Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w BlackRock ETF Trust II - iShares AAA CLO Active ETF, to m.in Richard Bernstein Advisors LLC, CenturyLink Investment Management Co, Macro Advisors, Inc., Keel Point, LLC, Client First Capital LLC, Meiji Yasuda Life Insurance Co, Ubs Asset Management Americas Inc, TCG Advisory Services, LLC, IHT Wealth Management, LLC, Ehrlich Financial Group, Sovran Advisors, LLC, Hm Payson & Co, Independent Advisor Alliance, Stratos Wealth Partners, LTD., Castle Rock Wealth Management, LLC, EFG International AG, Maridea Wealth Management LLC, ASB Consultores, LLC, Perigon Wealth Management, LLC, i Hrt Financial Lp .
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.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | GeoWealth Management, LLC | 13 792 | 55,98 | 715 | 56,24 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 396 | 140,85 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 11 990 | 8,95 | 622 | 8,57 | ||||
| 2026-04-14 | 13F | Cox Capital Mgt LLC | 32 525 | 12,46 | 1 686 | 12,41 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 70 695 | 55,81 | 3 664 | 56,11 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 1 715 | 58,65 | 89 | 60,00 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 140 420 | 805,94 | 7 279 | 807,48 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 190 | 10 | ||||||
| 2026-05-14 | 13F | ASB Consultores, LLC | 17 852 | 925 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 292 367 | 152,33 | 15 155 | 152,78 | ||||
| 2026-05-20 | 13F/A | J. Mark Nickell & Co. | 45 512 | 2,53 | 2 359 | 2,74 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 274 373 | 18,40 | 14 222 | 18,61 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 110 155 | 45,58 | 6 | 66,67 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 64 330 | 3 335 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 28 829 | 1 494 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 348 450 | 7,49 | 18 | 12,50 | ||||
| 2026-05-14 | 13F | Macro Advisors, Inc. | 160 564 | 8 323 | ||||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 67 232 | 73,53 | 3 485 | 73,85 | ||||
| 2026-05-11 | 13F | Allstate Corp | 84 616 | 104,46 | 4 386 | 104,86 | ||||
| 2026-05-13 | 13F | Laffer Investments | 27 223 | 8,29 | 1 411 | 8,54 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1 433 | 5 632,00 | 74 | |||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 865 | 45 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 204 515 | 58,57 | 10 583 | 176 266,67 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 5 938 | 308 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 138 734 | 176,76 | 7 195 | 177,48 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 6 496 | 20,68 | 337 | 20,86 | ||||
| 2026-01-29 | 13F | Comerica Bank | 2 904 | 46,81 | 150 | 47,06 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 71 673 | 28,43 | 3 715 | 28,68 | ||||
| 2026-05-07 | 13F | Cannon Capital Management, Inc. | 192 410 | 42,68 | 9 974 | 42,92 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 280 | 0,72 | 15 | 0,00 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 497 | 26 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 4 924 | 255 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 9 360 | 40,12 | 485 | 40,58 | ||||
| 2026-04-07 | 13F/A | CenturyLink Investment Management Co | 511 600 | 26 519 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 609 | 32 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 29 900 | 1 554 | ||||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 563 343 | 12,69 | 29 201 | 12,88 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 56 642 | 167,38 | 2 936 | 167,88 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 20 018 | 26,83 | 1 038 | 27,08 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 8 018 | 29,91 | 416 | 30,09 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 24 351 | 1 262 | ||||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 5 417 | 18,74 | 281 | 18,64 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 4 976 | 258 | ||||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 239 300 | 5,64 | 12 414 | 5,36 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 188 349 | 6,06 | 9 763 | 6,26 | ||||
| 2026-05-08 | 13F | STAR Financial Bank | 213 408 | 15,47 | 11 062 | 15,67 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 114 010 | 91,04 | 5 910 | 91,35 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 216 | 11 | ||||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 9 535 | 494 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 5 552 | 288 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 328 | 12,17 | 587 | 12,45 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 150 804 | 792,65 | 7 817 | 794,28 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 49 416 | 77,96 | 2 561 | 78,27 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 61 617 | 31,97 | 3 194 | 32,16 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 303 923 | 15,09 | 15 754 | 15,29 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 14 619 | 179,58 | 759 | 181,11 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 24 364 | 1 263 | ||||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 5 487 | 284 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 25 207 | 23,97 | 1 307 | 24,14 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 7 548 | 0,49 | 391 | 0,77 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 4 010 | 208 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 10 257 | 23,86 | 532 | 24,07 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 7 034 | 365 | ||||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 9 610 | 498 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 115 393 | 5 981 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 16 090 | 834 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 94 745 | 4,08 | 4 911 | 4,27 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 72 608 | 3 764 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 19 601 | 1 016 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 5 755 | 64,01 | 298 | 64,64 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 60 882 | 3 156 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 29 066 | 1 507 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 290 | 15 | ||||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 6 207 | 322 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 63 304 | 209,27 | 3 276 | 208,09 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 5 060 | 262 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 11 959 | 620 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3 615 | 14,15 | 187 | 14,02 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 6 412 | 332 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 63 | 950,00 | 0 | |||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 298 253 | 10,07 | 15 460 | 10,26 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 24 178 | 0,00 | 1 253 | 0,16 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 15 664 | 36,07 | 812 | 36,30 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 10 744 | 1 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 7 | 0 | ||||||
| 2026-05-12 | 13F | Graham Capital Wealth Management, Llc | 11 024 | 13,65 | 571 | 13,97 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 30 972 | 1 605 | ||||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 12 999 | 14,88 | 675 | 15,38 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 4 484 | 232 | ||||||
| 2026-05-13 | 13F | Invst, LLC | 24 044 | 16,78 | 1 246 | 17,00 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 2 351 | 14,13 | 122 | 14,15 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 4 749 | 15,49 | 246 | 16,04 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 86 557 | 36,23 | 4 487 | 36,48 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 137 374 | 1 560,11 | 7 135 | 1 566,82 | ||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 148 631 | 6,33 | 7 690 | 6,33 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 4 490 | 233 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 5 717 | 169,16 | 296 | 171,56 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 9 838 | 28,63 | 510 | 28,86 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 158 488 | 8 215 | ||||||
| 2026-05-11 | 13F | Elequin Capital Lp | 317 152 | 157 687,06 | 12 575 | 125 640,00 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 289 664 | 38,77 | 15 015 | 39,01 | ||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 134 609 | 19,83 | 6 977 | 20,04 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1 880 | 97 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 025 | 290,93 | 105 | 300,00 | ||||
| 2026-04-24 | 13F | Client First Capital LLC | 134 379 | 6 966 | ||||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 1 053 787 | 42,12 | 54 623 | 42,37 | ||||
| 2026-05-14 | 13F | August Group Capital Ltd | 316 340 | 78,01 | 16 397 | 78,33 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 34 645 | 44,99 | 1 796 | 45,23 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 825 489 | 233,15 | 42 789 | 233,74 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 14 865 | 73,72 | 1 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 32 656 | 2,60 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 13 731 | 25,40 | 712 | 25,62 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 4 465 | 231 | ||||||
| 2026-05-15 | 13F | EFG International AG | 21 116 | 1 095 | ||||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 70 834 | 6,67 | 3 672 | 6,87 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 8 385 | 435 | ||||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 5 320 | 22,10 | 276 | 22,22 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 29 579 | 1 533 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 7 113 | 35,74 | 368 | 35,29 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 15 130 | 48,77 | 784 | 49,05 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 18 905 | 3,83 | 980 | 3,93 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 270 914 | 43,84 | 14 043 | 44,08 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 23 886 | 1 235 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 939 891 | 12,05 | 100 554 | 12,24 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 5 920 | 307 | ||||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 16 404 | 14,86 | 850 | 15,02 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 29 275 | 2,95 | 1 518 | 3,13 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 35 588 | 1 845 | ||||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 91 659 | 245,40 | 4 751 | 246,03 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 15 191 | 14,75 | 787 | 15,06 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2 065 | 107 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 440 930 | 52,96 | 22 856 | 53,22 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 195 397 | 1,06 | 10 128 | 1,24 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2 670 777 | 57,26 | 138 440 | 57,54 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 8 146 | 422 | ||||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 6 702 | 347 | ||||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 10 146 | 14,05 | 526 | 14,13 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 2 356 | 8,92 | 122 | 9,91 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 587 388 | 31,27 | 30 447 | 31,50 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 195 748 | 566,29 | 10 147 | 567,50 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 19 696 | 95,16 | 1 021 | 95,40 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 200 422 | 219,07 | 10 389 | 219,63 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 60 542 | 3 138 | ||||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 567 | 0 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 177 | 350,96 | 61 | 361,54 | ||||
| 2026-05-11 | 13F | Potentia Wealth | 111 309 | 36,96 | 5 770 | 37,19 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 4 402 | 228 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 7 359 | 8,88 | 381 | 9,17 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 24 086 | 1,26 | 1 248 | 1,46 | ||||
| 2026-05-12 | 13F | Meiji Yasuda Life Insurance Co | 98 000 | 5 080 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 712 | 111,28 | 37 | 111,76 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 6 186 664 | 320 686 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2 097 359 | 22,20 | 108 717 | 22,41 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 23 308 | 21,64 | 1 208 | 21,90 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 121 940 | 46,04 | 6 321 | 46,30 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 631 | 0,48 | 33 | 0,00 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 5 157 | 1,62 | 267 | 1,91 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 4 106 | 213 | ||||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 34 888 | 1 808 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 10 112 | 14,03 | 524 | 14,41 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 10 571 | 548 | ||||||
| 2026-04-23 | 13F | Embree Financial Group | 3 992 | 207 | ||||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 35 181 | 19,03 | 1 824 | 19,23 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 99 414 | 37,33 | 5 144 | 37,36 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 826 | 43 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 440 508 | 57,13 | 22 834 | 57,40 |
