Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund meliputi Aqr Capital Management Llc, Simon Quick Advisors, Llc, Gamco Investors, Inc. Et Al, Bradley Foster & Sargent Inc/ct, Colony Group, LLC, PFG Advisors, Verus Wealth Management, Llc, Carter Financial Group, INC., Smartleaf Asset Management LLC, TCTC Holdings, LLC, Hemington Wealth Management, Hantz Financial Services, Inc., Skopos Labs, Inc., Hm Payson & Co, Sofos Investments, Inc., dan Dunhill Financial, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Farmers National Bank | 270,702 | 2.02 | 10,858 | 5.44 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 257,627 | 9.90 | 10,333 | 13.57 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 22,951 | 15.23 | 921 | 19.17 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 120 | 224.32 | 5 | 300.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5,161 | 207 | ||||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 395,851 | 16.64 | 15,878 | 20.55 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 178,401 | 7,156 | ||||||
| 2025-06-26 | NP | AMTAX - AB All Market Real Return Portfolio Class A | 254,380 | 39.82 | 9,618 | 39.35 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 5,273 | 28.70 | 212 | 32.70 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 365,709 | 3.56 | 14,669 | 7.03 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 250,958 | 5.56 | 10,066 | 9.09 | ||||
| 2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 1,864 | 5.13 | 75 | 10.45 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 33,560 | 94.21 | 1,346 | 100.90 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 11,300 | 453 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8,088 | 0.26 | 324 | 3.51 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 2,883 | 2.56 | 1 | |||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 6,700 | 8.17 | 269 | 11.67 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 216,296 | 4.05 | 8,676 | 7.54 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 5,070 | 203 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 10,647 | 5.82 | 427 | 9.49 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3,735 | 0.51 | 150 | 4.93 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 636 | 5.65 | 26 | 8.70 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 183 | 1.10 | 7 | 0.00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 523 | 0 | ||||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 168,488 | 1.96 | 6,758 | 5.38 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 61,217 | 2,455 | ||||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 24,264 | 0.58 | 973 | 3.95 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 88,981 | 13.66 | 4 | 0.00 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 148,968 | 14.27 | 5,975 | 18.11 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 368,063 | 0.86 | 14,763 | 4.24 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 15,800 | 634 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 26,714 | 7.18 | 1,071 | 10.75 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6,426 | 15.62 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,616 | 33.98 | 0 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 3,971,272 | 7.59 | 159,288 | 11.20 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8,713 | 352 | ||||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1,418 | 57 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 122,054 | 847.55 | 4,896 | 880.96 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,995 | 3.69 | 80 | 8.11 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 5,900 | 0.05 | 237 | 3.51 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 40 | 166.67 | 2 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 34,856 | 89.65 | 1,398 | 96.07 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 1,421,346 | 82.67 | 57,010 | 88.79 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 599,090 | 2.92 | 24,030 | 6.37 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 237 | 9 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 52,955 | 1.83 | 2,124 | 5.25 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 6,995 | 0.79 | 281 | 4.09 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 22,150 | 4.13 | 888 | 7.64 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 45,881 | 5.36 | 1,840 | 8.88 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 8,696 | 32.60 | 349 | 37.01 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 160 | 4.58 | 6 | 20.00 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 402 | 16 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 6,459 | 259 | ||||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 327,259 | 33.60 | 13,126 | 38.08 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 68,524 | 5.79 | 2,747 | 9.31 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 22,351 | 896 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 100,649 | 2.06 | 4,037 | 5.49 | ||||
| 2025-08-14 | 13F | Bienville Capital Management, LLC | 6,285 | 0.54 | 252 | 4.13 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 28 | 3.70 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 43,494 | 3.18 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 31,540 | 10.77 | 1,265 | 14.48 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 784 | 0.90 | 31 | 3.33 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 15,000 | 602 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7 | 0 | ||||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 492 | 20 | ||||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 4,970 | 32.22 | 199 | 37.24 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 923 | 271.77 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 909 | 0.55 | 36 | 2.86 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 31,989 | 2.68 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | United Bank | 172,393 | 7.80 | 6,915 | 11.41 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 31,794 | 1,275 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 25,524 | 56.79 | 1,024 | 62.12 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 1,117,302 | 4.17 | 44,815 | 7.65 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 23,431 | 1,622.87 | 940 | 1,705.77 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 26,878 | 0.77 | 1,078 | 4.15 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 23,731 | 10.99 | 952 | 14.72 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 22 | 1 | ||||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 4,993 | 200 | ||||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 32,493 | 6.21 | 1,303 | 9.77 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 249 | 10 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 21,236 | 44.19 | 852 | 49.04 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 550,052 | 9.80 | 22,063 | 13.48 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 21,293 | 83.29 | 854 | 89.78 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7,130 | 19.95 | 286 | 31.94 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 132,394 | 30.19 | 5,310 | 34.57 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 125,667 | 7.38 | 5 | 25.00 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 5,015 | 201 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 204,997 | 4.78 | 8,222 | 8.30 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 54,482 | 2.71 | 2,114 | 9.65 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 164,892 | 2.13 | 6,614 | 5.55 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,064 | 0.76 | 43 | 5.00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 378 | 56.85 | 15 | 66.67 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 61,706 | 85.51 | 2,475 | 91.86 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,788,019 | 5.91 | 71,717 | 9.46 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 118,797 | 14.38 | 4,765 | 18.21 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 69 | 3 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 305,377 | 14.89 | 12 | 20.00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 20,956 | 1.47 | 841 | 4.87 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 62 | 2 | ||||||
| 2025-07-25 | 13F | Hemington Wealth Management | 577 | 0 | ||||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 116,558 | 2.78 | 4,675 | 6.23 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 21,076 | 0.54 | 845 | 3.94 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 161,805 | 3.99 | 6,490 | 7.49 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 230,613 | 8.60 | 9,250 | 12.23 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 150,348 | 4.99 | 6,065 | 10.76 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 313 | 3.31 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9,265 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 34,646 | 8.98 | 1,374 | 11.35 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 10,443 | 9.79 | 419 | 13.28 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 17,612 | 706 | ||||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 40,516 | 53.32 | 1,625 | 58.54 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 9,106 | 17.18 | 365 | 21.26 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 523 | 21 | ||||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 71,222 | 0.53 | 2,857 | 3.89 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 35,365 | 4.31 | 1,418 | 7.83 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 413,561 | 191.31 | 16,588 | 201.11 | ||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 138,853 | 26.19 | 5,569 | 30.42 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3,358 | 134 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3,489,258 | 0.96 | 139,954 | 4.34 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,485 | 60 | ||||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 6,453 | 0.88 | 264 | 11.91 | ||||
| 2025-08-08 | 13F | Creative Planning | 32,137 | 62.09 | 1,289 | 67.62 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 32,662 | 23.42 | 1,310 | 27.56 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5,856 | 235 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 130,356 | 11.89 | 5,229 | 15.64 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 13,354 | 101.48 | 536 | 108.17 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 18,019 | 1.84 | 723 | 5.25 |
