Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares U.S. Small-Cap Equity Factor ETF inkluderar River Wealth Advisors LLC, Ptm Wealth Management, Llc, Novem Group, Harbor Asset Planning, Inc., Pallas Capital Advisors LLC, Empowered Funds, LLC, Global Retirement Partners, LLC, Citizens Financial Group Inc/ri, Park Place Capital Corp, Diversify Advisory Services, LLC, RMR Wealth Builders, XY Planning Network, Inc., Texas Capital Bank Wealth Management Services Inc, Synergy Financial Management, LLC, Traction Financial Partners, LLC, Pensionmark Financial Group, Llc, Dynamic Advisor Solutions LLC, Ubs Asset Management Americas Inc, Financial Network Wealth Management LLC, och Strategic Wealth Partners, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Assetmark, Inc | 95 | 6 | ||||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 12 187 | 11,41 | 828 | 21,94 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 80 780 | 31,44 | 5 489 | 43,69 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 3 160 | 215 | ||||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 13 570 | 24,69 | 922 | 36,39 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 286 455 | 1,46 | 19 465 | 10,91 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 66 351 | 506,39 | 5 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 708 | 1 120,69 | 48 | 1 500,00 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 466 151 | 1,74 | 31 675 | 11,21 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 148 603 | 133,65 | 10 098 | 155,43 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 24 114 | 55,02 | 1 639 | 69,57 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 59 304 | 3,23 | 4 030 | 12,86 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 28 800 | 14,80 | 1 957 | 25,47 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 3 456 | 235 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 8 852 | 607 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 236 009 | 29,27 | 16 037 | 41,31 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 119 | 8 | ||||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 28 042 | 0,33 | 1 905 | 9,67 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 20 402 | 9,24 | 1 386 | 19,48 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 24 | 1 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6 587 | 5,99 | 448 | 15,80 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 102 893 | 5,51 | 6 992 | 15,32 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 157 180 | 3,11 | 10 680 | 12,72 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 308 | 21 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 161 473 | 33,89 | 10 976 | 46,35 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 21 438 | 4,39 | 1 457 | 14,11 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 33 484 | 2 275 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 5 212 | 354 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 8 442 | 596 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 490 822 | 11,28 | 33 351 | 21,64 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 075 308 | 10,35 | 141 017 | 20,63 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 495 397 | 3,37 | 33 662 | 13,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 193 276 | 186,84 | 13 133 | 213,59 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 8 | 1 | ||||||
| 2025-08-07 | 13F | Weil Company, Inc. | 48 409 | 125,14 | 3 289 | 146,18 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 748 | 51 | ||||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 3 744 652 | 3,82 | 254 449 | 13,49 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 12 103 | 8,44 | 826 | 17,66 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 76 | 5 | ||||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 131 398 | 4,73 | 8 929 | 14,49 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 25 756 | 1 750 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 198 569 | 11,73 | 13 493 | 22,14 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 237 | 7,24 | 16 | 23,08 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 76 624 | 6,75 | 5 207 | 16,70 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 148 598 | 3,04 | 10 097 | 12,64 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 11 760 | 20,26 | 799 | 26,42 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 435 547 | 8,93 | 30 210 | 27,59 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 19 836 | 10,92 | 1 348 | 21,24 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 50 | 3 | ||||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 566 | 0 | ||||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 37 134 | 1,95 | 2 523 | 11,44 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 15 215 | 325,12 | 1 034 | 365,32 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10 750 | 730 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 68 947 | 2,95 | 4 763 | 13,87 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 328 683 | 22 334 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 36 346 | 2 470 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 12 949 | 53,37 | 1 | |||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 50 | 3 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 37 | 2 | ||||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 17 773 | 100,19 | 1 208 | 119,06 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 130 422 | 25,04 | 9 | 33,33 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10 571 | 718 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 70 887 | 6,48 | 4 817 | 16,38 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 260 590 | 2,79 | 17 707 | 12,37 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 4 333 | 294 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3 183 | 216 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 4 080 | 277 | ||||||
| 2025-08-08 | 13F | Creative Planning | 6 968 | 473 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9 817 | 38,62 | 667 | 50,90 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 371 206 | 1,54 | 25 223 | 10,99 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 9 657 | 81,32 | 656 | 98,19 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 130 070 | 36,30 | 9 | 60,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 56 | 9,80 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 195 096 | 0,80 | 13 257 | 10,19 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 66 871 | 2,56 | 4 544 | 12,12 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 216 | 28,57 | 15 | 40,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 3 337 | 227 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 285 | 10,22 | 781 | 22,64 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6 668 | 0,08 | 453 | 9,42 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 157 | 11 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 2 361 | 160 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 700 | 0,29 | 48 | 9,30 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 520 851 | 3,96 | 35 392 | 13,64 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 201 | 14 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 323 208 | 15,95 | 22 | 23,53 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 64 758 | 18,93 | 4 400 | 30,02 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 459 | 31 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 275 | 19 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 508 | 100,27 | 102 | 121,74 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 568 204 | 36,71 | 106 565 | 49,44 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 18 885 | 1,06 | 1 283 | 10,51 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3 031 | 206 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 321 | 11,29 | 90 | 21,92 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 963 855 | 52,78 | 65 494 | 67,01 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 6 238 | 424 | ||||||
| 2025-08-06 | 13F | DDFG, Inc | 84 028 | 2,64 | 5 710 | 12,21 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 25 508 | 11 494,55 | 1 733 | 12 278,57 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 3 796 | 258 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 17 461 | 1 186 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 123 891 | 2,79 | 8 418 | 12,36 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 83 594 | 10,43 | 5 680 | 20,72 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 250 | 17 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 60 952 | 1,76 | 4 142 | 11,23 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 316 568 | 35,67 | 21 511 | 48,30 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 163 062 | 11 385 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 97 280 | 0,84 | 6 610 | 10,24 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 6 288 | 2,09 | 427 | 11,78 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 287 017 | 4,69 | 19 503 | 14,43 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 41 402 | 23,23 | 2 813 | 34,72 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 31 930 | 1,53 | 2 170 | 11,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 17 338 | 20,70 | 1 178 | 32,06 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 62 113 | 5,53 | 4 222 | 15,39 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 36 274 | 0,28 | 2 465 | 9,61 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 3 429 | 233 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 176 | 23,94 | 12 | 37,50 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 151 512 | 10 | ||||||
| 2025-07-16 | 13F | Novem Group | 45 366 | 3 083 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 157 | 0,19 | 282 | 9,73 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 201 512 | 3,90 | 13 693 | 13,58 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5 958 | 12,65 | 0 | |||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 6 229 | 6,72 | 423 | 16,85 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 75 877 | 1,00 | 5 156 | 3,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 463 250 | 65,43 | 31 478 | 80,84 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 3 349 | 3,56 | 228 | 13,43 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 29 | 2 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 35 254 | 3,88 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 54 398 | 8,44 | 3 696 | 18,54 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 870 884 | 4,00 | 59 177 | 13,69 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 426 | 29 | ||||||
| 2025-06-26 | NP | FGSM - Frontier Asset Global Small Cap Equity ETF | 166 231 | 7,86 | 10 145 | −6,55 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 6 879 | 37,39 | 467 | 50,16 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 440 | 1,15 | 234 | 10,43 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4 364 | 85,78 | 297 | 102,74 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 25 258 | 7,89 | 1 716 | 17,94 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 1 707 | 116 |
