Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Principal Exchange-Traded Funds - Principal U.S. Small-Cap ETF inkluderar Truist Financial Corp, Hudson Capital Management LLC, Great Valley Advisor Group, Inc., Two Sigma Investments, Lp, Integrity Financial Corp /WA, Mml Investors Services, Llc, Sheets Smith Wealth Management, Venture Visionary Partners LLC, Gilliland Jeter Wealth Management LLC, Cornerstone Wealth Management, LLC, Ameritas Advisory Services, LLC, CoreCap Advisors, LLC, Fifth Third Bancorp, Pnc Financial Services Group, Inc., och Investment Research & Advisory Group, Inc. .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 38 369 | 21,77 | 2 044 | 33,59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 950 | 4,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5 371 | 286 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 257 | 14 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10 654 | 12,24 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 374 310 | 115,47 | 19 943 | 136,43 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 99 943 | 25,41 | 5 326 | 37,63 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 174 950 | 9 321 | ||||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 1 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 118 930 | 211,18 | 59 617 | 241,44 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 11 545 | 139,97 | 615 | 163,95 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 34 685 | 4,95 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 179 | 10 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 247 525 | 32,29 | 119 748 | 37,47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 472 886 | 22,29 | 25 195 | 34,19 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 4 681 | 14,25 | 248 | 24,75 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 271 124 | 14 445 | ||||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 8 165 | 435 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 775 802 | 11,71 | 42 235 | 25,23 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 71 907 | 3 831 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 27 084 | 1 443 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 18 590 | 64,94 | 987 | 81,58 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17 082 | 4,10 | 910 | 14,32 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 22 079 | 20,59 | 1 179 | 39,41 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 20 417 | 1 088 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 6 096 | 148,71 | 325 | 172,27 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 52 300 | 2 787 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 117 | 2,63 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 184 881 | 27,32 | 9 858 | 40,81 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14 030 | 1 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 4 128 | 7,84 | 220 | 18,38 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 484 | 79 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 225 457 | 18,91 | 118 572 | 30,47 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 301 | 2,38 | 16 | 14,29 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10 682 | 569 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 23 990 | 107,53 | 1 278 | 127,81 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5 050 | 4,27 | 269 | 14,47 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20 053 | 18,93 | 1 068 | 30,56 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 16 351 | 32,18 | 871 | 45,17 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 669 728 | 31,16 | 35 683 | 43,91 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 361 | 40,16 | 73 | 53,19 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 259 | 14 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 4 685 | 0,15 | 250 | 9,69 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 9 700 | 517 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 8 570 | 457 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 138 032 | 7 354 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 58 970 | 82,98 | 3 | 200,00 |
