Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i TCW ETF Trust - TCW Transform 500 ETF, omfatter Fund Evaluation Group, LLC, Beacon Pointe Advisors, LLC, CIBC Bancorp USA Inc., GK Wealth Management LLC, Dwr Wealth Management, Llc, Napier Financial, LLC, Vanguard Advisers Inc, O'shaughnessy Asset Management, Llc, Allworth Financial LP, og Silver Grove Financial 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | GK Wealth Management LLC | 3.200 | 237 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 2.017 | 1,51 | 154 | -3,77 | ||||
| 2026-05-15 | 13F | Fmr Llc | 850 | 42,38 | 65 | 36,17 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 13.733 | 14,08 | 1.048 | 8,50 | ||||
| 2026-05-07 | 13F | Sage Advisory Services, Ltd.Co. | 10.630 | 1,30 | 811 | -3,68 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 315 | 0,32 | 24 | -4,00 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 3.445 | 263 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 7.309 | 558 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 39 | 3 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 173.555 | 6,52 | 13.242 | 1,31 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 6.456 | 493 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 10 | 1 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 3.732 | 433,14 | 284 | 407,14 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 420 | 32 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 1.615.436 | 2,72 | 123 | -2,38 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 1.004 | 0,30 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 116 | 50,65 | 9 | 33,33 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 34.160 | 0,65 | 2.606 | -4,26 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 38.338 | 2.925 | ||||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 5.420 | 2,23 | 414 | -2,82 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 100.168 | 104,58 | 7.643 | 94,60 | ||||
| 2026-05-05 | 13F | Premier Financial Group | 8.068 | 0,22 | 624 | -3,85 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 7.600 | 253.233,33 | 580 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 4.229 | 323 | ||||||
| 2026-04-24 | 13F | Financial Life Planners | 4 | 0 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 32.492 | 1,12 | 2.479 | -3,80 | ||||
| 2026-04-07 | 13F | Dwr Wealth Management, Llc | 3.200 | 237 | ||||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 432.269 | 32.982 | ||||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 9.239 | 16,05 | 714 | 10,02 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1.621 | 60,97 | 124 | 53,75 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 67.303 | 0,84 | 5.399 | 3,07 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 132.714 | 6,46 | 10.126 | 1,26 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 41.325 | 3,25 | 3.153 | -1,78 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 4.637 | 0,24 | 354 | -4,85 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 3.175 | 6,76 | 242 | 1,68 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 238 | 18 | ||||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 8.151 | 2,16 | 622 | -2,97 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 18.556 | 15,03 | 1.515 | 17,00 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 1.140 | 5,56 | 87 | 0,00 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 31.115 | 9,69 | 2.395 | 5,27 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 18.017 | 0,46 | 1.375 | -4,45 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 11.137 | 145,36 | 850 | 133,24 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 160.815 | 12.270 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2.621 | 139,58 | 202 | 131,03 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 9.154 | 4,46 | 698 | -0,57 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.421 | 23,14 | 108 | 17,39 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.180.277 | 8,08 | 90.055 | 2,80 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 132.031 | 0,96 | 10.074 | -3,97 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3.063 | 234 | ||||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 71 | 1,43 | 0 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 30.005 | 4,26 | 2.289 | -0,82 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 6.010 | 0,69 | 459 | -4,18 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 825 | 329,69 | 63 | 313,33 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 126 | 26,00 | 10 | |||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1 | 0 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 3.341 | 0,21 | 276 | 1,48 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 8.151 | 2,16 | 622 | -2,97 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 21.072 | 813,00 | 1.608 | 768,65 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 200 | 15 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 789.467 | 1,81 | 60 | -3,23 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 185.779 | 5,22 | 14.175 | 0,07 |
