Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i VanEck ETF Trust - VanEck Morningstar SMID Moat ETF inkluderar Wealth Enhancement Advisory Services, Llc, Avantax Advisory Services, Inc., Fermata Advisors, LLC, Oppenheimer & Co Inc, BlackRock, Inc., Assetmark, Inc, Allworth Financial LP, Jpmorgan Chase & Co, och Creative Financial Designs Inc /adv .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 87 938 | 4,32 | 3 | 50,00 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 7 824 | 0,50 | 439 | 71,76 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 7 230 | 8,72 | 252 | 15,14 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 8 813 | 0,22 | 307 | 6,25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 316 | 11 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 175 639 | 0,34 | 6 112 | 6,50 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5 755 | 200 | ||||||
| 2025-07-11 | 13F | Global X Japan Co., Ltd. | 527 | 167,51 | 18 | 200,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 65 322 | 23,56 | 2 273 | 31,16 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 65 871 | 37,68 | 2 288 | 46,39 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 652 | 13,19 | 23 | 22,22 | ||||
| 2025-07-29 | 13F | Creekside Partners | 65 289 | 0,42 | 2 272 | 6,62 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8 084 | 3,91 | 281 | 10,20 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 569 | 20 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7 253 | 5,62 | 252 | 12,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 836 | 99 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 18 601 | 2,13 | 647 | 8,38 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 500 | 33,33 | 17 | 41,67 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 998 750 | 6,96 | 34 756 | 13,52 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 23 | 1 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 720 | 25 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 52 172 | 4,34 | 1 816 | 10,74 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 609 663 | 18,68 | 21 216 | 25,96 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 24 551 | 9,28 | 854 | 16,03 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 22 460 | 81,72 | 782 | 93,09 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 13 058 | 11,23 | 454 | 18,23 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 8 570 | 298 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 13 629 | 1,71 | 474 | 7,97 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 20 335 | 4,62 | 708 | 10,99 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12 688 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10 193 | 355 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1 236 426 | 2,01 | 43 028 | 8,27 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 22 368 | 35,15 | 778 | 36,49 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 16 999 | 7,49 | 557 | 10,30 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 38 314 | 1 333 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 432 | 166,67 | 50 | 188,24 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 72 756 | 43,72 | 2 532 | 52,56 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 156 | 200,00 | 5 | 400,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 80 | 3 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 49 435 | 0,79 | 1 720 | 6,97 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 086 | 34,49 | 386 | 42,59 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 515 | 123,91 | 18 | 142,86 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 561 077 | 1,05 | 20 193 | 24,73 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 32 937 | 6,76 | 1 146 | 13,35 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 55 629 | 2 002 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 56 716 | 2,48 | 1 974 | 8,77 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 26 510 | 0,30 | 1 |
