Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF inkluderar Miracle Mile Advisors, LLC, Cypress Wealth Services, LLC, Two West Capital Advisors LLC, Macroview Investment Management Llc, Twin Peaks Wealth Advisors, LLC, Black Diamond Financial, LLC, MKT Advisors LLC, First Trust Advisors Lp, Evolution Wealth Management Inc., Kilter Group LLC, och Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Atria Investments Llc | 12 474 | 18,85 | 839 | 31,92 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3 589 | 653,99 | 241 | 760,71 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4 862 | 0,02 | 327 | 11,22 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 5 221 | 6,90 | 351 | 18,98 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 27 562 | 0,23 | 1 854 | 11,28 | ||||
| 2025-07-09 | 13F | Sterling Manor Financial, LLC | 4 559 | 8,60 | 307 | 20,47 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 25 868 | 0,31 | 1 740 | 11,40 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 3 572 | 0,14 | 240 | 11,11 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 204 | 79,60 | 216 | 88,60 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 8 486 | 4,48 | 1 | |||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 7 454 | 4,11 | 1 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 094 | 1,55 | 141 | 12,90 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 122 685 | 7,88 | 8 253 | 19,75 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 8 922 | 0,28 | 600 | 11,32 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 3 297 | 222 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 5 253 | 2,14 | 353 | 13,50 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 17 151 | 3,51 | 997 | −0,70 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 11 767 | 19,16 | 792 | 32,27 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 3 940 | 1,60 | 265 | 12,77 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 746 | 2,05 | 50 | 13,64 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 17 204 | 2,61 | 1 157 | 18,55 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 210 | 14 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5 882 | 1,98 | 396 | 13,18 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 9 450 | 7,36 | 636 | 19,14 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9 423 | 0,24 | 634 | 11,25 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 5 288 | 367 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 21 737 | 0,18 | 1 462 | 10,67 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 5 082 | 0,10 | 342 | 11,07 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 834 | 56 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 36 339 | 2,89 | 2 445 | 14,21 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 110 937 | 15,40 | 74 735 | 28,09 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 59 403 | 61,62 | 3 996 | 79,43 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 6 875 | 57,50 | 462 | 73,03 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 111 905 | 27,06 | 8 | 40,00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3 676 | 0,57 | 247 | 11,76 | ||||
| 2025-08-11 | 13F | Eq Llc | 12 587 | 14,29 | 847 | 26,84 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4 141 | 0,12 | 279 | 11,20 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 4 200 | 1,87 | 283 | 13,25 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 65 | 4 | ||||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 6 809 | 1,61 | 458 | 12,81 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 66 290 | 8,40 | 4 | 33,33 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 43 121 | 5,43 | 2 901 | 17,03 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 6 087 | 0,16 | 409 | 11,14 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 11 255 | 1,78 | 757 | 12,99 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 455 019 | 2,03 | 31 | 11,11 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 56 266 | 67,74 | 3 785 | 86,27 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 31 251 | 3,31 | 2 102 | 14,68 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 431 | 29 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 251 | 5,69 | 286 | 17,28 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 491 | 2,08 | 33 | 13,79 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 3 976 | 1,64 | 255 | 14,35 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4 772 | 6,09 | 321 | 18,01 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 3 390 | 228 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3 230 | 217 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 9 040 | 27,90 | 608 | 42,06 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 8 133 | 28,77 | 547 | 43,19 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8 068 | 2,57 | 543 | 13,87 | ||||
| 2025-04-24 | 13F | Renaissancere Holdings Ltd | 0 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 12 923 | 51,38 | 869 | 68,09 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 9 089 | 3,48 | 611 | 14,85 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 3 820 | 8,93 | 257 | 20,75 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 18 461 | 1,82 | 1 242 | 13,02 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 305 | 29,40 | 290 | 43,78 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4 214 | 295 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 24 626 | 3,39 | 1 657 | 14,76 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 8 170 | 65,35 | 550 | 83,61 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 7 283 | 13,62 | 490 | 26,03 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 506 | 1,61 | 34 | 13,33 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 11 575 | 0,63 | 779 | 11,62 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 15 758 | 0,96 | 1 060 | 12,17 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 14 194 | 6,76 | 978 | 21,37 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 31 372 | 50,95 | 2 110 | 67,59 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 303 697 | 5,09 | 20 430 | 16,65 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 6 911 | 465 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 18 112 | 1 218 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6 011 | 1,11 | 404 | 12,22 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 87 425 | 2,52 | 5 881 | 13,80 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 51 745 | 4,07 | 3 458 | 15,23 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 82 234 | 88,05 | 5 408 | 104,08 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 307 | 222 | ||||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 62 220 | 2,01 | 4 186 | 13,23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 40 393 | 26,90 | 2 717 | 40,85 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 8 029 | 1,13 | 540 | 12,27 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8 159 | 1,12 | 549 | 12,07 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 3 388 | 1,47 | 228 | 12,38 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 3 211 | 218 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 22 542 | 10,50 | 1 516 | 22,65 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 12 487 | 0,49 | 840 | 11,55 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 5 680 | 1,76 | 382 | 7,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 61 158 | 6,23 | 4 114 | 17,91 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 4 019 | 270 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 4 712 | 4,04 | 317 | 15,33 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 19 773 | 3,94 | 1 330 | 15,45 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 81 489 | 0,84 | 5 614 | 14,62 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 10 035 | 0,98 | 691 | 14,05 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9 509 | 140,55 | 647 | 92,84 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 31 831 | 5,95 | 1 929 | 0,26 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 14 816 | 2,06 | 997 | 13,31 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6 875 | 57,50 | 462 | 75,00 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 5 212 | 351 |
