Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i ETF Series Solutions - Bahl & Gaynor Small/Mid Cap Income Growth ETF inkluderar Joseph Group Capital Management, Equitable Holdings, Inc., Mml Investors Services, Llc, PUREfi Wealth, LLC, Cowa, Llc, Qube Research & Technologies Ltd, BlackRock, Inc., och Nemes Rush Group 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 | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 294 976 | 0,86 | 8 510 | 2,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 169 712 | 2,52 | 4 896 | 3,68 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 32 752 | 0,66 | 945 | 1,72 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 967 | 340,78 | 115 | 356,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 55 060 | 19,06 | 1 588 | 20,39 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 11 225 | 1,13 | 324 | 2,22 | ||||
| 2025-08-14 | 13F | Comerica Bank | 28 344 | 23,33 | 818 | 24,73 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 130 722 | 3 771 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 120 986 | 3 490 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 284 | 8 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 11 093 | 25,53 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 024 | 0,45 | 58 | 1,75 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 465 | 13 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 5 646 653 | 14,41 | 162 906 | 15,70 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 295 975 | 349,12 | 8 539 | 354,15 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 189 089 | 5 455 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 97 508 | 41,70 | 2 813 | 43,30 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 159 426 | 6,53 | 4 599 | 7,73 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 154 126 | 19,86 | 4 447 | 21,21 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 865 949 | 20,67 | 255 783 | 22,03 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 130 645 | 6,04 | 3 769 | 7,23 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 894 330 | 29,69 | 54 651 | 31,14 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 61 265 | 2,30 | 1 767 | 3,45 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 448 422 | 95,65 | 12 937 | 97,86 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 34 874 | 0,58 | 1 006 | 1,72 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 233 288 | 19,33 | 6 730 | 20,67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 277 809 | 3,87 | 65 715 | 5,03 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 79 749 | 10,96 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9 020 | 0,03 | 260 | 1,17 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 216 985 | 6,80 | 6 269 | 8,01 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 30 799 | 1 | ||||||
| 2025-08-12 | 13F | Cowa, Llc | 8 034 | 232 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20 884 | 603 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 130 439 | 6,79 | 3 763 | 8,01 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 99 024 | 2 857 | ||||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 85 820 | 5,15 | 2 476 | 6,31 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 54 008 | 43,23 | 1 558 | 44,93 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 080 | 60 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7 388 | 2,80 | 213 | 3,90 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 11 400 | 329 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 12 516 | 50,02 | 0 |
