Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF inkluderar Congress Wealth Management LLC / DE /, Moloney Securities Asset Management, LLC, Park Place Capital Corp, ORG Partners LLC, och Private Trust Co Na .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 456 357 | 7,06 | 17 821 | 12,16 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 35 882 | 1 401 | ||||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 563 781 | 9,38 | 22 016 | 14,59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 000 | 2,04 | 0 | |||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 43 676 | 0,45 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 81 | 3 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 67 777 | 19,06 | 2 647 | 24,75 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 4 467 224 | 2,85 | 174 445 | 7,75 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16 448 | 3,44 | 642 | 8,45 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 26 341 | 0,20 | 1 029 | 5,01 | ||||
| 2025-08-14 | 13F | Comerica Bank | 689 | 244,50 | 27 | 271,43 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 12 325 | 14,40 | 481 | 19,95 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 87 824 | 42,99 | 3 433 | 50,57 | ||||
| 2025-08-29 | NP | JAIVX - Managed Volatility Moderate Portfolio NAV | 244 624 | 56,33 | 9 553 | 63,79 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 10 018 | 391 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 46 108 | 271,00 | 1 801 | 288,77 | ||||
| 2025-07-10 | 13F | Vista Investment Partners Llc | 87 437 | 161,91 | 3 414 | 174,44 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 507 | 60 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 365 089 | 52,02 | 14 257 | 59,27 | ||||
| 2025-08-29 | NP | JAIYX - Managed Volatility Balanced Portfolio NAV | 1 435 719 | 14,52 | 56 065 | 19,98 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 5 440 | 218 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 212 387 | 68,68 | 8 288 | 76,64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 150 389 | 4,63 | 5 873 | 9,61 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 15 676 | 37,41 | 612 | 44,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 122 499 | 30,12 | 4 784 | 27,85 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 758 | 30 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 613 | 22,11 | 24 | 27,78 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1 090 | 0,18 | 43 | 5,00 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 102 898 | 1,31 | 4 085 | 7,93 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 180 060 | 183,81 | 7 031 | 197,42 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 99 648 | 695,97 | 3 891 | 734,98 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 467 236 | 12,97 | 18 246 | 18,36 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 9 181 | 364 | ||||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 288 067 | 70,74 | 11 249 | 78,90 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 11 420 | 36,36 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 418 833 | 4,14 | 16 360 | 9,13 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 189 066 | 24,97 | 7 | 40,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 15 710 | 613 | ||||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 9 462 | 0,16 | 370 | 4,83 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14 760 | 0,64 | 576 | 5,49 |
