Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Blackrock ETF Trust - iShares Dynamic Equity Active ETF, omfatter Payne Capital LLC, Rockefeller Capital Management L.P., Resolute Wealth Advisor, Inc., Vantus Wealth LLC, Cpwa, Llc, IHT Wealth Management, LLC, Windsor Advisory Group, LLC, Kestra Investment Management, LLC, Advisors Capital Management, LLC, Creative Financial Designs Inc /adv, Prospera Financial Services Inc, Qrg Capital Management, Inc., Sowell Financial Services LLC, Susquehanna International Group, Llp, Wealth Enhancement Advisory Services, Llc, Sovran Advisors, LLC, Price Financial Group Wealth Management, Inc, Twin Peaks Wealth Advisors, LLC, Vision Retirement, LLC, og Russell Investments Group, Ltd. .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 57.883 | 1.407 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 464.415 | 7,63 | 11.290 | 2,16 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 70.382 | 6,92 | 1.711 | 1,48 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 10.802 | 263 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 36.230 | 14,39 | 881 | 8,51 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 20.418 | 18,72 | 496 | 12,73 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 50.145 | 8,66 | 1.219 | 3,22 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 619.548 | 6,99 | 15.061 | 1,56 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 15.252 | 371 | ||||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 9.409 | 1,95 | 229 | -3,39 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 265.810 | 18,19 | 6.462 | 12,19 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 3.802.542 | 8,84 | 92 | 3,37 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 1.052.246 | 4,25 | 25.906 | 0,22 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 70.973 | 11,93 | 1.725 | 6,28 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 43.532 | 1.184 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 6.518 | 110,87 | 158 | 100,00 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 1.186 | 29 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 15.879 | 386 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 6.125.143 | 111,72 | 148.902 | 100,97 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 56.926 | 20,27 | 1.343 | 10,81 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 172.608 | 4.196 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 923.280 | 2,20 | 22.445 | -2,99 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 9.357 | 247 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 458.089 | 26,35 | 11.136 | 19,94 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 263.044 | 6,70 | 6.395 | 1,28 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 96.304 | 23,11 | 2.341 | 16,87 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 164.042 | 6,36 | 3.988 | -1,31 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 1.097.932 | 1,96 | 26.691 | -3,22 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 24.668 | 600 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 17.897 | 34,55 | 435 | 27,94 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 10.093 | 247 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 34.374 | 7,31 | 836 | 1,83 | ||||
| 2026-05-13 | 13F | Fiduciary Family Office, Llc | 15.599 | 1,44 | 379 | -3,56 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 1.109.940 | 10,69 | 26.983 | 5,07 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 20.196 | 491 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 18.731.842 | 13,21 | 455.371 | 7,46 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 10.333 | 251 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 17.545 | 27,74 | 427 | 21,37 | ||||
| 2026-05-15 | 13F | Fmr Llc | 18.759 | 17,86 | 456 | 12,04 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 63.135 | 1,66 | 1.535 | -3,52 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 39.778 | 52,97 | 967 | 45,41 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 3.584 | 12,95 | 87 | 7,41 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 3.397 | 344,05 | 83 | 315,00 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 5.258 | 1,53 | 128 | -3,79 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 5.612.545 | 3,91 | 132.457 | -4,24 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 18.602 | 3,20 | 452 | -1,95 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 66.039 | 1,89 | 1.718 | 3,50 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 4.348 | 16,01 | 106 | 10,53 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 107.103 | 2,58 | 2.604 | -2,62 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 54.515.368 | 7,89 | 1.325.269 | 2,41 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 47.957 | 1.228 | ||||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 36.626 | 187,11 | 890 | 173,01 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 19.165 | 0,46 | 466 | -4,71 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 69.745 | 5,50 | 1.696 | 0,18 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 117.896 | 3,72 | 2.866 | -1,55 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 3.237 | 79 | ||||||
| 2026-05-08 | 13F | Price Financial Group Wealth Management, Inc | 9.179 | 241 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 16.436 | 400 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 120.612 | 2.932 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 34.085 | 9,47 | 829 | 3,89 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 236.455 | 4,70 | 6.056 | 121.000,00 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 11.912 | 0,02 | 290 | -5,25 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 4.017.811 | 10,33 | 97.673 | 4,73 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 47.401 | 0,57 | 1.152 | -4,56 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 325 | 1,88 | 8 | -12,50 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 54.017 | 29,88 | 1.400 | 27,97 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 27.142 | 6,85 | 660 | 1,38 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 13.353 | 8,90 | 325 | 3,18 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 11.874 | 4,12 | 310 | 6,16 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 19.923 | 0,90 | 484 | -4,16 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 353.677 | 845,26 | 8.598 | 797,39 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 19.449 | 473 | ||||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 16.502 | 5,21 | 401 | -1,72 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 14.727 | 1,86 | 358 | -3,24 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 9.400 | 0,42 | 229 | -4,60 | ||||
| 2026-05-13 | 13F | Invst, LLC | 410.661 | 5,43 | 9.983 | 0,08 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 35.118 | 218,10 | 854 | 202,48 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 54.764 | 16,20 | 1.331 | 10,36 | ||||
| 2026-05-15 | 13F | Windsor Advisory Group, LLC | 20.606 | 501 |
