Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF, omfatter Robertson Stephens Wealth Management, LLC, Kovitz Investment Group Partners, LLC, Quadrature Capital Ltd, rebel Financial LLC, Optivise Advisory Services LLC, Iams Wealth Management, Llc, World Equity Group, Inc., Braun-Bostich & Associates Inc., Gotham Asset Management, LLC, Concurrent Investment Advisors, LLC, TCTC Holdings, LLC, Atlantic Union Bankshares Corp, Aspect Partners, LLC, Delos Wealth Advisors, LLC, Total Investment Management Inc, Rothschild Investment Llc, Smallwood Wealth Investment Management, LLC, Solstein Capital, LLC, Kilter Group LLC, og Brown Brothers Harriman & Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 329.612 | 10,18 | 12.130 | 12,32 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 276.550 | 4,95 | 10.210 | 7,19 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 677.665 | 15,61 | 25.019 | 18,30 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 171.253 | 2,34 | 6.323 | 4,51 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 104.831 | 2,13 | 3.870 | 4,31 | ||||
| 2025-07-28 | 13F | Toews Corp /adv | 628.100 | 23.189 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 4 | 0 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 743 | 18,50 | 27 | 18,18 | ||||
| 2025-08-13 | 13F | Employees Retirement System of Texas | 470 | 2,17 | ||||||
| 2025-08-28 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 1.125.182 | 99,13 | 41.542 | 103,37 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 69.903 | 2.581 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 21.218.380 | 8,85 | 783.383 | 11,17 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 208.595 | 10,11 | 7.701 | 12,46 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 15 | 1 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 411.888 | 4,46 | 15.207 | 6,68 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 135 | 2.600,00 | 5 | |||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 248.156 | 16,94 | 8.958 | 14,35 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 18.329 | 109,55 | 1 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 223.441 | 1.103,04 | 8.249 | 1.129,36 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2.770.286 | 16,45 | 102.279 | 18,93 | ||||
| 2025-06-27 | NP | THY - Agility Shares Dynamic Tactical Income ETF | 253.100 | 7,29 | 9.119 | 5,68 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 838.233 | 68,30 | 30.621 | 71,83 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.109 | 176,56 | 41 | 185,71 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 187 | 567,86 | 7 | 500,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 3 | 0 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 143.475 | 86,07 | 5.297 | 90,06 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 197 | 7,65 | 7 | 16,67 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 219.160 | 8.091 | ||||||
| 2025-08-12 | NP | KAMIX - Kensington Managed Income Fund Institutional Class Shares | 1.889.800 | 94,82 | 69.771 | 98,98 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 31.777 | 77,68 | 1.173 | 81,58 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2.308 | 2,21 | 85 | 4,94 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 23.256 | 110,06 | 859 | 114,50 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1.961 | 72 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 48.877 | 0,99 | 1.805 | 3,14 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 269 | 10 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 31.863 | 143,53 | 1.176 | 149,15 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 205 | 52,99 | 8 | 75,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 14.320 | 23,19 | 529 | 25,71 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5.618 | 207 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.045 | 150,60 | 39 | 153,33 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.118.080 | 97,95 | 41.280 | 102,17 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 22.985 | 35,56 | 849 | 38,56 | ||||
| 2025-08-26 | NP | ISDAX - Voya Index Solution 2025 Portfolio Class ADV | 938.990 | 11,77 | 34.668 | 14,15 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Bond Fund Investor Class Shares | 2.755.500 | 11,56 | 101.733 | 13,94 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 4.293 | 0,96 | 159 | 3,27 | ||||
| 2025-08-11 | 13F | Performa Ltd (US), LLC | 1.298.956 | 8,25 | 47.957 | 10,56 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 409.926 | 15.134 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 23.438 | 865 | ||||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 14.856 | 6,59 | 548 | 8,73 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 32.945 | 111,93 | 1.216 | 116,76 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 123 | 5 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.254 | 17,89 | 83 | 20,29 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 54.176 | 2,91 | 2.000 | 5,10 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 144.821 | 2,22 | 5.347 | 4,39 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 17.659 | 652 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2.835 | 32,17 | 104 | 35,06 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 181.140 | 4,39 | 6.688 | 6,62 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | -100,00 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 180.946 | 6.681 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 11.405 | 24,60 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 585.926 | 14,81 | 21.632 | 17,26 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 63.220 | 14,10 | 2.334 | 16,53 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 8 | 0 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 21.025 | 33,82 | 776 | 36,86 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 56.600 | 26,91 | 2.090 | 29,59 | |||
| 2025-08-07 | 13F | Commerce Bank | 9.519 | 0,68 | 351 | 2,93 | ||||
| 2025-07-22 | NP | DGFFX - Destinations Global Fixed Income Opportunities Fund Class I | 271.069 | 33,75 | 9.883 | 32,82 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 137.038 | 42,34 | 5.059 | 45,37 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 360 | 13 | ||||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 46 | 2 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 36.837 | 17,36 | 1.360 | 19,82 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4.037 | 1,46 | 149 | 4,20 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 9.005 | 332 | ||||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 1.889.800 | 94,82 | 69.771 | 98,98 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 419.906 | 0,84 | 15.503 | 2,99 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 631.250 | 8,41 | 22.820 | 11,25 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 114 | 714,29 | 4 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 18.744 | 692 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.665 | 27,20 | 61 | 29,79 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3.416 | 5,46 | 126 | 7,69 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 64 | 68,42 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 11.144 | 6,76 | 411 | 9,02 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 12.072 | 47,80 | 446 | 50,85 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 9.585 | 20.736,96 | 354 | 35.200,00 | ||||
| 2025-08-26 | NP | ISJAX - Voya Index Solution 2045 Portfolio Class ADV | 728.264 | 1,23 | 26.888 | 3,39 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 4.458.140 | 2,23 | 164.595 | 4,40 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 1.146.590 | 7,73 | 42.332 | 10,02 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 253.299 | 15,96 | 9.352 | 18,43 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 208.465 | 43,53 | 7.665 | 46,00 | ||||
| 2025-08-26 | NP | IDXKX - Voya Index Solution 2040 Portfolio Class ADV | 564.879 | 0,24 | 20.855 | 2,37 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4.658.164 | 3,28 | 171.979 | 5,48 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 65.273 | 695,04 | 2.410 | 713,85 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 16.084 | 1 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 267.000 | 20,40 | 9.858 | 22,97 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 33 | 1 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 242 | 9 | ||||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 33.363 | 2,27 | 1.232 | 4,41 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 78.475 | 67,16 | 3 | 100,00 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 18.188 | 0,80 | 671 | 2,91 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 45.253 | 1,91 | 1.671 | 4,05 | ||||
| 2025-07-25 | NP | HYRM - Xtrackers Risk Managed USD High Yield Strategy ETF | 1.230.279 | 1,08 | 44.856 | 0,36 | ||||
| 2025-08-13 | 13F | NEOS Investment Management LLC | 1.200.718 | 22,74 | 44.091 | 25,28 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 17 | 1 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 22.005 | 10,10 | 810 | 12,21 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 61.166 | 2.246 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 20.186 | 1,38 | 1 | |||||
| 2025-07-24 | NP | HYGY - NEOS Enhanced Income Credit Select ETF | 1.226.968 | 23,24 | 44.735 | 22,36 | ||||
| 2025-07-29 | NP | JOJO - ATAC Credit Rotation ETF | 70.336 | 185,99 | 2.564 | 185,84 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 139.886 | 5.165 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 679.733 | 0,74 | 25.005 | 2,49 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 29.724 | 2,12 | 1.097 | 4,28 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 207.849 | 0,77 | 7.674 | 2,91 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 79.396 | 618,52 | 2.931 | 634,59 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 105.980 | 9,57 | 3.915 | 12,47 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 112.614 | 4.158 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1.017 | 9,00 | 37 | 12,12 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 11 | 0 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 11.046 | 408 | ||||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 11 | 0 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 306.381 | 1,38 | 11.312 | 3,54 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 631 | 23 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 12 | 0 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 7.729 | 285 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 44.195 | 1.632 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.988 | 9,59 | 73 | 12,31 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 120.728 | 15,53 | 4.457 | 18,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2.522 | 79,37 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 10.817 | 0,45 | 399 | 2,57 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 22.706 | 838 | ||||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 508.003 | 5,34 | 18.755 | 7,58 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 15.651 | 3,92 | 578 | 6,07 |
