Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF inkluderar SIRAX - Sierra Tactical All Asset Fund Class A, Colony Group, LLC, KWB Wealth, Boreal Capital Management LLC, Essex Financial Services, Inc., Mml Investors Services, Llc, Insigneo Advisory Services, Llc, Grant/GrossMendelsohn, LLC, Everett Harris & Co /ca/, Stephens Inc /ar/, Financial Advocates Investment Management, FSC Wealth Advisors, LLC, Cascade Financial Partners, LLC, Grant Private Wealth Management Inc, Resurgent Financial Advisors LLC, Assetmark, Inc, Hantz Financial Services, Inc., AdvisorNet Financial, Inc, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 246 100 | 4 669 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 791 483 | 32,34 | 52 954 | 34,25 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 34 241 | 633 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21 739 | 5,26 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 158 682 | 4,58 | 3 010 | 6,10 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 36 694 | 23,47 | 696 | 25,41 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 305 236 | 1,87 | 6 | 0,00 | ||||
| 2025-07-30 | 13F | Meadow Creek Wealth Advisors Llc | 130 435 | 14,75 | 2 474 | 16,42 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 11 159 | 212 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 285 | 5 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 800 | 0 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 17 399 | 330 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 78 543 | 4,79 | 1 490 | 6,35 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 429 357 | 94,40 | 8 145 | 98,15 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 284 025 | 23,39 | 5 381 | 25,11 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 28 025 | 8,74 | 532 | 10,40 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 235 944 | 45,83 | 4 476 | 47,93 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 224 275 | 16,10 | 4 255 | 17,77 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 11 396 | 1,17 | 216 | 2,86 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 34 488 | 22,22 | 654 | 24,10 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3 510 | 1 797,30 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 77 295 | 3 031,89 | 1 466 | 3 086,96 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 117 383 | 5,80 | 2 227 | 7,33 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 2 819 142 | 1,49 | 53 479 | 2,96 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 20 417 | 387 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 242 920 | 4 608 | ||||||
| 2025-08-06 | 13F | Bensler, LLC | 582 078 | 11,67 | 11 042 | 13,30 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 136 786 | 0,83 | 2 595 | 2,29 | ||||
| 2025-07-17 | 13F | KWB Wealth | 209 390 | 3 916 | ||||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 95 623 | 2,31 | 1 814 | 3,78 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 1 520 729 | 10,12 | 28 848 | 11,71 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 44 543 | 2,53 | 845 | 3,94 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 19 965 | 379 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 56 237 | 3,54 | 1 067 | 5,02 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 18 718 | 1,09 | 355 | 2,60 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6 156 993 | 0,77 | 116 798 | 2,22 | ||||
| 2025-08-08 | 13F | Creative Planning | 138 387 | 2 625 | ||||||
| 2025-07-18 | 13F | Rogco, Lp | 380 684 | 1,43 | 7 222 | 2,89 | ||||
| 2025-08-14 | 13F | Fmr Llc | 41 | 24,24 | 1 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 78 578 | 1,18 | 1 491 | 2,62 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 16 597 | 12,76 | 315 | 14,18 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 425 217 | 5,61 | 8 066 | 7,13 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 47 378 | 899 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 31 705 | 2,66 | 601 | 4,16 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 10 222 023 | 10,76 | 193 912 | 12,35 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 504 757 | 31,78 | 9 575 | 33,69 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 10 268 | 195 | ||||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 17 675 | 335 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 6 094 | 78,50 | 116 | 82,54 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 66 894 | 1 269 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 103 095 | 18,55 | 1 956 | 20,23 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10 535 | 1,17 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 35 434 | 672 | ||||||
| 2025-08-11 | 13F | Platform Technology Partners | 19 000 | 72,73 | 360 | 75,61 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 390 | 45 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 250 027 | 3,66 | 61 653 | 5,15 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 38 426 | 1 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 200 | 4 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 89 256 | 5,18 | 1 693 | 6,75 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 52 | 0,00 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 577 | 92,31 | 49 | 92,00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 10 814 | 5,05 | 205 | 6,77 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 43 885 | 832 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 740 | 14 | ||||||
| 2025-04-14 | 13F | Griffith & Werner, Inc. | 11 029 | 0,81 | 206 | 1,48 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 525 948 | 9,19 | 9 977 | 11,87 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 56 278 | 11,86 | 1 068 | 13,51 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 403 476 | 59,71 | 7 654 | 62,00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 102 829 | 58,66 | 1 951 | 60,76 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 6 135 | 48,91 | 116 | 50,65 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 19 583 | 2 697,57 | 371 | −8,85 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 23 500 | 446 |
