Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in State Street Bridgewater All Weather ETF eröffnet haben, gehören National Philanthropic Trust, Pinnacle Wealth Management, LLC, Marshall Financial Group LLC, Flagship Harbor Advisors, Llc, Mml Investors Services, Llc, Fundamentun, Llc, Fortis Group Advisors, LLC, Cambridge Investment Research Advisors, Inc., Savvy Advisors, Inc., Catalyst Investment Management LLC, Lake Street Financial Llc, Reflection Asset Management, Bank Of Montreal /can/, Forum Finance Group S.A., Kestra Private Wealth Services, Llc, Patten Group, Inc., National Asset Management, Inc., Advyzon Investment Management, LLC, Independent Advisor Alliance, und Independent Financial Group, Llc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 14.460 | 417 | ||||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 172.385 | 5.161 | ||||||
| 2026-04-21 | 13F | Pinnacle Wealth Management, LLC | 463.091 | 13.360 | ||||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 38.648 | 42,05 | 1.115 | 49,13 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 590 | 17 | ||||||
| 2026-05-15 | 13F | Weaver Consulting Group | 40.915 | 37,76 | 1.180 | 44,61 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 29.304 | 829 | ||||||
| 2026-03-02 | 13F | Reflection Asset Management | 50.939 | 1.418 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 170.274 | 4,15 | 4.912 | 9,30 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 800 | 23 | ||||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 431.569 | 12.451 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 93.411 | 758,24 | 2.695 | 801,00 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 198.465 | 5.726 | ||||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 660 | 18,92 | 19 | 26,67 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 10.812 | 19,32 | 297 | 17,86 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 14.010 | 404 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 129.831 | 829,76 | 3.746 | 877,81 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 29.542 | 852 | ||||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 49.743 | 1,04 | 1.435 | 6,06 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 40.149 | 1 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 10.000 | 9.900,00 | 288 | 14.300,00 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 56.502 | 453,62 | 1.630 | 482,14 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 23.745 | 685 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 2.906 | 2.281,97 | 84 | 2.666,67 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 21.148 | 58,66 | 610 | 66,67 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 20.732 | 24,19 | 598 | 30,57 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 28.118 | 811 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 306.806 | 8.851 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 8.726 | 252 | ||||||
| 2026-05-13 | 13F | BNB Wealth Management, LLC | 17.655 | 509 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 8.005 | 231 | ||||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 6.746 | 2,96 | 195 | 7,78 | ||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 572.811 | 0,44 | 16.526 | 5,41 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 8.526 | 246 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 68.077 | 220,68 | 1.871 | 216,58 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 100.618 | 34,06 | 2.903 | 40,67 | ||||
| 2026-01-29 | 13F | Comerica Bank | 3.515 | 4,61 | 97 | 3,23 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 8.571 | 247 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 39.280 | 1.133 | ||||||
| 2026-04-30 | 13F | Corrado Advisors, Llc | 119.800 | 2,04 | 3.456 | 7,10 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 2.235 | 95,71 | 64 | 106,45 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 73.923 | 81,42 | 2 | 100,00 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 517.243 | 14.922 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 3.140 | 124,93 | 91 | 130,77 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 37.007 | 1.068 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 18.802 | 542 | ||||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 80.943 | 22,34 | 2.335 | 28,44 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 66.364 | 4,53 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 1.104.171 | 341,67 | 31.855 | 363,55 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 65.051 | 288,18 | 1.885 | 309,57 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 24.901 | 8,26 | 718 | 13,61 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 150.971 | 4 | ||||||
| 2026-05-15 | 13F | Breakwater Investment Management | 7.019 | 444,11 | 202 | 477,14 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 45.531 | 1.314 | ||||||
| 2026-04-23 | 13F | Catalyst Investment Management LLC | 55.492 | 1.665 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 155.483 | 51,11 | 4.486 | 58,59 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1.693 | 49 | ||||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 15.774 | 455 | ||||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 51.450 | 17,78 | 1.484 | 23,67 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 26.721 | 173,33 | 771 | 187,31 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 108.398 | 11,91 | 3.127 | 17,47 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 200.116 | 5.773 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 70 | 2 | ||||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 3.000 | 87 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 139.173 | 701,87 | 4.015 | 741,72 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3.515 | 101 | ||||||
| 2026-05-15 | 13F | Family Management Corp | 316.581 | 5,14 | 9.133 | 10,34 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 952 | 27 | ||||||
| 2026-01-07 | 13F | Puff Wealth Management, Llc | 40.100 | 21,61 | 1.108 | 20,46 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 136.474 | 97,57 | 3.937 | 107,43 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 51.805 | 0,97 | 1.495 | 5,96 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 729.311 | 315,93 | 21.041 | 336,51 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 12.116 | 350 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 33.176 | 79,71 | 957 | 88,76 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 221.239 | 2,20 | 6.383 | 7,24 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 68.047 | 64,81 | 1.963 | 73,10 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 93.356 | 37,00 | 2.717 | 41,90 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 57.959 | 188,35 | 1.672 | 202,90 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 16.018 | 47,47 | 462 | 55,03 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 210.449 | 12,90 | 6.071 | 18,48 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1.000 | 29 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 147.834 | 4.265 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.324.567 | 120,04 | 38.214 | 130,92 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 55.000 | 1.587 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 36.153 | 62,49 | 1.076 | 76,10 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 850 | 0 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 31.437 | 17,29 | 907 | 23,10 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 63.916 | 101,30 | 1.757 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2.171.693 | 75,71 | 62.653 | 84,40 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 57.617 | 261,85 | 1.662 | 280,32 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 13.692 | 395 | ||||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 6.819 | 33,31 | 197 | 40,00 | ||||
| 2026-05-19 | 13F | Paragon Private Wealth Management, LLC | 15.049 | 89,75 | 434 | 99,08 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 350.146 | 60,93 | 10.102 | 68,88 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 8.955 | 258 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 8.147 | 235 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 21.966 | 634 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 28.095 | 173,96 | 811 | 188,26 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 262.766 | 6,57 | 7.581 | 11,83 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 196 | 6 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 58.615 | 12,01 | 1.691 | 17,59 |
