Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF eröffnet haben, gehören ODonnell Financial Services, LLC, Mount Yale Investment Advisors, LLC, Vestmark Advisory Solutions, Inc., Signal Advisors Wealth, LLC, Fifth Third Bancorp, CoreCap Advisors, LLC, Tucker Asset Management Llc, SageView Advisory Group, LLC, und Creative Financial Designs Inc /adv .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | UBS Group AG | 590.774 | 4,67 | 29.976 | 3,87 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 53.491 | 15,68 | 2.714 | 14,81 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 30.103 | 346,63 | 1.527 | 343,90 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.325 | 67 | ||||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 406.556 | 20.611 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 69 | 4 | ||||||
| 2026-04-23 | 13F | Next Level Private LLC | 435.158 | 16,68 | 22.080 | 15,79 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 31.105 | 31,47 | 1.578 | 30,52 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 10.226 | 519 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 21.218 | 8,27 | 1.077 | 7,39 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 53.872 | 1,06 | 2.734 | 0,29 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 51.192 | 446,63 | 2.597 | 443,31 | ||||
| 2026-05-07 | 13F | Davis Selected Advisers | 3.400.745 | 0,48 | 172.554 | -0,29 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 4.663 | 474,97 | 237 | 478,05 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 20.354 | 1.033 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 888.106 | 104,14 | 45.063 | 102,59 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 24.916 | 131,48 | 1.264 | 129,82 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 4.940 | 2,75 | 251 | 2,04 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 35.363 | 0,71 | 1.794 | -0,06 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 100 | 5 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4.256 | 216 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 19.392 | 4,35 | 984 | 3,47 | ||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 317.583 | 7,90 | 16.114 | 7,08 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 5.311 | 2.131,51 | 269 | 2.141,67 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 169.536 | 6,64 | 8.602 | 5,83 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 149.205 | 11,80 | 7.571 | 10,95 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 205 | 10 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 9.327 | 473 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.631.655 | 6,12 | 82.790 | 5,31 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 772.478 | 80,63 | 39.196 | 79,26 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 5.696 | 6 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 4.385 | 4,31 | 224 | 11,44 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 29.543 | 8,65 | 1.499 | 7,84 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 122.309 | 209,10 | 6.206 | 206,72 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 10.190 | 517 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 6.620 | 9,11 | 336 | 8,06 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 153.732 | 2,34 | 7.860 | 112.185,71 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 7.711 | 9,81 | 391 | 8,91 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 79.291 | 16,30 | 4.023 | 15,40 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 9.543 | 27,92 | 484 | 27,03 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4.418.481 | 2,46 | 224.194 | 1,68 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 267 | 14 |
