Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF, omfatter First American Trust, Fsb, Vanguard National Trust Co, Wiley Bros.-aintree Capital, Llc, Gotham Asset Management, LLC, Arkadios Wealth Advisors, KFA Private Wealth Group, LLC, Darden Wealth Group Inc, Regal Investment Advisors LLC, Tiaa-cref Individual & Institutional Services, Llc, Mission Wealth Management, Lp, NFP Retirement, Inc., Vanguard Advisers Inc, International Assets Investment Management, Llc, Wealth Science Advisors LLC, Burk Holdings LLC, RWM Asset Management, LLC, TIAA Wealth Investment Management LLC, Valued Wealth Advisors LLC, Retiremitten Financial Llc, og Motiv8 Investments 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 535 | 38 | ||||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 474 | 31 | ||||||
| 2026-05-12 | 13F | First American Trust, Fsb | 334.207 | 23.361 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 8.336 | 2.554,78 | 583 | 2.810,00 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 191 | 1,06 | 13 | 8,33 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 3.962 | 277 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 73.344 | 9,03 | 5.127 | 16,26 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 141.552 | 0,98 | 9.894 | 7,70 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 7.155 | 0,72 | 500 | 7,53 | ||||
| 2026-05-15 | 13F | Fmr Llc | 36.110 | 7,01 | 2.524 | 14,16 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 81.662 | 17,98 | 5.353 | 133.700,00 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 52.202 | 48,64 | 3.649 | 58,54 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 6.412 | 0,64 | 448 | 7,43 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 125.379 | 420,03 | 8.764 | 454,62 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 597 | 127,86 | 42 | 141,18 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 21.818 | 0,23 | 1.525 | 6,94 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 6.096 | 426 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 677.998 | 240,23 | 47.392 | 262,85 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1.294 | 3,44 | 90 | 11,11 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 5.556 | 0,23 | 388 | 6,89 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 105.422 | 7.369 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 327 | 1,55 | 23 | 4,76 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 2.430 | 0,08 | 170 | 6,29 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 10.667 | 31,03 | 746 | 39,77 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 1.181 | 0,43 | 0 | |||||
| 2026-04-15 | 13F | Johnson & White Wealth Management, LLC | 387.859 | 1,75 | 27.111 | 8,51 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 4 | 0 | ||||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 65.470 | 1,06 | 4.577 | 7,77 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 6.133.105 | 41,57 | 428.704 | 50,98 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 269.215 | 10,22 | 18.234 | 13,90 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 107 | 7,00 | ||||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 9.485 | 10,64 | 663 | 18,18 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 133.360 | 1,22 | 8.741 | 8,45 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 36.335 | 10,90 | 2.540 | 18,26 | ||||
| 2026-05-08 | 13F | Darden Wealth Group Inc | 4.063 | 284 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 113.022 | 3,08 | 7.900 | 9,92 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 133.057 | 0,99 | 9.301 | 15,38 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 295 | 20 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 7.929 | 67,63 | 554 | 78,71 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 7.428 | 3,71 | 519 | 10,66 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 216.926 | 82,11 | 15.163 | 94,22 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 265.940 | 0,39 | 9.956 | 7,32 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 87.083 | 8,30 | 6.087 | 15,50 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 963.927 | 7,49 | 67.379 | 14,63 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 13.515 | 2,29 | 945 | 9,01 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 2.480 | 5,08 | 173 | 12,34 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 13.825 | 51,69 | 966 | 61,81 | ||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 15.029 | 15,09 | 1.051 | 22,81 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 20.689 | 0,74 | 1.446 | 7,43 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2.987 | 0,37 | 209 | 6,67 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 3.493 | 4,05 | 244 | 10,91 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 142.456 | 251,58 | 9.958 | 275,03 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 5.739 | 401 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 63.489 | 9,85 | 4.438 | 17,13 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 439.205 | 660,96 | 30.699 | 711,47 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 66.361 | 47,27 | 4.493 | 52,15 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 25.911 | 2,56 | 1.811 | 9,43 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 12.444 | 2,45 | 870 | 9,17 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 10.275 | 5,90 | 718 | 13,07 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 618 | 154,32 | 43 | 186,67 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 5 | 0 | ||||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 4.366 | 0,14 | 305 | 7,02 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 16.350 | 0,24 | 1.072 | 7,42 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 70 | 5 | ||||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 4.065 | 5,01 | 288 | 11,63 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 15.647 | 3,42 | 1.094 | 10,29 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 6.991 | 489 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 101 | 1,00 | 7 | 16,67 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 5.910 | 48,46 | 413 | |||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 36.580 | 115,18 | 2.557 | 129,44 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 6.207 | 434 | ||||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 6.238 | 61,31 | 436 | 72,33 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.360.246 | 2,07 | 95.081 | 8,85 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 1.303 | 9,31 | 91 | 16,67 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 3.785 | 265 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 25.120 | 73,33 | 1.756 | 84,93 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 309 | 22 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 4.102 | 3,22 | 287 | 10,00 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 3.452 | 241 | ||||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 10.028 | 657 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 10.288 | 25,59 | 674 | 34,53 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 3.534 | 0,77 | 247 | 7,86 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2.129 | 149 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 67.287 | 0,12 | 4.703 | 6,79 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 649.503 | 16,29 | 45.400 | 24,02 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 32.794 | 26,76 | 2.292 | 35,22 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 3.790 | 11,57 | 265 | 18,92 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 2.051 | 840,83 | 143 | 921,43 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 171.534 | 54,51 | 11.990 | 64,79 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 154 | 0 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 70.003 | 17,04 | 4.893 | 24,82 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 15.971 | 20,35 | 1.116 | 28,42 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 323.646 | 58,09 | 21.213 | 58,09 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 272 | 19 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 13.971 | 977 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2.980 | 11,19 | 208 | 18,86 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 23.996 | 11,58 | 1.677 | 19,02 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 50.518 | 0,83 | 3.531 | 7,52 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 117.448 | 4,15 | 8.210 | 11,07 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 372 | 26 | ||||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.194 | 14,51 | 363 | 22,22 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 5.300 | 370 | ||||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 269 | 19 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 7.454 | 521 | ||||||
| 2026-05-12 | 13F | Creative Planning | 88.222 | 8,29 | 6.167 | 15,47 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 146 | 10 | ||||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 4.550 | 12,60 | 318 | 11,97 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 3.020 | 211 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 6.478 | 453 | ||||||
| 2026-04-28 | 13F | Quent Capital, LLC | 0 | 0 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 35.527 | 2 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 7.227 | 501,75 | 505 | 547,44 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 579.402 | 4,74 | 40.500 | 11,70 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 4.397 | 2,66 | 307 | 9,64 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 11.231 | 18,47 | 785 | 26,41 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 42.158 | 3,92 | 2.947 | 10,79 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 7.235 | 4,57 | 506 | 11,48 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 883.311 | 43,93 | 61.743 | 53,49 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 10.839 | 4,94 | 758 | 11,82 |
