Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Nushares ETF Trust - Nuveen ESG Small-Cap ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Napier Financial, LLC, Affiance Financial, LLC, Anb Bank, Fortis Capital Advisors, LLC, Westview Management dba Westview Investment Advisors, Summit Financial, LLC, B&l Asset Management Llc, Verus Capital Partners, Llc, Western Wealth Management, LLC, Birchwood Financial Partners, Inc., Vanguard Advisers Inc, Root Financial Partners, LLC, True Link Financial Advisors, LLC, und Ashton Thomas Private Wealth, 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.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Bensler, LLC | 14.384 | 17,55 | 648 | 18,68 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 55 | 2 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 743.707 | 119,61 | 33.511 | 121,63 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 831 | 37 | ||||||
| 2026-05-01 | 13F | Smart Portfolios, LLC | 7.389 | 2,45 | 333 | 3,11 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 9.127 | 80,52 | 411 | 0,98 | ||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 5.084 | 229 | ||||||
| 2026-05-12 | 13F | Creative Planning | 260.458 | 11,17 | 11.736 | 12,19 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 10.482 | 2,78 | 472 | 3,74 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 261.816 | 0,90 | 11.797 | 1,82 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 9.576 | 61,51 | 432 | 63,26 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 35.392 | 561,16 | 1.595 | 566,95 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 104.994 | 8,39 | 4.730 | 9,34 | ||||
| 2026-05-15 | 13F | North Berkeley Wealth Management, LLC | 293.851 | 2,85 | 13.241 | 3,79 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 67 | 3 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 26.150 | 2,42 | 1.178 | 3,33 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 14.035 | 9,76 | 1 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 27.184 | 8,23 | 1.214 | 9,58 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 198 | 692,00 | 9 | 700,00 | ||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 4.659 | 210 | ||||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 14.451 | 0,03 | 651 | 0,93 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 82.285 | 17,28 | 3.584 | 14,40 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 20.220 | 26,15 | 1 | |||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 933 | 42 | ||||||
| 2026-05-08 | 13F | Westview Management dba Westview Investment Advisors | 5.400 | 243 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 5.384 | 243 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 14 | 1 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 106.089 | 1.230,77 | 4.780 | 1.246,48 | ||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 71.281 | 0,79 | 3.212 | 1,71 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 2.936 | 12,88 | 132 | 13,79 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 21.863 | 5,31 | 985 | 6,37 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 17.652 | 138,70 | 795 | 140,91 | ||||
| 2026-04-30 | 13F | IMPACTfolio, LLC | 45.625 | 1,17 | 2.056 | 2,09 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 10.906 | 0 | ||||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 25.358 | 23,51 | 1.143 | 24,67 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 65.048 | 2,48 | 2.931 | 3,46 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 15.167 | 46,75 | 683 | 48,16 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 10.960 | 0,53 | 494 | 1,44 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 41.011 | 0,25 | 1.831 | 1,55 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 28.289 | 9,77 | 1.275 | 10,78 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 3.277 | 0 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 130.590 | 49,36 | 5.884 | 50,76 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 31.992 | 38,37 | 1.442 | 39,63 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 15.990 | 0,31 | 721 | 1,27 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1.253.960 | 56.503 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 2.000 | 89 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 1.721.326 | 16,34 | 77.563 | 17,41 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 9.647 | 19,22 | 435 | 20,22 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 36.681 | 0,07 | 1.653 | 0,98 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 27.804 | 10,39 | 1.253 | 11,39 | ||||
| 2026-05-07 | 13F | Palisades Hudson Asset Management, L.P. | 112.146 | 3,87 | 5 | 25,00 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 22.931 | 1.033 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 109.733 | 5,58 | 4.945 | 6,55 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 61.746 | 1,47 | 2.782 | 2,39 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 16.359 | 5,79 | 737 | 6,81 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 2.310 | 14,93 | 104 | 16,85 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 4.804 | 1,76 | 216 | 2,86 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 1.625 | 257,14 | 79 | 290,00 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 77 | 3 | ||||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 3.244 | 91,61 | 159 | 96,30 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 43 | 2 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 5.522 | 249 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 30.939 | 4,26 | 1.394 | 5,29 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 22.218 | 9,25 | 1.001 | 10,24 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 830.709 | 1,50 | 37.432 | 2,43 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 11.401 | 47,72 | 514 | 49,13 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 17.797 | 802 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1.358 | 42,80 | 59 | 40,48 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2.774 | 10,96 | 125 | 11,71 | ||||
| 2026-04-21 | 13F | Sbe Llc Dba Cedar Cove Wealth Partners | 58.335 | 1,40 | 2.629 | 2,34 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 375 | 17 | ||||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 134.754 | 3,09 | 6 | 20,00 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 22.845 | 10,76 | 1.121 | 15,93 | ||||
| 2026-04-27 | 13F | Financial Planning Fort Collins, LLC | 5.176 | 2,47 | 254 | 12,44 | ||||
| 2026-05-08 | 13F | Bokf, Na | 15.707 | 0,14 | 708 | 1,00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 578 | 26,75 | 26 | 30,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 24.008 | 1.082 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 20.083 | 13,12 | 905 | 14,14 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 4.662 | 210 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 212.056 | 1,84 | 9.555 | 2,78 | ||||
| 2026-05-15 | 13F | Fmr Llc | 220.246 | 10,94 | 9.924 | 11,96 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 134.321 | 1,32 | 6.053 | 2,25 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 32.555 | 7,36 | 1.467 | 8,35 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 101.769 | 3,77 | 4.586 | 4,70 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 116.448 | 33,85 | 5.124 | 31,90 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 27.398 | 1.235 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 50.553 | 2,60 | 2.297 | 4,46 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 15.419 | 695 | ||||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 40.496 | 29,17 | 1.825 | 30,38 | ||||
| 2026-01-29 | 13F | Comerica Bank | 340 | 101,18 | 15 | 114,29 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 2.542 | 9,71 | 115 | 10,68 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 819.749 | 36,92 | 36.938 | 38,18 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 1.434.429 | 2,04 | 64.600 | 2,89 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 347 | 101,74 | 16 | 114,29 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 128.062 | 2,81 | 5.770 | 3,76 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 359.913 | 2,45 | 16.218 | 3,39 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 262.445 | 2,32 | 11.825 | 3,25 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 7.249 | 5,15 | 327 | 6,19 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 31.168 | 6,10 | 1.404 | 7,09 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 4.920 | 53,32 | 222 | 54,55 | ||||
| 2026-05-06 | 13F | Anb Bank | 9.030 | 407 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 19.001 | 7,95 | 856 | 9,04 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 7.399 | 2,48 | 333 | 3,42 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 21.187 | 1,17 | 955 | 2,03 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.055.104 | 1,90 | 47.543 | 2,84 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 26.863 | 39,57 | 1.323 | 53,90 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 9.818 | 2,19 | 442 | 3,27 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 222.001 | 0,17 | 10.003 | 1,09 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 3.197 | 1,40 | 144 | 2,86 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 5.522 | 249 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 167.749 | 2,75 | 7.559 | 3,69 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3.231 | 146 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 8.256 | 4,20 | 372 | 5,38 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 10.147 | 4,37 | 0 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 58.824 | 2.941.100,00 | 2.651 |
