Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w SPDR Index Shares Funds - State Street SPDR MSCI ACWI ex-US ETF, to m.in Stonebrook Private Inc., Kingsview Wealth Management, LLC, Nicolet Advisory Services, Llc, Cerity Partners Retirement Plan Advisors LLC, Everhart Financial Group, Inc., Ethic Inc., Tiaa-cref Individual & Institutional Services, Llc, SageView Advisory Group, LLC, Napier Financial, LLC, Vanguard Advisers Inc, Cassaday & Co Wealth Management LLC, Aptus Capital Advisors, LLC, Vanguard National Trust Co, i Crews Bank & Trust .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 946 | 65,96 | 34 | 65,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 870 | 13,73 | 32 | 14,81 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 70 205 | 2 520 | ||||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 138 560 | 0,92 | 5 070 | 2,80 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 24 862 | 1,49 | 910 | 3,41 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 38 100 | 1 394 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 9 459 | 346 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 736 454 | 20,96 | 26 947 | 23,22 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 307 922 | 3,23 | 11 267 | 5,15 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 242 | 9 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 13 424 | 8,46 | 491 | 10,59 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 13 631 | 14,18 | 499 | 16,36 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1 961 | 72 | ||||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 7 721 | 4,35 | 283 | 6,42 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 273 461 | 3,58 | 10 006 | 5,50 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 20 141 | 16,22 | 737 | 18,33 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 44 731 | 3,23 | 1 637 | 5,14 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1 021 288 | 17,18 | 37 369 | 19,37 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 328 261 | 2,75 | 12 | 9,09 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 12 562 | 10,45 | 460 | 12,22 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 6 488 | 5,53 | 237 | 7,73 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 6 784 | 16,44 | 248 | 18,66 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 129 674 | 0,41 | 4 745 | 2,29 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 128 980 | 41,41 | 4 719 | 44,05 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 3 261 220 | 163,81 | 119 328 | 168,73 | ||||
| 2026-04-10 | 13F | Novem Group | 106 656 | 0,95 | 3 903 | 2,85 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 81 500 | 3,43 | 2 982 | 5,37 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 72 986 | 38,02 | 2 671 | 40,60 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 594 | 531,91 | 22 | 600,00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1 668 | 61 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 206 979 | 7 573 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 806 | 25,74 | 29 | 26,09 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 279 845 | 16,73 | 10 240 | 18,91 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 3 488 600 | 9,50 | 127 648 | 11,54 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 153 | 42 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 148 135 | 3,75 | 5 420 | 5,69 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 244 006 | 54,69 | 8 929 | 57,57 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 675 601 | 1,78 | 61 310 | 3,68 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 4 456 | 212,92 | 160 | 226,53 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 16 214 | 593 | ||||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 321 018 | 4,10 | 11 746 | 6,04 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 29 123 | 3,63 | 1 066 | 5,55 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 160 081 | 1,73 | 5 857 | 3,63 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 286 157 | 54,85 | 10 470 | 57,75 | ||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 1 006 609 | 0,23 | 36 157 | 0,23 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1 283 | 47 | ||||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 1 476 355 | 4,54 | 54 020 | 6,49 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 12 592 | 50,95 | 461 | 53,85 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 42 111 | 15,57 | 1 541 | 21,07 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 221 389 | 2,07 | 8 104 | 4,02 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 8 352 | 22,75 | 306 | 25,00 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 348 384 | 2,25 | 12 747 | 4,16 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 80 991 | 0,19 | 2 963 | 2,07 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 194 034 | 110,74 | 7 130 | 115,57 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 22 543 | 32,27 | 825 | 34,64 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 130 849 | 4,60 | 4 788 | 6,54 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 40 664 | 1 488 | ||||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 11 626 | 11,10 | 425 | 13,33 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 161 213 | 3,03 | 5 899 | 4,95 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1 119 | 11,90 | 40 | 17,65 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 280 068 | 2,87 | 10 248 | 4,79 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4 580 294 | 2,61 | 167 593 | 4,53 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 83 893 | 0,02 | 3 070 | 1,86 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 77 550 | 43,87 | 2 838 | 46,54 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 113 628 | 2,49 | 4 158 | 4,39 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 76 910 | 0,02 | 2 814 | 1,88 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 21 184 | 5,07 | 1 | |||||
| 2026-05-05 | 13F | Napier Financial, LLC | 3 079 | 113 | ||||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 86 520 | 35,10 | 3 166 | 37,61 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 9 079 | 3,82 | 0 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1 796 405 | 2,34 | 65 730 | 4,25 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 308 960 | 11 305 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 38 608 | 8,24 | 1 413 | 10,30 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 13 938 | 1,48 | 510 | 3,25 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 14 753 | 13,46 | 540 | 15,42 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 3 737 | 134 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 123 223 | 66,56 | 4 509 | 69,67 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2 510 | 92 | ||||||
| 2026-04-30 | 13F | DMG Group, LLC | 8 226 | 31,20 | 301 | 33,33 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 8 058 | 1,00 | 295 | 2,80 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 6 652 | 0 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 35 201 | 1 288 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 817 398 | 29,41 | 29 909 | 31,82 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 30 495 | 28,61 | 1 116 | 31,02 | ||||
| 2026-05-11 | 13F | Mitchell Capital Management Co | 13 141 | 27,88 | 481 | 30,08 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 115 089 | 12,04 | 4 211 | 14,15 | ||||
| 2026-04-16 | 13F | Friday Financial | 262 616 | 1,05 | 9 609 | 2,95 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 52 526 | 89,67 | 1 922 | 93,26 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 617 366 | 2,46 | 22 589 | 4,38 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 441 523 | 0,62 | 16 155 | 2,50 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 1 600 000 | 58 544 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 12 986 | 2,23 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 150 801 | 4,15 | 5 518 | 6,08 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 2 300 372 | 1,58 | 84 171 | 3,48 | ||||
| 2026-05-05 | 13F | UBS Group AG | 284 294 | 10,49 | 10 402 | 12,55 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 32 582 | 70,28 | 1 192 | 73,51 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 28 032 | 14,70 | 1 007 | 17,94 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 1 188 068 | 0,95 | 43 471 | 2,83 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 264 466 | 185,02 | 9 500 | 185,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 596 375 | 2,47 | 21 821 | 4,38 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 644 082 | 16,37 | 23 567 | 18,54 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 856 984 | 2,76 | 31 357 | 4,67 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 200 | 7 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 15 891 | 581 | ||||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 73 730 | 2 758 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2 900 | 25,81 | 106 | 29,27 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 447 730 | 3,54 | 16 382 | 5,47 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 181 | 7 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 960 | 35 | ||||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 25 812 | 0,16 | 944 | 2,05 |
