Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Principal Exchange-Traded Funds - Principal Active High Yield ETF inkluderar GDMA - Gadsden Dynamic Multi-Asset ETF, Nicolet Bankshares Inc, Brueske Advisory Services, LLC, Tyche Wealth Partners LLC, Kestra Advisory Services, LLC, Private Trust Co Na, Steward Partners Investment Advisory, Llc, och Jones Financial Companies Lllp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 201 350 | 65,72 | 3 900 | 68,54 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 52 055 | 1,49 | 1 008 | 3,17 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 114 460 | 46,93 | 2 217 | 49,49 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 38 840 | 1,68 | 752 | 3,44 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 20 708 | 36,41 | 401 | 38,75 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 75 864 | 1 469 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 60 027 | 216,58 | 1 | |||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 229 537 | 9,63 | 4 446 | 11,48 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 18 875 | 10,16 | 366 | 11,96 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 412 126 | 1,48 | 27 353 | 3,18 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 238 | 101 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 929 | 11,28 | 57 | 12,00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 937 826 | 0,89 | 18 166 | 2,59 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 32 121 | 23,56 | 620 | 25,25 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 11 258 | 218 | ||||||
| 2025-05-27 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 40 652 | 4,70 | 774 | 4,03 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 113 | 2 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 62 751 | 5,31 | 1 215 | 6,86 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 276 250 | 5,27 | 5 351 | 7,02 | ||||
| 2025-05-30 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 403 415 | 7 685 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 42 323 | 14,12 | 1 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 288 276 | 19,78 | 5 584 | 21,79 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 93 394 | 94,36 | 1 809 | 97,70 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 24 844 | 8,17 | 481 | 10,07 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 25 263 | 489 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 47 967 | 22,21 | 929 | 24,36 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 518 895 | 1,22 | 9 942 | 5,35 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 243 881 | 0,43 | 4 724 | 2,10 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 442 664 | 69,76 | 27 944 | 71,45 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 24 800 | 13,76 | 480 | 15,66 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 309 | 25 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 31 181 | 68,76 | 1 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 17 591 | 28,69 | 341 | 30,77 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 562 | 0,54 | 11 | 0,00 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 2 762 539 | 5,94 | 53 244 | −43,04 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 146 116 | 14,23 | 2 830 | 16,17 | ||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 30 075 | 583 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 016 602 | 69,71 | 19 692 | 72,56 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 271 307 | 151,39 | 5 255 | 155,72 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 591 861 | 1,99 | 11 464 | 3,71 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 44 033 | 853 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 90 544 | 287,11 | 1 754 | 293,93 | ||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 94 855 | 1 837 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 774 224 | 4,98 | 14 997 | 6,75 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 11 420 | 221 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 151 | 0,67 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 14 | 16,67 | 0 |
