Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Franklin Templeton ETF Trust - Franklin High Yield Corporate ETF, omfatter rebel Financial LLC, Heritage Oak Wealth Advisors Llc, SIRAX - Sierra Tactical All Asset Fund Class A, Eqis Capital Management, Inc., Global View Capital Management LLC, Envestnet Portfolio Solutions, Inc., IFP Advisors, Inc, Strategic Blueprint, LLC, Arkadios Wealth Advisors, TFB Advisors LLC, We Are One Seven, LLC, Fulcrum Equity Management, Janney Montgomery Scott LLC, McAdam, LLC, RFG Advisory, LLC, Skopos Labs, Inc., Spire Wealth Management, Rossby Financial, LCC, og Global Retirement Partners, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Principal Securities, Inc. | 650 | 8,33 | 16 | 7,14 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 14.543 | 13,22 | 354 | 15,69 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15.413 | 375 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 179 | 15,48 | 4 | 33,33 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 113.985 | 38,19 | 2.770 | 40,97 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 619 | 15 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 92.088 | 119.494,81 | 2.242 | 224.100,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1.774.810 | 5,12 | 43 | 7,50 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 950.885 | 36,97 | 23.154 | 39,96 | ||||
| 2025-08-07 | 13F | PFG Advisors | 145.590 | 6,65 | 3.545 | 8,98 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 25.577 | 623 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 11.025 | 48,58 | 268 | 52,27 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 19.733 | 480 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.977 | 13,82 | 48 | 17,07 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 23.053 | 561 | ||||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 31.532 | 768 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 9.541 | 232 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 507 | 1,81 | 12 | 9,09 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 32.173 | 783 | ||||||
| 2025-08-26 | NP | FLBL - Franklin Liberty Senior Loan ETF | 295.966 | 32,15 | 7.207 | 35,02 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 49.295 | 14,94 | 1.201 | 17,53 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 22.206 | 10,52 | 1 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 21.348 | 520 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 31.952 | 117,61 | 775 | 121,78 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 30.671 | 47,04 | 747 | 50,10 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 438 | 1,86 | 11 | 0,00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 15.628 | 0,40 | 0 | |||||
| 2025-08-26 | NP | FTRCX - Franklin LifeSmart 2035 Retirement Target Fund CLASS C | 118.937 | 0,46 | 2.896 | 2,66 | ||||
| 2025-05-06 | NP | KAMIX - Kensington Managed Income Fund Institutional Class Shares | 508.911 | 27,08 | 12.127 | 26,88 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 129.430 | 3.152 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10.847 | 351,96 | 264 | 363,16 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 15.385 | 375 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 680.156 | 8.054,37 | 16.562 | 8.264,14 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11.087 | 0 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 141.741 | 3.451 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1.066 | 26 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 1.421 | 35 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 343.462 | 47,68 | 8.363 | 50,90 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12.519 | 8,81 | 305 | 10,95 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 40.307 | 981 | ||||||
| 2025-08-26 | NP | FLADX - Franklin LifeSmart 2040 Retirement Target Fund Class A | 42.748 | 4,33 | 1.041 | 6,56 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 80.727 | 17,12 | 1.966 | 19,67 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 13.863.005 | 1,80 | 337.564 | 4,02 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1.812 | 44 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9.023 | 220 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 211.872 | 268,39 | 5.159 | 276,57 | ||||
| 2025-08-26 | NP | FGTZX - Franklin Growth Allocation Fund Advisor Class | 715.656 | 6,83 | 17.426 | 9,16 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 21.052 | 513 | ||||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 96.400 | 2.347 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14.262 | 15,50 | 347 | 18,03 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 28.765 | 5,76 | 700 | 8,02 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 8.889 | 216 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 63.378 | 14,50 | 1.543 | 16,98 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 441.605 | 6,17 | 10.753 | 8,38 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 685.194 | 4,64 | 16.684 | 6,92 |
