Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Davis Fundamental ETF Trust - Davis Select Financial ETF, to m.in Willow Financial LLC, Inspire Advisors, LLC, Envestnet Portfolio Solutions, Inc., Strategic Wealth Designers, Foresight Capital Management Advisors, Inc., Wiley Bros.-aintree Capital, Llc, Ubs Asset Management Americas Inc, CIBC Private Wealth Group, LLC, i Western Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 448 | 46,41 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 97 939 | 7,66 | 4 392 | -0,11 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1 770 | 1,67 | 79 | |||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 89 380 | 4,57 | 4 008 | -3,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 415 571 | 4,73 | 18 634 | -2,84 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 200 | 10 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 20 866 | 1,01 | 936 | -6,31 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2 548 | 114 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 28 690 | 3,30 | 1 287 | -4,17 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 61 463 | 7,30 | 2 883 | 4,15 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 13 885 | 37,75 | 623 | 27,72 | ||||
| 2026-05-07 | 13F | Davis Selected Advisers | 2 130 666 | 0,01 | 95 539 | -7,21 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 70 604 | 319,74 | 3 166 | 289,78 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 23 652 | 1 061 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 24 972 | 18,95 | 1 | 0,00 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 22 815 | 1,63 | 1 023 | -5,63 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 1 424 747 | 65,86 | 64 | 53,66 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 5 008 | 7,05 | 225 | -0,88 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 866 | 39 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 4 813 | 216 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 12 308 | 25,57 | 552 | 16,49 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 138 949 | 6 230 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 9 435 | 0,01 | 423 | -7,03 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 209 529 | 5,16 | 9 395 | -2,43 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 18 507 | 830 | ||||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 5 075 | 228 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 1 280 | 12,68 | 62 | 19,61 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 115 498 | 5 179 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 192 | 9 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 130 860 | 43,86 | 5 868 | 33,46 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 61 666 | 2 765 | ||||||
| 2026-05-11 | 13F | Strategic Wealth Designers | 9 419 | 422 | ||||||
| 2026-04-21 | 13F | Willow Financial LLC | 117 411 | 5 265 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 13 189 | 0,72 | 637 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 141 855 | 6 361 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 126 975 | 145,10 | 5 694 | 127,40 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 45 860 | 5,70 | 2 056 | -1,91 |
