Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF, to m.in ODonnell Financial Services, LLC, Mount Yale Investment Advisors, LLC, Vestmark Advisory Solutions, Inc., Signal Advisors Wealth, LLC, Fifth Third Bancorp, CoreCap Advisors, LLC, Tucker Asset Management Llc, SageView Advisory Group, LLC, i Creative Financial Designs Inc /adv .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | UBS Group AG | 590 774 | 4,67 | 29 976 | 3,87 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 53 491 | 15,68 | 2 714 | 14,81 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 30 103 | 346,63 | 1 527 | 343,90 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1 325 | 67 | ||||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 406 556 | 20 611 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 69 | 4 | ||||||
| 2026-04-23 | 13F | Next Level Private LLC | 435 158 | 16,68 | 22 080 | 15,79 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 31 105 | 31,47 | 1 578 | 30,52 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 10 226 | 519 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 21 218 | 8,27 | 1 077 | 7,39 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 53 872 | 1,06 | 2 734 | 0,29 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 51 192 | 446,63 | 2 597 | 443,31 | ||||
| 2026-05-07 | 13F | Davis Selected Advisers | 3 400 745 | 0,48 | 172 554 | -0,29 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 4 663 | 474,97 | 237 | 478,05 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 20 354 | 1 033 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 888 106 | 104,14 | 45 063 | 102,59 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 24 916 | 131,48 | 1 264 | 129,82 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 4 940 | 2,75 | 251 | 2,04 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 35 363 | 0,71 | 1 794 | -0,06 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 100 | 5 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4 256 | 216 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 19 392 | 4,35 | 984 | 3,47 | ||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 317 583 | 7,90 | 16 114 | 7,08 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 5 311 | 2 131,51 | 269 | 2 141,67 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 169 536 | 6,64 | 8 602 | 5,83 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 149 205 | 11,80 | 7 571 | 10,95 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 205 | 10 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 9 327 | 473 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 631 655 | 6,12 | 82 790 | 5,31 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 772 478 | 80,63 | 39 196 | 79,26 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 5 696 | 6 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 4 385 | 4,31 | 224 | 11,44 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 29 543 | 8,65 | 1 499 | 7,84 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 122 309 | 209,10 | 6 206 | 206,72 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 10 190 | 517 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 6 620 | 9,11 | 336 | 8,06 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 153 732 | 2,34 | 7 860 | 112 185,71 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 7 711 | 9,81 | 391 | 8,91 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 79 291 | 16,30 | 4 023 | 15,40 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 9 543 | 27,92 | 484 | 27,03 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4 418 481 | 2,46 | 224 194 | 1,68 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 267 | 14 |
