Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF, to m.in EP Wealth Advisors, Inc., NewEdge Wealth, LLC, FLP Wealth Management, LLC, Segall Bryant & Hamill, Llc, Columbia Advisory Partners Llc, Blueline Advisors Llc, Family Legacy, Inc., Gotham Asset Management, LLC, Whalen Wealth Management Inc., Autumn Glory Partners, LLC, Ergawealth Advisors, Inc., Equitable Holdings, Inc., Cornerstone Wealth, LLC/TN, Black Swift Group, LLC, RB Capital Management, LLC, Banque Transatlantique SA, Independent Advisor Alliance, Independent Wealth Network Inc., Safe Harbor Wealth Advisors, LLC, i Patriot Financial Group Insurance Agency, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 280 807 | 4,97 | 12 830 | 5,03 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 642 | 66,75 | 29 | 70,59 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 2 346 915 | 5,37 | 106 034 | 4,20 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 8 578 | 388 | ||||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 10 023 | 2,04 | 453 | 0,89 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 151 732 | 3 418,02 | 6 855 | 3 379,70 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 26 243 | 67,40 | 1 186 | 65,50 | ||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 7 382 | 19,08 | 334 | 17,67 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 26 559 | 295,05 | 1 200 | 290,55 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 398 | 18 | ||||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 696 640 | 38,74 | 31 474 | 37,19 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 1 351 | 0,90 | 61 | 0,00 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 30 297 | 18,36 | 1 380 | 18,05 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 165 104 | 7 459 | ||||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 64 437 | 122,06 | 2 911 | 119,70 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 30 483 | 1 377 | ||||||
| 2026-05-11 | 13F | Haverford Trust Co | 3 699 020 | 15,10 | 167 122 | 13,82 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 4 645 | 4,01 | 210 | 2,45 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 575 274 | 5,56 | 25 991 | 4,38 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 95 994 | 963,29 | 4 337 | 952,67 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 282 | 13 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 99 574 | 6,79 | 4 499 | 5,59 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 55 117 | 124,48 | 2 490 | 122,12 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 98 520 | 1,82 | 4 451 | 0,68 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 1 762 883 | 12 596,31 | 79 647 | 12 462,62 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 43 044 | 1 945 | ||||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 449 678 | 39,47 | 20 546 | 39,52 | ||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 5 671 | 24,61 | 256 | 23,67 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 2 879 | 0,66 | 130 | 0,00 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 41 343 | 10,96 | 1 868 | 9,69 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1 507 417 | 5,44 | 68 874 | 5,48 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 58 932 | 2 663 | ||||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 32 632 | 1 474 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 85 399 | 60,58 | 3 852 | 58,58 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 453 389 | 29,22 | 20 484 | 27,79 | ||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 418 001 | 0,92 | 18 885 | -0,21 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 40 506 | 1,81 | 1 830 | 0,72 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 594 085 | 36,81 | 26 840 | 35,25 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 3 120 282 | 1,21 | 140 974 | 0,08 | ||||
| 2026-04-24 | 13F | Essex LLC | 5 585 | 13,29 | 252 | 12,00 | ||||
| 2026-05-12 | 13F | Family Legacy, Inc. | 51 827 | 2 342 | ||||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 81 029 | 2,74 | 3 661 | 1,58 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 30 117 | 380,72 | 1 361 | 375,52 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 15 | 1 | ||||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 28 864 | 8,10 | 1 304 | 6,89 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 690 | 23,43 | 31 | 24,00 | ||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 32 394 | 12,46 | 1 480 | 12,55 | ||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 614 104 | 170,26 | 27 745 | 167,27 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 13 537 | 200,89 | 612 | 198,05 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 33 700 | 1 540 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 17 057 | 735,31 | 771 | 727,96 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 100 576 | 17,06 | 4 544 | 15,77 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 519 221 | 3,14 | 23 483 | 2,10 | ||||
| 2026-04-24 | 13F | United Community Bank | 6 494 | 293 | ||||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 612 346 | 30,87 | 27 666 | 29,41 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 1 025 837 | 46 347 | ||||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 386 161 | 18,65 | 17 447 | 17,33 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 88 289 | 0,75 | 3 989 | -0,97 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 15 201 | 21,26 | 687 | 19,93 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 15 006 | 1 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 738 847 | 4,34 | 33 381 | 3,17 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 635 035 | 4,63 | 73 871 | 3,46 | ||||
| 2026-05-12 | 13F | Creative Planning | 17 992 | 41,04 | 813 | 39,52 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 95 743 | 4 326 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 111 | 5 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2 261 | 58,78 | 102 | 56,92 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 168 172 | 0,99 | 7 598 | -0,13 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 11 864 | 28,65 | 536 | 27,32 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 231 737 | 1 137,58 | 10 470 | 1 124,44 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 2 106 756 | 234,12 | 93 436 | 224,19 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 152 | 7 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 5 605 | 253 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 515 | 23 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 33 903 | 3,56 | 1 532 | 2,41 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 32 718 | 1 490 | ||||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 918 067 | 4,99 | 41 845 | 4,87 | ||||
| 2026-05-08 | 13F | Aspen Wealth Strategies, LLC | 18 494 | 0,20 | 836 | -0,95 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 2 384 | 60,65 | 108 | 59,70 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 85 946 | 22,02 | 3 900 | 21,19 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 144 355 | 9,49 | 6 522 | 8,25 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 427 984 | 2,09 | 19 572 | 1,85 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 4 767 | 16,58 | 215 | 15,59 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 15 772 | 10,50 | 713 | 9,20 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 158 383 | 9,03 | 7 208 | 8,62 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 54 628 | 2 470 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 5 692 | 257 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 20 191 | 85,24 | 1 | |||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 271 035 | 2,43 | 12 245 | 1,29 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 80 149 | 3 621 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 22 566 | 1 020 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 28 558 480 | 12,38 | 1 290 272 | 11,13 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 48 923 | 2 210 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 208 017 | 0,36 | 9 398 | -0,76 | ||||
| 2026-05-07 | 13F | Sage Advisory Services, Ltd.Co. | 237 532 | 2,72 | 10 732 | 1,58 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 23 453 | 10,39 | 1 | |||||
| 2026-04-21 | 13F | Foster & Motley Inc | 1 949 409 | 7,73 | 88 | 7,32 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 49 059 | 24,28 | 2 216 | 22,91 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1 232 072 | 0,60 | 55 665 | -0,52 | ||||
| 2026-04-23 | 13F | Blue Rock Wealth Management LLC | 79 183 | 0,24 | 3 577 | -0,89 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 21 902 | 1,88 | 999 | 1,32 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 5 286 | 239 | ||||||
| 2026-05-07 | 13F | True North Advisors, LLC | 226 739 | 0,62 | 10 244 | -0,50 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 75 852 | 5,35 | 3 427 | 4,20 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 615 498 | 2,88 | 27 808 | 1,73 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 40 355 | 30,99 | 1 823 | 29,57 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 10 062 | 4,30 | 455 | 3,18 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 56 110 | 154,62 | 2 540 | 152,49 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 14 | 1 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 75 009 | 3 389 | ||||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 46 942 | 4,01 | 2 121 | 2,81 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 54 123 | 3,24 | 2 445 | 2,09 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 96 493 | 4 | ||||||
| 2026-04-15 | 13F | Asio Capital, LLC | 355 955 | 1,33 | 16 082 | 0,20 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 3 042 | 21,73 | 137 | 20,18 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 153 802 | 12,93 | 6 949 | 11,67 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 40 612 | 49,42 | 1 843 | 48,43 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 37 055 | 1,46 | 1 666 | -0,48 | ||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 250 615 | 4,79 | 11 323 | 3,61 | ||||
| 2026-04-14 | 13F | Banque Pictet & Cie Sa | 44 150 | 38,58 | 1 995 | 37,04 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 527 | 0,96 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 4 928 | 223 | ||||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 644 876 | 3,37 | 29 136 | 2,22 | ||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 2 041 354 | 7,88 | 92 228 | 6,67 | ||||
| 2026-01-29 | 13F | Comerica Bank | 76 125 | 1,59 | 3 478 | 1,64 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 5 374 | 0,58 | 243 | -0,82 | ||||
| 2026-05-04 | 13F | Moment Partners, LLC | 454 702 | 20 635 | ||||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 197 015 | 17,89 | 8 901 | 16,58 | ||||
| 2026-04-22 | 13F | Englebert Financial Advisers, LLC | 211 241 | 11,20 | 9 544 | 9,96 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 16 880 | 763 | ||||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 332 955 | 2,14 | 15 043 | 0,99 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1 991 036 | 422,79 | 89 946 | 416,93 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 305 601 | 11,45 | 13 807 | 10,21 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 27 304 | 11,09 | 1 234 | 9,89 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 233 | 11 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 3 848 | 3,86 | 174 | 2,37 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 21 835 366 | 1,04 | 986 522 | -0,09 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 43 739 | 1,71 | 1 976 | 0,61 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1 001 | 8,57 | 45 | 7,14 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 49 144 | 68,61 | 2 220 | 221 900,00 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 5 492 | 253 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 41 432 | 23,09 | 1 872 | 21,73 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 3 041 | 137 | ||||||
| 2026-05-08 | 13F | Fire Capital Management LLC | 53 049 | 27,81 | 2 397 | 26,37 | ||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 56 922 | 9,64 | 2 572 | 8,39 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 5 477 | 1 029,28 | 248 | 1 022,73 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 62 | 3 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 13 918 | 1,60 | 629 | 0,48 | ||||
| 2026-05-15 | 13F | Shelton Capital Management | 4 646 | 210 | ||||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 142 840 | 7,15 | 6 454 | 5,96 | ||||
| 2026-05-14 | 13F | RB Capital Management, LLC | 20 590 | 930 | ||||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 4 688 | 212 | ||||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 39 729 | 14,08 | 1 795 | 12,76 | ||||
| 2026-04-13 | 13F | Trust Co | 5 880 | 43,91 | 266 | 42,47 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 19 062 | 3,94 | 861 | 2,87 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 61 732 | 2 816 | ||||||
| 2026-04-16 | 13F | Sterneck Capital Management, LLC | 61 518 | 2,68 | 2 779 | 1,53 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2 513 744 | 6,36 | 113 571 | 5,17 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 7 674 | 23,32 | 347 | 21,83 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 56 300 | 86,04 | 2 544 | 84,01 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 21 650 | 4,47 | 978 | 3,38 | ||||
| 2026-04-27 | 13F | Ergawealth Advisors, Inc. | 35 503 | 1 604 | ||||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 766 123 | 17,19 | 34 613 | 15,89 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 685 210 | 12,72 | 30 958 | 11,46 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 26 912 | 19,82 | 1 216 | 18,42 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 10 003 | 452 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 111 | 5 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 35 225 | 718,81 | 1 591 | 711,73 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 1 996 621 | 14,56 | 90 267 | 13,36 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 488 873 | 7 577,03 | 22 087 | 7 516,21 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 302 550 | 10,45 | 13 669 | 9,22 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 309 085 | 5,95 | 13 964 | 4,76 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 40 985 | 1 852 | ||||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 56 565 | 2,11 | 2 556 | 0,95 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 6 727 | 46,27 | 304 | 44,29 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 113 440 | 8,35 | 5 125 | 7,15 |
