Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF, omfatter Mercer Global Advisors Inc /adv, SB Capital Management Inc, Merit Financial Group, LLC, Ubs Asset Management Americas Inc, CSP Financial Group, LLC, Mariner, LLC, AA Financial Advisors, LLC, Cerity Partners LLC, E-Wealth Partners, LLC, Creative Planning, Everest Management Corp., Triad Wealth Partners, LLC, Ausdal Financial Partners, Inc., Pasadena Private Wealth, LLC, EverSource Wealth Advisors, LLC, Ashton Thomas Private Wealth, LLC, Golden State Equity Partners, Topsail Wealth Management, LLC, Archer Investment Corp, og Fifth Third Bancorp .
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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 8.682 | 0,15 | 293 | 5,02 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 14.117 | 0,50 | 455 | 6,06 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 1.173 | 40 | ||||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 25.886 | 245,24 | 875 | 262,66 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 15.413 | 22,43 | 1 | |||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 46.135 | 6,49 | 1.559 | 11,52 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 907.245 | 0,92 | 30.656 | 5,74 | ||||
| 2026-05-12 | 13F | Creative Planning | 10.794 | 365 | ||||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 81.055 | 42,27 | 2.739 | 49,05 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 448 | 15 | ||||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 58.722 | 1,63 | 1.894 | 6,29 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 8.989 | 0,12 | 304 | 4,84 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 40.855 | 6,10 | 1.381 | 11,20 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.162 | 549,16 | 39 | 680,00 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 8.844 | 36,02 | 299 | 42,58 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 61.692 | 47,69 | 2.085 | 48,12 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 133.045 | 1,37 | 4.496 | 6,21 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 64.167 | 6,58 | 2.168 | 11,70 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 144.064 | 4,14 | 4.868 | 9,10 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 846 | 29 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 91.621 | 59,78 | 3.096 | 67,39 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 362 | 0,28 | 12 | 9,09 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 83.864 | 18,45 | 2.834 | 24,09 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 12.429 | 0,12 | 420 | 4,75 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 7.345 | 32,15 | 248 | 38,55 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 12.570 | 405 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 6.932 | 234 | ||||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 6.102 | 206 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 7.401 | 16,97 | 250 | 22,55 | ||||
| 2026-05-13 | 13F | Daner Wealth Management, LLC | 17.879 | 69,29 | 729 | 93,10 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 9.577 | 49,59 | 324 | 56,80 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 6.124 | 207 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 60.187 | 3,36 | 2 | 100,00 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 30.211 | 1.021 | ||||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 24.899 | 0,66 | 841 | 5,52 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 13.700 | 0,34 | 463 | 5,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 249 | 8 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 7.711 | 9,28 | 261 | 14,54 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 56.218 | 1.900 | ||||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 8.780 | 2,44 | 297 | 7,25 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 53.872 | 1.820 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 167.542 | 10,17 | 5.661 | 15,44 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 44.726 | 1.511 | ||||||
| 2026-04-28 | 13F | Schubert & Co | 51.891 | 8,81 | 1.753 | 13,98 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 6.117 | 0,38 | 207 | 5,10 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 514 | 0,19 | 17 | 6,25 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 238.173 | 3,48 | 8.048 | 8,42 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 117 | 4 | ||||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 23.771 | 2,28 | 803 | 7,21 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 61.008 | 72,04 | 2.061 | 80,31 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 3.465 | 117 | ||||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 29.606 | 8,30 | 1.000 | 13,51 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 144 | 5 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 90.499 | 71,14 | 3.058 | 79,30 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 137.337 | 0,29 | 5.285 | 10,96 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 1.491 | 10,77 | 50 | 16,28 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 29.581 | 18,47 | 1.000 | 24,10 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 68.392 | 67,47 | 2.311 | 75,40 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 115 | 4 | ||||||
| 2026-05-01 | 13F | United Wealth Management, LLC | 171.484 | 1,77 | 5.794 | 6,62 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 3.356 | 69,15 | 108 | 125,00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 32.295 | 1.091 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 15.912 | 538 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 43.152 | 27,32 | 1.458 | 33,39 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 413 | 1,23 | 14 | 0,00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 75.419 | 2.548 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 11.428 | 857,12 | 386 | 915,79 | ||||
| 2026-01-28 | 13F | Fischer Investment Strategies, Llc | 104.928 | 3.384 | ||||||
| 2026-04-15 | 13F | BDFS Capital LLC | 26.571 | 5,30 | 898 | 10,33 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 13.349 | 9,12 | 430 | 15,28 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1.847 | 0,16 | 62 | 5,08 | ||||
| 2026-05-15 | 13F | Capstone Wealth Management, Inc. | 78.721 | 17,82 | 2.676 | 21,43 | ||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 592.008 | 1,53 | 20.004 | 6,38 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 31.204 | 5,51 | 1.054 | 10,60 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 247 | 8 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 10.822 | 32,83 | 366 | 39,31 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 105.098 | 1,53 | 3.551 | 6,38 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 182.716 | 1.700,34 | 6.174 | 1.787,77 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 12.898 | 7,75 | 436 | 12,69 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 71 | 7.000,00 | 2 | |||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 50.000 | 1.690 | ||||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 17.166 | 8,41 | 580 | 13,73 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 106.976 | 3.615 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 36.814 | 2,52 | 1.244 | 7,34 | ||||
| 2026-05-06 | 13F | Everest Management Corp. | 7.358 | 249 | ||||||
| 2026-02-20 | 13F | SB Capital Management Inc | 105.035 | 3.387 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 36.673 | 160,76 | 1.239 | 173,51 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 16.118 | 13,01 | 545 | 18,52 |
