Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Global X Funds - Global X S&P 500 Catholic Values ETF meliputi Trust Co Of Toledo Na /oh/, Old National Bancorp /in/, NorthRock Partners, LLC, Savvy Advisors, Inc., Wealth Enhancement Advisory Services, Llc, Johnson Investment Counsel Inc, Massmutual Trust Co Fsb/adv, dan Sofos Investments, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 4,966 | 2.54 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 2,900 | 220 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 6,286 | 4.40 | 474 | 16.75 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 20,684 | 491.48 | 1,566 | 563.56 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 10,315 | 11.03 | 778 | 24.08 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 4,706 | 15.31 | 355 | 29.09 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 9,940 | 6.21 | 750 | 18.51 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 6,416 | 35.33 | 484 | 51.25 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 28,732 | 6.92 | 2,168 | 19.39 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 31,872 | 2,405 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 313 | 14.65 | 24 | 27.78 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 5,805 | 438 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5,261 | 6.05 | 397 | 18.21 | ||||
| 2025-08-14 | 13F | UBS Group AG | 20,164 | 31.68 | 1,521 | 47.10 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,952 | 27.75 | 147 | 42.72 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3,251 | 245 | ||||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 84,755 | 12.81 | 6,342 | 26.03 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 17,620 | 0.73 | 1,329 | 12.53 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 35,974 | 2,714 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 939 | 10.86 | 71 | 18.64 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,017 | 0.20 | 77 | 11.76 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 10,498 | 168.63 | 792 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 4,062 | 4.72 | 306 | 17.24 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 42,684 | 0.06 | 3,220 | 11.77 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 400 | 30 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,433 | 5.63 | 259 | 18.26 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 20,140 | 2.08 | 1,520 | 14.04 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6,109 | 0.25 | 461 | 11.92 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 241,587 | 2.82 | 18,682 | 15.59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 148,204 | 2.12 | 11 | 22.22 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 2,874 | 217 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2,805 | 212 | ||||||
| 2025-08-25 | NP | MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class | 4,147 | 113.54 | 313 | 138.17 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 602 | 7.12 | 45 | 21.62 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3,861 | 291 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 5,829 | 2.03 | 440 | 14.03 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 5,467 | 1.13 | 412 | 12.88 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 2,884 | 218 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 18,656 | 5.14 | 1,408 | 17.45 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 25,165 | 0.14 | 1,899 | 11.84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 2,736 | 206 | ||||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 16,022 | 1.23 | 1,209 | 13.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 90,833 | 0.43 | 6,854 | 12.20 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 35,974 | 1.06 | 2,430 | -3.65 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 24,783 | 2.94 | 1,870 | 14.94 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3,892 | 29.35 | 294 | 44.33 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 41,788 | 3,153 | ||||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 8,835 | 16.85 | 667 | 30.59 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7,857 | 0.05 | 593 | 11.70 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 7,571 | 27.85 | 571 | 43.11 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 5,038 | 20.99 | 380 | 35.23 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 11,184 | 3.52 | 844 | 15.64 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 61,009 | 0.60 | 4,603 | 12.38 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 7,041 | 29.76 | 531 | 45.08 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 441,396 | 9.24 | 33,303 | 22.03 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 92,367 | 1.15 | 6,968 | 12.99 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 11,055 | 837 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5,559 | 13.73 | 419 | 26.97 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 288 | 2.13 | 19 | 5.88 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 2,550 | 0.99 | 192 | 12.94 | ||||
| 2025-07-29 | 13F | Mutual Of America Capital Management Llc | 4,155 | 313 | ||||||
| 2025-08-08 | 13F | Creative Planning | 36,408 | 21.61 | 2,747 | 35.81 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4,142 | 0.66 | 313 | 12.59 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2,611 | 197 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,404 | 1.37 | 106 | 12.90 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 3,426 | 1.06 | 258 | 13.16 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 6,668 | 1.49 | 503 | 13.54 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1 | 0 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4,788 | 0.50 | 363 | 12.77 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 66,333 | 133.90 | 5,005 | 161.31 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 45,308 | 33.90 | 3,418 | 49.58 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 230,933 | 6.13 | 17,424 | 18.56 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 73,558 | 33.05 | 5,550 | 51.57 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 6,650 | 4.72 | 502 | 17.06 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 3,096 | 234 | ||||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 4,216 | 4.07 | 318 | 16.48 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,872 | 219 | ||||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 142,830 | 3.42 | 10,777 | 15.54 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 6,772 | 0.82 | 511 | 12.58 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9,461 | 42.68 | 708 | 59.23 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 132,930 | 2.76 | 10,030 | 14.80 | ||||
| 2025-08-07 | 13F | Commerce Bank | 126,060 | 0.33 | 9,511 | 12.08 |
