Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF, to m.in Quest Investment Management Llc, First American Trust, Fsb, Nicolet Bankshares Inc, Dickmeyer Boyce Financial Management, Inc., Golden State Equity Partners, Sound Financial Strategies Group, LLC, Focused Alpha, Llc, Capital Square, LLC, ORG Wealth Partners, LLC, Integrated Wealth Concepts LLC, Cullinan Associates Inc, AA Financial Advisors, LLC, Guidance Capital, Inc, Midway Capital Research & Management, SYM FINANCIAL Corp, Plante Moran Financial Advisors, LLC, Vanguard Advisers Inc, Western Wealth Management, LLC, Vanguard National Trust Co, i Topsail Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 807 | 50,00 | 136 | 56,98 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 95 629 | 410,54 | 15 991 | 433,92 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 24 600 | 4 114 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1 | 0 | ||||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 1 699 | 284 | ||||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 5 | 1 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3 669 | 43,10 | 603 | 47,07 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 6 539 | 1,30 | 1 094 | 5,91 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 600 | 100 | ||||||
| 2026-05-06 | 13F | Zhang Financial LLC | 2 024 | 339 | ||||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 670 | 112 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 155 | 26 | ||||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 8 482 | 3,17 | 1 357 | 5,85 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 7 314 | 9,82 | 1 223 | 14,94 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 2 490 | 0,20 | 416 | -3,93 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 28 950 | 836,89 | 4 841 | 879,96 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 117 103 | 0,02 | 19 582 | 4,58 | ||||
| 2026-05-15 | 13F | Quest Investment Management Llc | 97 643 | 16 328 | ||||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 24 167 | 1,12 | 4 041 | 5,73 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 381 | 3,25 | 61 | 5,26 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 11 250 | 5,93 | 1 881 | 10,78 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 18 835 | 31,09 | 3 150 | 37,09 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 11 684 | 18,25 | 1 954 | 23,67 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 11 969 | 18,47 | 1 914 | 191 300,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 31 246 | 41,58 | 5 091 | 44,26 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 6 382 | 1,80 | 1 067 | 6,49 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 2 856 | 0,35 | 478 | 4,84 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 198 087 | 13,01 | 33 124 | 18,16 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 55 057 | 9 207 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 8 910 | 9,86 | 1 490 | 14,80 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 17 352 | 0,23 | 2 902 | 4,80 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 17 | 3 | ||||||
| 2026-05-11 | 13F | Capital Square, LLC | 1 693 | 309 | ||||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 1 238 | 207 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 1 225 | 19,51 | 205 | 25,15 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 26 233 | 5,64 | 4 387 | 10,45 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 8 274 | 1 384 | ||||||
| 2026-05-01 | 13F | Cullinan Associates Inc | 1 265 | 212 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 2 646 | 0,53 | 423 | 3,17 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 3 968 | 8,92 | 664 | 13,92 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 89 737 | 8,80 | 15 006 | 13,76 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 71 748 | 224,48 | 11 475 | 224,49 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 30 183 | 19,90 | 4 918 | 21,26 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 2 605 | 0 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2 094 | 224,65 | 350 | 239,81 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 425 733 | 9,28 | 71 191 | 14,27 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 12 772 | 0,32 | 2 136 | 4,86 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 47 818 | 19,21 | 7 996 | 24,65 | ||||
| 2026-05-05 | 13F | UBS Group AG | 38 538 | 18,68 | 6 444 | 24,09 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 38 | 52,00 | 6 | 100,00 | ||||
| 2026-05-08 | 13F | Sound Financial Strategies Group, LLC | 2 743 | 459 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 10 148 | 1 697 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 10 998 | 13,40 | 1 839 | 18,57 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1 318 | 220 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 4 073 | 2,26 | 4 | -99,37 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 446 | 242 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1 731 | 0,12 | 289 | 4,71 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 256 | 43 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 60 745 | 2,19 | 10 158 | 6,84 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 1 199 | 222 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 23 355 | 1,35 | 3 905 | 5,97 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 421 | 70 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 208 | 35 | ||||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 1 629 | 272 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 12 | 2 | ||||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 5 197 | 869 | ||||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 2 658 | 0,34 | 0 | |||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 2 412 | 1,77 | 403 | 6,33 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 55 | 9 | ||||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 70 | 40,00 | 9 | 28,57 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 153 | 193 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 8 713 | 2,16 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 4 096 | 7,85 | 685 | 12,69 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 2 048 | 1,74 | 343 | 6,54 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 2 650 | 3,11 | 0 | |||||
| 2026-04-28 | 13F | Golden State Equity Partners | 3 383 | 566 | ||||||
| 2026-05-04 | 13F | AMG National Trust Bank | 48 749 | 9,04 | 8 152 | 14,02 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1 153 | 0,35 | 193 | 4,92 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 216 | 35 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 211 225 | 2,35 | 35 321 | 7,01 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 1 757 | 5,59 | 294 | 10,15 | ||||
| 2026-05-11 | 13F | Commerce Bank | 123 761 | 30,00 | 20 695 | 35,93 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 769 | 0,39 | 129 | 4,92 | ||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 14 450 | 0,08 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 2 059 | 6,46 | 344 | 11,33 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 13 111 | 2,00 | 2 192 | 6,67 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 1 270 | 212 | ||||||
| 2026-04-22 | 13F | Brandywine Asset Management, Inc. | 22 843 | 0,37 | 3 886 | -1,99 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 609 | 25,83 | 102 | 31,17 |
