Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF meliputi Midwest Trust Co, Avantax Advisory Services, Inc., Retirement Income Solutions, Inc, Bbr Partners, Llc, Capital Group Private Client Services, Inc., Betterment LLC, Skopos Labs, Inc., Wedbush Securities Inc, Penney Financial, LLC, Glenmede Investment Management, LP, First Community Trust Na, MTM Investment Management, LLC, Angeles Wealth Management, Llc, O'shaughnessy Asset Management, Llc, dan SOUTH STATE Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Newton One Investments LLC | 1,419 | 1.36 | 46 | 12.20 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 584,073 | 19,076 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 30,716 | 1,003 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 246,902 | 7.90 | 8,064 | 19.13 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 340,260 | 60.07 | 11,113 | 76.72 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 430,680 | 5.10 | 14,066 | 16.06 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7,135 | 0 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 11,677 | 40.40 | 381 | 54.88 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 137,921 | 3.42 | 4,505 | 14.20 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 8,368 | 273 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 25,382 | 829 | ||||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 31,040 | 161.79 | 1,014 | 189.43 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 752 | 1.35 | 25 | 14.29 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 36,400 | 0.01 | 1,189 | 10.41 | ||||
| 2025-07-16 | 13F | Novem Group | 106,320 | 4.02 | 3,472 | 14.85 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 528 | 17 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 13,832 | 86.49 | 452 | 105.94 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1,303 | 0.08 | 43 | 10.53 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 51,780 | 10.03 | 1,691 | 21.48 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 132,748 | 5.78 | 4,336 | 16.78 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14,676 | 89.78 | 479 | 110.09 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 6,411 | 209 | ||||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 7,067 | 3,433.50 | 231 | 4,500.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 28,516 | 2.86 | 1 | |||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 186,640 | 0.26 | 6,096 | 10.70 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 45 | 1 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,039 | 34 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 83,649 | 10.89 | 2,785 | 22.43 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 11,775 | 14.60 | 385 | 33.80 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 37,991 | 0.02 | 1,241 | 10.42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,465,088 | 11.00 | 47,850 | 22.56 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 146 | 5 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 24 | 1 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 25,412 | 112.26 | 830 | 134.18 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 13,410 | 0.06 | 438 | 10.35 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 456,426 | 215.45 | 14,868 | 244.97 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 552,137 | 1.42 | 18,033 | 11.98 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9,195 | 300 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 6,127 | 200 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 270 | 9 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,948 | 171.71 | 129 | 204.76 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 54 | 1,700.00 | 2 | |||||
| 2025-08-07 | 13F | Cvfg Llc | 162,797 | 5.42 | 5,317 | 16.37 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 96,076 | 3 | -99.29 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7,979 | 8.50 | 261 | 26.83 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,693 | 4.51 | 55 | 17.02 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 60,594 | 0.09 | 1,979 | 10.50 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 11,454 | 9.45 | ||||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 18,091 | 28.20 | 591 | 41.49 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6,818 | 1.31 | 223 | 11.56 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 23,980 | 0.59 | 783 | 11.06 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 9,865 | 1.28 | 320 | 10.76 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 6,540 | 214 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16,043 | 23.00 | 524 | 35.84 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 19 | 5.56 | 1 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 9,363 | 306 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 458,520 | 8.26 | 14,975 | 18.70 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 343,391 | 2.02 | 11,215 | 12.65 | ||||
| 2025-08-28 | NP | EDGI - 3EDGE Dynamic International Equity ETF | 456,426 | 215.45 | 14,907 | 248.35 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 19,132 | 10.08 | 625 | 21.40 | ||||
| 2025-08-14 | 13F | Betterment LLC | 14,303 | 0 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 54,854 | 4.67 | 1,792 | 15.55 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 485,594 | 4.46 | 15,860 | 15.34 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7,855,164 | 3.82 | 256,550 | 14.63 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 150,551 | 0.37 | 4,917 | 10.82 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 91,672 | 0.22 | 2,994 | 10.68 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 24,981 | 3.06 | 816 | 13.67 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 425,027 | 3.71 | 13,881 | 14.51 | ||||
| 2025-08-14 | 13F | UBS Group AG | 252,480 | 2.36 | 8,246 | 13.01 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 10,157 | 5.64 | 331 | 16.55 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 125,117 | 4,086 | ||||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 200,366 | 1.61 | 6,544 | 12.19 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 45,765 | 6.71 | 1,495 | 17.82 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 37,781 | 2.63 | 1,234 | 13.33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,908 | 2,444.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6,490 | 212 | ||||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 6,425 | 210 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 305 | 10 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2,394,331 | 15.42 | 78,199 | 27.44 | ||||
| 2025-07-14 | 13F | Friday Financial | 237,758 | 6.59 | 7,765 | 17.19 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 785,162 | 5.08 | 25,643 | 16.02 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10,582 | 6.00 | 346 | 16.95 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 18,846 | 616 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 563 | 1.26 | 18 | 12.50 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 29,571 | 7.12 | 966 | 18.26 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 16,725 | 1.91 | 546 | 12.58 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 23,341 | 762 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 275,064 | 5.87 | 8,984 | 16.89 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 136,585 | 1.40 | 4,461 | 11.95 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 617,595 | 0.59 | 20,171 | 11.07 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 29,457 | 962 | ||||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 30,171 | 985 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3,075 | 100 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 96,785 | 46.74 | 3 | 200.00 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 12,113 | 12.31 | 396 | 23.82 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 8,816 | 117.25 | 288 | 139.17 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 800 | 26 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 7,705 | 1,691.86 | 252 | 1,991.67 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 52,281 | 54.72 | 1,708 | 70.87 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 18,879 | 7.59 | 617 | 18.69 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 94,794 | 107.06 | 3,096 | 128.58 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 1,312 | 43 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 386,673 | 41.44 | 12,629 | 56.17 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 475,441 | 2.65 | 15,528 | 13.34 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 276,442 | 0.12 | 9,029 | 10.54 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10,397 | 1,647.39 | 340 | 1,894.12 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 79,711 | 27.49 | 2,603 | 40.78 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 157,293 | 0.03 | 5,137 | 10.45 |
