Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF inkluderar Vanguard Advisers Inc, Owl Creek Wealth Partners LLC, Navigate Wealth Management, LLC, Nicolet Advisory Services, Llc, Vanguard National Trust Co, Concurrent Investment Advisors, LLC, Twin Focus Capital Partners, Llc, Shelton Capital Management, Yarger Wealth Strategies, Llc, CIBC Bancorp USA Inc., Heartland Bank & Trust Co, Vantus Wealth LLC, Independent Wealth Network Inc., Ullmann Financial Group, Inc., Mayflower Financial Advisors, LLC, Osborne Partners Capital Management, Llc, BRYN MAWR TRUST Co, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Tiaa-cref Individual & Institutional Services, Llc, och Okabena Investment Services Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 6 066 | 13,49 | 1 790 | 8,35 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 215 | 63 | ||||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 8 740 | 2,07 | 2 579 | −2,53 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 803 | 237 | ||||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 1 025 | 0,20 | 302 | −4,43 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 1 285 | 14,83 | 379 | 9,86 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 1 295 | 0,15 | 382 | −4,26 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 330 603 | 15,91 | 106 380 | 20,68 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 5 292 | 13,76 | 1 562 | 8,63 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 25 225 | 7 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 700 | 207 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 37 395 | 33,03 | 11 043 | 27,09 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 73 093 | 9,03 | 21 571 | 4,12 | ||||
| 2026-05-11 | 13F | Jordan Park Group LLC | 407 664 | 8,42 | 120 310 | 3,54 | ||||
| 2026-05-11 | 13F | Wbi Investments, Inc. | 847 | 8,31 | 250 | 3,32 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 7 723 | 26,36 | 2 279 | 20,71 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 146 084 | 4,27 | 43 112 | −0,43 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 10 605 | 1,01 | 3 130 | −3,55 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 715 | 6,88 | 211 | 2,43 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 496 | 146 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 488 395 | 5,68 | 144 137 | 0,92 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 1 772 | 523 | ||||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 4 639 | 0,56 | 1 369 | −3,93 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 2 878 | 849 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 235 834 | 6,57 | 69 599 | 1,77 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 3 758 | 22,89 | 1 109 | 17,35 | ||||
| 2026-01-29 | 13F | Comerica Bank | 26 766 | 0,12 | 8 272 | 2,34 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 8 119 | 39,81 | 2 396 | 33,50 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 9 957 | 25,14 | 3 257 | 32,41 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 74 259 | 9,24 | 21 915 | 3,53 | ||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 3 200 | 944 | ||||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 2 457 | 43,94 | 725 | 37,57 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 1 404 | 12,32 | 414 | 7,25 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 1 930 | 570 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 916 | 270 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 13 669 | 482,16 | 4 224 | 495,77 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 1 388 | 0,07 | 410 | −4,44 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 33 694 | 0,15 | 9 944 | −4,37 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 1 200 | 354 | ||||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 72 441 | 0,77 | 21 379 | −3,77 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 8 172 | 0,68 | 2 412 | −3,87 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 22 670 | 0,57 | 6 690 | −3,96 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 459 109 | 0,06 | 135 492 | −4,45 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 70 910 | 3,04 | 20 329 | −4,42 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 68 555 | 5,57 | 20 232 | 0,82 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 311 963 | 4,29 | 92 066 | −0,41 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 221 | 7,80 | 68 | 11,48 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 30 691 | 3,25 | 9 058 | −1,39 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 22 320 | 13,33 | 6 587 | 8,23 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 105 777 | 2,83 | 31 217 | −1,81 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 5 149 | 2 527,04 | 1 520 | 2 431,67 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 10 052 | 5,17 | 2 966 | 0,44 | ||||
| 2026-05-15 | 13F | Okabena Investment Services Inc | 805 | 238 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 7 301 | 3,08 | 2 155 | −1,60 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 4 200 | 5,87 | 1 240 | 1,06 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 171 696 | 77,26 | 50 671 | 69,27 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 20 507 | 8,05 | 6 052 | 3,17 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 691 | 204 | ||||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 33 | 43,48 | 8 | 33,33 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 5 632 | 3,32 | 1 662 | −1,31 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 2 141 | 132,72 | 632 | 122,18 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 2 385 | 1,58 | 704 | −3,03 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 5 768 | 1 783 | ||||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 1 514 | 447 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 2 517 | 2,48 | 1 | |||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 63 822 | 2,61 | 19 | −5,26 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 2 613 | 9,33 | 771 | 4,47 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 2 487 | 0,28 | 734 | −4,31 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 7 710 | 18,63 | 2 275 | 13,30 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 3 187 | 12,34 | 1 030 | 17,45 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 250 902 | 0,96 | 74 046 | −3,58 | ||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 5 770 | 13,47 | 1 703 | 8,34 | ||||
| 2026-05-13 | 13F | Mairs & Power Inc | 3 270 | 964 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 1 127 | 0,27 | 333 | −4,32 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 25 498 | 7 525 | ||||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 19 530 | 120,43 | 5 764 | 110,48 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 67 485 | 1,37 | 19 916 | −3,20 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 2 289 | 0,31 | 738 | 3,37 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 2 794 | 0,04 | 825 | −4,41 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 687 | 212 | ||||||
| 2026-04-24 | 13F | Brown Financial Advisory | 21 190 | 79,42 | 6 254 | 71,36 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 18 | 5 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 700 | 207 | ||||||
| 2026-05-11 | 13F | Brogan Financial, Inc. | 1 270 | 0,24 | 375 | −4,35 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 40 725 | 214,16 | 12 019 | 200,00 | ||||
| 2026-05-21 | 13F | Access Investment Management LLC | 1 543 | 522,18 | 455 | 514,86 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 775 | 1,44 | 229 | −2,98 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 2 312 | 3,58 | 682 | −1,02 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 20 | 6 | ||||||
| 2026-05-15 | 13F | First Manhattan Co | 17 872 | 2,77 | 5 274 | −1,86 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 10 103 | 14,92 | 2 982 | 9,76 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 1 640 | 15,74 | 484 | 10,50 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 2 564 | 757 | ||||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 18 119 | 18,40 | 5 347 | 13,07 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 11 861 | 0,88 | 3 500 | −3,66 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 7 364 | 0,04 | 2 173 | −4,44 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 298 467 | 8,06 | 383 204 | 3,19 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 53 283 | 0,66 | 15 725 | −3,88 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 4 504 | 20,59 | 1 329 | 15,16 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 98 700 | 20,73 | 28 439 | 12,56 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 734 | 4,86 | 217 | 0,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 5 916 | 1 746 | ||||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 67 320 | 3,92 | 19 868 | −0,75 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 161 932 | 3,35 | 47 790 | −1,31 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 14 969 | 9,12 | 4 418 | 4,20 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 16 174 | 0,76 | 4 773 | −3,77 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 1 963 | 579 | ||||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 7 641 | 65,28 | 2 255 | 57,91 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 98 852 | 4,99 | 29 173 | 0,26 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 194 | 8,99 | 57 | 3,64 | ||||
| 2026-04-14 | 13F | Flower City Capital | 240 752 | 1,15 | 71 051 | −3,40 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 61 | 1,67 | 18 | −5,56 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 10 262 | 206,42 | 3 029 | 192,56 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 685 | 202 | ||||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 4 869 | 0,23 | 1 437 | −4,33 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 1 714 | 0,06 | 555 | 4,73 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 3 651 | 74,52 | 1 077 | 66,72 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 15 364 | 2,07 | 4 534 | −2,52 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 16 135 | 5 090 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 112 817 | 33 294 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 22 816 | 4,50 | 6 733 | −0,21 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 5 106 | 107,14 | 1 464 | 90,87 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 7 259 | 2 142 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 13 818 | 1,59 | 4 078 | −3,00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 748 759 | 0,97 | 220 974 | −3,58 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 61 531 | 92,94 | 18 194 | 84,61 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 229 988 | 2,59 | 67 874 | −2,03 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 22 483 | 33,70 | 6 635 | 27,69 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 23 632 | 62,69 | 7 | 50,00 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 2 346 | 1,34 | 692 | −3,22 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 79 941 | 63,80 | 23 592 | 56,42 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 1 138 | 1,88 | 336 | −2,90 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 3 265 | 52,21 | 964 | 45,47 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 66 | 19 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 290 154 | 75,88 | 85 630 | 67,96 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 910 365 | 12,64 | 268 679 | 7,57 | ||||
| 2026-05-12 | 13F | Creative Planning | 30 330 | 8,41 | 8 951 | 3,54 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 34 | 10 | ||||||
| 2026-05-11 | 13F | Camden Capital, LLC | 3 103 | 0,32 | 916 | −4,29 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 111 | 33 | ||||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 1 124 | 332 | ||||||
| 2026-05-04 | 13F | 1st Source Bank | 762 | 225 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 18 553 | 2,29 | 5 475 | −2,32 | ||||
| 2026-05-15 | 13F | Shelton Capital Management | 4 996 | 1 474 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 25 585 | 1 493,09 | 7 551 | 1 422,18 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 116 149 | 6,28 | 34 278 | 1,49 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 194 | 57 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 1 390 | 0,22 | 412 | −4,42 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 54 671 | 264,84 | 16 135 | 248,47 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 142 | 10,94 | 0 | |||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 1 363 | 0,22 | 402 | −4,29 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 94 531 | 3,98 | 27 898 | −0,70 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 5 565 | 1 642 | ||||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 080 | 319 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 25 592 | 24,63 | 7 553 | 19,02 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 26 584 | 8 484 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 7 479 | 8,71 | 2 311 | 32,36 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 2 092 | 647 | ||||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 876 | 0,23 | 259 | −4,44 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2 161 | 2,03 | 638 | −2,60 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 10 | 3 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 6 799 | 2 007 | ||||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 7 118 | 32,03 | 2 101 | 26,05 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 689 | 1,92 | 214 | 2,88 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 29 185 | 8 613 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 824 | 3,00 | 243 | −1,62 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 1 657 | 489 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 125 | 41 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 3 818 | 0,37 | 1 127 | −4,17 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 29 367 | 2,30 | 8 667 | −2,32 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 7 996 | 443,21 | 2 360 | 419,60 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 55 | 16 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 1 190 | 60,81 | 351 | 53,95 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 3 867 | 4,01 | 1 | 0,00 |
