Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF meliputi Conservest Capital Advisors, Inc., StoneX Group Inc., Advyzon Investment Management, LLC, Proffitt & Goodson Inc, Smithfield Trust Co, American National Bank, ENDW - Cambria Endowment Style ETF, Montag A & Associates Inc, MAI Capital Management, Nemes Rush Group LLC, dan Activest Wealth Management .
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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Raymond James Financial Inc | 71,391 | 45.30 | 2,307 | 59.99 | ||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 65,160 | 0.15 | 2,106 | 10.27 | ||||
2025-07-28 | 13F | Copia Wealth Management | 11,777 | 515.95 | 381 | 578.57 | ||||
2025-07-15 | 13F | Herbst Group, Llc | 45,065 | 3.53 | 1,457 | 14.02 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 25 | 1 | ||||||
2025-08-12 | 13F | Archer Investment Corp | 288 | 0.35 | 9 | 12.50 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 12 | 20.00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8,679 | 0.09 | 281 | 10.24 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 61 | 2 | ||||||
2025-07-16 | 13F | Patron Partners Advisors, Llc | 14,299 | 4.77 | 462 | 15.50 | ||||
2025-08-05 | 13F | Huntington National Bank | 6 | 0.00 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 39,386 | 124.87 | 1,273 | 147.47 | ||||
2025-07-23 | 13F | H&H Retirement Design & Management INC | 38,335 | 5.61 | 1,266 | 21.38 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 66 | 2 | ||||||
2025-07-16 | 13F | American National Bank | 28 | 1 | ||||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 137 | 4 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 32 | 1 | ||||||
2025-08-14 | 13F | UBS Group AG | 453,084 | 1.02 | 14,644 | 11.24 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 55 | 2 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 52,008 | 344.74 | 1,681 | 389.80 | ||||
2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 82,065 | 1.61 | 2,652 | 11.90 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 29 | 0 | ||||||
2025-07-29 | 13F | Foster & Motley Inc | 365,866 | 0.54 | 12 | 10.00 | ||||
2025-08-05 | 13F | Key FInancial Inc | 109 | 23.86 | 4 | 50.00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 180,345 | 6.71 | 5,829 | 17.50 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 13,964 | 451 | ||||||
2025-08-07 | 13F | Montag A & Associates Inc | 24 | 1 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 146,049 | 4.21 | 4,720 | 14.76 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 220 | 4.27 | 7 | 16.67 | ||||
2025-08-12 | 13F | MAI Capital Management | 4 | 0 | ||||||
2025-07-25 | 13F | Cwm, Llc | 1,121 | 0.36 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 70,174 | 38.31 | 2,268 | 52.32 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 109 | 4 | ||||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 125 | 400.00 | 4 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 400 | 1.27 | 13 | 9.09 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 1,126,930 | 36,420 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 17,060 | 67.35 | 551 | 84.28 | ||||
2025-08-13 | 13F/A | StoneX Group Inc. | 7,826 | 227 | ||||||
2025-08-13 | 13F | Scotia Capital Inc. | 39,559 | 0.06 | 1,279 | 10.17 | ||||
2025-08-12 | 13F | Bokf, Na | 380 | 153.33 | 12 | 200.00 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2,295 | 74 | ||||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 6,320 | 204 | ||||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 12,646 | 0.35 | 0 | |||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 692 | 0.44 | 22 | 10.00 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 249 | 9.21 | 8 | 33.33 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1,264 | 3.61 | 41 | 11.11 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 16 | 1 | ||||||
2025-08-12 | 13F | Nemes Rush Group LLC | 3 | 0 | ||||||
2025-08-12 | 13F | Franklin Resources Inc | 146,060 | 0.66 | 4,721 | 10.85 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 2,198 | 0.27 | 71 | 10.94 | ||||
2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 6,220 | 201 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 42 | 1 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 4,111 | 0.34 | 133 | 10.00 |