Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Admiral Funds - Vanguard S&P 500 Value ETF inkluderar PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I, Conning Inc., Iams Wealth Management, Llc, AlphaStar Capital Management, LLC, BlueChip Wealth Advisors LLC, Garrett Investment Advisors LLC, Centric Wealth Management, German American Bancorp, Inc., Ami Investment Management Inc, Everhart Financial Group, Inc., Sequoia Financial Advisors, LLC, Legacy Financial Group, Inc., Gutierrez Wealth Advisory, LLC, Tiaa Trust, National Association, Savvy Advisors, Inc., Innova Wealth Partners, First National Corp /ma/ /adv, Atticus Wealth Management, Llc, Quaker Wealth Management, LLC, och LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 118 | 37,21 | 22 | 46,67 | ||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class | 269 | 51 | ||||||
2025-08-11 | 13F | Rothschild Investment Llc | 422 | 5,50 | 80 | 8,22 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 2 767 | 0,44 | 522 | 2,96 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 797 068 | 97,71 | 150 415 | 102,56 | ||||
2025-07-25 | 13F | Cwm, Llc | 2 273 | 41,53 | 0 | |||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1 510 | 18 775,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Guidance Point Advisors, LLC | 1 774 | 0,45 | 335 | 2,77 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 1 884 | 2,17 | 356 | 4,72 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 9 319 | 0,02 | 1 759 | 2,45 | ||||
2025-08-12 | 13F | Centric Wealth Management | 1 566 | 301 | ||||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 1 351 | 255 | ||||||
2025-08-14 | 13F | German American Bancorp, Inc. | 1 400 | 264 | ||||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 1 472 | 0,07 | 278 | 2,59 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 1 889 | 6,36 | 0 | |||||
2025-08-12 | 13F | MAI Capital Management | 3 460 | 0,26 | 653 | 2,68 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 149 698 | 4,16 | 28 250 | 6,72 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 106 973 | 4,08 | 20 187 | 6,63 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 2 877 | 5,93 | 543 | 8,40 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 62 264 | 1,44 | 11 750 | 3,93 | ||||
2025-08-14 | 13F | Betterment LLC | 47 321 | 0,29 | 9 | 0,00 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 407 | 1,39 | 1 020 | 3,87 | ||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 4 974 | 1,59 | 939 | 4,11 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 078 | 11,81 | 581 | 14,40 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 1 127 | 213 | ||||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 1 517 | 0,13 | 286 | 2,51 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 5 583 | 13,71 | 1 | |||||
2025-08-12 | 13F | Howe & Rusling Inc | 12 | 2 | ||||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 9 280 | 0,30 | 1 751 | 2,76 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 11 693 | 2 207 | ||||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 9 787 | 4,46 | 1 847 | 7,01 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 17 569 | 60,10 | 3 300 | 64,92 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 868 | 6,42 | 541 | 9,07 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 5 399 | 2,49 | 1 019 | 4,95 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 377 023 | 1,10 | 71 148 | 3,58 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 6 508 | 2,75 | 1 250 | 12,12 | ||||
2025-08-14 | 13F | Avant Capital LLC | 24 741 | 1,47 | 4 669 | 3,94 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 9 366 | 14,41 | 2 | 0,00 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 5 500 | 1 038 | ||||||
2025-08-13 | 13F | Marshall Wace, Llp | 3 599 | 679 | ||||||
2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 1 131 | 213 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 821 | 5,75 | 344 | 8,20 | ||||
2025-08-13 | 13F | Keystone Financial Group | 23 314 | 5,66 | 4 400 | 8,24 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 1 524 | 288 | ||||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 40 300 | 0,18 | 7 605 | 2,63 | ||||
2025-08-14 | 13F | Colony Group, LLC | 9 039 | 0,01 | 1 706 | 2,46 | ||||
2025-08-14 | 13F | UBS Group AG | 636 448 | 19,32 | 120 104 | 22,25 | ||||
2025-07-24 | 13F | Conning Inc. | 26 775 | 5 053 | ||||||
2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 13 915 | 7,53 | 2 626 | 10,16 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 5 177 | 29,01 | 977 | 32,07 | ||||
2025-07-28 | 13F | Innova Wealth Partners | 1 078 | 203 | ||||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 1 837 | 0,11 | 354 | 4,73 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5 349 | 10,84 | 1 009 | 13,50 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 5 370 | 0,45 | 1 013 | 2,95 | ||||
2025-08-11 | 13F | Sierra Capital LLC | 3 800 | 230,72 | 1 | |||||
2025-04-30 | 13F | Ramiah Investment Group | 17 106 | 19,63 | 3 151 | 31,20 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 452 | 1,80 | 85 | 4,94 | ||||
2025-07-15 | 13F | Beacon Financial Planning, Inc | 9 504 | 3,80 | 1 793 | 6,35 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 161 700 | 30 514 | ||||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 407 | 0,49 | 77 | 2,70 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 30 307 | 31,78 | 5 719 | 40,72 | ||||
2025-07-09 | 13F | Hardin Capital Partners, LLC | 1 525 | 16,59 | 291 | 20,83 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 391 | 0,26 | 74 | 2,82 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 3 183 | 30,56 | 601 | 33,63 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 20 103 | 4,10 | 3 794 | 6,66 | ||||
2025-07-30 | 13F | Arbor Investment Advisors, LLC | 3 897 | 30,16 | 735 | 33,39 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 39 678 | 22,86 | 7 488 | 25,87 | ||||
2025-07-11 | 13F | Petredis Investment Advisors Llc | 125 048 | 2,38 | 23 598 | 4,88 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 159 | 1,27 | 30 | 20,00 | ||||
2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 261 918 | 5,23 | 49 426 | 7,81 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 2 558 | 15,43 | 483 | 18,14 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 276 | 52 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 6 565 | 4,70 | 1 239 | 7,28 | ||||
2025-08-12 | 13F | Archer Investment Corp | 2 826 | 5,21 | 533 | 7,89 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 304 564 | 5,18 | 57 565 | 7,77 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 16 333 | 41,40 | 3 082 | 44,90 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 2 100 | 12,54 | 396 | 15,45 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 1 244 | 0,48 | 235 | 2,63 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 1 804 | 0,50 | 340 | 3,03 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 5 340 | 0,45 | 1 008 | 2,86 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 1 156 | 218 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 249 | 7,97 | 424 | 10,70 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 21 802 | 60,79 | 4 114 | 64,76 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 491 688 | 2,32 | 92 787 | 4,83 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 112 | 21 | ||||||
2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 2 115 | 1,20 | 399 | 3,91 | ||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 4 505 | 0,09 | 850 | 2,53 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 19 010 | 21,87 | 3 587 | 24,90 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 1 426 | 0,42 | 269 | 3,07 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 11 830 | 2 232 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 19 914 | 1,25 | 3 758 | 8,61 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 2 936 | 554 | ||||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 3 801 | 717 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 2 036 566 | 11,34 | 384 320 | 14,08 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 6 618 | 1 249 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 7 211 | 3,87 | 1 361 | 6,42 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 9 535 | 90,85 | 1 799 | 95,54 | ||||
2025-08-13 | 13F | Oxler Private Wealth LLC | 1 914 | 0,47 | 361 | 3,14 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 2 797 | 65,21 | 515 | 65,06 | ||||
2025-08-04 | 13F | Assetmark, Inc | 2 911 | 255,43 | 549 | 266,00 | ||||
2025-07-15 | 13F | Santori & Peters, Inc. | 4 198 | 4,90 | 792 | 7,46 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 17 501 | 21,11 | 3 303 | 24,28 | ||||
2025-07-29 | 13F | Lutz Financial Services LLC | 75 450 | 0,06 | 14 238 | 2,51 | ||||
2025-07-11 | 13F | AA Financial Advisors, LLC | 45 053 | 24,32 | 8 502 | 27,37 | ||||
2025-07-29 | 13F | Creekside Partners | 3 616 | 0,11 | 682 | 2,56 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 6 976 | 63,41 | 1 316 | 67,43 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 12 679 | 31,62 | 2 393 | 34,89 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 291 | 244 | ||||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 59 323 | 1,01 | 11 195 | 3,49 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 425 | 7,59 | 80 | 11,11 | ||||
2025-08-14 | 13F | Guardian Wealth Management, Inc. | 1 252 | 0,89 | 236 | 3,51 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 65 | 160,00 | 13 | 200,00 | ||||
2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 2 076 | 0,24 | 392 | 2,62 | ||||
2025-08-08 | 13F | Creative Planning | 6 764 | 65,99 | 1 276 | 70,13 | ||||
2025-08-11 | 13F | Insight 2811, Inc. | 13 058 | 18,68 | 2 464 | 21,62 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 6 551 | 1,46 | 1 236 | 3,95 | ||||
2025-07-07 | 13F | Horizons Wealth Management | 616 | 0,49 | 116 | 3,57 | ||||
2025-07-14 | 13F | Abound Wealth Management | 30 | 6 | ||||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 3 565 | 3,33 | 673 | 5,83 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 1 608 | 303 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 154 478 | 2,38 | 29 | 7,41 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2 | 0 | ||||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 9 443 | 290,53 | 2 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-28 | 13F | Mutual Advisors, LLC | 34 856 | 4,32 | 6 752 | 14,89 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3 563 | 27,39 | 672 | 30,49 | ||||
2025-07-22 | 13F | Verus Wealth Management, Llc | 3 798 | 4,37 | 717 | 6,87 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 2 415 | 5,27 | 456 | 7,82 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 1 612 | 304 | ||||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 1 200 | 226 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 9 579 | 391,99 | 1 808 | 404,75 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 14 002 | 18,20 | 2 642 | 21,14 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 888 | 168 | ||||||
2025-07-23 | 13F | Friedenthal Financial | 34 | 6 | ||||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 2 700 | 26,76 | 510 | 29,85 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 3 162 | 0,48 | 597 | 2,94 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 1 867 | 0,05 | 352 | 2,62 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 303 | 0,66 | 57 | 3,64 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 36 | 2,86 | 7 | 0,00 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 4 160 | 2,79 | 785 | 5,23 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 10 487 | 2,65 | 1 979 | 5,21 | ||||
2025-08-04 | 13F | Grant Street Asset Management, Inc. | 147 933 | 2,23 | 27 916 | 4,73 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 1 649 | 0,43 | 311 | 2,98 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 383 133 | 5,05 | 72 954 | 8,57 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 4 | 1 | ||||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 2 563 | 31,23 | 484 | 34,54 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 1 125 | 212 | ||||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 31 760 | 0,06 | 5 993 | 2,51 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5 347 | 94,01 | 1 009 | 98,82 | ||||
2025-08-06 | 13F | Legacy Bridge, LLC | 757 | 0,40 | 143 | 2,90 | ||||
2025-08-05 | 13F | Huntington National Bank | 201 | |||||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 22 986 | 0,38 | 4 234 | 0,19 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 4 305 | 76,58 | 812 | 80,85 | ||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 1 074 | 203 | ||||||
2025-07-10 | 13F | Marshall Financial Group LLC | 3 493 | 0,29 | 665 | 3,59 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 26 592 | 4,23 | 5 044 | 11,99 | ||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 62 337 | 2,68 | 11 764 | 5,20 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 9 090 | 1 715 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 2 727 | 14,92 | 515 | 17,62 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3 341 | 50,97 | 630 | 54,79 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 2 330 | 0,34 | 440 | 2,81 | ||||
2025-08-05 | 13F | HFG Advisors, Inc. | 12 519 | 6,41 | 2 362 | 9,05 | ||||
2025-07-23 | 13F | Ami Investment Management Inc | 1 391 | 262 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 26 950 | 27,92 | 5 086 | 31,06 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 339 | 64 | ||||||
2025-07-22 | 13F | Berger Financial Group, Inc | 1 080 | 204 | ||||||
2025-08-08 | 13F | Gts Securities Llc | 122 893 | 23 191 | ||||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 4 920 | 2,31 | 953 | 11,87 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 2 847 | 3,23 | 537 | 5,92 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 4 405 | 1,57 | 831 | 4,14 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 92 | 17 | ||||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2 362 | 0,08 | 446 | 8,80 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 2 690 | 508 | ||||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 301 | 434 | ||||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 12 791 | 24,71 | 2 414 | 27,74 | ||||
2025-08-14 | 13F | Camden Capital, LLC | 3 770 | 0,45 | 712 | 3,95 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 25 | 400,00 | 5 | |||||
2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 1 352 | 0,15 | 255 | 2,82 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 108 051 | 0,62 | 209 101 | 3,09 | ||||
2025-08-13 | 13F | Balanced Wealth Group Llc | 20 402 | 0,82 | 3 887 | 4,29 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 2 188 | 100,37 | 413 | 104,98 | ||||
2025-07-16 | 13F | Old North State Wealth Management, LLC | 1 153 | 0,44 | 218 | 2,84 | ||||
2025-08-14 | 13F | Comerica Bank | 19 521 | 0,30 | 3 684 | 2,76 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 2 203 | 3,09 | 416 | 5,60 | ||||
2025-08-04 | 13F | Atria Investments Llc | 1 860 | 0,22 | 351 | 2,64 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 692 | 2,98 | 693 | 6,13 | ||||
2025-08-12 | 13F | LPL Financial LLC | 574 649 | 1,73 | 108 442 | 4,23 | ||||
2025-08-13 | 13F | Kilter Group LLC | 1 | 0 | ||||||
2025-08-27 | NP | PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I | 161 700 | 30 514 |