Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Nushares ETF Trust - Nuveen ESG Small-Cap ETF inkluderar Tiaa-cref Individual & Institutional Services, Llc, Napier Financial, LLC, Affiance Financial, LLC, Anb Bank, Fortis Capital Advisors, LLC, Westview Management dba Westview Investment Advisors, Summit Financial, LLC, B&l Asset Management Llc, Verus Capital Partners, Llc, Western Wealth Management, LLC, Birchwood Financial Partners, Inc., Vanguard Advisers Inc, Root Financial Partners, LLC, True Link Financial Advisors, LLC, och Ashton Thomas Private Wealth, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Bensler, LLC | 14 384 | 17,55 | 648 | 18,68 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 55 | 2 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 743 707 | 119,61 | 33 511 | 121,63 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 831 | 37 | ||||||
| 2026-05-01 | 13F | Smart Portfolios, LLC | 7 389 | 2,45 | 333 | 3,11 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 9 127 | 80,52 | 411 | 0,98 | ||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 5 084 | 229 | ||||||
| 2026-05-12 | 13F | Creative Planning | 260 458 | 11,17 | 11 736 | 12,19 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 10 482 | 2,78 | 472 | 3,74 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 261 816 | 0,90 | 11 797 | 1,82 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 9 576 | 61,51 | 432 | 63,26 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 35 392 | 561,16 | 1 595 | 566,95 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 104 994 | 8,39 | 4 730 | 9,34 | ||||
| 2026-05-15 | 13F | North Berkeley Wealth Management, LLC | 293 851 | 2,85 | 13 241 | 3,79 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 67 | 3 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 26 150 | 2,42 | 1 178 | 3,33 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 14 035 | 9,76 | 1 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 27 184 | 8,23 | 1 214 | 9,58 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 198 | 692,00 | 9 | 700,00 | ||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 4 659 | 210 | ||||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 14 451 | 0,03 | 651 | 0,93 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 82 285 | 17,28 | 3 584 | 14,40 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 20 220 | 26,15 | 1 | |||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 933 | 42 | ||||||
| 2026-05-08 | 13F | Westview Management dba Westview Investment Advisors | 5 400 | 243 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 5 384 | 243 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 14 | 1 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 106 089 | 1 230,77 | 4 780 | 1 246,48 | ||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 71 281 | 0,79 | 3 212 | 1,71 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 2 936 | 12,88 | 132 | 13,79 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 21 863 | 5,31 | 985 | 6,37 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 17 652 | 138,70 | 795 | 140,91 | ||||
| 2026-04-30 | 13F | IMPACTfolio, LLC | 45 625 | 1,17 | 2 056 | 2,09 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 10 906 | 0 | ||||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 25 358 | 23,51 | 1 143 | 24,67 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 65 048 | 2,48 | 2 931 | 3,46 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 15 167 | 46,75 | 683 | 48,16 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 10 960 | 0,53 | 494 | 1,44 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 41 011 | 0,25 | 1 831 | 1,55 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 28 289 | 9,77 | 1 275 | 10,78 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 3 277 | 0 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 130 590 | 49,36 | 5 884 | 50,76 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 31 992 | 38,37 | 1 442 | 39,63 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 15 990 | 0,31 | 721 | 1,27 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1 253 960 | 56 503 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 2 000 | 89 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 1 721 326 | 16,34 | 77 563 | 17,41 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 9 647 | 19,22 | 435 | 20,22 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 36 681 | 0,07 | 1 653 | 0,98 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 27 804 | 10,39 | 1 253 | 11,39 | ||||
| 2026-05-07 | 13F | Palisades Hudson Asset Management, L.P. | 112 146 | 3,87 | 5 | 25,00 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 22 931 | 1 033 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 109 733 | 5,58 | 4 945 | 6,55 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 61 746 | 1,47 | 2 782 | 2,39 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 16 359 | 5,79 | 737 | 6,81 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 2 310 | 14,93 | 104 | 16,85 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 4 804 | 1,76 | 216 | 2,86 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 1 625 | 257,14 | 79 | 290,00 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 77 | 3 | ||||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 3 244 | 91,61 | 159 | 96,30 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 43 | 2 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 5 522 | 249 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 30 939 | 4,26 | 1 394 | 5,29 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 22 218 | 9,25 | 1 001 | 10,24 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 830 709 | 1,50 | 37 432 | 2,43 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 11 401 | 47,72 | 514 | 49,13 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 17 797 | 802 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1 358 | 42,80 | 59 | 40,48 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2 774 | 10,96 | 125 | 11,71 | ||||
| 2026-04-21 | 13F | Sbe Llc Dba Cedar Cove Wealth Partners | 58 335 | 1,40 | 2 629 | 2,34 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 375 | 17 | ||||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 134 754 | 3,09 | 6 | 20,00 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 22 845 | 10,76 | 1 121 | 15,93 | ||||
| 2026-04-27 | 13F | Financial Planning Fort Collins, LLC | 5 176 | 2,47 | 254 | 12,44 | ||||
| 2026-05-08 | 13F | Bokf, Na | 15 707 | 0,14 | 708 | 1,00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 578 | 26,75 | 26 | 30,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 24 008 | 1 082 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 20 083 | 13,12 | 905 | 14,14 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 4 662 | 210 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 212 056 | 1,84 | 9 555 | 2,78 | ||||
| 2026-05-15 | 13F | Fmr Llc | 220 246 | 10,94 | 9 924 | 11,96 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 134 321 | 1,32 | 6 053 | 2,25 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 32 555 | 7,36 | 1 467 | 8,35 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 101 769 | 3,77 | 4 586 | 4,70 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 116 448 | 33,85 | 5 124 | 31,90 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 27 398 | 1 235 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 50 553 | 2,60 | 2 297 | 4,46 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 15 419 | 695 | ||||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 40 496 | 29,17 | 1 825 | 30,38 | ||||
| 2026-01-29 | 13F | Comerica Bank | 340 | 101,18 | 15 | 114,29 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 2 542 | 9,71 | 115 | 10,68 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 819 749 | 36,92 | 36 938 | 38,18 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 1 434 429 | 2,04 | 64 600 | 2,89 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 347 | 101,74 | 16 | 114,29 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 128 062 | 2,81 | 5 770 | 3,76 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 359 913 | 2,45 | 16 218 | 3,39 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 262 445 | 2,32 | 11 825 | 3,25 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 7 249 | 5,15 | 327 | 6,19 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 31 168 | 6,10 | 1 404 | 7,09 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 4 920 | 53,32 | 222 | 54,55 | ||||
| 2026-05-06 | 13F | Anb Bank | 9 030 | 407 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 19 001 | 7,95 | 856 | 9,04 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 7 399 | 2,48 | 333 | 3,42 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 21 187 | 1,17 | 955 | 2,03 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 055 104 | 1,90 | 47 543 | 2,84 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 26 863 | 39,57 | 1 323 | 53,90 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 9 818 | 2,19 | 442 | 3,27 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 222 001 | 0,17 | 10 003 | 1,09 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 3 197 | 1,40 | 144 | 2,86 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 5 522 | 249 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 167 749 | 2,75 | 7 559 | 3,69 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3 231 | 146 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 8 256 | 4,20 | 372 | 5,38 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 10 147 | 4,37 | 0 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 58 824 | 2 941 100,00 | 2 651 |
