Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF inkluderar Summit Wealth Group Llc / Co, Stark Wealth Management LLC, Concurrent Investment Advisors, LLC, Cetera Investment Advisers, LexAurum Advisors, LLC, Farther Finance Advisors, LLC, Us Bancorp \de\, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 559 | 0,36 | 20 | 5,56 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 51 257 | 5,35 | 1 745 | 17,68 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 7 316 | 63,63 | 261 | 80,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 280 | 10 | ||||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 16 963 | 3,06 | 605 | 13,30 | ||||
| 2025-08-06 | 13F | S&t Bank/pa | 205 051 | 1 704,07 | 7 318 | 1 888,59 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 6 126 | 219 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13 674 | 20,38 | 488 | 29,79 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 6 130 | 219 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 10 200 | 139,94 | 364 | 165,69 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 6 059 | 220 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 16 340 | 2,26 | 583 | 12,55 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 101 | 4 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 22 852 | 15,86 | 816 | 27,34 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 83 304 | 4,99 | 3 033 | 17,79 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 32 575 | 1,59 | 1 163 | 11,73 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 8 527 | 1 297,87 | 304 | 13,01 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7 692 | 275 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 33 326 | 180,19 | 1 189 | 208,03 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 178 965 | 6 387 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 82 603 | 5,96 | 2 948 | 16,52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 22 945 | 819 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14 819 | 70,41 | 529 | 87,23 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 819 | 46,51 | 29 | 61,11 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 48 514 | 6,41 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 12 394 373 | 0,77 | 442 356 | 10,79 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 271 | 10 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 687 | 22,68 | 25 | 33,33 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 49 759 | 2,12 | 1 776 | 12,27 |
