Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard Wellington Fund - Vanguard U.S. Momentum Factor ETF, omfatter Two Sigma Investments, Lp, Wiley Bros.-aintree Capital, Llc, Northwest Capital Management Inc, Apollon Wealth Management, LLC, ERNZ - TrueShares Active Yield ETF, Ieq Capital, Llc, Foster Group, Inc., Park Avenue Securities Llc, Apeiron RIA LLC, Quantinno Capital Management LP, BancorpSouth Bank, Wealth Enhancement Advisory Services, Llc, Harbor Asset Planning, Inc., Strategic Wealth Partners, Ltd., 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4.043 | 138,24 | 697 | 171,21 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 11.719 | 19,52 | 2.022 | 35,91 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 132.299 | 3,90 | 22.824 | 18,15 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 3.808 | 3,82 | 657 | 17,99 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 68.061 | 24,29 | 11.742 | 41,34 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 352 | 61 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3.160 | 12,70 | 566 | 31,70 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1.156 | 201 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 609 | 105 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3.933 | 1,47 | 1 | |||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 9.481 | 0,59 | 1.636 | 7,85 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 7.991 | 10,07 | 1.379 | 25,16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 20.207 | 3,07 | 3.486 | 17,22 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4.231 | 12,05 | 730 | 27,40 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 597.746 | 24,56 | 103.123 | 41,65 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 1.200 | 207 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 48.448 | 18,48 | 8.358 | 34,74 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.111 | 192 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1.414 | 0 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2.180 | 29,45 | 376 | 47,45 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 6.515 | 1.124 | ||||||
| 2025-08-14 | 13F | Avant Capital LLC | 1.277 | 220 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3.884 | 15,15 | 670 | 31,12 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1.928 | 39,41 | 0 | |||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 4.588 | 202,84 | 792 | 245,41 | ||||
| 2025-08-14 | 13F | Comerica Bank | 8.380 | 6,85 | 1.446 | 21,53 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1.502 | 31,52 | 259 | 50,58 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 3.872 | 668 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 78.675 | 6,01 | 13.573 | 20,55 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 29.952 | 14,30 | 5.167 | 29,99 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9.923 | 0,91 | 1.712 | 14,76 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 752 | 130 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 12.443 | 14,10 | 2.147 | 29,75 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 1.220 | 210 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 48.314 | 16,84 | 8.335 | 32,87 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3.601 | 5,48 | 621 | 10,70 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 9.791 | 5,04 | 1.689 | 19,45 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 1.955 | 6,95 | 337 | 21,66 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 12.612 | 0,22 | 2.176 | 13,93 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 26.283 | 0,94 | 4.534 | 14,78 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2.109 | 8,38 | 369 | 24,75 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 1.737 | 0,35 | 300 | 14,12 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 2.031 | 0,25 | 350 | 14,01 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 107.961 | 0,93 | 18.626 | 14,77 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6.515 | 1 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 29.300 | 5.055 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 178.522 | 22,85 | 30.799 | 39,70 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 29.158 | 4,65 | 5.030 | 19,03 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 23.917 | 89,59 | 4.126 | 115,68 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 1.884 | 34,28 | 325 | 52,83 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 | |||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 2.435 | 420 | ||||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 2.439 | 370 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4.916 | 11,42 | 848 | 26,76 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 412 | 464,38 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 92.105 | 14,49 | 15.890 | 30,20 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 7.655 | 107,51 | 1.321 | 136,14 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 30.962 | 14,84 | 5.091 | 14,22 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 26.344 | 248,88 | 4.545 | 296,86 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 311.015 | 7,30 | 53.656 | 22,01 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 2.069 | 0,15 | 366 | 13,71 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 746 | 18,79 | 129 | 34,74 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 41 | 2,50 | 7 | 16,67 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 1.619 | 279 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 4.098 | 50,88 | 707 | 71,36 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7.394 | 5,09 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 7.306 | 143,61 | 1.261 | 177,53 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 71.857 | 25,32 | 12.397 | 42,50 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 1.466 | 0,14 | 253 | 13,51 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12.086 | 2.102 | ||||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 279.497 | 3,71 | 48.219 | 17,94 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5.370 | 1,21 | 926 | 15,03 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 17.899 | 28,13 | 3.088 | 45,68 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5.051 | 16.193,55 | 871 | 17.320,00 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 3.229 | 10,36 | 557 | 25,73 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6.415 | 0,08 | 1.107 | 13,79 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4.135 | 134,28 | 713 | 167,04 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 21.653 | 4 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 21.321 | 50,83 | 3.678 | 71,55 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 1.368 | 236 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 107.518 | 51,50 | 18.549 | 72,29 |
