Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Vanguard World Fund - Vanguard Extended Duration Treasury ETF, to m.in EP Wealth Advisors, Inc., Nbt Bank N A /ny, Jump Financial, LLC, SIH Partners, LLLP, Orographic Financial Advisors, LLC, CI Private Wealth, LLC, Buffalo Business & Estate Services Ltd, Carrera Capital Advisors, Keating Financial Advisory Services, Inc., i GAMMA Investing 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8 004 | 520 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 165 168 | 12,54 | 10 738 | 12,39 | ||||
| 2026-05-19 | 13F | Orographic Financial Advisors, LLC | 6 489 | 0 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1 044 656 | 2,62 | 67 850 | 2,53 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 50 140 | 26,54 | 3 257 | 26,45 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 135 175 | 14,91 | 8 780 | 14,80 | ||||
| 2026-05-12 | 13F | Professional Financial Management, Inc. | 113 492 | 7,80 | 7 371 | 7,70 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 237 | 15 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 4 695 | 305 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 907 055 | 31,14 | 59 | 31,82 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 8 | 1 | ||||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 168 157 | 6,89 | 10 922 | 6,80 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 45 406 | 2 949 | ||||||
| 2026-05-14 | 13F | Jump Financial, LLC | 158 291 | 10 281 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 364 974 | 23 705 | ||||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 2 265 | 147 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 5 | 0 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 4 030 | 68,20 | 262 | |||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 3 196 | 8,08 | 208 | -0,48 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 13 919 | 904 | ||||||
| 2026-05-01 | 13F | Clarity Financial LLC | 7 950 | 60,61 | 516 | 60,75 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 163 800 | 260,00 | 10 639 | 259,76 | ||||
| 2026-04-17 | 13F | Buffalo Business & Estate Services Ltd | 3 974 | 258 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 6 604 | 0,89 | 429 | 0,71 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 3 307 | 3,93 | 215 | 3,88 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 55 900 | 202,16 | 3 631 | 202,00 | |||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 3 810 | 34,34 | 247 | 34,24 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 43 487 | 416,35 | 2 824 | 416,27 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 380 396 | 7 796,95 | 24 707 | 7 793,29 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 5 899 | 0 | ||||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 15 771 | 3,25 | 1 024 | 2,30 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 56 177 | 0,64 | 3 649 | 0,55 | ||||
| 2026-01-13 | 13F/A | Sanctuary Advisors, LLC | 3 241 | 3,12 | 222 | 4,74 | ||||
| 2026-05-08 | 13F | Bokf, Na | 333 | 22 | ||||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 8 191 | 5,57 | 532 | 5,56 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 49 788 | 295,43 | 3 234 | 295,23 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 7 335 | 14,22 | 476 | 14,15 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 106 415 | 619,31 | 7 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1 312 | 85 | ||||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 4 928 | 3,51 | 320 | 3,56 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 15 497 | 0,11 | 994 | -1,29 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 7 | |||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2 048 | 4,44 | 133 | -0,75 | ||||
| 2026-04-27 | 13F | Rareview Capital LLC | 30 354 | 18,03 | 2 043 | 18,03 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 250 703 | 11,81 | 16 283 | 11,71 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 3 118 | 203 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 3 366 | 219 | ||||||
| 2026-05-14 | 13F | Boyer & Corporon Wealth Management, LLC | 7 942 | 0,21 | 516 | 0,00 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 618 | 40 | ||||||
| 2026-05-04 | 13F | H&H Retirement Design & Management INC | 181 690 | 17,47 | 11 548 | 15,67 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 20 076 | 119,55 | 1 304 | 119,36 | ||||
| 2026-05-12 | 13F | Creative Planning | 16 631 | 1 080 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 42 947 | 1,30 | 2 789 | 1,31 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 6 080 | 11,50 | 395 | 11,30 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 22 890 | 2,22 | 1 487 | 2,13 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 257 678 | 1,11 | 16 752 | 1,10 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 7 626 | 3,05 | 521 | 2,96 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 330 722 | 3,47 | 21 480 | 3,37 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 10 561 | 17,71 | 686 | 17,50 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 191 595 | 12 444 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 4 105 242 | 23 721,98 | 267 416 | 23 776,34 | ||||
| 2026-05-12 | 13F | Cadence Wealth Management LLC | 383 603 | 80,65 | 24 915 | 80,49 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 66 577 | 22,67 | 4 324 | 22,56 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 96 299 | 9,15 | 6 255 | 9,05 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 10 961 | 712 | ||||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 23 174 | 15,83 | 1 505 | 15,77 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 3 824 | 4,03 | 248 | 3,77 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 4 680 | 6,36 | 304 | 5,94 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 1 443 025 | 2,20 | 93 724 | 2,11 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 30 465 | 0,99 | 1 979 | 0,87 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 67 942 | 1,46 | 4 413 | 1,36 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 230 | 15 | ||||||
| 2026-04-15 | 13F | Fluent Financial, LLC | 530 398 | 0,11 | 34 237 | -0,60 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 12 850 | 815 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 6 794 | 6,06 | 441 | 6,01 | ||||
| 2026-05-05 | 13F | UBS Group AG | 86 606 | 11,65 | 5 625 | 11,56 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 398 | 0,76 | 26 | 0,00 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | Call | 101 700 | 6 605 | |||||
| 2026-03-31 | 13F | Sankala Group LLC | 55 924 | 2,63 | 3 600 | -4,46 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 95 457 | 6 200 | ||||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 3 751 | 7,32 | 241 | 5,73 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 7 975 | 143,51 | 518 | 143,87 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 51 498 | 9,30 | 3 337 | 8,95 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 95 437 | 6,69 | 6 199 | 6,59 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 77 400 | 66,09 | 5 027 | 65,96 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 59 600 | 32,15 | 3 871 | 32,07 | |||
| 2026-05-05 | 13F | PFG Advisors | 10 244 | 90,44 | 665 | 90,54 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 11 488 | 4,18 | 1 | |||||
| 2026-05-15 | 13F | SIH Partners, LLLP | 50 000 | 3 248 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 187 739 | 12 194 | ||||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 10 | -35,71 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 22 103 | 1,84 | 1 436 | 1,70 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 10 412 | 2,43 | 677 | -2,73 |
