Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF inkluderar Confluence Investment Management Llc, Atria Investments Llc, Bank of New York Mellon Corp, Aqr Capital Management Llc, Signature Wealth Management Partners, LLC, Smartleaf Asset Management LLC, Atlantic Union Bankshares Corp, FNY Investment Advisers, LLC, Vermillion Wealth Management, Inc., CENTRAL TRUST Co, Flaharty Asset Management, LLC, Copia Wealth Management, och Twin Peaks Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 453 | 923,24 | 118 | 972,73 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 12 504 | 1,40 | 1 020 | 2,52 | ||||
| 2025-08-14 | 13F | Comerica Bank | 14 153 | 58,35 | 1 154 | 60,14 | ||||
| 2025-07-08 | 13F | Martin Capital Partners, LLC | 3 428 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16 872 | 1 376 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 306 993 | 1,27 | 25 031 | 2,38 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 84 687 | 51,14 | 6 905 | 53,63 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 6 767 | 2,30 | 552 | 3,38 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 2 622 | 0,15 | 214 | 0,95 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 10 520 | 1,34 | 858 | 2,39 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 46 099 | 21,88 | 3 759 | 23,21 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 58 180 | 4,82 | 4 744 | 5,97 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10 290 | 8,05 | 839 | 9,24 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 93 467 | 8,25 | 8 | 16,67 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 300 181 | 24 475 | ||||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 22 983 | 5,18 | 1 874 | 6,30 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23 531 | 3,80 | 1 919 | 4,92 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 439 | 0,23 | 36 | 0,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 13 877 | 1 131 | ||||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 13 612 | 4,27 | 1 147 | 13,24 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3 104 | 253 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 622 | 5,87 | 132 | 7,32 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5 913 | 85,30 | 482 | 87,55 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 63 315 | 7,18 | 5 162 | 8,35 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 261 | 21 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 9 522 | 776 | ||||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 2 959 | 0,44 | 241 | 1,69 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 5 719 | 0,18 | 466 | 1,30 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 086 | 0,64 | 333 | 1,83 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 14 797 | 6,35 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 19 021 | 42,77 | 1 551 | 44,32 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 7 577 | 22,27 | 1 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 8 589 | 0,02 | 700 | 1,16 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 6 304 | 0,64 | 516 | 1,57 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 264 | −17,03 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 499 | 5,72 | 41 | 5,26 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 349 | 5,86 | 192 | 7,30 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 3 451 | 2,74 | 281 | 4,07 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 39 125 | 79,86 | 3 190 | 81,87 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 208 751 | 0,56 | 17 020 | 1,67 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 5 109 | 3,63 | 417 | 4,79 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 75 968 | 1,35 | 6 194 | 2,46 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 120 002 | 59,65 | 9 784 | 61,43 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 947 | 46,37 | 77 | 48,08 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 882 721 | 1 163,05 | 71 973 | 1 177,00 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 3 425 | 279 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3 901 | 0,03 | 318 | 1,27 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 40 048 | 3 265 | ||||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 5 979 | 1,03 | 487 | 2,10 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 3 311 | 17,04 | 270 | 17,98 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 540 284 | 0,27 | 44 052 | 1,37 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 63 552 | 33,55 | 5 181 | 35,74 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 4 644 | 32,31 | 379 | 33,57 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 35 711 | 15,39 | 2 912 | 16,67 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 13 884 | 0,41 | 1 132 | 1,52 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 199 294 | 29,52 | 16 251 | 30,81 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 663 035 | 2,31 | 54 061 | 3,43 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4 942 | 0,22 | 403 | 1,26 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 500 | 0 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 7 238 | 8,16 | 590 | 9,46 | ||||
| 2025-08-14 | 13F | Royal Capital Wealth Management, LLC | 16 627 | 0,05 | 1 356 | 1,12 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 9 684 | 2,38 | 790 | 3,54 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6 897 | 13,89 | 562 | 15,16 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 67 009 | 6,94 | 5 576 | 10,33 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 460 | 0,66 | 38 | 2,78 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 79 361 | 1,82 | 6 471 | 2,93 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 17 314 | 0,64 | 1 412 | 1,73 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 4 399 | 0,55 | 359 | 1,70 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 30 585 | 1,39 | 2 494 | 2,51 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 120 | 10 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5 568 | 972,83 | 454 | 1 004,88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 2 882 | 235 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 4 667 | 381 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 828 | 0,61 | 149 | 2,05 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 31 072 | 27,26 | 2 533 | 28,64 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 619 | 2,66 | 132 | 3,94 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 2 563 | 0 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4 867 | 397 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 504 | 262,59 | 41 | 272,73 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6 288 | 513 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 3 615 | 5,46 | 295 | 6,52 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 25 508 | 4,76 | 2 080 | 5,91 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 86 539 | 3,87 | 7 056 | 5,00 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 11 795 | 11,43 | 962 | 12,66 | ||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 13 492 | 2,44 | 1 100 | 3,58 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 4 281 | 167,06 | 349 | 170,54 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 1 040 | 85 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2 356 024 | 4,88 | 192 098 | 6,03 | ||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 2 515 | 205 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 2 868 | 9,97 | 234 | 10,95 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 005 | 82 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9 303 | 1,43 | 759 | 2,57 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 093 | 0,03 | 252 | 1,20 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 7 | 0 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5 121 | 0,10 | 418 | 1,21 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 52 698 | 30,38 | 4 | 33,33 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 139 | 0,62 | 93 | 1,10 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 10 105 | 0,23 | 824 | 1,23 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 167 | 14 | ||||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 14 264 | 1,49 | 1 163 | 2,65 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 757 485 | 1 753,67 | 61 762 | 1 774,39 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4 178 | 12,92 | 341 | 14,09 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 4 639 | 378 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 446 | 36 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 027 | 84 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 255 649 | 42,25 | 20 847 | 44,62 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 15 958 | 0,38 | 1 301 | 1,48 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 7 674 | 42,14 | 642 | 51,77 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 709 756 | 3,82 | 57 870 | 4,96 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 16 978 | 48,75 | 1 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 350 | 170,00 | 110 | 175,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 782 | 73,14 | 390 | 75,23 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 789 | 4,23 | 64 | 4,92 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 12 176 | 13,83 | 993 | 15,08 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5 961 | 19,29 | 486 | 20,60 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2 560 | 209 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1 071 | 13,94 | 87 | 16,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 3 285 | 0,12 | 268 | 1,14 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 222 | 18 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 538 451 | 2,30 | 43 903 | 3,42 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 220 | 18 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 7 049 | 2,35 | 575 | 3,42 |
