Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Touchstone ETF Trust - Touchstone Ultra Short Income ETF inkluderar Allen Capital Group, LLC, Resources Investment Advisors, LLC., Wiley Bros.-aintree Capital, Llc, Independent Advisor Alliance, Forge Financial Services LLC, Arkadios Wealth Advisors, ZEGA Investments, LLC, Opal Wealth Advisors, LLC, och Private Trust Co Na .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 59 824 | 1,59 | 1 515 | 1,54 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 36 499 | 0,75 | 924 | 0,76 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 280 016 | 10,84 | 7 | 16,67 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 12 492 | 316 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 29 012 | 735 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 156 666 | 9,81 | 3 967 | 9,74 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 102 290 | 37,85 | 2 590 | 37,79 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 56 567 | 90,09 | 1 432 | 90,17 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 138 491 | 322,29 | 3 507 | 322,41 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 16 482 | 72,93 | 417 | 73,03 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 83 927 | 4,08 | 405 | −80,22 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 314 033 | 3 772,17 | 7 951 | 3 778,54 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 21 024 | 532 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 78 073 | 4,41 | 1 977 | 4,33 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 241 661 | 29,61 | 6 119 | 29,54 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 36 960 | 22,61 | 936 | |||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 479 836 | 12 149 | ||||||
| 2026-05-08 | 13F | Forge Financial Services LLC | 21 966 | 556 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 296 812 | 25,82 | 7 515 | 25,75 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 15 800 | 23,44 | 400 | 23,46 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 70 233 | 8 019,42 | 1 778 | 8 366,67 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 115 189 | 93,06 | 2 917 | 92,98 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 40 650 | 1 029 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 21 816 | 552 | ||||||
| 2026-01-07 | 13F | Puff Wealth Management, Llc | 72 439 | 123,51 | 1 835 | 123,39 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 20 367 | 52,37 | 516 | 52,37 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 285 123 | 2 219,58 | 7 219 | |||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 209 260 | 11,93 | 5 304 | 11,97 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 245 589 | 30,34 | 6 218 | 30,27 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 500 | 13 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 759 005 | 65,42 | 44 538 | 65,33 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 861 | 22 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 85 684 | 2 170 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 86 170 | 3,36 | 2 183 | 3,26 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2 055 544 | 137,73 | 52 046 | 137,60 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 21 773 | 551 | ||||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 18 462 | 18,80 | 467 | 18,83 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 198 446 | 23,84 | 5 025 | 23,74 |
