Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF inkluderar Brookwood Investment Group LLC, Summit Wealth Group Llc / Co, Stark Wealth Management LLC, Us Bancorp \de\, Farther Finance Advisors, LLC, och Global Retirement Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 131 | 5 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 255 | 0,39 | 9 | 12,50 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 8 002 | 1,82 | 298 | 8,39 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 24 385 | 7,98 | 887 | 17,33 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 7 648 | 0,75 | 284 | 7,17 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 401 | 21,62 | 238 | 29,51 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 48 | 2 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 7 276 | 1,65 | 271 | 8,43 | ||||
| 2025-08-06 | 13F | S&t Bank/pa | 100 793 | 1 781,17 | 3 747 | 1 903,74 | ||||
| 2025-08-14 | 13F | UBS Group AG | 11 393 | 64,12 | 424 | 74,79 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 42 308 | 11,86 | 1 589 | 20,38 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 10 883 | 16,23 | 405 | 23,93 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 39 332 | 10,79 | 1 462 | 18,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 13 623 | 2,10 | 507 | 8,82 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 394 | 45,93 | 15 | 55,56 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 87 246 | 3 244 | ||||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 3 403 | 60,07 | 127 | 70,27 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 108 344 | 53,80 | 4 028 | 63,81 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 15 854 | 589 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 17 608 | 655 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 133 051 | 4 947 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11 073 | 412 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 134 | 5 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 275 | 1 517,65 | 10 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 24 494 | 15,65 | 1 | |||||
| 2025-07-17 | 13F | K2 Financial Inc. | 46 982 | 0,46 | 1 726 | 12,66 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 5 905 042 | 0,22 | 219 548 | 6,71 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 23 748 | 0,67 | 883 | 7,17 |
