Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Institutional Index Fund - 0-3 Months Treasury Bill ETF inkluderar Armstrong Advisory Group, Inc, Evanson Asset Management, LLC, Bragg Financial Advisors, Inc, UBS Group AG, Benjamin Edwards Inc, Putnam Fl Investment Management Co, Cypress Capital, LLC, Raymond James Financial Inc, Hsbc Holdings Plc, Sykon Capital Llc, Apella Capital, LLC, CFIT - Cambria Fixed Income Trend ETF, Truist Financial Corp, Cypress Capital Advisors, LLC, Red Wave Investments LLC, NewEdge Wealth, LLC, Planned Solutions, Inc., Maltin Wealth Management, Inc., Sowell Financial Services LLC, och Basso Capital Management, L.p. .
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 | Inscription Capital, LLC | 6 230 | 471 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 301 031 | 302,37 | 22 743 | 302,94 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 8 344 | 630 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 57 283 | 4 328 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 138 110 | 1 477,86 | 10 434 | 1 480,91 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 9 018 | 681 | ||||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 73 266 | 304,32 | 5 535 | 304,90 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 7 474 | 565 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 403 | 368,60 | 30 | 400,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 19 222 | 31,62 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 982 | 225 | ||||||
| 2025-07-29 | 13F | FLC Capital Advisors | 44 909 | 493,88 | 3 393 | 495,09 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 447 | 487 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 32 722 | 2 472 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14 037 | 1 060 | ||||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 2 690 | 203 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3 397 | 257 | ||||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 7 663 | 579 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 33 526 | 25,30 | 2 533 | 25,47 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 20 795 | 1 571 | ||||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 48 393 | 3 656 | ||||||
| 2025-08-14 | 13F | Gould Capital, LLC | 13 | 1 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 19 700 | 1 488 | ||||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 12 566 | 1,72 | 949 | 1,93 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 2 805 | 212 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 10 054 | 760 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 2 680 | 202 | ||||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 6 264 | 473 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 339 141 | 25 622 | ||||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 19 338 | 417,75 | 1 461 | 419,93 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 4 303 | 325 | ||||||
| 2025-08-14 | 13F | PenderFund Capital Management Ltd. | 3 900 | 295 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 3 182 | 240 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 38 864 | 290,08 | 2 927 | 290,65 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 47 268 | 788,00 | 3 571 | 790,52 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 108 874 | 517,09 | 8 225 | 518,42 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 49 782 | 3 761 | ||||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 19 558 | 1 478 | ||||||
| 2025-07-28 | 13F | Innova Wealth Partners | 9 545 | 14,19 | 721 | 14,44 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 35 165 | 2 657 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 13 502 | 1 020 | ||||||
| 2025-07-21 | 13F | Family CFO Inc | 26 965 | 399,81 | 2 037 | 401,72 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 6 039 | 456 | ||||||
| 2025-08-08 | 13F | eCIO, Inc. | 23 668 | 1 788 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 260 586 | 95 237 | ||||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 50 000 | 3 778 | ||||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 3 385 | 256 | ||||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 68 076 | 31,49 | 5 143 | 31,70 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 2 827 | 0 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 143 141 | 26,97 | 10 814 | 27,16 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 9 965 | 753 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 278 968 | 21 076 | ||||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 300 977 | 22 739 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 339 212 | 25 627 | ||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 38 679 | 2 922 | ||||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 17 319 | 1 308 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 544 296 | 916,08 | 41 122 | 917,37 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 25 000 | 1 889 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 15 811 | 1 195 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 14 | 1 | ||||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 272 127 | 145,30 | 20 559 | 145,66 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 57 476 | 104,08 | 4 342 | 104,43 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 625 552 | 7 158,67 | 47 260 | 7 170,77 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 30 523 | 2 306 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15 293 | 30,08 | 1 | |||||
| 2025-08-14 | 13F | Comerica Bank | 6 225 | 470 | ||||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 31 106 | 2 350 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 5 144 | 388 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5 834 | 441 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 5 300 | 400 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 100 940 | 591,94 | 7 626 | 593,27 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 146 991 | 11 105 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 76 877 | 5 797 | ||||||
| 2025-07-29 | 13F | Unison Advisors LLC | 11 123 | 840 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 66 | 5 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1 051 728 | 79 458 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 8 288 | 626 | ||||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 11 463 | 866 | ||||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 9 376 | 708 | ||||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 6 335 | 479 | ||||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 66 110 | 4 995 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 46 014 | 3 468 | ||||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 121 941 | 871,56 | 9 213 | 873,78 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 92 646 | 6 999 | ||||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 19 852 | 1 500 | ||||||
| 2025-07-21 | 13F | Financial Architects, LLC | 4 325 | 0,58 | 327 | 0,62 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 3 016 | 228 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 108 893 | 8 227 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 53 969 | 4 077 | ||||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 2 867 | 217 | ||||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 9 843 | 744 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 1 992 | 150 | ||||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 26 596 | 0,29 | 2 009 | 0,45 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4 426 | 0,59 | 334 | 0,91 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 4 310 | 326 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3 100 | 0 | ||||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 90 205 | 6 815 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 42 904 | 386,83 | 3 241 | 388,10 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 605 802 | 45 768 | ||||||
| 2025-06-27 | NP | CFIT - Cambria Fixed Income Trend ETF | 136 047 | 10 266 | ||||||
| 2025-07-31 | 13F | Planning Center, Inc. | 6 886 | 520 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 145 736 | 10 984 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 154 | 0,65 | 0 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 155 700 | 11 763 | ||||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 8 883 | 671 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 10 816 | 817 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6 810 | 514 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Community Trust & Investment Co | 4 391 | 29,30 | 332 | 29,30 | ||||
| 2025-08-14 | 13F | UBS Group AG | 474 980 | 35 885 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1 240 | 94 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3 437 | 0 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 5 342 | 403 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 144 489 | 881,65 | 10 916 | 883,42 | ||||
| 2025-08-08 | 13F | Creative Planning | 13 254 | 281,19 | 1 001 | 282,06 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 5 424 | 410 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 17 361 | 1 312 | ||||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 4 509 | 340 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21 740 | 9,22 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 762 | 58 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 18 444 | 92,73 | 1 395 | 93,34 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 059 | 80 |
