Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF eröffnet haben, gehören Spartan Wealth Advisory Services LLC, Hrt Financial Lp, Colter Lewis Investment Partners LLC, IFG Advisory, LLC, Ubs Asset Management Americas Inc, Allworth Financial LP, und Abound Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 11.737 | 1,74 | 224 | 1,36 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 129.547 | 43,37 | 2.438 | 41,50 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 260.375 | 6,47 | 4.965 | 6,09 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 105.596 | 20.935,06 | 1.987 | 21.977,78 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.078.814 | 33,34 | 20.303 | 31,59 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2.939 | 15,12 | 55 | 14,58 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 4.044 | 0,45 | 76 | 0,00 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 76.690 | 16,04 | 1.443 | 14,52 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 2.100 | 36,45 | 40 | 34,48 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 21.255 | 0 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 320.519 | 713,46 | 6.032 | 703,20 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 195.349 | 19,97 | 3.676 | 18,39 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 163 | -42,96 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 148.289 | 10,57 | 2.822 | 10,32 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 831.810 | 17,59 | 15.655 | 16,04 | ||||
| 2026-05-15 | 13F | Fmr Llc | 44 | 2,33 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 7.738.404 | 7,75 | 145.637 | 6,34 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 412 | 8 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 25.306 | 9,85 | 0 | |||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 41.063 | 1,69 | 773 | 0,26 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 158 | 3 | ||||||
| 2026-05-04 | 13F | IFC Advisors LLC | 2.730.332 | 1,80 | 51.385 | 0,46 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 751 | 0,81 | 14 | 0,00 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 53.210 | 1,47 | 1.001 | 0,10 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 229 | 4 | ||||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 57.615 | 35,84 | 1.084 | 34,16 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 421 | 8 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 308.606 | 35.371,95 | 5.808 | 36.193,75 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 849.548 | 169,15 | 15.988 | 165,63 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2.197.396 | 23,73 | 41.359 | 22,13 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 3.535 | 16,47 | 67 | 15,79 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 20 | 233,33 | ||||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 24.441 | 0,50 | 460 | -0,86 | ||||
| 2026-05-12 | 13F | Creative Planning | 144.954 | 0,85 | 2.728 | -0,44 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 11.736.590 | 4,37 | 220.883 | 3,00 | ||||
| 2026-04-30 | 13F | Meadow Creek Wealth Advisors Llc | 149.078 | 7,11 | 2.806 | 5,69 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 175.575 | 69,17 | 3.288 | 66,14 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 34.180 | 12,00 | 643 | 10,67 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 295 | 1,03 | 6 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 108.546 | 13,88 | 2.070 | 13,43 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 13.726 | 0,85 | 258 | -0,39 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 500 | 9 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 3.105.457 | 2,47 | 58.445 | 1,13 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 2.272 | 43 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 7.393.760 | 7,69 | 139.151 | 6,27 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 140.310 | 3,44 | 2.641 | 2,09 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 140.310 | 4,15 | 2.641 | 2,76 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 46.494 | 875 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 91.215 | 7,74 | 1.717 | 6,32 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 100.185 | 24,31 | 1.885 | 22,72 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 398.110 | 2,82 | 7.492 | 1,48 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 30.671 | 14,60 | 577 | 13,14 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 80.872 | 3,41 | 1.522 | 2,08 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 45.043 | 848 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 10.887 | 0,16 | 205 | -1,45 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 121 | 0,83 | 2 | 0,00 | ||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 42.419 | 19,66 | 798 | 18,05 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 648.514 | 5,37 | 12.205 | 4,00 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 14.054 | 264 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 1.212.564 | 30,75 | 22.820 | 29,04 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 39.640 | 746 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 50.152 | 12,76 | 944 | 10,81 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 313.421 | 17,71 | 5.899 | 16,17 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 21.629 | 10,71 | 407 | 9,41 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 134.117 | 0,06 | 2.524 | -1,21 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 75.468 | 113,87 | 1.420 | 111,31 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 69.534 | 3,34 | 1.309 | 1,95 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 38.820 | 23,32 | 731 | 22,28 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 190.253 | 27.633,67 | 3.563 | 27.307,69 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 10.943 | 0,86 | 206 | |||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 137.547 | 25,76 | 2.589 | 24,12 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 20.479 | 98,38 | 385 | 96,43 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 20.311 | 1,12 | 382 | -0,26 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 255.406 | 4.807 |
