Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Davis Fundamental ETF Trust - Davis Select Financial ETF eröffnet haben, gehören Willow Financial LLC, Inspire Advisors, LLC, Envestnet Portfolio Solutions, Inc., Strategic Wealth Designers, Foresight Capital Management Advisors, Inc., Wiley Bros.-aintree Capital, Llc, Ubs Asset Management Americas Inc, CIBC Private Wealth Group, LLC, und Western Wealth Management, 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 | Coston, McIsaac & Partners | 448 | 46,41 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 97.939 | 7,66 | 4.392 | -0,11 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1.770 | 1,67 | 79 | |||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 89.380 | 4,57 | 4.008 | -3,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 415.571 | 4,73 | 18.634 | -2,84 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 200 | 10 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 20.866 | 1,01 | 936 | -6,31 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2.548 | 114 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 28.690 | 3,30 | 1.287 | -4,17 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 61.463 | 7,30 | 2.883 | 4,15 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 13.885 | 37,75 | 623 | 27,72 | ||||
| 2026-05-07 | 13F | Davis Selected Advisers | 2.130.666 | 0,01 | 95.539 | -7,21 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 70.604 | 319,74 | 3.166 | 289,78 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 23.652 | 1.061 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 24.972 | 18,95 | 1 | 0,00 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 22.815 | 1,63 | 1.023 | -5,63 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 1.424.747 | 65,86 | 64 | 53,66 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 5.008 | 7,05 | 225 | -0,88 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 866 | 39 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 4.813 | 216 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 12.308 | 25,57 | 552 | 16,49 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 138.949 | 6.230 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 9.435 | 0,01 | 423 | -7,03 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 209.529 | 5,16 | 9.395 | -2,43 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 18.507 | 830 | ||||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 5.075 | 228 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 1.280 | 12,68 | 62 | 19,61 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 115.498 | 5.179 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 192 | 9 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 130.860 | 43,86 | 5.868 | 33,46 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 61.666 | 2.765 | ||||||
| 2026-05-11 | 13F | Strategic Wealth Designers | 9.419 | 422 | ||||||
| 2026-04-21 | 13F | Willow Financial LLC | 117.411 | 5.265 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 13.189 | 0,72 | 637 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 141.855 | 6.361 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 126.975 | 145,10 | 5.694 | 127,40 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 45.860 | 5,70 | 2.056 | -1,91 |
