Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF inkluderar Crux Wealth Advisors, Wealth Advisory Team LLC, Financial Insights, Inc., Scott Capital Advisors, LLC, Fingerlakes Wealth Management, Inc., Savvy Advisors, Inc., KPP Advisory Services LLC, Betterment LLC, Diversify Advisory Services, LLC, Wingate Wealth Advisors, Inc., Quaker Wealth Management, LLC, Harbor Asset Planning, Inc., Financial Network Wealth Management LLC, SRS Capital Advisors, Inc., Scarborough Advisors, LLC, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 11 786 | 15,79 | 1 107 | 39,07 | ||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 2 362 | 222 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 92 081 | 13,19 | 8 651 | 35,85 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 2 185 | 205 | ||||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 3 947 | 49,51 | 371 | 79,61 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 798 120 | 3,89 | 74 983 | 24,69 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6 980 | 7,20 | 1 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 15 466 | 4,20 | 1 453 | 25,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 6 131 | 5,96 | 576 | 27,43 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 114 | 19,79 | 574 | 43,86 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 14 820 | 28,52 | 1 392 | 54,32 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 16 154 | 496,09 | 2 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 17 064 | 0,50 | 1 603 | 20,62 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 6 328 | 2,88 | 595 | 23,49 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 15 491 | 22,69 | 1 455 | 47,27 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 2 495 | 234 | ||||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 4 682 | 3,13 | 440 | 23,66 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 107 487 | 0,36 | 10 098 | 20,44 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 4 347 | 3,08 | 408 | 20,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 16 863 | 0,66 | 1 584 | 20,82 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 706 | 0,33 | 254 | 20,38 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 13 567 | 6,73 | 1 275 | 28,04 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 4 008 | 377 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 24 834 | 0,58 | 2 333 | 20,76 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 11 964 | 37,39 | 1 124 | 65,05 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 2 287 | 215 | ||||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 26 793 | 1,71 | 2 517 | 22,07 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 99 789 | 2,76 | 9 375 | 23,34 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 27 260 | 7,15 | 2 561 | 28,63 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 2 304 | 216 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 275 117 | 1,66 | 26 | 19,05 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 17 837 | 3,23 | 1 676 | 23,89 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 16 811 | 0,59 | 1 579 | 20,72 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 2 512 786 | 2,68 | 236 076 | 23,24 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 34 450 | 3 237 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3 161 | 297 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 83 182 | 7,58 | 7 815 | 29,11 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 14 215 | 3,72 | 1 335 | 24,53 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3 841 | 40,54 | 361 | 69,01 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 24 746 | 2 325 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9 122 | 3,82 | 857 | 24,60 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 46 690 | 45,47 | 4 387 | 74,60 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 36 838 | 1,76 | 3 461 | 22,13 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 70 290 | 0,47 | 6 604 | 20,58 | ||||
| 2025-08-14 | 13F | Fmr Llc | 35 948 | 76,19 | 3 377 | 111,46 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2 768 | 0 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 209 700 | 84,36 | 19 701 | 121,26 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 6 125 | 5,40 | 575 | 26,65 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 39 013 | 3,18 | 4 | 50,00 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 980 | 28,78 | 92 | 55,93 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 16 078 | 1 511 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 235 | 4 600,00 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 1 331 | 125 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 306 | 9,93 | 123 | 32,61 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 8 811 | 3,99 | 828 | 24,74 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 5 492 | 19,47 | 516 | 43,45 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 52 608 | 25,26 | 4 943 | 50,35 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2 509 | 245 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 55 247 | 3,19 | 5 190 | 23,84 | ||||
| 2025-07-18 | 13F | Vicus Capital | 7 482 | 0,58 | 703 | 20,62 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 2 851 | 0,04 | 0 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 92 | 9 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 3 091 | 0,10 | 290 | 20,33 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 12 232 | 1,12 | 1 149 | 21,46 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 2 071 | 11,28 | 195 | 33,79 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 15 446 | 2,94 | 1 451 | 23,59 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 7 110 | 25,57 | 668 | 50,56 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 31 | 3 | ||||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 5 180 | 1,11 | 487 | 21,20 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 165 | 89,66 | 15 | 150,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 51 312 | 37,45 | 4 709 | 61,07 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 2 839 | 267 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 200 | 19 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3 253 | 20,35 | 255 | 9,48 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 4 784 | 1,33 | 449 | 21,68 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 11 544 | 4,18 | 1 085 | 25,03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12 240 | 1 150 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 69 940 | 144,29 | 6 571 | 193,17 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 47 032 | 2,87 | 3 793 | −3,36 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 93 456 | 0,31 | 8 850 | 21,35 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 3 758 | 8,27 | 353 | 30,26 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 10 008 | 12,58 | 940 | 35,25 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 3 299 | 6,15 | 310 | 27,16 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 23 810 | 2 237 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 2 814 | 8,27 | 264 | 30,05 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 8 990 | 852 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 4 476 | 421 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 51 527 | 1,27 | 4 841 | 21,52 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 207 | 113 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 3 534 | 33,97 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 49 270 | 12,93 | 4 629 | 35,51 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4 470 | 1,13 | 420 | 21,45 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 564 | 168,78 | 335 | 195,58 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 6 441 | 605 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 79 338 | 23,96 | 7 454 | 48,76 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 3 141 | 3,36 | 0 | |||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 8 060 | 2,06 | 757 | 22,49 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 15 781 | 45,17 | 1 483 | 74,35 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 964 | 0 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 13 636 | 1 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 12 158 | 10,72 | 1 142 | 32,95 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 679 | 252 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 8 515 | 0,46 | 800 | 20,51 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 933 | 89,73 | 557 | 128,28 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 4 487 | 0,02 | 422 | 19,94 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 4 271 | 3,01 | 401 | 23,77 |
