Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund meliputi XFLX - FundX Flexible ETF, XRLX - FundX Conservative ETF, Detalus Advisors, LLC, Semitam Bonam Llc, dan Maseco Llp .
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 | Jpmorgan Chase & Co | 1,847 | 134.39 | 99 | 135.71 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 89 | 5 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 26,335 | 1 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 43,302 | 2,330 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 36,013 | 0.71 | 1,938 | 0.31 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13,591 | 731 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 19,907 | 5.93 | 1,071 | 5.52 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 33,473 | 7.52 | 1,801 | 10.63 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 198 | 1.54 | 11 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 93,032 | 1.50 | 5,006 | 1.11 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 40,636 | 5.51 | 2,187 | 5.10 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 51,305 | 2,761 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 135,559 | 2.74 | 7,305 | 2.35 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 8,405 | 13.50 | 452 | 13.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 108,503 | 52.07 | 5,839 | 51.48 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3,376 | 31.52 | 181 | 31.16 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 17,351 | 1.66 | 934 | 1.30 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 26,311 | 1,416 | ||||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 3,965 | 213 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 4,070 | 219 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12,816 | 1.21 | 1 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 66,349 | 41.56 | 3,570 | 41.05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 1,115 | 60 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8,555 | 14.96 | 460 | 14.71 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 15,708 | 35.27 | 845 | 34.77 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 200 | 11 | ||||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4,223 | 223 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 24,255 | 2.24 | 1,305 | 1.87 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 19,930 | 16.05 | 1 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 77,732 | 4,183 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,384 | 34.50 | 74 | 39.62 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10,848 | 102.20 | 584 | 101.73 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 362 | 19 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9,499 | 6.18 | 1 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 47,898 | 146.83 | 2,577 | 145.90 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 202,493 | 10.79 | 10,896 | 10.37 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 103,875 | 5,590 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 90,694 | 229.96 | 4,880 | 228.84 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 572 | 1.42 | 31 | 0.00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 22,203 | 0.14 | 1,195 | -0.25 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 4,911 | 0.51 | 264 | 0.38 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3,888 | 0.26 | 209 | 0.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2,528 | 341.19 | 136 | 353.33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 256,934 | 0.95 | 13,826 | 0.56 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,984 | 1.28 | 107 | 0.95 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 89,286 | 1.45 | 4,804 | 1.05 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 74,595 | 77.03 | 4,014 | 76.32 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 48,204 | 2,594 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 119,880 | 6,451 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5,565 | 2.07 | 299 | 1.70 |
