Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Global X Funds - Global X Adaptive U.S. Factor ETF eröffnet haben, gehören Envision Financial Transparency, LLC, Sonoma Allocations LLC, Fifth Third Bancorp, Prospera Financial Services Inc, Ausdal Financial Partners, Inc., Wellington Grp LLC, Rockefeller Capital Management L.P., und Legacy Wealth Managment, LLC/ID .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | Sierra Ocean, Llc | 179.175 | 2,91 | 8.663 | 7,31 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 263.275 | 4,50 | 12.729 | 8,96 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 398 | 1.374,07 | 19 | 1.800,00 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 260 | 92,59 | 13 | 100,00 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 73.115 | 81,22 | 3.535 | 89,04 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 97.071 | 10,13 | 4.693 | 14,83 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 9.581 | 463 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1.345 | 321,63 | 65 | 364,29 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 102 | 0,99 | 5 | 0,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 19.296 | 314,17 | 933 | 331,48 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 8.396 | 406 | ||||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 5.631 | 16,56 | 272 | 21,43 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 261.202 | 14,43 | 12.629 | 19,32 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 11.150 | 67,37 | 539 | 75,00 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 229 | 11 | ||||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 19.555 | 42,04 | 946 | 48,12 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 41.044 | 6,47 | 1.984 | 11,02 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 1.127 | 2,45 | 54 | 5,88 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 30.825 | 29,92 | 1.490 | 35,45 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 105.599 | 4,46 | 5.106 | 8,92 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 117.515 | 10,51 | 5.682 | 15,21 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 489 | 24 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 8.922 | 2,15 | 431 | 6,68 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 598 | 29 | ||||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 13.072 | 23,86 | 632 | 29,24 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 1.684.709 | 5,76 | 81.456 | 10,27 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 6.466 | 313 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 33.542 | 15,76 | 1.622 | 20,70 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 7.581 | 367 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 54.238 | 1,19 | 2.622 | 5,51 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 967.641 | 1,08 | 46.785 | 5,39 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 258.002 | 3,42 | 12.474 | 7,84 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 26.454 | 2,38 | 1.279 | 1,51 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 15.427 | 61,03 | 746 | 67,79 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 42.742 | 2,16 | 2 | 100,00 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 100.277 | 17,05 | 4.848 | 22,05 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 13.564 | 136,35 | 656 | 146,24 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.408.897 | 12,46 | 68.120 | 17,27 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 30.856 | 1,23 | 1.492 | 5,52 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 297.945 | 120,80 | 14.406 | 130,24 | ||||
| 2026-05-12 | 13F | Creative Planning | 8.539 | 6,56 | 413 | 11,05 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 294.377 | 17,57 | 14.233 | 22,60 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 120.072 | 18,43 | 5.805 | 23,48 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 53.039 | 37,63 | 2.459 | 37,22 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 30.085 | 54,79 | 1.455 | 61,38 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 2.092 | 119,06 | 101 | 129,55 | ||||
| 2026-04-27 | 13F | Northeast Planning Associates, Inc. / Nh / | 43.083 | 3,89 | 2.083 | 8,38 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 36.773 | 2 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 76.932 | 15,45 | 3.749 | 20,78 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 1.843 | 89 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 6.132 | 20,33 | 296 | 25,42 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 44.212 | 533,95 | 2.138 | 561,61 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 8.279 | 401 | ||||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 15.061 | 735 | ||||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 16.227 | 0,15 | 785 | 4,39 |
