Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF, to m.in Bucket List Wealth Management, LLC, Intentional Wealth Strategies, LLC, Green Square Capital Advisors Llc, RAM Investment Partners, LLC, Quantinno Capital Management LP, Integrity Advisory Solutions, LLC, RWM Asset Management, LLC, Golden State Equity Partners, Napier Financial, LLC, PlanVest Financial, Inc, Vanguard Advisers Inc, Key Capital Management, INC, i EverSource Wealth Advisors, 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 | Janney Montgomery Scott LLC | 66 477 | 2,44 | 6 | 0,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 56 401 | 46,37 | 4 874 | 50,17 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 10 984 | 3,81 | 949 | 6,51 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 42 721 | 8,85 | 3 692 | 11,68 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 254 | 61,78 | 22 | 69,23 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 3 077 | 266 | ||||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 21 005 | 43,33 | 1 815 | 47,08 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 48 766 | 4,03 | 4 214 | 6,71 | ||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 2 604 | 4,08 | 225 | 7,14 | ||||
| 2026-05-15 | 13F | Fmr Llc | 8 699 | 9,89 | 752 | 12,76 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 4 527 | 7,66 | 391 | 10,45 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 6 716 | 50,65 | 572 | 52,53 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 8 077 | 1,36 | 698 | 3,87 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 4 885 | 422 | ||||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 40 148 | 25,84 | 3 469 | 29,15 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 896 | 77 | ||||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 10 484 | 906 | ||||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 5 121 | 1,89 | 443 | 4,49 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 7 611 | 13,85 | 658 | 16,70 | ||||
| 2026-05-07 | 13F | Bucket List Wealth Management, LLC | 75 915 | 6 560 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4 858 | 0,81 | 420 | 3,46 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 13 895 | 0,08 | 1 201 | 2,65 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 99 759 | 7,54 | 8 402 | 6,13 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 15 | 1 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 20 819 | 62,22 | 1 799 | 66,57 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 29 492 | 22,83 | 2 548 | 26,01 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 12 | 1 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 2 325 942 | 3,41 | 200 985 | 6,10 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 5 308 | 0,68 | 459 | 3,39 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 6 451 | 0,61 | 557 | 3,15 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 8 902 | 138,79 | 769 | 145,69 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 5 607 | 14,27 | 485 | 17,19 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 56 488 | 3,15 | 4 881 | 5,83 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 5 126 | 0,35 | 432 | -0,92 | ||||
| 2026-05-14 | 13F | Biondo Investment Advisors, LLC | 26 658 | 5,95 | 2 304 | 8,73 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 4 356 | 6,32 | 376 | 8,99 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 2 581 | 0,58 | 223 | 3,24 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 4 622 | 0,26 | 389 | 0,26 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 134 | 12 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 828 | 475,00 | 72 | 491,67 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 302 183 | 1,64 | 26 112 | 4,29 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 4 477 | 1,38 | 387 | 4,04 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 56 694 | 26,46 | 4 899 | 29,75 | ||||
| 2026-05-01 | 13F | Mission Hills Financial Advisory, LLC | 2 482 | 0,40 | 214 | 2,88 | ||||
| 2026-04-07 | 13F | Martin Capital Partners, LLC | 3 480 | 1,46 | 0 | |||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 14 620 | 4,03 | 1 263 | 6,76 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 2 277 | 23,75 | 197 | 27,27 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 24 769 | 199,47 | 2 140 | 207,47 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 23 826 | 2,09 | 2 059 | 4,73 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 228 310 | 0,18 | 19 728 | 2,79 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 196 | 0,51 | 17 | 0,00 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 107 502 | 11,76 | 9 331 | 15,18 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 50 324 | 31,70 | 4 349 | 35,11 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 3 475 | 31,13 | 300 | 34,53 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 5 884 | 2,17 | 508 | 4,74 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 711 530 | 1,42 | 61 483 | 4,06 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 39 696 | 2,95 | 3 430 | 5,64 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 204 | 18 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4 017 | 906,77 | 349 | 954,55 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 16 583 | 0,14 | 1 433 | 2,73 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 8 | 1 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 30 569 | 1,84 | 2 641 | 4,47 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1 759 | 0,11 | 152 | |||||
| 2026-05-07 | 13F | Key Capital Management, INC | 32 | 3 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 136 881 | 1,03 | 11 828 | 3,65 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4 521 | 391 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 87 | 8 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 53 626 | 0,07 | 5 | 0,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 26 619 | 4,02 | 2 300 | 6,73 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 11 475 | 103,78 | 992 | 109,07 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 56 909 | 0,40 | 4 918 | 1,93 | ||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 8 231 | 21,71 | 711 | 24,96 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 10 179 | 0,30 | 880 | 2,93 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 39 662 | 15,61 | 3 427 | 18,62 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 2 917 | 252 | ||||||
| 2026-05-12 | 13F | Creative Planning | 11 102 | 22,47 | 959 | 25,69 | ||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 8 718 | 4,24 | 764 | 4,95 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 227 899 | 5,78 | 19 694 | 8,54 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 4 311 | 0,02 | 372 | 2,48 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 2 855 | 0,60 | 247 | 3,36 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 318 720 | 10,32 | 27 541 | 13,19 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 120 | 10 | ||||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 96 321 | 6,30 | 8 323 | 9,07 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 7 250 | 6,21 | 626 | 9,06 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 9 580 | 55,77 | 828 | 59,96 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 81 953 | 7,41 | 7 082 | 10,21 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 4 219 | 0,19 | 365 | 2,82 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 3 479 | 0,23 | 293 | -1,01 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 2 666 | 130,03 | 230 | 137,11 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 603 345 | 4,77 | 52 135 | 7,49 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 9 981 | 18,98 | 862 | 22,10 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 8 855 | 3,18 | 765 | 5,96 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 10 | 1 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 8 717 | 65,60 | 753 | 69,98 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 86 495 | 9,76 | 7 350 | 10,76 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2 186 | 1 319,48 | 189 | 1 466,67 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 2 509 | 0,24 | 0 | |||||
| 2026-05-11 | 13F | Montis Financial, LLC | 3 947 | 25,22 | 341 | 28,68 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 815 | 70 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1 344 | 107,73 | 116 | 114,81 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 98 | 8,89 | 8 | 14,29 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 4 125 | 0,27 | 356 | 2,89 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 6 556 | 567 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 272 152 | 2,95 | 23 517 | 5,63 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 543 882 | 3,58 | 46 997 | 6,27 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 9 488 | 98,00 | 820 | 103,23 | ||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 16 670 | 0,25 | 1 440 | 2,86 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 10 612 | 41,59 | 917 | 45,17 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 9 758 | 0,66 | 843 | 3,31 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 4 100 | 354 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 88 | 8 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 51 300 | 3,64 | 4 433 | 6,33 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 280 | 2,57 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 217 | 13,61 | 19 | 12,50 |
