Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Nushares ETF Trust - Nuveen ESG Small-Cap ETF inkluderar Coldstream Capital Management Inc, Modern Wealth Management, LLC, Midwest Trust Co, StoneX Group Inc., Harbor Asset Planning, Inc., Petros Family Wealth, LLC, och RMG Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 9 401 | 139,94 | 383 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 648 868 | 1,81 | 26 435 | 8,19 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 8 545 | 7,38 | 0 | |||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1 959 | 82 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 127 398 | 2,62 | 5 190 | 12,51 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 85 630 | 28,86 | 3 489 | 36,95 | ||||
| 2025-07-18 | 13F | Vicus Capital | 40 288 | 1,62 | 1 641 | 7,96 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6 884 | 21,65 | 280 | 29,63 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 5 155 | 210 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 43 919 | 3,69 | 1 789 | 10,23 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 32 322 | 8,99 | 1 317 | 15,74 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 6 095 | 6,50 | 248 | 13,24 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 15 320 | 0,18 | 624 | 6,48 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 7 609 | 41,72 | 310 | 50,73 | ||||
| 2025-08-14 | 13F | UBS Group AG | 424 837 | 5,77 | 17 308 | 12,39 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 248 875 | 2,40 | 10 139 | 8,81 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 6 593 | 269 | ||||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 23 181 | 4,35 | 889 | −4,52 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 8 952 | 15,54 | 365 | 22,56 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 801 414 | 0,90 | 32 650 | 7,21 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 7 878 | 1,34 | 321 | 7,38 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 95 | 61,02 | 4 | 50,00 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 19 159 | 18,46 | 1 | |||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 18 700 | 3,02 | 762 | 9,50 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 7 124 | 1,18 | 290 | 7,81 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15 233 | 5,28 | 621 | 11,91 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 75 933 | 15,31 | 3 098 | 22,26 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 71 876 | 0,89 | 2 928 | 9,99 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 11 383 | 17,46 | 464 | 24,80 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 94 242 | 21,99 | 4 | 50,00 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 12 249 | 12,66 | 499 | 19,95 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 20 923 | 2,67 | 852 | 9,09 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 290 314 | 10,14 | 11 827 | 17,04 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 53 107 | 8,99 | 2 164 | 15,79 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 49 146 | 339,43 | 2 002 | 367,76 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 18 158 | 5,18 | 740 | 11,80 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 22 959 | 0,88 | 935 | 7,22 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 176 783 | 107,53 | 7 202 | 120,58 | ||||
| 2025-08-01 | 13F | Motco | 396 | 95,07 | 16 | 128,57 | ||||
| 2025-08-14 | 13F | Betterment LLC | 16 037 | 17,14 | 1 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 82 946 | 6,66 | 3 379 | 13,35 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 30 786 | 1,19 | 1 254 | 7,55 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 19 867 | 30,53 | 809 | 38,77 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 16 799 | 5,86 | 684 | 12,50 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 5 140 | 209 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 184 566 | 8,57 | 7 519 | 15,38 | ||||
| 2025-08-14 | 13F | Fmr Llc | 191 263 | 61,91 | 7 792 | 72,08 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 9 459 | 8,20 | 385 | 14,93 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 42 524 | 102,27 | 1 732 | 114,89 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 35 961 | 29,71 | 1 465 | 37,95 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 5 671 | 0 | ||||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 13 130 | 2,34 | 552 | 24,04 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 529 710 | 5,34 | 21 580 | 11,94 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 14 678 | 7,66 | 598 | 14,37 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 679 401 | 10,90 | 27 679 | 17,84 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 5 150 | 210 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 16 102 | 1,27 | 656 | 7,55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 70 674 | 17,15 | 2 879 | 24,52 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 103 | 45,07 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 47 120 | 1 920 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 20 640 | 7,44 | 841 | 14,13 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 53 073 | 1,28 | 2 162 | 7,62 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 10 569 | 5,98 | 431 | 12,57 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 46 408 | 3,06 | 1 890 | 9,50 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 482 | 4,22 | 60 | 11,11 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 13 229 | 4,49 | 539 | 10,93 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 81 256 | 40,35 | 3 310 | 49,17 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 12 561 | 361,29 | 1 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 9 122 | 11,76 | 372 | 18,91 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 20 299 | 8,03 | 827 | 14,72 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 21 | 10,53 | 1 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 6 900 | 270 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 4 995 | 203 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 7 859 | 39,81 | 320 | 48,84 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 101 296 | 0,17 | 4 260 | 9,85 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 15 179 | 6,08 | 618 | 12,77 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 46 146 | 21,18 | 1 880 | 28,79 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 12 596 | 6,66 | 513 | 13,50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 20 464 | 8,90 | 831 | 15,28 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5 988 | 244 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 229 233 | 3,01 | 9 339 | 9,46 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 107 335 | 4 373 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 5 808 | 3,84 | 237 | 10,28 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 1 291 976 | 1,78 | 52 635 | 8,15 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 107 029 | 2,66 | 4 001 | −8,38 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 8 042 | 6,09 | 328 | 12,76 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 8 085 | 0,72 | 329 | 7,17 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 11 457 | 14,12 | 467 | 21,35 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 7 334 | 3,56 | 299 | 9,96 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 28 407 | 71,81 | 1 157 | 82,78 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 59 224 | 9,85 | 2 413 | 16,69 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 27 685 | 1 128 | ||||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 11 208 | 5,43 | 457 | 12,04 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 288 | 87,85 | 215 | 99,07 | ||||
| 2025-08-08 | 13F | Creative Planning | 229 861 | 5,49 | 9 365 | 12,10 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 012 922 | 2,22 | 41 267 | 8,62 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9 792 | 54,25 | 399 | 63,79 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 15 955 | 0,62 | 1 | |||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 33 441 | 7,37 | 1 362 | 14,07 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 13 094 | 6,57 | 533 | 13,16 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1 935 | 4,43 | 79 | 9,86 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 65 357 | 8,15 | 2 663 | 14,94 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 5 640 | 230 | ||||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 5 925 | 9,93 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32 021 | 2,34 | 1 305 | 8,76 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5 995 | 0,40 | 244 | 7,02 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 19 025 | 3,57 | 794 | 11,20 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 139 100 | 0,89 | 5 667 | 7,21 | ||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 5 332 | 217 | ||||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 5 825 | 7,49 | 237 | 14,49 |
