Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF, omfatter AllGen Financial Advisors, Inc., Focused Wealth Management, Inc, Gibbs Wealth Management, Bulwark Capital Corp, Carter Financial Group, INC., Wiley Bros.-aintree Capital, Llc, AlphaQ Advisors LLC, Nicolet Bankshares Inc, One Charles Private Wealth Services, LLC, Traub Capital Management LLC, Interchange Capital Partners, LLC, Skopos Labs, Inc., Silicon Valley Capital Partners, Trust Co Of Toledo Na /oh/, CENTRAL TRUST Co, og Transce3nd, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 8.590 | 7,54 | 387 | 6,93 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 132.098 | 1,36 | 5.951 | 1,04 | ||||
| 2025-08-01 | 13F | Fire Capital Management LLC | 21.908 | 11,76 | 987 | 11,29 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 380.249 | 12,39 | 17.130 | 12,03 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 578.220 | 29,09 | 26.049 | 28,66 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 7.816 | 352 | ||||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 91.069 | 213,52 | 4.103 | 212,65 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 399.025 | 50,90 | 17.976 | 50,40 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 8.051.033 | 1,63 | 362.699 | 1,30 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.394.230 | 8,24 | 62.810 | 7,88 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 16.925 | 10,35 | 762 | 9,96 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 33.302 | 29,83 | 1.500 | 29,42 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 29.467 | 103,87 | 1.328 | 107,99 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 97.035 | 2,37 | 4.371 | 2,03 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 236.228 | 14,47 | 10.642 | 14,10 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 320.543 | 24,19 | 14.440 | 23,78 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 18.218.672 | 11,60 | 820.751 | 11,23 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 10.274.977 | 7,32 | 462.888 | 6,96 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 49.352 | 1,24 | 2.223 | 0,91 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 301.832 | 59,06 | 13.598 | 58,53 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 241.851 | 18,89 | 10.896 | 18,50 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 806.524 | 7,56 | 36.334 | 7,20 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 52.748 | 0,53 | 2.376 | 0,72 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 4.356 | 0,07 | 196 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 749 | 302,69 | 34 | 312,50 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 489.704 | 1,76 | 22.061 | 1,42 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1.466.571 | 5,89 | 66.069 | 5,54 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3.320 | 69,22 | 150 | 69,32 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 7.496 | 338 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 240 | 11 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 22.932 | 26,08 | 1.033 | 25,67 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 342.544 | 37,60 | 15 | 36,36 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 517.250 | 4,23 | 23.302 | 3,89 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 11.764 | 3,18 | 530 | 2,72 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 27.418 | 68,68 | 1.235 | 68,26 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 301.929 | 10,69 | 14 | 8,33 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2.468.448 | 19,11 | 111.203 | 18,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 113.519 | 5.114 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 144.943 | 17,10 | 6.530 | 16,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 8.900 | 128,21 | 401 | 127,27 | |||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 154.795 | 13,16 | 6.974 | 12,80 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 74.065 | 1,23 | 3.348 | 3,56 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 87 | 42,62 | 4 | 50,00 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 147.778 | 5,88 | 6.657 | 5,53 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 989 | 6,92 | 45 | 7,32 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 64 | 3 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 86.466 | 9,65 | 3.895 | 9,29 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 276.065 | 37,72 | 12.437 | 37,26 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 19.787 | 82,64 | 891 | 82,21 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 22.772 | 1.026 | ||||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 812.743 | 4,55 | 36.443 | 3,28 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 87.364 | 14,99 | 3.936 | 14,62 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.373 | 183,09 | 62 | 190,48 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.301 | 18,06 | 59 | 18,37 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 59.676 | 2.688 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 36.579 | 1.648 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1.300 | 59 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 20.205.072 | 11,82 | 910.239 | 11,44 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 4.440 | 200 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 73.802 | 4,30 | 3.325 | 3,94 | ||||
| 2025-08-12 | 13F | Haverford Financial Services, Inc. | 14.359 | 3,41 | 647 | 3,03 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 974.570 | 4,13 | 43.904 | 3,78 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 473 | 21 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3.433 | 358,34 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1.997.679 | 22,86 | 89.995 | 22,45 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 26.806 | 13,77 | 1.208 | 13,33 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 5.350 | 241 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 224.741 | 12,24 | 10.125 | 11,87 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.220.440 | 18,89 | 54.981 | 18,50 | ||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 300.423 | 134,28 | 13.534 | 133,51 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.289.076 | 7,37 | 58.073 | 7,02 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 46.058 | 6,29 | 2.075 | 5,92 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 334.255 | 9,88 | 15.108 | 12,42 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 266 | 12 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3.066.906 | 3,15 | 138.164 | 2,81 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 20.933 | 26,48 | 943 | 26,07 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 12.684 | 571 | ||||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 38.498 | 1.734 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 91.557 | 54,91 | 4.125 | 54,40 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 1.408.330 | 16,17 | 63.445 | 15,78 | ||||
| 2025-07-16 | 13F | Banque Pictet & Cie Sa | 31.170 | 2,68 | 1.404 | 2,33 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 33.430 | 26,16 | 1.506 | 25,81 | ||||
| 2025-07-24 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 476.902 | 13,62 | 21.189 | 11,14 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 59.896 | 51,74 | 2.698 | 51,23 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 25.780 | 98,58 | 1.161 | 98,12 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 32.547 | 20,37 | 1.466 | 19,97 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2.236 | 101 | ||||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 298.203 | 13.434 | ||||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 55.131 | 1,61 | 2.484 | 1,26 | ||||
| 2025-05-15 | 13F | AlphaQ Advisors LLC | 19.959 | 902 | ||||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 239.657 | 10.797 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 507 | 1,20 | 0 | |||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 4.721 | 1,27 | 213 | 0,95 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 852.442 | 131,17 | 38.402 | 130,41 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7.690 | 8,36 | 346 | 8,13 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 53.360 | 25,41 | 2.404 | 24,96 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 259.653 | 4,00 | 11.697 | 3,66 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 94.966 | 32,57 | 4.278 | 32,16 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 7.897 | 356 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8.387 | 0,66 | 378 | 0,27 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 391.173 | 12,35 | 17.622 | 11,98 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 81.571 | 1,64 | 3.687 | 4,01 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 392.306 | 174,19 | 17.684 | 173,45 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 11 | 100,00 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.667 | 198,21 | 75 | 212,50 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 335.723 | 5,61 | 15.124 | 5,26 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 200 | 9 | ||||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 1.084.428 | 0,58 | 48.854 | 0,25 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 9.575 | 6,71 | 431 | 6,42 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2.510.104 | 21,26 | 113.080 | 20,85 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.290.994 | 28,47 | 58.159 | 28,05 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 810.320 | 0,70 | 36.505 | 0,37 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 38.548 | 1.737 | ||||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Janus Henderson(R) Balanced Strategy Class R Shares | 442.582 | 12,52 | 19.960 | 14,09 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 148.764 | 107,10 | 6.656 | 105,02 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 55.479 | 111,62 | 2.499 | 111,06 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 139.195 | 10,34 | 6.271 | 9,98 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 2.464.525 | 16,16 | 111.027 | 15,77 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 63.457 | 63,75 | 2.859 | 63,22 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 21.253 | 16,77 | 957 | 16,42 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 568.129 | 0,50 | 25.594 | 0,16 | ||||
| 2025-08-07 | 13F | PFG Advisors | 11.748 | 529 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 29.795 | 5,96 | 1.342 | 5,67 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5.271 | 54,03 | 237 | 53,90 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 1.502.474 | 8,74 | 68 | 8,06 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 568.642 | 40,17 | 25.617 | 39,71 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 2.631.676 | 3,09 | 118.557 | 2,75 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 447 | 14,32 | 0 | |||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 18.055 | 5,83 | 813 | 5,45 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 294 | 13 | ||||||
| 2025-06-30 | NP | PFTSX - PFG Tactical Income Strategy Fund Class R Shares | 405.519 | 84,46 | 18.289 | 87,03 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 76.106 | 87,77 | 3.429 | 87,12 |
