Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Principal Exchange-Traded Funds - Principal U.S. Mega-Cap ETF inkluderar Systelligence, LLC, Integrated Wealth Concepts LLC, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, Citizens Financial Group Inc/ri, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, Envestnet Portfolio Solutions, Inc., EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares, EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares, EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares, Fifth Third Bancorp, 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.
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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 | LPL Financial LLC | 1 256 291 | 58,70 | 78 594 | 74,85 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 3 912 | 245 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 34 063 | 3,97 | 2 | 100,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13 500 | 12,83 | 845 | 24,30 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 54 | 3 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 315 466 | 16,27 | 19 736 | 28,11 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 27 | 2 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 74 709 | 1,95 | 5 | 0,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 349 | 22 | ||||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 32 147 | 2 011 | ||||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 257 232 | 0,36 | 16 092 | 10,58 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 56 475 | 222,09 | 3 533 | 255,08 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 37 292 203 | 23,97 | 2 331 819 | 36,12 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 30 182 | 99,09 | 1 888 | 119,53 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 636 868 | 9,99 | 39 842 | 21,18 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 208 248 | 43,23 | 11 824 | 35,47 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 9 749 | 21,29 | 610 | 33,55 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 33 229 | 39,48 | 2 079 | 53,70 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 25 510 | 6,68 | 1 578 | 16,29 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 42 761 | 554,24 | 2 675 | 621,02 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 195 564 | 2,07 | 12 234 | 12,47 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Strategic Asset Management Flexible Income Portfolio Class 1 | 140 407 | 9,35 | 8 784 | 20,48 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 883 | 40,83 | 55 | 57,14 | ||||
| 2025-08-14 | 13F | UBS Group AG | 55 109 | 136,68 | 3 448 | 160,74 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 32 570 | 0,99 | 2 033 | 11,34 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Strategic Asset Management Conservative Growth Portfolio Class 1 | 1 062 311 | 26,87 | 66 458 | 39,79 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Strategic Asset Management Conservative Balanced Portfolio Class 2 | 247 030 | 28,64 | 15 454 | 41,74 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23 805 | 0,58 | 1 500 | 11,62 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Strategic Asset Management Balanced Portfolio Class 2 | 1 333 807 | 26,21 | 83 443 | 39,06 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 1 301 | 81 | ||||||
| 2025-07-22 | 13F | Legacy CG, LLC | 308 748 | 0,63 | 19 315 | 10,88 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14 621 | 38,29 | 915 | 52,33 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 358 | 22 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 25 973 | 9,61 | 1 625 | 20,74 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 18 481 | 0,02 | 1 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 268 592 | 28,98 | 16 803 | 42,11 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 10 772 | 0,64 | 674 | 10,87 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 830 | 302 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 16 176 | 10,99 | 1 012 | 22,25 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 63 077 | 85,64 | 3 946 | 104,56 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9 | 50,00 | 1 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 46 471 | 64,97 | 2 907 | 81,80 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Strategic Asset Management Strategic Growth Portfolio Class 1 | 1 127 000 | 7,85 | 70 505 | 18,83 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 665 | 1 763,64 | 167 | 1 975,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 43 557 | 2 725 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 157 | 10 | ||||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 211 761 | 7,53 | 13 248 | 18,48 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 1 600 | 100 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5 418 | 20,21 | 339 | 32,55 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 133 231 | 2,04 | 8 335 | 12,42 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 14 662 | 917 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 116 400 | 500,00 | 7 282 | 561,31 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 58 783 | 60,47 | 4 | 50,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11 486 | 880,87 | 719 | 987,88 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 17 535 | 1 097 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 602 093 | 3,98 | 37 667 | 14,56 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 40 597 | 11,91 | 2 540 | 23,31 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 158 | 0,64 | 10 | 12,50 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 56 211 | 3 517 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 67 603 | 4 229 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 19 196 | 1 201 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 132 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24 002 | 1 502 |
