Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Wellington Fund - Vanguard U.S. Momentum Factor ETF inkluderar Two Sigma Investments, Lp, Wiley Bros.-aintree Capital, Llc, Northwest Capital Management Inc, Apollon Wealth Management, LLC, ERNZ - TrueShares Active Yield ETF, Ieq Capital, Llc, Foster Group, Inc., Park Avenue Securities Llc, Apeiron RIA LLC, Quantinno Capital Management LP, BancorpSouth Bank, Wealth Enhancement Advisory Services, Llc, Harbor Asset Planning, Inc., Strategic Wealth Partners, Ltd., och Kilter 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4 043 | 138,24 | 697 | 171,21 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 11 719 | 19,52 | 2 022 | 35,91 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 132 299 | 3,90 | 22 824 | 18,15 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 3 808 | 3,82 | 657 | 17,99 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 68 061 | 24,29 | 11 742 | 41,34 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 352 | 61 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3 160 | 12,70 | 566 | 31,70 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 156 | 201 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 609 | 105 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3 933 | 1,47 | 1 | |||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 9 481 | 0,59 | 1 636 | 7,85 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 7 991 | 10,07 | 1 379 | 25,16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 20 207 | 3,07 | 3 486 | 17,22 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4 231 | 12,05 | 730 | 27,40 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 597 746 | 24,56 | 103 123 | 41,65 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 1 200 | 207 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 48 448 | 18,48 | 8 358 | 34,74 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 111 | 192 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 414 | 0 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2 180 | 29,45 | 376 | 47,45 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 6 515 | 1 124 | ||||||
| 2025-08-14 | 13F | Avant Capital LLC | 1 277 | 220 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 884 | 15,15 | 670 | 31,12 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 928 | 39,41 | 0 | |||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 4 588 | 202,84 | 792 | 245,41 | ||||
| 2025-08-14 | 13F | Comerica Bank | 8 380 | 6,85 | 1 446 | 21,53 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1 502 | 31,52 | 259 | 50,58 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 3 872 | 668 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 78 675 | 6,01 | 13 573 | 20,55 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 29 952 | 14,30 | 5 167 | 29,99 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9 923 | 0,91 | 1 712 | 14,76 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 752 | 130 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 12 443 | 14,10 | 2 147 | 29,75 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 1 220 | 210 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 48 314 | 16,84 | 8 335 | 32,87 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 601 | 5,48 | 621 | 10,70 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 9 791 | 5,04 | 1 689 | 19,45 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 1 955 | 6,95 | 337 | 21,66 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 12 612 | 0,22 | 2 176 | 13,93 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 26 283 | 0,94 | 4 534 | 14,78 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2 109 | 8,38 | 369 | 24,75 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 1 737 | 0,35 | 300 | 14,12 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 2 031 | 0,25 | 350 | 14,01 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 107 961 | 0,93 | 18 626 | 14,77 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6 515 | 1 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 29 300 | 5 055 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 178 522 | 22,85 | 30 799 | 39,70 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 29 158 | 4,65 | 5 030 | 19,03 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 23 917 | 89,59 | 4 126 | 115,68 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 1 884 | 34,28 | 325 | 52,83 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 | |||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 2 435 | 420 | ||||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 2 439 | 370 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4 916 | 11,42 | 848 | 26,76 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 412 | 464,38 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 92 105 | 14,49 | 15 890 | 30,20 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 7 655 | 107,51 | 1 321 | 136,14 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 30 962 | 14,84 | 5 091 | 14,22 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 26 344 | 248,88 | 4 545 | 296,86 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 311 015 | 7,30 | 53 656 | 22,01 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 2 069 | 0,15 | 366 | 13,71 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 746 | 18,79 | 129 | 34,74 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 41 | 2,50 | 7 | 16,67 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 1 619 | 279 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 4 098 | 50,88 | 707 | 71,36 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7 394 | 5,09 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 7 306 | 143,61 | 1 261 | 177,53 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 71 857 | 25,32 | 12 397 | 42,50 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 1 466 | 0,14 | 253 | 13,51 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12 086 | 2 102 | ||||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 279 497 | 3,71 | 48 219 | 17,94 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5 370 | 1,21 | 926 | 15,03 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 17 899 | 28,13 | 3 088 | 45,68 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 051 | 16 193,55 | 871 | 17 320,00 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 3 229 | 10,36 | 557 | 25,73 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 415 | 0,08 | 1 107 | 13,79 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4 135 | 134,28 | 713 | 167,04 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 21 653 | 4 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 21 321 | 50,83 | 3 678 | 71,55 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 1 368 | 236 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 107 518 | 51,50 | 18 549 | 72,29 |
