Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Harbor ETF Trust - Harbor Long-Term Growers ETF meliputi WCG Wealth Advisors LLC, Congress Wealth Management LLC / DE /, SpringVest Wealth Management LLC, Keystone Financial Group, Marquette Associates, Inc., Jones Financial Companies Lllp, dan Creative Financial Designs Inc /adv .
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 | Marquette Associates, Inc. | 7,292 | 212 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 60,622 | 30.39 | 1,766 | 54.96 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 118,900 | 3,463 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 67,670 | 0.21 | 1,971 | 19.11 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 382 | 11 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 68,447 | 44.37 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 24,396 | 4.23 | 711 | 23.91 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 373,210 | 0.72 | 10,871 | 19.74 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 12,570 | 12.83 | 366 | 34.56 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3,390,122 | 32.18 | 101,356 | 61.31 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 465,760 | 3.29 | 13,565 | 22.79 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 27,096 | 789 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 74,876 | 17.95 | 2,181 | 40.19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 55,147 | 481.11 | 1,606 | 592.24 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 185,402 | 6.51 | 5,400 | 26.62 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 59,418 | 1.08 | 1,731 | 20.14 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 843 | 321.50 | 25 | 380.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 41,062 | 161.77 | 1,196 | 211.20 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 6,890 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 550 | 16 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 2,205,542 | 0.57 | 64,236 | 19.56 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 74,375 | 5.26 | 2,166 | 23.70 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 106,154 | 9.27 | 3,092 | 29.87 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 108,678 | 42.18 | 3,165 | 69.07 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 18,628 | 16.21 | 543 | 38.27 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 11,393 | 332 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9,385 | 181.66 | 273 | 237.04 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14,009 | 0.24 | 408 | 19.30 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 54,045 | 9.04 | 1,574 | 29.65 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 48,132 | 138.90 | 1,402 | 184.18 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 31,290 | 89.52 | 911 | 125.50 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 432,620 | 3.89 | 12,600 | 23.51 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 18,125 | 528 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 26,627 | 776 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 54,782 | 41.07 | 1,596 | 67.72 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 154,799 | 8.21 | 4,542 | 44.62 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 17,685 | 6.66 | 515 | 26.85 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7,402 | 0.49 | 216 | 7.50 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 68,330 | 4.61 | 1,990 | 24.38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5,166,325 | 26.48 | 150,469 | 50.35 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 260,258 | 125.35 | 7,580 | 167.94 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 33,996 | 5.46 | 990 | 25.48 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,198,247 | 32.63 | 35 | 54.55 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 14,988 | 437 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 23,292 | 20.33 | 678 | 43.04 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,071,365 | 3.62 | 31,204 | 23.18 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,279 | 16.07 | 96 | 37.68 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 69,180 | 89.64 | 2,015 | 125.53 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 175,656 | 7.91 | 5,116 | 28.26 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 24,116 | 71.16 | 702 | 103.48 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 400,111 | 16.70 | 12 | 37.50 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 39,797 | 21.22 | 1,159 | 44.15 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 45,810 | 1.55 | 1,334 | 20.72 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 99,424 | 9,609.38 | 2,896 | 11,480.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 565,697 | 16.37 | 16,476 | 38.35 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15,780 | 6.66 | 460 | 26.80 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 138,471 | 2.48 | 4 | 33.33 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7,630 | 222 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 52,100 | 1,517 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 7,580 | 221 |
