Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF meliputi Summit Wealth Group Llc / Co, Stark Wealth Management LLC, Concurrent Investment Advisors, LLC, Investmark Advisory Group LLC, LexAurum Advisors, LLC, Ascent Group, LLC, Us Bancorp \de\, dan Global Retirement Partners, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 522 | 0.19 | 22 | 22.22 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 6,357 | 66.24 | 268 | 95.62 | ||||
2025-08-06 | 13F | S&t Bank/pa | 180,350 | 1,715.66 | 7,604 | 2,023.74 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 14,697 | 2.81 | 620 | 20.19 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 5,282 | 223 | ||||||
2025-08-06 | 13F | Csenge Advisory Group | 44,347 | 3.16 | 1,764 | 20.92 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 77,890 | 186.27 | 3 | |||||
2025-08-12 | 13F | LPL Financial LLC | 15,086 | 4.87 | 636 | 22.78 | ||||
2025-07-18 | 13F | Lynx Investment Advisory | 14,157 | 2.65 | 597 | 19.92 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 12,076 | 16.18 | 509 | 26.93 | ||||
2025-08-14 | 13F | UBS Group AG | 17,867 | 68.60 | 753 | 97.12 | ||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 5,404 | 228 | ||||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 5,257 | 222 | ||||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 28,183 | 1.57 | 1,188 | 18.80 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 72,326 | 3.78 | 3,049 | 21.33 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 19,814 | 16.45 | 835 | 36.22 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 71,875 | 4.58 | 3,032 | 22.36 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 24,398 | 0.01 | 1,029 | 16.95 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 152,392 | 6,425 | ||||||
2025-08-28 | 13F | Stark Wealth Management LLC | 26,804 | 1,130 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6,630 | 280 | ||||||
2025-08-11 | 13F | United Advisor Group, LLC | 28,886 | 182.34 | 1,218 | 230.71 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 86 | 4 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 704 | 46.97 | 30 | 70.59 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 40,528 | 5.90 | 2 | 0.00 | ||||
2025-08-04 | 13F | Assetmark, Inc | 1,223 | 197.57 | 52 | 264.29 | ||||
2025-08-14 | 13F | Sei Investments Co | 10,736,531 | 0.96 | 452,652 | 18.04 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 4,841 | 204 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 43,268 | 1.80 | 1,824 | 19.06 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 237 | 10 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 76,716 | 181.95 | 3,234 | 229.66 |