Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard World Fund - Vanguard Materials ETF inkluderar Gw Henssler & Associates Ltd, Everstar Asset Management, LLC, Clear Creek Financial Management, LLC, Simon Quick Advisors, Llc, AlphaCore Capital LLC, Garrett Investment Advisors LLC, Conservest Capital Advisors, Inc., Mission Wealth Management, Lp, Wedmont Private Capital, TT Capital Management LLC, PFG Advisors, Tumwater Wealth Management, LLC, Glenmede Investment Management, LP, Strategic Wealth Partners, Ltd., Running Point Capital Advisors, LLC, Costello Asset Management, INC, Dogwood Wealth Management LLC, Financial Connections Group, Inc., ENDW - Cambria Endowment Style ETF, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2 537 | 12,26 | 494 | 17,06 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17 054 | 3 323 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 29 | 6 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 3 858 | 4,02 | 752 | 7,29 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 2 700 | 42,11 | 526 | 46,93 | |||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 1 029 | 200 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 294 | 58,92 | 0 | |||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 2 563 | 499 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 4 044 | 119,78 | 1 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 437 | 85 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 1 371 | 0,07 | 267 | 3,49 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 4 170 | 0,05 | 1 | |||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 1 252 | 0,40 | 244 | 3,40 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 8 267 | 306,44 | 1 611 | 319,27 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 14 | 0 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 22 965 | 4,33 | 4 474 | 7,65 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 295 | 57 | ||||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 9 793 | 9,85 | 1 908 | 13,31 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 1 493 | 272 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 324 | 23,62 | 258 | 27,23 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 2 046 | 0,10 | 399 | 3,38 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 1 055 | 206 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 184 | −12,86 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 1 098 | 214 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 23 | 4 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 28 532 | 4,88 | 5 569 | 8,20 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 13 008 | 2 534 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 223 127 | 26,96 | 43 472 | 31,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 852 | 119,55 | 556 | 126,53 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 9 | 2 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17 492 | 0,67 | 3 408 | 3,87 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 2 764 | 20,49 | 539 | 24,25 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 154 | 30 | ||||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 64 609 | 12 588 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 458 | 252,31 | 86 | 258,33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 119 197 | 16,87 | 23 223 | 20,60 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 3 658 | 15,65 | 729 | 21,74 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 085 | 6,05 | 406 | 9,43 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 5 227 | 4,88 | 1 019 | 8,18 | ||||
| 2025-07-29 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 45 586 | 6,90 | 8 689 | 3,68 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1 122 | 219 | ||||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 1 346 | 0,37 | 262 | 3,56 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 6 | 0 | ||||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 1 032 | 201 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 245 | 2,08 | 48 | 4,44 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-03 | 13F | American Trust | 1 130 | 220 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 379 | 11,47 | 74 | 14,06 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 1 196 | 216 | ||||||
| 2025-07-29 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 18 223 | 4,19 | 3 473 | 1,05 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 10 267 | 2,45 | 2 000 | 5,71 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 25 | 0 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 5 555 | 0,07 | 1 082 | 3,24 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 3 857 | 3,18 | 751 | 6,52 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 1 854 | 6,12 | 361 | 9,73 | ||||
| 2025-07-29 | NP | JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 | 20 125 | 6,47 | 3 836 | 3,26 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 29 869 | 1,74 | 5 819 | 4,98 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 6 079 | 3,10 | 1 184 | 6,96 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 117 | 4,59 | 218 | 7,96 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 22 302 | 31,34 | 4 345 | 35,53 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8 291 | 2,32 | 1 615 | 5,62 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 2 740 | 0,07 | 534 | 3,29 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 1 444 | 281 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 2 | 0 | ||||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 2 945 | 3,95 | 574 | 7,30 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 1 348 | 1,51 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 46 118 | 2,71 | 8 985 | 5,98 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 4 010 | 0,40 | 781 | 3,58 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6 652 | 1 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 1 425 | 278 | ||||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 285 005 | 2,12 | 55 528 | 5,38 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 1 143 | 223 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 1 406 | 2,55 | 274 | 5,81 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 10 131 | 1 974 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 1 563 | 305 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 66 048 | 169 253,85 | 0 | −100,00 | ||||
| 2025-07-29 | NP | JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 | 41 790 | 0,30 | 7 965 | −2,72 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 1 057 | 206 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 729 | 1,42 | 921 | 4,66 | ||||
| 2025-05-16 | 13F | Everstar Asset Management, LLC | 41 737 | 513 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 9 | 2 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 659 | 2,41 | 323 | 5,90 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 1 351 | 273 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 2 727 | 531 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 406 | 6,56 | 79 | 11,27 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1 480 | 0,07 | 289 | 3,58 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 125 | 3,89 | 609 | 7,23 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 461 049 | 1 541,21 | 89 826 | 1 562,83 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 6 985 | 26,54 | 1 412 | 35,51 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 518 | 0,19 | 101 | 3,09 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 19 484 | 2,68 | 4 | 0,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 437 | 18,39 | 670 | 21,86 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 348 715 | 2,32 | 67 940 | 5,58 | ||||
| 2025-07-29 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 34 757 | 7,97 | 6 625 | 4,71 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 310 | 75,77 | 840 | 81,60 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 2 006 | 73,68 | 411 | 94,31 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 2 475 | 1,02 | 482 | 4,33 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 9 756 | 4,57 | 1 842 | 5,14 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 20 | 4 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 259 | 18,89 | 245 | 23,12 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 989 | 563,76 | 193 | 611,11 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 366 | 5,48 | 71 | 9,23 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 339 | 16,78 | 1 040 | 20,51 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 171 | 0,59 | 33 | 3,13 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 48 076 | 7,70 | 9 367 | 11,14 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5 782 | 1 127 | ||||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 19 444 | 3,48 | 3 788 | 6,79 | ||||
| 2025-07-29 | NP | JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 | 41 829 | 6,09 | 7 973 | 2,89 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 12 920 | 1,94 | 2 616 | 9,28 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 2 128 | 0,71 | 415 | 4,02 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 41 584 | 3,00 | 8 | 14,29 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 27 924 | 5 440 | ||||||
| 2025-07-29 | NP | JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 | 8 533 | 8,05 | 1 626 | 4,84 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 1 618 | 5,54 | 315 | 9,00 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1 | 0 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 140 | 42,86 | 27 | 50,00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10 835 | 76,06 | 2 111 | 81,58 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 2 081 | 0,48 | 406 | 3,58 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 1 098 | 1,29 | 214 | 4,41 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 3 272 | 0,06 | 638 | 3,24 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 3 865 | 0,31 | 753 | 3,58 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 847 | 177,37 | 1 104 | 178,79 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 6 506 | 1,32 | 1 268 | 4,54 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 23 783 | 7,47 | 4 634 | 10,89 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 11 | 2 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 10 635 | 5,82 | 2 072 | 9,17 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 12 | 140,00 | 2 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 637 | 1 824,82 | 514 | 1 952,00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 1 515 | 7,29 | 295 | 10,90 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 3 104 | 0,36 | 605 | 3,60 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 20 176 | 7,14 | 3 931 | 10,55 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 3 182 | 620 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 13 | 225,00 | 3 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 17 557 | 4,10 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 147 026 | 87,06 | 28 645 | 93,03 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 3 364 | 51,26 | 655 | 56,32 | ||||
| 2025-07-29 | NP | JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 | 8 148 | 6,93 | 1 553 | 3,74 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5 | 1 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 10 708 | 15,87 | 2 086 | 19,61 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 256 175 | 0,48 | 49 910 | 3,68 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 6 | 1 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1 977 | 1,80 | 385 | 5,19 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 1 516 | 3,48 | 295 | 6,88 | ||||
| 2025-07-29 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 31 462 | 2,10 | 5 997 | −0,97 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 538 | 0,37 | 106 | 10,42 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8 633 | 1,28 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 4 609 | 898 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 24 871 | 27,07 | 4 845 | 31,09 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3 430 | 21,20 | 668 | 25,09 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12 888 | 169,79 | 2 518 | 179,05 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 1 696 | 0,24 | 330 | 3,45 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 49 | 9 | ||||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 15 642 | 1,00 | 3 048 | 4,21 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 744 | 7,67 | 924 | 12,01 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 1 391 | 271 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 26 | 5 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 89 | 32,84 | 17 | 41,67 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 222 | 33,73 | 43 | 38,71 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 1 193 | 225 | ||||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 2 346 | 17,54 | 457 | 21,54 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4 267 | 3,77 | 831 | 7,09 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 384 | 0,26 | 75 | 2,78 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 17 482 | 5,56 | 3 406 | 8,93 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 3 498 | 18,58 | 682 | 22,48 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 697 | 0,43 | 136 | 3,05 | ||||
| 2025-07-29 | NP | JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 | 24 684 | 2,28 | 4 705 | −0,80 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 15 317 | 3,37 | 2 984 | 6,69 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 6 137 | 4,23 | 1 196 | 7,56 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 16 467 | 2,07 | 3 208 | 5,35 |
