Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF inkluderar CSM Advisors, LLC, GPIGX - GuidePath(R) Growth and Income Fund, Q3 Asset Management, Precision Wealth Strategies, LLC, Haven Private, LLC, L2 Asset Management, LLC, Td Private Client Wealth Llc, Traub Capital Management LLC, Napa Wealth Management, Axxcess Wealth Management, Llc, Financial & Tax Architects, LLC, Secure Asset Management, LLC, Citizens Financial Group Inc/ri, HBW Advisory Services LLC, Maseco Llp, Strategic Investment Solutions, Inc. /IL, Atlantic Union Bankshares Corp, UMA Financial Services, Inc., Kilter Group LLC, och CENTRAL TRUST Co .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5 855 | 10,04 | 270 | 25,58 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 112 | 489,47 | 5 | |||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 395 150 | 8,64 | 18 236 | 23,93 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 66 730 | 19,48 | 3 080 | 36,30 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 14 271 | 659 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 373 | 17 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 22 732 | 1,58 | 1 049 | 15,91 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 11 550 | 533 | ||||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 19 505 | 0,04 | 900 | 14,21 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 4 422 | 204 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 10 474 | 0 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 31 867 | 1 471 | ||||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 346 228 | 18,76 | 15 978 | 35,46 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 199 457 | 0,88 | 9 205 | 15,06 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 123 586 | 11,51 | 5 703 | 27,19 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 57 199 | 2,96 | 2 640 | 17,45 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 42 919 | 1,92 | 1 981 | 16,27 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 667 214 | 1,75 | 30 792 | 16,05 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 78 219 | 14,73 | 3 609 | 30,81 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 7 218 | 6,82 | 331 | 13,40 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 63 018 | 12,71 | 2 908 | 28,56 | ||||
| 2025-05-27 | NP | Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B | 3 080 | 130,71 | 125 | 138,46 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 3 | 0 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 323 152 | 61,87 | 61 064 | 84,63 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 126 084 | 1,25 | 5 819 | 15,48 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 11 697 | 26,87 | 540 | 44,50 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 66 540 | 10,23 | 3 071 | 153 400,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 823 | 32,10 | 130 | 50,00 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 121 030 | 4,03 | 5 586 | 18,68 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3 423 | 4,49 | 158 | 18,94 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 654 000 | 30 182 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 12 067 | 557 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 228 | 46,15 | ||||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 7 166 | 8,41 | 331 | 23,60 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 6 898 | 7,45 | 318 | 22,78 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 345 | 1,47 | 0 | |||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 19 280 | 8,73 | 890 | 23,99 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 41 655 | 6,59 | 1 922 | 21,57 | ||||
| 2025-08-14 | 13F | Betterment LLC | 266 181 | 47,79 | 12 | 71,43 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 19 180 | 84,67 | 885 | 110,71 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 3 466 | 4,12 | 160 | 18,66 | ||||
| 2025-09-03 | 13F | Q3 Asset Management | 77 137 | 4 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3 393 | 1,53 | 157 | 15,56 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/All Asset Growth Allocation Portfolio Class IB | 101 100 | 11,10 | 4 666 | 26,73 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 99 435 | 63,62 | 4 397 | 78,77 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 923 | 185,76 | 43 | 223,08 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 44 382 | 0,39 | 2 048 | 14,54 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4 035 | 210 | ||||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 29 626 | 1,50 | 1 367 | 15,85 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 75 | 3 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 233 892 | 20,66 | 10 794 | 37,64 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1 252 | 58 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 149 370 | 7,78 | 6 893 | 22,94 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 147 806 | 6,23 | 6 821 | 21,18 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 99 | 22,22 | 5 | 33,33 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 3 604 | 39,04 | 166 | 59,62 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4 654 | 215 | ||||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 814 249 | 19,92 | 37 578 | 36,78 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 715 | 78,75 | 33 | 100,00 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 18 001 | 20,61 | 831 | 37,65 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 48 | 23,08 | 2 | 100,00 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 4 707 | 217 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 39 201 | 8,76 | 1 809 | 23,57 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 570 | 26 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 45 | 2 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 119 205 | 4,78 | 5 501 | 19,53 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 5 367 | 248 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 10 | 0 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 4 969 | 17,94 | 229 | 34,71 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 23 873 | 85,18 | 1 102 | 111,32 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 153 706 | 0,47 | 7 094 | 14,61 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 6 598 | 0 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 125 | 104,92 | 6 | 150,00 | ||||
| 2025-05-29 | NP | IMAYX - Ivy Apollo Multi-Asset Income Fund Class Y | 1 140 | 21,28 | 46 | 24,32 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 32 145 | 3,87 | 1 483 | 18,45 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 399 | 30,39 | 18 | 50,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 237 | 26,06 | 11 | 42,86 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 1 438 720 | 0,82 | 66 397 | 14,99 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 805 | 268 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 5 969 | 275 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 74 | 100,00 | 0 | |||||
| 2025-08-14 | 13F | Obsido Oy | 53 578 | 0,25 | 2 473 | 14,34 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 95 995 | 1,85 | 4 430 | 0,20 | ||||
| 2025-07-15 | 13F | Maseco Llp | 3 437 | 159 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 11 444 | 8,53 | 528 | 23,94 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 10 450 | 2,29 | 482 | 16,71 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 30 532 | 1 409 | ||||||
| 2025-07-10 | 13F | Moller Financial Services | 424 160 | 5,04 | 19 575 | 19,81 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 33 426 | 14,23 | 1 543 | 30,35 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 9 | 0 | ||||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 91 149 | 1,88 | 4 207 | 16,22 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 165 | 8 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 9 998 | 461 | ||||||
| 2025-07-07 | 13F | Verde Capital Management | 28 010 | 6,57 | 1 293 | 21,54 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 9 246 | 43,86 | 429 | 65,25 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 79 922 | 9,07 | 3 688 | 24,43 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 648 | 486,48 | 76 | 590,91 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 501 175 | 0,80 | 23 129 | 14,98 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 14 540 | 671 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 3 352 | 11,10 | 155 | 26,23 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 27 709 | 2 736,13 | 1 279 | 3 176,92 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 5 001 | 231 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 102 713 | 71,60 | 4 740 | 95,79 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 106 531 | 8,33 | 4 916 | 23,58 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 20 131 | 929 | ||||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 38 487 | 17,42 | 1 776 | 33,94 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 16 909 | 45,18 | 780 | 65,61 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 4 343 | 200 | ||||||
| 2025-08-04 | 13F | Haven Private, LLC | 33 740 | 1 557 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 35 127 | 1 621 | ||||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 6 526 | 15,22 | 264 | 17,86 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 174 | 8 | ||||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 26 533 | 31,42 | 1 224 | 49,27 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 103 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 44 475 | 4,79 | 2 067 | 20,33 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4 533 | 209 | ||||||
| 2025-07-07 | 13F | Horizons Wealth Management | 10 587 | 1,49 | 489 | 15,64 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 648 | 2 359,70 | 76 | 3 700,00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 5 | 0 | ||||||
| 2025-08-11 | 13F | Mount Lucas Management LP | 30 437 | 109,98 | 1 405 | 139,59 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 5 043 | 51,31 | 233 | 73,13 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 127 184 | 5 870 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 785 | 221 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 374 205 | 6,05 | 17 270 | 20,97 | ||||
| 2025-08-28 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 4 193 | 106,25 | 194 | 135,37 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 106 232 | 875,05 | 4 903 | 1 014,09 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 921 626 | 12,95 | 42 533 | 28,84 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 357 400 | 16 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 770 | 67,70 | 174 | 96,59 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 153 | 7 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 24 232 | 17,86 | 1 118 | 34,54 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5 314 | 3,67 | 247 | 18,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 878 | 0,10 | 133 | 13,79 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 251 843 | 66,91 | 11 623 | 90,40 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 115 | 721,43 | 5 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 342 | 16 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 113 775 | 175,74 | 5 251 | 214,56 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 3 004 | 300,00 | 139 | 360,00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 304 | 69,83 | 14 | 100,00 | ||||
| 2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 4 052 | 163 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 57 978 | 7,34 | 2 676 | 22,43 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 103 778 | 79,92 | 4 789 | 105,27 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 35 194 | 425,05 | 1 624 | 499,26 | ||||
| 2025-08-28 | NP | GPIGX - GuidePath(R) Growth and Income Fund | 121 441 | 5 605 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 956 465 | 45,10 | 44 141 | 65,50 | ||||
| 2025-08-07 | 13F | Commerce Bank | 4 408 | 203 | ||||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 61 700 | 10,06 | 2 847 | 25,53 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4 430 | 204 | ||||||
| 2025-08-08 | 13F | Creative Planning | 708 318 | 32,11 | 32 689 | 50,68 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 16 261 | 0,07 | 750 | 14,16 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 70 384 | 0,97 | 3 248 | 15,18 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 15 933 | 62,83 | 738 | 86,84 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 101 073 | 3,48 | 4 665 | 18,05 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 9 190 | 27,20 | 424 | 45,21 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 50 939 | 2 583,83 | 1 494 | 1 865,79 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5 308 | 0,34 | 245 | 14,02 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 3 212 | 148 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 77 969 | 3,22 | 3 598 | 17,74 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 24 448 | 0,07 | 1 128 | 14,17 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 4 545 | 210 |
