Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Columbia ETF Trust II - Columbia EM Core ex-China ETF, to m.in Boulay Financial Advisors, LLC, Kingsview Wealth Management, LLC, Benchmark Financial Wealth Advisors, LLC, Spartan Wealth Advisory Services LLC, Diversify Wealth Management, Llc, Aprio Wealth Management, LLC, Stratos Wealth Partners, LTD., Jones Financial Companies Lllp, PlanVest Financial, Inc, Ariel Investments, Llc, Two Sigma Securities, Llc, Ausdal Financial Partners, Inc., Plante Moran Financial Advisors, LLC, Smartleaf Asset Management LLC, Td Private Client Wealth Llc, Bernard Wealth Management Corp., Global Retirement Partners, LLC, Vanguard Advisers Inc, Annis Gardner Whiting Capital Advisors, LLC, i Ronald Blue Trust, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 103 281 | 141,72 | 4 | 300,00 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 137 102 | 1,96 | 6 248 | 11,79 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 454 | 19 | ||||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 41 356 | 52,50 | 1 688 | 168 600,00 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 106 345 | 4 340 | ||||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 176 166 | 5,61 | 7 189 | 12,36 | ||||
| 2026-05-07 | 13F | Managed Asset Portfolios, Llc | 26 225 | 30,64 | 1 070 | 38,96 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 16 079 | 23,94 | 656 | 31,99 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 1 | 0 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 24 273 | 29,35 | 1 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 225 | 9 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 25 478 | 162,82 | 1 040 | 180,05 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 184 797 | 20,69 | 7 542 | 28,40 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 457 889 | 40,24 | 18 677 | 49,33 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 457 843 | 0,75 | 59 495 | 7,19 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 277 | 177,00 | 11 | 266,67 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 851 | 33 | ||||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 139 114 | 8,36 | 5 677 | 15,29 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 130 057 | 1,97 | 5 308 | 8,48 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 374 | 15 | ||||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 167 036 | 6 817 | ||||||
| 2026-04-03 | 13F | Coastline Trust Co | 30 417 | 3,52 | 1 241 | 10,12 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 17 146 | 679 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 102 595 | 7,45 | 4 187 | 14,31 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 20 461 | 2,33 | 835 | 8,87 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 40 875 | 6,95 | 1 668 | 13,78 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 9 618 | 112,55 | 393 | 126,59 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 193 545 | 1 210,22 | 7 899 | 1 295,41 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 2 700 | 110 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 226 723 | 22,44 | 9 253 | 30,25 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 5 573 | 3,11 | 227 | 9,66 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 190 192 | 1,93 | 7 296 | 7,63 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 13 941 | 12,68 | 569 | 19,83 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 5 067 | 207 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 473 | 19 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3 668 | 150 | ||||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 19 599 | 51,50 | 800 | 61,09 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 959 842 | 43,64 | 39 171 | 52,82 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 950 394 | 3,86 | 38 786 | 10,50 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1 623 | 66 | ||||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 12 836 | 2,76 | 524 | 9,19 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 9 783 | 109,26 | 399 | 122,91 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 3 795 | 155 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 22 126 | 1,76 | 903 | 8,15 | ||||
| 2026-05-14 | 13F | Battery Global Advisors, LLC | 1 235 | 29,05 | 50 | -33,33 | ||||
| 2026-04-23 | 13F | Fortitude Financial, LLC | 149 336 | 28,60 | 6 094 | 36,82 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 230 847 | 494,28 | 9 421 | 532,28 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 344 | 14 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 3 079 | 121 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 2 470 | 10,56 | 101 | 17,65 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 35 154 | 2,09 | 1 435 | 8,64 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 254 590 | 750,48 | 10 390 | 804,97 | ||||
| 2026-05-13 | 13F | Boulay Financial Advisors, LLC | 2 572 904 | 105 000 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 22 575 | 0,62 | 921 | 7,09 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 69 869 | 2,73 | 2 851 | 9,28 | ||||
| 2026-04-30 | 13F | Mason & Associates Inc | 91 809 | 3,40 | 3 601 | 5,70 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3 427 623 | 10,23 | 139 881 | 17,27 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 121 440 | 20,19 | 4 956 | 27,87 | ||||
| 2026-02-10 | 13F | Nelson Capital Management, LLC | 159 893 | 6,35 | 6 133 | 12,31 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 1 179 | 93,28 | 48 | 108,70 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 9 858 | 65,99 | 402 | 77,09 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 294 473 | 749,16 | 11 404 | 805,80 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 23 864 | 1 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 11 384 | 465 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 18 929 | 772 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 15 838 | 8,38 | 608 | 8,39 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 120 621 | 29,00 | 5 | 33,33 | ||||
| 2026-05-15 | 13F | Fmr Llc | 20 384 | 2,35 | 832 | 8,91 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 43 465 | 2 013 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 425 105 | 59,95 | 17 349 | 70,18 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 20 979 | 856 | ||||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 29 516 | 13,20 | 1 205 | 20,40 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 8 290 | 338 | ||||||
| 2026-05-05 | 13F | Ridgeline Wealth Planning, LLC | 6 641 | 2,06 | 271 | 8,84 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 184 200 | 5,73 | 7 517 | 12,50 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 17 255 | 11,02 | 704 | 18,12 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 114 364 | 4,31 | 4 667 | 10,99 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 8 246 | 337 | ||||||
| 2026-05-14 | 13F | Ariel Investments, Llc | 8 466 | 345 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 347 771 | 12,60 | 14 193 | 19,78 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 2 566 | 0,27 | 105 | 6,12 | ||||
| 2026-05-07 | 13F | Planning Alternatives Ltd /adv | 385 033 | 18,69 | 15 713 | 26,28 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 10 590 | 19,80 | 432 | 27,43 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3 161 569 | 12,88 | 129 024 | 20,09 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 37 955 | 9,45 | 1 456 | 15,57 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 213 046 | 3,62 | 8 694 | 10,23 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 1 700 | 69 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 413 887 | 16 891 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 224 997 | 2,07 | 8 631 | 7,77 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 99 621 | 16,81 | 4 066 | 24,27 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 191 669 | 7 822 | ||||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 210 592 | 11,91 | 8 594 | 19,06 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 160 688 | 109,93 | 6 558 | 123,33 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 340 426 | 34,07 | 54 703 | 42,64 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 22 698 | 3,09 | 926 | 9,72 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 40 244 | 3,16 | 1 642 | 9,76 |
