Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF meliputi Kingstone Capital Partners Texas, LLC, Valpey Financial Services, LLC, Marks Group Wealth Management, Inc, Blueprint Financial Advisors LLC, Presper Financial Architects, LLC, Visionary Wealth Advisors, Peapack Gladstone Financial Corp, Congress Wealth Management LLC / DE /, Aqr Capital Management Llc, Evoke Wealth, Llc, Tribridge Partners Financial LLC, LaSalle St. Investment Advisors, LLC, Cornerstone Advisors Asset Management, Inc, Pachira Investments Inc., Integris Wealth Management, LLC, Buckingham Strategic Partners, Gsa Capital Partners Llp, Boreal Capital Management LLC, Painted Porch Advisors LLC, dan Glenmede Investment Management, LP .
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 | LaSalle St. Investment Advisors, LLC | 4,300 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 43,236 | 10.41 | 4,377 | 15.80 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 136,836 | 95.00 | 13,852 | 104.53 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 14,832 | 65.35 | 1,501 | 73.53 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7,040 | 713 | ||||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 7,468 | 17.66 | 756 | 23.37 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 4,290 | 16.96 | 434 | 22.95 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 10,926 | 32.98 | 1,106 | 39.65 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2,240 | 227 | ||||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 154 | 5.48 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 550 | 15.06 | 56 | 19.57 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 27,075 | 0.39 | 2,741 | 5.30 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2,036 | 208 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,395 | 287.50 | 141 | 314.71 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2,000 | 202 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 691 | 9.34 | 70 | 13.11 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 19,862 | 7.81 | 2,011 | 13.11 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 23,827 | 159.10 | 2,412 | 171.93 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28,697 | 0.49 | 2,905 | 5.41 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 6,451 | 1.67 | 653 | 6.70 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 75,515 | 38.74 | 8 | 40.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 28,278 | 925.68 | 2,863 | 984.09 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 5,506 | 156.57 | 557 | 170.39 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 798 | 167.79 | 81 | 185.71 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2,755 | 279 | ||||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 13,729 | 1 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7,762 | 3.40 | 786 | 8.43 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 13,332 | 1,350 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 7,575 | 1 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 25 | -11.11 | ||||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 7,896 | 1.48 | 823 | 26.07 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 14,540 | 1,472 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 61,914 | 9.89 | 6,267 | 15.27 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 8,133 | 0.26 | 823 | 5.24 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 69,508 | 13.43 | 7,036 | 18.99 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 230,880 | 17.55 | 23,372 | 23.29 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 15,597 | 11.22 | 2 | 0.00 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 1,311,200 | 10.42 | 132,733 | 15.82 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 26,811 | 9.67 | 3 | 0.00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 3,087 | 312 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3,942 | 13.93 | 399 | 19.82 | ||||
| 2025-09-03 | 13F | American Trust | 3,295 | 334 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 53,792 | 5 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 174 | 17,300.00 | 18 | -5.56 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 787 | 80 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 15 | 15.38 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11,551 | 1.16 | 1,203 | 9.67 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 125,867 | 1,476.10 | 12,742 | 1,554.68 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 19,364 | 1,960 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 4,774 | 13.26 | 483 | 18.97 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 2,906 | 294 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 376 | 9.30 | 38 | 15.15 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 30,184 | 16.94 | 3,056 | 22.64 | ||||
| 2025-07-14 | 13F | Kieckhefer Group Llc | 8,008 | 1.26 | 811 | 6.16 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 3,290 | 6.65 | 333 | 12.12 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 1,983 | 201 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 258,384 | 26.29 | 26,165 | 32.47 | ||||
| 2025-08-12 | 13F | Bokf, Na | 5,538 | 40.99 | 561 | 47.76 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 10 | 1 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 4,580 | 43.12 | 464 | 50.32 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 1,988 | 201 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 418,340 | 5.57 | 42,348 | 10.73 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3,400 | 6.25 | 344 | 11.69 | |||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5,935 | 0.53 | 601 | 5.45 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 600 | 20.00 | 61 | 25.00 | |||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14,580 | 3.71 | 1,476 | 8.78 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 3,969 | 5.73 | 402 | 10.77 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 39,403 | 25.08 | 3,989 | 31.18 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 6,979 | 6.31 | 706 | 11.53 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 2,400 | 243 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 12,075 | 1.49 | 1,222 | 6.45 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 37,068 | 147.48 | 3,752 | 159.65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 844,701 | 0.42 | 85,509 | 5.34 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 2,349 | 3.03 | 238 | 7.73 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 325,836 | 2.94 | 32,984 | 7.98 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 177,239 | 16.63 | 17,942 | 22.33 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 17,225 | 1,744 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6,464 | 654 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 18,177 | 14.82 | 1,840 | 20.50 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 3,286 | 26.19 | 333 | 32.27 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 23,455 | 25.68 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 12,975 | 12.78 | 1,313 | 18.29 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,920 | 201 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 234,413 | 52.25 | 23,730 | 59.71 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 66,822 | 581.30 | 6,764 | 615.01 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 39 | 4 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 10,360 | 135.45 | 1,049 | 147.17 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11,098 | 1 | ||||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 2,539 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 265,116 | 2.78 | 26,838 | 7.80 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 8,599 | 0.09 | 870 | 4.95 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 8,879 | 1.65 | 899 | 6.52 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 43,874 | 118.15 | 4,441 | 108.30 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4,382 | 444 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 36,360 | 4 | ||||||
| 2025-07-22 | 13F | Romano Brothers And Company | 13,665 | 0.74 | 1,383 | 5.65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 123,346 | 1.78 | 12 | 9.09 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 158,217 | 74.30 | 16,016 | 82.83 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | Call | 61 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 52,436 | 4.33 | 5,308 | 9.44 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 19,780 | 9.65 | 2,002 | 15.06 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 542 | 15.57 | 55 | 20.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 81,258 | 1.68 | 8,226 | 6.64 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 27 | 0 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 154 | 16 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 26,563 | 351.21 | 2,689 | 373.24 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 7,050 | 0.28 | 714 | 5.16 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 2,317 | 235 | ||||||
| 2025-07-16 | 13F | Rebalance, Llc | 26,287 | 48.29 | 2,661 | 55.61 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 3,043 | 308 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 25,256 | 29.69 | 2,557 | 36.03 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5,174 | 3.17 | 524 | 8.28 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 7,028 | 0.07 | 711 | 5.02 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3,721 | 2.76 | 377 | 7.74 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,124 | 1.44 | 114 | -3.42 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 491 | 1.66 | 50 | 6.52 | ||||
| 2025-08-14 | 13F | UBS Group AG | 360,619 | 36.74 | 36,505 | 43.43 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 4,126 | 7.62 | 418 | 12.70 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 198 | 16.47 | 20 | 25.00 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 5,221 | 1.89 | 504 | -7.37 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 2,874 | 31.05 | 291 | 37.44 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 26,628 | 2.40 | 2,696 | 7.41 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 141,586 | 12.10 | 14,333 | 17.58 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 4,077 | 413 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 770,291 | 4.05 | 77,977 | 9.14 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 3,713 | 376 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3,048 | 15.72 | 309 | 21.26 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 6,016 | 609 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3,542 | 5.35 | 375 | 19.81 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4,238 | 3.77 | 0 | |||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 10,624 | 1.67 | 1,076 | 6.65 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 4,281 | 2.76 | 433 | 7.71 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 233 | 25 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 13,696 | 174.63 | 1,386 | 188.15 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2,068 | 209 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 519 | 53 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 44,624 | 304.09 | 4,517 | 324.13 | ||||
| 2025-08-08 | 13F | Creative Planning | 274,709 | 1.82 | 27,809 | 6.80 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 238 | 24 | ||||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 5,715 | 1 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 7,117 | 12.72 | 720 | 18.23 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 163 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 6,428 | 22.21 | 651 | 28.21 |
