Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Schwab Strategic Trust - Schwab 1000 Index ETF, omfatter Kingstone Capital Partners Texas, LLC, Blue Capital, Inc., Diversified Trust Co, Y-Intercept (Hong Kong) Ltd, Equitable Holdings, Inc., Brighton Jones Llc, My Purposeful Wealth Corp., Heartwood Wealth Advisors LLC, RVW Wealth, LLC, Buckingham Strategic Partners, BKD Wealth Advisors, LLC, Blue Barn Wealth, LLC, Long Island Wealth Management, Inc., Grantvest Financial Group LLC, Exchange Traded Concepts, Llc, Atlantic Union Bankshares Corp, Brown Brothers Harriman & Co, Larson Financial Group LLC, Mid-American Wealth Advisory Group, Inc., og Kilter Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Capital Analysts, Inc. | 507 | 0,40 | 0 | |||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 4.087.699 | 0,13 | 121.895 | 10,92 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | 0 | ||||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 10.009 | 0,29 | 298 | 11,19 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 422.373 | 12.595 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 48.307 | 1,57 | 1.441 | 12,50 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 7.170 | 214 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9.782 | 0,46 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 20.932 | 624 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 77.671 | 113,96 | 2.316 | 137,05 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 4.140 | 0 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 13.617 | 406 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 10.980 | 0,02 | 327 | 10,51 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 8.735 | 0,05 | 260 | 10,64 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 89.045 | 43,40 | 2.655 | 58,89 | ||||
| 2025-08-08 | 13F | Creative Planning | 3.092.202 | 262,00 | 92.209 | 301,01 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 26.167 | 41,24 | 776 | 56,77 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 15.751 | 470 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 200 | 6 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 12.125 | 3,04 | 362 | 14,24 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 402 | 0,25 | 12 | 20,00 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 7.024 | 209 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 870 | 26 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3.696 | 15,64 | 110 | 27,91 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 807 | 24 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4.200 | 5,74 | 125 | 17,92 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 105.096 | 4 | ||||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 69.793 | 0,87 | 2.081 | 11,76 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 30.302 | 43,31 | 904 | 58,70 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 6.800 | 203 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1.000 | 30 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 19.575 | 51,66 | 584 | 68,01 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 34.963 | 0,08 | 1.043 | 10,85 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 344.735 | 0,33 | 10.280 | 11,14 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 516 | 0,19 | 15 | 15,38 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 4.927 | 0,28 | 147 | 10,61 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 8.807 | 263 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 36.084 | 1.076 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 210 | 6 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2.949 | 0,03 | 88 | 10,13 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 595 | 18 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 217.159 | 38,12 | 6.476 | 53,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 78.759 | 4,31 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 9.659 | 3,94 | 288 | 16,13 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 31.431 | 0,03 | 937 | 10,89 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 76.840 | 1,51 | 2.291 | 12,47 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 86.230 | 2.571 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 33.313 | 7,13 | 993 | 18,64 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10.508 | 22,02 | 313 | 35,50 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 17.110 | 50,83 | 510 | 67,21 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 19.633 | 0,01 | 592 | 24,16 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 11.872 | 40,98 | 354 | 56,64 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 201.803 | 0,81 | 6.018 | 11,67 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 25.667 | 10,11 | 765 | 22,01 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3.921 | 3,37 | 117 | 13,73 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 564 | 0,36 | 17 | 6,67 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 6.777 | 202 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 7.303 | 218 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 91.700 | 2.765,62 | 2.734 | 3.079,07 | |||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8.290 | 4,37 | 247 | 15,96 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8.220 | 0,51 | 245 | 11,36 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 394.821 | 16,07 | 11.774 | 28,58 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1.960 | 58 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 31.200 | 930 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 150.750 | 4.495 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 20.800 | 160,00 | 620 | 188,37 | |||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 9.109 | 0,04 | 272 | 10,61 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 7.937 | 237 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 421.110 | 1.703,70 | 12.558 | 1.899,52 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4.096 | 753,33 | 122 | 916,67 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 39.400 | 6,78 | 1.175 | 18,23 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 7.244 | 216 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1.550 | 0,06 | 42 | -4,65 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 9.436 | 281 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 114.639 | 23,77 | 3.419 | 37,10 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 30.757 | 361,54 | 917 | 412,29 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 28.934 | 58,56 | 863 | 75,56 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 7.131 | 213 | ||||||
| 2025-07-31 | 13F | Alamar Capital Management, LLC | 16.003 | 0,18 | 477 | 10,93 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 20.153 | 0,11 | 601 | 10,91 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 81.186 | 2,29 | 2.421 | 13,30 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2.847 | 85 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 20 | 900,00 | 1 | |||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 43 | 16,22 | 1 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3.275 | 0,31 | 98 | 11,49 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 37.412 | 22,39 | 1.116 | 35,64 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 76.840 | 1,51 | 2.291 | 12,47 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 420 | 94,44 | 13 | 140,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 19.866 | 4,33 | 592 | 15,63 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 15.563 | 3,29 | 464 | 14,57 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1.498 | 49,20 | 45 | 62,96 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 31.079 | 140,61 | 927 | 166,86 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 84.123 | 13,64 | 2.509 | 25,90 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 27.625 | 824 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 2.000 | 100,00 | 57 | 1,82 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 25.394 | 239,13 | 757 | 276,62 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 24.858 | 70,00 | 741 | 88,55 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 39.851 | 0,21 | 1.188 | 18,23 | ||||
| 2025-04-29 | NP | OCIO - ClearShares OCIO ETF | 161.518 | 1,16 | 4.627 | -0,81 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 4.305 | 59,62 | 128 | 77,78 | ||||
| 2025-08-14 | 13F | Fmr Llc | 79.081 | 4,15 | 2.358 | 15,42 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 9.628 | 0,08 | 287 | 11,24 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 8.851 | 0,23 | 264 | 10,97 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 17.850 | 0,29 | 532 | 11,06 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 134.480 | 512,92 | 4.061 | 588,31 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 18.068 | 7,33 | 539 | 13,03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 153.283 | 19,24 | 4.571 | 32,08 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 11.941 | 356 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 337 | 0,30 | 10 | 11,11 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 12.231 | 373 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 5.269 | 157 |
