Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Baron ETF Trust - Baron First Principles ETF, to m.in Jpmorgan Chase & Co, Fortis Group Advisors, LLC, Principal Securities, Inc., Susquehanna International Group, Llp, Clay Northam Wealth Management, LLC, Janney Montgomery Scott LLC, Oppenheimer & Co Inc, Stifel Financial Corp, Advisor Group Holdings, Inc., Cambridge Investment Research Advisors, Inc., Envestnet Asset Management Inc, Truist Financial Corp, Royal Bank Of Canada, Pinnacle Wealth Planning Services, Inc., Cannon Global Investment Management, LLC, Mariner, LLC, Third View Private Wealth, LLC, PFG Investments, LLC, Fifth Third Bancorp, i International Assets Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 27 258 | 623 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 21 069 | 481 | ||||||
| 2026-05-12 | 13F | Chung Wu Investment Group, LLC | 500 | 11 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 43 276 | 990 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 17 231 | 2 053,88 | 394 | 1 870,00 | ||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 10 348 | 237 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 43 260 | 1 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3 191 | 73 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 61 672 | 1 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 22 850 | 11 156,16 | 523 | 10 340,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 21 084 | 481 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 9 387 | 215 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 51 060 | 1 168 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 2 000 | 46 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 80 666 | 1 845 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 42 | 1 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 52 854 | 1 209 | ||||||
| 2026-04-27 | 13F | Nvwm, Llc | 5 | 0 | ||||||
| 2026-04-28 | 13F | Clay Northam Wealth Management, LLC | 73 618 | 1 684 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 10 000 | 229 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1 000 | 23 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 350 | 8 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 50 | 1 | ||||||
| 2026-04-21 | 13F | Cannon Global Investment Management, LLC | 15 600 | 357 | ||||||
| 2026-05-08 | 13F | DUTCH ASSET Corp | 9 803 | 224 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 104 488 | 2 390 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 10 300 | 236 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 150 | 3 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1 235 | 28 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 11 370 | 260 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 585 | 13 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 239 | 5 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 10 000 | 229 | ||||||
| 2026-05-07 | 13F | one8zero8, LLC | 9 250 | 212 | ||||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 248 | 6 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 9 333 | 213 | ||||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 110 711 | 2 568 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 20 230 | 463 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 230 000 | 5 115 |
