Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF, to m.in Chicago Wealth Management, Inc., Proficio Capital Partners LLC, Navis Wealth Advisors, LLC, Philadelphia Investment Partners, LLC, VisionPoint Advisory Group, LLC, Legacy Wealth Partners, LLC, Beaumont Capital Management, LLC, Gateway Wealth Partners, LLC, Pictet Asset Management Holding SA, Waystone Advisors Llc, TCFG Investment Advisors, LLC, Ignite Planners, LLC, Ehrlich Financial Group, Sanchez Gaunt Capital Management, LLC, Parkwoods Wealth Partners, LLC, Rossby Financial, LCC, Fulcrum Asset Management LLP, Forum Finance Group S.A., Merkkuri Wealth Advisors LLC, i Axiom Investment Management LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 6 679 | 226 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 1 387 976 | 234 752,12 | 46 927 | 335 092,86 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 104 135 | 57,22 | 3 521 | 113,59 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 29 115 | 0,15 | 984 | 36,10 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 495 | 17 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 200 | 7 | ||||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 8 343 | 289 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 53 090 | 78,42 | 1 822 | 146,08 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 61 689 | 0,68 | 2 086 | 26,75 | ||||
| 2026-05-04 | 13F | Nwam Llc | 200 180 | 1,79 | 6 768 | 36,07 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 15 500 | 524 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 34 911 | 1 180 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 164 280 | 340,97 | 5 555 | 499,24 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 403 748 | 84,40 | 13 651 | 150,46 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 322 | 3 124,39 | 45 | 4 300,00 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 37 415 | 1 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1 093 | 692,03 | 37 | 1 100,00 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 67 088 | 11,76 | 2 268 | 51,81 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 6 569 | 222 | ||||||
| 2026-05-12 | 13F | Creative Planning | 14 000 | 19,96 | 473 | 63,10 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 35 328 | 1 194 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 79 | 3 | ||||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 7 016 | 237 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 19 086 | 27,97 | 645 | 73,85 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3 055 | 0 | ||||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 63 470 | 23,69 | 2 146 | 67,97 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 557 | 222 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 195 931 | 179,39 | 6 624 | 279,60 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 701 | 23,85 | 24 | 64,29 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 73 934 | 2 500 | ||||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 6 798 | 230 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 17 | 1 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 644 386 | 349,62 | 21 786 | 510,74 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 2 558 624 | 1 022,18 | 86 507 | 1 424,08 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 15 950 | 1,50 | 539 | 37,85 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 74 620 | 2 523 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 113 403 | 1,49 | 4 099 | 47,39 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 302 | 10 | ||||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 24 966 | 1,85 | 844 | 38,36 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 19 588 | 662 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 8 809 | 298 | ||||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 8 308 | 281 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 511 | 17 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 237 | 8 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 8 343 | 289 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3 267 032 | 47,42 | 110 458 | 100,21 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 2 995 | 107 | ||||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 98 | 3 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 12 034 | 29,70 | 407 | 76,52 | ||||
| 2026-05-05 | 13F | Nolet Wealth Management, LLC | 15 017 | 14,86 | 508 | 56,00 | ||||
| 2026-02-03 | 13F | Fulcrum Asset Management LLP | 211 | 26 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 294 852 | 116,25 | 9 969 | 193,69 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 25 897 | 60,91 | 876 | 118,75 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 13 607 | 37,81 | 460 | 87,76 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 5 473 | 243,57 | 136 | 223,81 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 453 | 1 712,00 | 15 | 36,36 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 26 651 | 12,10 | 901 | 52,45 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 16 529 | 21,24 | 559 | 64,60 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 69 470 | 97,43 | 2 349 | 168,34 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 633 | 76,82 | 21 | 162,50 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 7 805 | 264 | ||||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 200 | 0 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 324 202 | 14,36 | 8 071 | 6,02 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1 218 | 314,29 | 41 | 485,71 | ||||
| 2026-05-14 | 13F | Beaumont Capital Management, LLC | 35 704 | 1 207 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 3 605 | 122 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 251 585 | 8 506 | ||||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 9 892 | 12,68 | 334 | 53,21 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1 521 | 0,86 | 51 | 37,84 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 172 363 | 17,69 | 5 828 | 59,82 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 93 692 | 3 168 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 393 | 35 | ||||||
| 2026-04-22 | 13F | Lam Group, Inc. | 110 | 4 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 602 | 20 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 14 115 | 1,22 | 477 | 37,46 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 12 901 | 48,24 | 436 | 101,85 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 5 005 | 167 | ||||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 82 140 | 8,10 | 2 777 | 46,85 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 2 396 | 509,67 | 60 | 490,00 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 51 334 | 1 736 | ||||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 7 579 | 256 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 166 | 6 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 47 | 2 | ||||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 49 268 | 1 666 | ||||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 22 383 | 757 | ||||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 197 | 38 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1 006 | 1 696,43 | 34 | 3 300,00 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 8 326 | 282 | ||||||
| 2026-05-21 | 13F | Essential Partners LLC | 48 567 | 2,42 | 1 642 | 39,15 | ||||
| 2026-05-15 | 13F | Fmr Llc | 211 | 7 | ||||||
| 2026-05-14 | 13F | Fca Corp /tx | 11 984 | 1,37 | 405 | 37,76 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 11 430 | 386 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 235 | 31 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2 372 | 80 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 10 727 | 0,57 | 363 | 36,60 | ||||
| 2026-05-12 | 13F | Chicago Wealth Management, Inc. | 147 321 | 4 981 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 21 040 | 711 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 659 | 21,81 | 22 | 69,23 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 294 | 9,11 | 44 | 48,28 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 12 583 | 425 | ||||||
| 2026-05-14 | 13F | Wealth Alliance | 105 985 | 0,57 | 3 583 | 36,60 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 6 542 | 227 | ||||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 123 695 | 4 202 |
