Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF inkluderar Hartland & Co., LLC, Clearview Wealth Management LLC, Warren Averett Asset Management, LLC, Principal Securities, Inc., NorthRock Partners, LLC, Kingsview Wealth Management, LLC, Webster Bank, N. A., Vanguard Advisers Inc, och Pinnacle Bancorp, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Intellus Advisors LLC | 1 048 081 | 0,04 | 41 315 | 6,66 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 332 293 | 30,19 | 12 747 | 35,06 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 811 | 32 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 996 | 39 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 13 707 | 589,14 | 540 | 639,73 | ||||
| 2026-05-15 | 13F | Fmr Llc | 7 114 | 21,48 | 280 | 29,63 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 6 180 | 244 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 5 749 | 227 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 12 461 | 24,56 | 0 | |||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 38 922 | 21,25 | 1 534 | 29,34 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 8 974 | 354 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 658 303 | 46,70 | 25 950 | 56,40 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 10 818 | 10,56 | 426 | 18,01 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 6 296 | 0,38 | 248 | 7,36 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 5 713 | 225 | ||||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1 514 | 60 | ||||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 422 746 | 50,96 | 16 665 | 60,94 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 5 775 | 3,81 | 228 | 10,73 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 50 258 | 11,69 | 1 981 | 19,12 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 7 763 | 306 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2 624 425 | 0,58 | 103 455 | 7,23 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 110 657 | 20,68 | 4 362 | 28,67 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 5 667 | 6,34 | 226 | 14,21 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 617 | 24 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 16 227 | 25,84 | 640 | 34,24 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 5 212 | 205 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 50 952 | 58,56 | 2 | 100,00 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 32 653 | 1 287 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 415 | 16 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 10 747 | 0,70 | 424 | 7,36 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 388 444 | 1,83 | 15 312 | 8,57 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 1 733 916 | 2,06 | 68 351 | 8,81 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 226 226 | 11,05 | 8 918 | 18,40 | ||||
| 2026-05-12 | 13F | Creative Planning | 6 026 | 238 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 356 344 | 14 047 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 264 683 | 842,13 | 10 434 | 905,11 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 7 556 | 1,79 | 298 | 8,39 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 9 977 | 393 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 423 | 53 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 298 208 | 174,63 | 11 736 | 192,30 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 9 019 | 66,28 | 347 | 73,50 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 5 831 | 1,90 | 230 | 8,53 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 35 257 | 0,64 | 1 390 | 7,26 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 138 134 | 2 202,62 | 5 445 | 2 363,80 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 187 582 | 1,93 | 7 394 | 8,58 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 50 508 | 32,81 | 1 991 | 41,61 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 447 787 | 1,34 | 17 652 | 8,04 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 23 386 | 2,18 | 922 | 8,87 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3 382 | 1,26 | 133 | 8,13 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 4 073 067 | 0,89 | 160 560 | 7,56 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 5 730 | 226 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 6 710 | 6,81 | 0 | |||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 15 015 | 592 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2 921 | 115 |
