Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di The 2023 ETF Series Trust II - GMO U.S. Quality ETF meliputi Stonehearth Capital Management, LLC, Wiley Bros.-aintree Capital, Llc, Brown Brothers Harriman & Co, Legacy Advisors, LLC, Eq Llc, Pathway Financial Advisors LLC, Gryphon Financial Partners LLC, Comerica Bank, TFC Financial Management, Assetmark, Inc, dan GAMMA Investing 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Comerica Bank | 9,363 | 321 | ||||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 19,108 | 655 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 203,944 | 33.56 | 6,987 | 46.39 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6,823,572 | 43.51 | 233,776 | 57.28 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 67,510 | 21.76 | 2,313 | 33.41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 290,039 | 1,165.22 | 9,937 | 1,287.71 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 828,557 | 0.04 | 28,386 | 9.64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 108,394 | 214.30 | 4 | 200.00 | ||||
| 2025-08-13 | 13F | Botty Investors LLC | 199,000 | 18.45 | 6,818 | 29.63 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,002,731 | 12.49 | 34,354 | 23.29 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 389,209 | 13,334 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 164,673 | 21.56 | 5,642 | 33.23 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 8,130,788 | 2.17 | 278,561 | 14.96 | ||||
| 2025-08-13 | 13F | Hollow Brook Wealth Management LLC | 53,202 | 67.83 | 1,823 | 84.04 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1,850 | 63 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 158,368 | 5,426 | ||||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 82,842 | 197.81 | 2,838 | 226.58 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 183,552 | 2.00 | 6,331 | 12.53 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 69,008 | 33.91 | 2,364 | 46.83 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4,556 | 63.53 | 156 | 75.28 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 56,671 | 27.43 | 1,942 | 39.64 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 37 | 1 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 183,428 | 29.68 | 6 | 50.00 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 223,202 | 78.55 | 7,647 | 95.40 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 259,884 | 8,975 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 1,075,016 | 2.63 | 36,830 | 12.48 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 14,000 | 180.00 | 0 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 101,339 | 15.04 | 3,472 | 26.08 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 2,035 | 804.44 | 70 | 885.71 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 1,624,912 | 2.90 | 55,670 | 12.78 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 18,897 | 17.57 | 647 | 28.88 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 89,183 | 2,603 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 595,163 | 106.58 | 20 | 122.22 | ||||
| 2025-08-06 | 13F | Prodigy Asset Management LLC | 72,216 | 14.62 | 2,474 | 25.65 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 186,202 | 13.26 | 6,336 | 23.10 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 5,995 | 3.34 | 205 | 15.17 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 1,182,219 | 91.26 | 41 | 73.91 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 49,135 | 3.62 | 1,683 | 13.41 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 27,500 | 69.75 | 942 | 86.17 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 7,991 | 0.16 | 274 | 9.64 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 560,964 | 3.92 | 19,219 | 13.88 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 77,170 | 240.00 | 2,644 | 272.25 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 1,405,041 | 16.84 | 47,814 | 26.99 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7,121 | 712,000.00 | 244 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 8,249 | 1.29 | 283 | 11.02 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 32,908 | 0.45 | 1,127 | 9.95 | ||||
| 2025-08-11 | 13F | Eq Llc | 33,904 | 1,162 | ||||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 30,654 | 2.68 | 1,050 | 12.54 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 360 | 12 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 738 | 0.14 | 25 | 8.70 | ||||
| 2025-06-26 | NP | FLCE - Frontier Asset U.S. Large Cap Equity ETF | 68,034 | 9.43 | 2,091 | 0.29 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 89,765 | 22.39 | 3,075 | 34.16 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 368,729 | 5.79 | 12,633 | 15.94 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,442 | 73.45 | 152 | 90.00 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 10,873 | 373 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 434,135 | 111.45 | 14,873 | 131.74 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 234,622 | 4.40 | 8,038 | 14.42 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 12,842 | 5.76 | 440 | 15.83 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 77,418 | 24.53 | 2,652 | 36.49 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 30,588 | 53.63 | 1 | |||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 36,065 | 1.00 | 1,236 | 10.66 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 44,321 | 0.06 | 1,537 | 13.43 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,160,492 | 10.03 | 39,758 | 20.60 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 359,049 | 6.15 | 12,301 | 16.34 |
