Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Principal Exchange-Traded Funds - Principal U.S. Small-Cap ETF eröffnet haben, gehören Sagespring Wealth Partners, Llc, Flynn Zito Capital Management, Llc, Gts Financial, Llc, Spartan Wealth Advisory Services LLC, Walleye Partners, LLC, Ameritas Investment Partners, Inc., Janney Montgomery Scott LLC, D. E. Shaw & Co., Inc., Harbour Investments, Inc., Us Bancorp \de\, Jones Financial Companies Lllp, Vanguard Advisers Inc, Silver Grove Financial Group, Inc., CVA Family Office, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 48.333 | 2.771 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 406.744 | 6,40 | 23.316 | 5,65 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3.123 | 179 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 27.954 | 19,70 | 1.602 | 18,84 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 42 | 2 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 16.697 | 1 | ||||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 17.866 | 44,71 | 1.024 | 36,72 | ||||
| 2026-05-05 | 13F | UBS Group AG | 81 | 5 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1.691.249 | 35,10 | 96.950 | 34,15 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.351.032 | 31,08 | 77.447 | 30,16 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 13 | 1 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 12 | 1 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 22.519 | 5,64 | 1.291 | 2,63 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 2.536.322 | 9,35 | 145.393 | 8,58 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 20.732 | 18,43 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 31.783 | 694,18 | 1.822 | 688,31 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 48 | 3 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 102.054 | 5.850 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 79.739 | 9,16 | 4.571 | 8,37 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 124 | 5,98 | 7 | 16,67 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 6.633 | 10,94 | 383 | 10,72 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 252.845 | 6,68 | 14.494 | 5,93 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 3 | 50,00 | 0 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2.212.182 | 22,49 | 126.827 | 21,64 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 150.561 | 11,65 | 8.631 | 10,87 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 338.542 | 1,65 | 19.407 | 0,94 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 11.234 | 117,29 | 644 | 115,77 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 68.045 | 827,80 | 3.901 | 821,99 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 36.705 | 15,63 | 2.104 | 14,85 | ||||
| 2026-05-19 | 13F | Gts Financial, Llc | 31.511 | 1.530 | ||||||
| 2026-05-05 | 13F | truNorth Financial Services, Inc. | 5.434 | 32,96 | 312 | 32,34 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 65.093 | 4,32 | 3.727 | 124.100,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 84 | 5 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 612 | 35 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 9 | |||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 21.299 | 2.129.800,00 | 1.230 | |||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 32.845 | 0,67 | 1.883 | -0,05 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 24.069 | 40,08 | 1.380 | 39,15 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 20.585 | 1.180 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 22.308 | 13,61 | 1.279 | 12,80 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.076.319 | 32,81 | 61.699 | 31,88 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 43.862 | 75,36 | 2.514 | 74,22 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 179.376 | 6,08 | 10.283 | 5,33 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 16.995 | 974 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.401.136 | 48,96 | 80.319 | 47,92 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 504 | 29 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 67.575 | 478,90 | 3.874 | 475,48 | ||||
| 2026-04-23 | 13F | Walleye Partners, LLC | 20.367 | 1.168 | ||||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 9.278 | 0,24 | 532 | -0,56 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 11.751 | 85,67 | 674 | 84,38 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 5.423 | 43,66 | 311 | 42,86 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 139.728 | 9,05 | 8.010 | 8,27 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 12.819 | 7,93 | 735 | 7,15 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 37.113 | 17,42 | 2.143 | 214.100,00 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 254 | 8,55 | 15 | 7,69 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 6.398 | 367 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 41 | 2 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 16.355 | 1,36 | 938 | 0,64 | ||||
| 2026-05-15 | 13F | Fmr Llc | 273 | 2.175,00 | 16 | |||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 28.029 | 64,93 | 1.630 | 65,21 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 66.484 | 54,01 | 4 | 50,00 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 129.907 | 10,77 | 7.447 | 9,99 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1.939 | 3,41 | 111 | |||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 12.549.404 | 6,94 | 719.094 | 6,29 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 21.492 | 353,51 | 1.232 | 351,28 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 20.632 | 9,93 | 1.148 | 5,03 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 196.714 | 7,56 | 11.276 | 6,80 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 170.472 | 102,04 | 9.772 | 100,62 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 37.661 | 13,62 | 2.159 | 12,81 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 99.474 | 5.537 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.734.313 | 19,55 | 156.743 | 18,71 |
