Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF, to m.in John S. & James L. Knight Foundation, Inc., Kingsview Wealth Management, LLC, Park Avenue Securities Llc, Shelton Capital Management, Avidian Wealth Solutions, LLC, Fulton Bank, N.a., Avestar Capital, LLC, Wealth Care LLC, Anchyra Partners Llc, Pvg Asset Management Corp, Virtue Asset Management Llc, Gutierrez Wealth Advisory, LLC, Betterment LLC, Advyzon Investment Management, LLC, Vanguard Advisers Inc, Owl Creek Wealth Partners LLC, Western Wealth Management, LLC, Armstrong Advisory Group, Inc, SageView Advisory Group, LLC, i Pittenger & Anderson Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 2 937 | 7,23 | 851 | 3,53 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 148 | 8,82 | 43 | 5,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 628 | 7,53 | 468 | 3,08 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 1 340 | 20,50 | 402 | 22,94 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 1 417 | 0,85 | 407 | -3,33 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 123 | 0,82 | 35 | -2,78 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 11 064 | 154,99 | 3 473 | 166,54 | ||||
| 2026-04-21 | 13F | FSA Investment Group, LLC | 10 311 | 0,04 | 2 965 | -4,20 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 22 189 | 44,99 | 6 381 | 38,84 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 516 | 0,19 | 145 | -6,49 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 2 994 | 861 | ||||||
| 2026-01-30 | 13F | Pvg Asset Management Corp | 1 229 | 369 | ||||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 696 | 0,29 | 200 | -3,85 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 46 050 | 85,62 | 13 243 | 77,74 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1 168 | 289,33 | 336 | -4,29 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 37 304 | 13,33 | 10 419 | 5,40 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 4 831 | 1 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 903 | 0,22 | 260 | -4,06 | ||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 1 708 | 491 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 19 182 | 108,30 | 5 516 | 99,49 | ||||
| 2026-01-29 | 13F | Comerica Bank | 40 | 12 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2 521 | 0,24 | 725 | -4,11 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 47 798 | 29,94 | 13 745 | 24,42 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 1 834 | 527 | ||||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 9 510 | 1,05 | 2 735 | -3,26 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 14 494 | 3,97 | 4 168 | -0,43 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 16 131 | 3,60 | 4 639 | -0,79 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 57 183 | 6,82 | 16 444 | 2,28 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 630 | 181 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 73 | 14,06 | 21 | 5,26 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 2 311 | 41,17 | 665 | 35,23 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 227 | 467,50 | 65 | 441,67 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 2 458 | 707 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 5 | 1 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 3 300 | 770,71 | 949 | 1 042,17 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 341 | 0,29 | 0 | |||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 52 916 | 21,62 | 15 217 | 16,46 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 3 316 | 0,06 | 954 | -4,22 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 23 155 | 1,59 | 7 | 0,00 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 24 509 | 0,01 | 7 048 | -4,24 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 128 | 38 | ||||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 63 762 | 38,94 | 18 336 | 33,04 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 12 126 | 5,89 | 3 487 | 1,72 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 1 409 | 0,07 | 405 | -4,03 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 2 470 | 0,32 | 710 | -3,92 | ||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 2 064 | 553,16 | 594 | 530,85 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 13 913 | 4,33 | 4 001 | -0,10 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 31 | 9 | ||||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 1 278 | 0,79 | 368 | -3,42 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 5 350 | 613,33 | 1 539 | 583,56 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 237 447 | 2,94 | 70 045 | 3,17 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 30 807 | 2,41 | 8 859 | -1,94 | ||||
| 2026-05-14 | 13F | Betterment LLC | 712 | 0 | ||||||
| 2026-04-03 | 13F | Adirondack Trust Co | 32 632 | 12,42 | 9 384 | 7,64 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 9 647 | 0,26 | 2 774 | -3,98 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 3 322 | 0,06 | 955 | -4,21 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 25 446 | 4,19 | 7 318 | -0,25 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 509 964 | 16,93 | 146 653 | 11,97 | ||||
| 2026-05-12 | 13F | Virtue Asset Management Llc | 1 000 | 288 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 1 937 | 557 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 150 | 43 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 38 755 | 28,42 | 11 145 | 22,96 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 1 241 | 0,32 | 357 | -4,04 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 957 | 27,09 | 275 | 21,68 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 262 | 75 | ||||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 1 680 | 483 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 586 | 0,34 | 168 | -4,00 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 6 483 | 3,89 | 1 864 | -0,48 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 700 | 201 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 4 164 | 3,38 | 1 197 | -0,99 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 3 130 | 9,90 | 900 | 5,26 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 1 600 | 20,75 | 460 | 15,87 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 142 | 41 | ||||||
| 2026-04-16 | 13F | Diversified Trust Co | 80 229 | 0,02 | 23 072 | -4,23 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 4 071 | 4,57 | 1 171 | 0,09 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 2 | 100,00 | 1 | |||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 12 778 | 0,06 | 3 675 | -4,20 | ||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 87 111 | 0,10 | 25 051 | -4,16 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 776 | 0,26 | 223 | -3,88 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 1 815 | 522 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 14 565 | 10,02 | 4 189 | 5,33 | ||||
| 2026-05-15 | 13F | Fmr Llc | 4 673 | 7,62 | 1 344 | 3,07 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2 289 | 2 259,79 | 658 | 2 168,97 | ||||
| 2026-05-04 | 13F | Lincoln National Corp | 462 641 | 1,02 | 133 044 | -3,27 | ||||
| 2026-05-15 | 13F | Shelton Capital Management | 3 708 | 1 066 | ||||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 299 463 | 7,23 | 86 118 | 2,68 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 2 142 | 13,69 | 677 | 19,65 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 37 | 23,33 | 11 | 11,11 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 40 | 11 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 195 846 | 319,47 | 56 320 | 301,65 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 133 | 1,53 | 38 | -2,56 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 100 849 | 8,34 | 29 001 | 3,73 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 610 686 | 10,47 | 175 625 | 5,78 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 19 331 | 22,29 | 5 559 | 17,11 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 220 374 | 169,86 | 63 374 | 158,40 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 789 | 227 | ||||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 1 420 | 11,46 | 408 | 6,81 | ||||
| 2026-01-23 | 13F | John S. & James L. Knight Foundation, Inc. | 153 749 | 46 175 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 5 848 | 4,22 | 1 748 | 2,22 | ||||
| 2026-05-12 | 13F | Creative Planning | 14 748 | 274,31 | 4 241 | 258,50 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 25 230 | 7 256 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 5 701 | 1,24 | 1 639 | -3,08 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 2 228 | 3,53 | 641 | -0,93 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 274 | 79 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 69 | 20 | ||||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 6 511 | 8,79 | 1 873 | 4,17 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 2 505 | 1,71 | 720 | -2,57 |
