Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Principal Exchange-Traded Funds - Principal U.S. Small-Cap ETF, omfatter Truist Financial Corp, Hudson Capital Management LLC, Great Valley Advisor Group, Inc., Two Sigma Investments, Lp, Integrity Financial Corp /WA, Mml Investors Services, Llc, Sheets Smith Wealth Management, Venture Visionary Partners LLC, Gilliland Jeter Wealth Management LLC, Cornerstone Wealth Management, LLC, Ameritas Advisory Services, LLC, CoreCap Advisors, LLC, Fifth Third Bancorp, Pnc Financial Services Group, Inc., og Investment Research & Advisory Group, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 38.369 | 21,77 | 2.044 | 33,59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.950 | 4,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5.371 | 286 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 257 | 14 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10.654 | 12,24 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 374.310 | 115,47 | 19.943 | 136,43 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 99.943 | 25,41 | 5.326 | 37,63 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 174.950 | 9.321 | ||||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 1 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1.118.930 | 211,18 | 59.617 | 241,44 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 11.545 | 139,97 | 615 | 163,95 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 34.685 | 4,95 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 179 | 10 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.247.525 | 32,29 | 119.748 | 37,47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 472.886 | 22,29 | 25.195 | 34,19 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 4.681 | 14,25 | 248 | 24,75 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 271.124 | 14.445 | ||||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 8.165 | 435 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 775.802 | 11,71 | 42.235 | 25,23 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 71.907 | 3.831 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 27.084 | 1.443 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 18.590 | 64,94 | 987 | 81,58 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17.082 | 4,10 | 910 | 14,32 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 22.079 | 20,59 | 1.179 | 39,41 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 20.417 | 1.088 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 6.096 | 148,71 | 325 | 172,27 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 52.300 | 2.787 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 117 | 2,63 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 184.881 | 27,32 | 9.858 | 40,81 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14.030 | 1 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 4.128 | 7,84 | 220 | 18,38 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.484 | 79 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2.225.457 | 18,91 | 118.572 | 30,47 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 301 | 2,38 | 16 | 14,29 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10.682 | 569 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 23.990 | 107,53 | 1.278 | 127,81 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5.050 | 4,27 | 269 | 14,47 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20.053 | 18,93 | 1.068 | 30,56 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 16.351 | 32,18 | 871 | 45,17 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 669.728 | 31,16 | 35.683 | 43,91 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1.361 | 40,16 | 73 | 53,19 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 259 | 14 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 4.685 | 0,15 | 250 | 9,69 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 9.700 | 517 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 8.570 | 457 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 138.032 | 7.354 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 58.970 | 82,98 | 3 | 200,00 |
