Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Wellington Fund - Vanguard U.S. Momentum Factor ETF eröffnet haben, gehören Builder Investment Group Inc /adv, Archford Capital Strategies, LLC, Fifth Third Bancorp, Elevation Capital Advisory, LLC, Hrt Financial Lp, Benjamin Edwards Inc, Diversify Wealth Management, Llc, WealthCare Investment Partners, LLC, D.a. Davidson & Co., Holistic Planning, LLC, Jane Street Group, Llc, Pensionmark Financial Group, Llc, Pinnacle Financial Group, LLC / IL, Citadel Advisors Llc, Jane Street Group, Llc, Empirical Finance, LLC, McCartney Wealth Management LLC, Western Wealth Management, LLC, Vanguard Advisers Inc, und Nalls Sherbakoff Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Creative Planning | 3.183 | 68,77 | 627 | 74,17 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 5.679 | 1.119 | ||||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 114.226 | 0,48 | 22.514 | 3,55 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 100 | 19 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 1.623 | 0,12 | 320 | 2,24 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 2.413 | 0,04 | 476 | 3,04 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 10.163 | 9,42 | 2 | 100,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 42 | 2,44 | 8 | 14,29 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 151.875 | 8,38 | 29.935 | 11,70 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 19.708 | 15,70 | 3.769 | 125.533,33 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 4.613 | 1 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 160.647 | 0,93 | 31.664 | 4,02 | ||||
| 2026-05-14 | 13F/A | Empirical Finance, LLC | 1.040 | 205 | ||||||
| 2026-04-20 | 13F | TFB Advisors LLC | 6.925 | 19,33 | 1.365 | 22,99 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 91.848 | 9,13 | 18.103 | 12,48 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 13.470 | 442,27 | 2.655 | 458,74 | ||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 1.040 | 205 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 13.691 | 4,10 | 2.699 | 7,28 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 5.734 | 13,84 | 1.130 | 17,34 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2 | 0 | ||||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 16 | 3 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3.464 | 755 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 3.488 | 211,71 | 688 | 221,03 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 1.767 | 348 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 4.725 | 3,37 | 931 | 6,52 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 39.411 | 51,25 | 7.771 | 56,23 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 2.424 | 13,32 | 478 | 16,63 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 150.035 | 32,43 | 29.572 | 36,47 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 32.046 | 1,87 | 6.316 | 4,99 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 14.242 | 3,02 | 2.807 | 6,16 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 10 | 2 | ||||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 9.823 | 2,76 | 1.936 | 5,91 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 2.181 | 439 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 2.275 | 6,06 | 435 | 6,10 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 19.478 | 0,88 | 3.839 | 3,98 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 105 | 425,00 | 21 | 566,67 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 56 | 11 | ||||||
| 2026-04-13 | 13F | Foster Group, Inc. | 1.548 | 0,72 | 305 | 4,10 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 9.204 | 1.814 | ||||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 5.500 | 1.084 | |||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 5.675 | 0,28 | 1.119 | 3,33 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 2.073 | 0,05 | 458 | 7,03 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 33.399 | 24,60 | 6.583 | 28,42 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 20.818 | 418,12 | 4.103 | 433,55 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 30 | 6 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 1.405 | 277 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 1.100 | 217 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 9.348 | 0,70 | 1.872 | 5,41 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 1.028 | 0 | ||||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 1.890 | 0,05 | 372 | 3,05 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 7.799 | 27,41 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.898 | 2,40 | 571 | 5,55 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 1.500 | 296 | |||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 1.560 | 2,03 | 307 | 5,14 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2.416 | 246,63 | 476 | 257,89 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 44.177 | 111,91 | 9 | 166,67 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 1.600 | 315 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 1.100 | 217 | |||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 285.538 | 0,49 | 56.280 | -3,79 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 55.549 | 327,43 | 10.949 | 340,56 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 117.522 | 2,79 | 23.164 | 5,94 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 100 | 20 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 707.199 | 8,63 | 139.389 | 11,95 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 10.086 | 23,32 | 1.988 | 27,05 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 5.978 | 371,82 | 1.143 | 372,31 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7.171 | 1.413 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 4.994 | 25,48 | 984 | 29,30 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 4.062 | 53,46 | 801 | 58,10 | ||||
| 2026-04-20 | 13F | City State Bank | 600 | 15,38 | 118 | 19,19 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 10.368 | 25,79 | 2.044 | 29,63 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 15 | 3 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 1.184 | 0,08 | 233 | 3,10 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 3.564 | 702 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4.394 | 3,73 | 866 | 6,91 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 3.504 | 1,07 | 691 | 4,23 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 95 | 156,76 | 19 | 157,14 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 1.660 | 10,01 | 327 | 13,54 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 2.815 | 5,04 | 555 | 8,20 | ||||
| 2026-05-12 | 13F | Orcam Financial Group | 1.745 | 0,11 | 344 | 3,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 43.329 | 0,61 | 8.540 | 3,69 | ||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 11.918 | 2.349 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.664 | 4,00 | 328 | 7,54 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 1.188 | 234 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 354 | 70 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 921 | 144,30 | 0 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 1.510 | 298 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 281 | 55 | ||||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 153.518 | 4,73 | 30.258 | 7,93 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 1.280 | 0,08 | 252 | 3,28 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 49.616 | 10,28 | 9.779 | 13,66 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 4.159 | 5,59 | 820 | 8,76 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 27.371 | 8,13 | 5.395 | 11,42 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 52.775 | 6,60 | 10.402 | 4,03 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 14.773 | 1,32 | 2.958 | 6,06 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1.200 | 237 | ||||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 109.211 | 2,91 | 21.525 | 6,06 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 14.144 | 26,87 | 3 | 0,00 | ||||
| 2026-05-05 | 13F | PFG Advisors | 6.933 | 7,24 | 1.366 | 10,52 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 2.164 | 427 | ||||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 19.229 | 4,39 | 3.790 | 7,61 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 3.750 | 31,90 | 739 | 36,10 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 5.881 | 382,05 | 1.159 | 397,42 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 8.627 | 3,48 | 1.700 | 6,65 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.419 | 6,52 | 477 | 9,68 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2.363 | 5,07 | 466 | 8,14 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 350 | 69 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 1.784 | 352 |
