Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF, to m.in EP Wealth Advisors, Inc., Boston Common Asset Management, LLC, Fidelis Capital Partners, LLC, Miracle Mile Advisors, LLC, Quantinno Capital Management LP, American Capital Advisory, LLC, Westfuller Advisors, LLC, Royal Bank Of Canada, Fifth Third Bancorp, Rockefeller Capital Management L.P., Atlantic Union Bankshares Corp, i Jones Financial Companies Lllp .
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 | Savant Capital, LLC | 507 143 | 11,93 | 5 239 | 11,16 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 35 446 | 2,55 | 401 | 11,42 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 7 806 | 81 | ||||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 11 206 | 0,92 | 116 | 0,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 33 905 | 4,34 | 353 | 4,45 | ||||
| 2026-04-21 | 13F | Maseco Llp | 501 057 | 31,11 | 5 193 | 30,94 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 96 042 | 8,88 | 992 | 8,18 | ||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 46 277 | 0,57 | 478 | -6,27 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 88 080 | 4,34 | 910 | 3,65 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 14 360 | 148 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 53 200 | 113,28 | 267 | 2,70 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 9 230 | 0,23 | 95 | 0,00 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 242 850 | 13,08 | 2 509 | 12,32 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 259 627 | 1,49 | 2 682 | 0,79 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 256 090 | 0,44 | 2 645 | -0,23 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 248 542 | 1,14 | 2 567 | 0,47 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 893 | 0,90 | 9 | 0,00 | ||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 15 904 | 2,31 | 164 | -0,61 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 41 032 | 4,05 | 424 | 3,17 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 19 466 | 0,22 | 201 | 0,00 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 1 099 | 93,49 | 11 | 120,00 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1 | 0 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 40 503 | 9,96 | 418 | 9,14 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 225 198 | 10,35 | 2 326 | 9,61 | ||||
| 2026-05-15 | 13F | North Berkeley Wealth Management, LLC | 480 025 | 1,71 | 4 959 | 1,02 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 1 440 | 0,91 | 0 | |||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 291 | 1,75 | 3 | 50,00 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 37 766 | 1,76 | 390 | 1,30 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 5 523 | 57 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 1 514 648 | 1,90 | 15 646 | 1,22 | ||||
| 2026-05-07 | 13F | Boston Common Asset Management, LLC | 46 995 | 485 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 351 710 | 203,67 | 3 633 | 201,66 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 24 844 | 2,45 | 257 | 1,59 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 18 885 | 195 | ||||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 12 658 314 | 1,98 | 130 747 | 1,28 | ||||
| 2026-04-28 | 13F | Brighton Jones Llc | 3 674 039 | 2,67 | 37 953 | 1,98 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 13 680 | 141 | ||||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 18 194 | 0 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 107 892 | 584,85 | 1 115 | 583,44 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 216 880 | 1,99 | 2 240 | 1,31 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1 508 438 | 10,52 | 15 582 | 9,78 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 546 100 | 2,37 | 5 641 | 1,68 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 27 693 | 55,97 | 286 | 55,43 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 119 065 | 2,42 | 1 230 | 1,65 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 0 | 0 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 438 | 5 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 773 | 24,68 | 8 | 33,33 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 812 243 | 13,48 | 8 | 14,29 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 590 875 | 5,66 | 6 | 20,00 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 17 042 | 1,98 | 176 | 1,73 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 364 658 | 3 767 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 839 | 9 | ||||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 1 324 959 | 1,11 | 13 687 | 0,43 | ||||
| 2026-05-14 | 13F | Betterment LLC | 113 866 | 0,12 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 3 659 666 | 160,43 | 38 061 | 154,92 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 27 607 | 7,95 | 285 | 7,55 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 65 310 | 3,53 | 675 | 2,74 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 230 087 | 1,13 | 2 377 | 0,42 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 871 | 9 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 540 065 | 3,20 | 5 579 | 2,50 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 919 239 | 0,86 | 9 496 | 0,18 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 79 787 | 13,40 | 824 | 12,72 |
