393,31 | 3 791 | 411,61 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 36 | 4 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 261 507 | 1,20 | 26 056 | 14,16 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 3 886 | 7,38 | 376 | 22,95 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 44 848 | 230,96 | 4 469 | 273,58 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 260 | 0,16 | 126 | 12,61 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 2 062 | 205 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 28 | 3 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 49 247 | 32,41 | 4 907 | 49,35 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 2 632 | 0,04 | 262 | 12,93 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7 794 | 23,24 | 777 | 39,07 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 170 | 17 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 070 505 | 12,94 | 106 665 | 27,41 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2 942 | 4,62 | 293 | 18,15 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 2 899 | 2,22 | 289 | 15,20 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 30 551 | 161,88 | 3 044 | 195,53 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 3 883 | 1,86 | 387 | 14,88 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 199 897 | 5,40 | 19 918 | 18,91 | ||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 2 056 | 205 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14 012 | 2,11 | 1 396 | 15,18 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 112 178 | 26,12 | 11 177 | 42,27 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 497 | 0,20 | 50 | 13,95 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 191 409 | 12,11 | 19 072 | 26,47 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 344 097 | 34 286 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2 688 | 268 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 23 202 | 37,46 | 2 | 100,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5 717 | 0,32 | 1 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 1 340 | 43,67 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 159 492 | 8,70 | 15 894 | 22,62 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 33 137 | 166,72 | 3 302 | 200,91 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1 593 101 | 21,02 | 159 | 36,21 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 2 665 | 266 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 14 949 | 25,38 | 1 488 | 41,85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 39 641 | 4,27 | 3 950 | 17,60 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4 492 | 73,64 | 448 | 96,05 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 58 871 | 5 866 | ||||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 184 343 | 0,70 | 18 368 | 13,60 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 660 | 165 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 28 030 | 71,83 | 2 793 | 93,89 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 26 599 | 2 650 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 9 408 | 0,01 | 937 | 12,89 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3 560 | 355 | ||||||
| 2025-07-30 | 13F | Gimbal Financial | 156 124 | 15 556 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 137 272 | 13 678 | ||||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 41 887 | 1,16 | 4 174 | 14,11 | ||||
| 2025-08-08 | 13F | Creative Planning | 9 261 | 3,95 | 923 | 17,30 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 3 443 | 7,39 | 343 | 21,20 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 10 163 | 52,92 | 1 013 | 72,40 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 2 594 | 258 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 2 171 | 0 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 32 653 | 7,08 | 3 254 | 20,79 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 422 | 100,95 | 42 | 133,33 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3 907 | 593,96 | 389 | 693,88 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12 681 | 10,98 | 1 264 | 25,17 | ||||
| 2025-07-11 | 13F | Spence Asset Management | 11 879 | 10,25 | 1 | |||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 2 228 | 222 | ||||||
| 2025-08-05 | 13F | Allstate Corp | 3 850 | 384 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2 187 | 218 | ||||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 2 205 | 220 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 18 989 | 22,22 | 1 891 | 38,26 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 853 831 | 9,09 | 85 076 | 23,06 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 2 321 | 0,04 | 231 | 13,24 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 4 878 | 16,78 | 486 | 15,44 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 215 011 | 16,13 | 21 424 | 31,01 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 10 240 | 1 023 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 750 | 2,61 | 274 | 16,10 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 5 377 | 7,82 | 536 | 21,59 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 2 600 | 259 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8 705 | 127,34 | 1 | |||||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 2 235 | 223 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3 001 | 0,13 | 306 | 11,31 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 661 | 535,58 | 66 | 622,22 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 216 | 0,82 | 221 | 13,40 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 2 515 | 0,16 | 251 | 13,12 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 931 | 0,10 | 192 | 12,94 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 18 711 | 403,12 | 1 864 | 468,29 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 11 688 | 24,34 | 1 165 | 40,24 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 11 145 | 0,01 | 1 111 | 12,80 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 343 195 | 35,15 | 34 | 54,55 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 8 098 | 116,00 | 807 | 143,50 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 165 | 243,75 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 6 317 | 0,14 | 629 | 12,93 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 14 396 | 65,03 | 1 434 | 86,23 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7 607 | 0,11 | 758 | 12,82 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 17 077 | 1 702 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3 331 | 332 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 4 307 | 0,05 | 429 | 12,89 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 2 124 | 212 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 684 | 68 | ||||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 19 219 | 1 915 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 2 734 | 272 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1 | 0 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 23 124 | 10,61 | 2 304 | 24,81 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 114 | 11 | ||||||
| 2025-06-30 | NP | Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF | 49 467 | 4 430 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 5 285 | 1,93 | 527 | 15,10 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 843 | 15,63 | 582 | 30,49 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 150 149 | 1,39 | 14 961 | 14,38 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 3 796 | 38,79 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 18 129 | 15,75 | 1 839 | 31,57 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 24 482 | 183,13 | 2 439 | 219,66 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 53 429 | 0,22 | 5 324 | 13,06 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1 027 290 | 5,45 | 102 359 | 18,96 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 155 | 15 |
