Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF eröffnet haben, gehören Bucket List Wealth Management, LLC, Intentional Wealth Strategies, LLC, Green Square Capital Advisors Llc, RAM Investment Partners, LLC, Quantinno Capital Management LP, Integrity Advisory Solutions, LLC, RWM Asset Management, LLC, Golden State Equity Partners, Napier Financial, LLC, PlanVest Financial, Inc, Vanguard Advisers Inc, Key Capital Management, INC, und EverSource Wealth Advisors, 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 | Janney Montgomery Scott LLC | 66.477 | 2,44 | 6 | 0,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 56.401 | 46,37 | 4.874 | 50,17 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 10.984 | 3,81 | 949 | 6,51 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 42.721 | 8,85 | 3.692 | 11,68 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 254 | 61,78 | 22 | 69,23 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 3.077 | 266 | ||||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 21.005 | 43,33 | 1.815 | 47,08 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 48.766 | 4,03 | 4.214 | 6,71 | ||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 2.604 | 4,08 | 225 | 7,14 | ||||
| 2026-05-15 | 13F | Fmr Llc | 8.699 | 9,89 | 752 | 12,76 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 4.527 | 7,66 | 391 | 10,45 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 6.716 | 50,65 | 572 | 52,53 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 8.077 | 1,36 | 698 | 3,87 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 4.885 | 422 | ||||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 40.148 | 25,84 | 3.469 | 29,15 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 896 | 77 | ||||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 10.484 | 906 | ||||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 5.121 | 1,89 | 443 | 4,49 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 7.611 | 13,85 | 658 | 16,70 | ||||
| 2026-05-07 | 13F | Bucket List Wealth Management, LLC | 75.915 | 6.560 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4.858 | 0,81 | 420 | 3,46 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 13.895 | 0,08 | 1.201 | 2,65 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 99.759 | 7,54 | 8.402 | 6,13 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 15 | 1 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 20.819 | 62,22 | 1.799 | 66,57 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 29.492 | 22,83 | 2.548 | 26,01 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 12 | 1 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 2.325.942 | 3,41 | 200.985 | 6,10 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 5.308 | 0,68 | 459 | 3,39 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 6.451 | 0,61 | 557 | 3,15 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 8.902 | 138,79 | 769 | 145,69 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 5.607 | 14,27 | 485 | 17,19 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 56.488 | 3,15 | 4.881 | 5,83 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 5.126 | 0,35 | 432 | -0,92 | ||||
| 2026-05-14 | 13F | Biondo Investment Advisors, LLC | 26.658 | 5,95 | 2.304 | 8,73 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 4.356 | 6,32 | 376 | 8,99 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 2.581 | 0,58 | 223 | 3,24 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 4.622 | 0,26 | 389 | 0,26 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 134 | 12 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 828 | 475,00 | 72 | 491,67 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 302.183 | 1,64 | 26.112 | 4,29 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 4.477 | 1,38 | 387 | 4,04 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 56.694 | 26,46 | 4.899 | 29,75 | ||||
| 2026-05-01 | 13F | Mission Hills Financial Advisory, LLC | 2.482 | 0,40 | 214 | 2,88 | ||||
| 2026-04-07 | 13F | Martin Capital Partners, LLC | 3.480 | 1,46 | 0 | |||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 14.620 | 4,03 | 1.263 | 6,76 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 2.277 | 23,75 | 197 | 27,27 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 24.769 | 199,47 | 2.140 | 207,47 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 23.826 | 2,09 | 2.059 | 4,73 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 228.310 | 0,18 | 19.728 | 2,79 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 196 | 0,51 | 17 | 0,00 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 107.502 | 11,76 | 9.331 | 15,18 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 50.324 | 31,70 | 4.349 | 35,11 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 3.475 | 31,13 | 300 | 34,53 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 5.884 | 2,17 | 508 | 4,74 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 711.530 | 1,42 | 61.483 | 4,06 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 39.696 | 2,95 | 3.430 | 5,64 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 204 | 18 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4.017 | 906,77 | 349 | 954,55 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 16.583 | 0,14 | 1.433 | 2,73 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 8 | 1 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 30.569 | 1,84 | 2.641 | 4,47 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1.759 | 0,11 | 152 | |||||
| 2026-05-07 | 13F | Key Capital Management, INC | 32 | 3 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 136.881 | 1,03 | 11.828 | 3,65 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4.521 | 391 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 87 | 8 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 53.626 | 0,07 | 5 | 0,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 26.619 | 4,02 | 2.300 | 6,73 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 11.475 | 103,78 | 992 | 109,07 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 56.909 | 0,40 | 4.918 | 1,93 | ||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 8.231 | 21,71 | 711 | 24,96 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 10.179 | 0,30 | 880 | 2,93 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 39.662 | 15,61 | 3.427 | 18,62 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 2.917 | 252 | ||||||
| 2026-05-12 | 13F | Creative Planning | 11.102 | 22,47 | 959 | 25,69 | ||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 8.718 | 4,24 | 764 | 4,95 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 227.899 | 5,78 | 19.694 | 8,54 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 4.311 | 0,02 | 372 | 2,48 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 2.855 | 0,60 | 247 | 3,36 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 318.720 | 10,32 | 27.541 | 13,19 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 120 | 10 | ||||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 96.321 | 6,30 | 8.323 | 9,07 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 7.250 | 6,21 | 626 | 9,06 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 9.580 | 55,77 | 828 | 59,96 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 81.953 | 7,41 | 7.082 | 10,21 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 4.219 | 0,19 | 365 | 2,82 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 3.479 | 0,23 | 293 | -1,01 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 2.666 | 130,03 | 230 | 137,11 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 603.345 | 4,77 | 52.135 | 7,49 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 9.981 | 18,98 | 862 | 22,10 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 8.855 | 3,18 | 765 | 5,96 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 10 | 1 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 8.717 | 65,60 | 753 | 69,98 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 86.495 | 9,76 | 7.350 | 10,76 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2.186 | 1.319,48 | 189 | 1.466,67 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 2.509 | 0,24 | 0 | |||||
| 2026-05-11 | 13F | Montis Financial, LLC | 3.947 | 25,22 | 341 | 28,68 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 815 | 70 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1.344 | 107,73 | 116 | 114,81 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 98 | 8,89 | 8 | 14,29 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 4.125 | 0,27 | 356 | 2,89 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 6.556 | 567 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 272.152 | 2,95 | 23.517 | 5,63 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 543.882 | 3,58 | 46.997 | 6,27 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 9.488 | 98,00 | 820 | 103,23 | ||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 16.670 | 0,25 | 1.440 | 2,86 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 10.612 | 41,59 | 917 | 45,17 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 9.758 | 0,66 | 843 | 3,31 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 4.100 | 354 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 88 | 8 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 51.300 | 3,64 | 4.433 | 6,33 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 280 | 2,57 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 217 | 13,61 | 19 | 12,50 |
