Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund meliputi Proficio Capital Partners LLC, Bleakley Financial Group, LLC, Great Valley Advisor Group, Inc., StoneX Group Inc., Wesbanco Bank Inc, LexAurum Advisors, LLC, Financial Partners Group, Inc, North Dallas Bank & Trust Co, ERNZ - TrueShares Active Yield ETF, Gts Securities Llc, Standard Life Aberdeen plc, Brown Financial Advisory, Maseco Llp, dan BRYN MAWR TRUST Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | AE Wealth Management LLC | 12,470 | 5.54 | 1,185 | 7.05 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 133 | 2.31 | 13 | 0.00 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 2,562 | 1.83 | 243 | 3.40 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 6,467 | 9.80 | 613 | 11.25 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 2,189 | 1.72 | 208 | 2.99 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 184,724 | 1.28 | 17,551 | 2.74 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 359 | 734.88 | 34 | 750.00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 216,890 | 20.03 | 20,607 | 21.76 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 586 | 56 | ||||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 144,408 | 1.27 | 13,720 | 2.74 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 27,945 | 3.11 | 2,655 | 4.61 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 525,182 | 4.31 | 49,891 | 5.80 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 2,718 | 0.04 | 258 | 1.57 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2,392 | 5.00 | 227 | 6.57 | ||||
| 2025-05-27 | NP | XFLX - FundX Flexible ETF | 64,125 | 52.97 | 6,006 | 52.92 | ||||
| 2025-05-27 | NP | XRLX - FundX Conservative ETF | 27,989 | 52.62 | 2,621 | 52.65 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 45,825 | 4,409 | ||||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 27,538 | 2.04 | 3 | 0.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 18,456 | 226.31 | 1,753 | 231.38 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3,273 | 0.03 | 311 | 1.31 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 267,732 | 1.48 | 25,437 | 2.95 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 58,459 | 5,555 | ||||||
| 2025-07-21 | 13F | TFG Advisers LLC | 7,030 | 3.14 | 668 | 4.55 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 3,806 | -0.34 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 10,128 | 0.09 | 962 | 1.58 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 8,460 | 10.17 | 804 | 11.68 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8,863 | 9.88 | 790 | 4.64 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 224 | 21 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 5,705 | 4.43 | 542 | 6.07 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,774 | 3.93 | 264 | 5.62 | ||||
| 2025-08-14 | 13F | Man Group plc | 92,138 | 16.57 | 8,754 | 18.25 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 499 | 54.01 | 47 | 56.67 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 76,384 | 6.22 | 7,257 | 7.75 | ||||
| 2025-07-15 | 13F | Maseco Llp | 555 | 53 | ||||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 6,921 | 1.51 | 658 | 2.98 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,118 | 9.12 | 1,911 | 10.72 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 158,694 | 4.73 | 15,077 | 6.24 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 2,754 | 1.40 | 262 | 2.76 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 510 | 1.59 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 7,780 | 13.78 | 739 | 15.47 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 10,411 | 17.99 | 989 | 19.73 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 98 | 10.11 | 9 | 12.50 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 13,256 | 16.56 | 1,259 | 18.22 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 105 | 26.51 | 10 | 28.57 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 19,968 | 1,897 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 10,388 | 12.01 | 980 | 13.29 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 3,796 | 29.82 | 361 | 31.87 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 2,897,779 | 2,934 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 315,569 | 1.36 | 29,982 | 2.82 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,269 | 17.94 | 121 | 20.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 5,455 | 1.26 | 518 | 2.78 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 293,665 | 21.18 | 27,901 | 22.93 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 41,850 | 1.95 | 3,976 | 3.43 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 7,600 | 722 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 159,615 | 7.28 | 15,165 | 8.83 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 108 | 0.93 | 10 | 0.00 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 24,685 | 10.53 | 2,345 | 12.15 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 40,617 | 7.13 | 3,859 | 8.70 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 511 | 0.99 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 162,796 | 14.59 | 15,467 | 16.25 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 22,721 | 30.93 | 2,159 | 32.80 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 44 | 4 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 4,982 | 8.30 | 473 | 10.00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 39,334 | 4.16 | 3,737 | 5.68 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 5,720 | 3.74 | 546 | 5.62 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 337,940 | 18.47 | 32,108 | 20.17 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 42 | 4 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 128 | 161.22 | 12 | 200.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3,397 | 323 | ||||||
| 2025-08-08 | 13F | Condor Capital Management | 152,331 | 5.85 | 14,473 | 7.37 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 134 | 13 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 746 | 71 | ||||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 189 | 1.07 | 18 | 0.00 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 11,003 | 9.10 | 1,045 | 10.70 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 693,838 | 4.03 | 65,922 | 5.53 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3,201 | 20.02 | 304 | 22.09 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3,451 | 3.73 | 328 | 5.14 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 21,723 | 3.11 | 2,061 | 4.46 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 12,296 | 7.28 | 1,168 | 13.84 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9,605 | 8.65 | 913 | 10.28 | ||||
| 2025-07-09 | 13F | Stokes Capital Advisors, LLC | 11,385 | 36.05 | 1,082 | 38.06 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 5,253 | 0.15 | 499 | 1.63 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 18,261 | 1,735 | ||||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 4,445 | 26.82 | 422 | 28.66 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 2,545 | 4.09 | 242 | 5.24 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 12,825 | 1,219 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 26,482 | 23.15 | 2,516 | 24.93 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 7,819 | 732 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 19,777 | 98.66 | 1,872 | 100.97 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,473 | 19.18 | 235 | 20.62 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 223,327 | 74.75 | 21 | 90.91 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 37,325 | 6.44 | 3,546 | 7.98 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 159,883 | 15,190 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 317,183 | 3.88 | 30,136 | 5.38 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 19,823 | 10.21 | 1,883 | 11.82 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,121 | 45.58 | 107 | 47.22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6,811 | 202.71 | 647 | 208.10 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 2,158 | 205 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,542 | 0.13 | 146 | 1.39 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 4,500 | 56.52 | 428 | 58.74 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 3,410 | 1.85 | 324 | 3.51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 177,030 | 157.53 | 16,724 | 159.61 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 5,382 | 1.49 | 511 | 3.02 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 274 | 1.86 | 26 | 4.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,866 | 70.53 | 367 | 73.11 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 4,107 | 17.28 | 390 | 19.27 | ||||
| 2025-03-28 | NP | DYFI - IDX DYNAMIC FIXED INCOME ETF | 57,096 | 50.11 | 5,418 | 50.92 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 26,914 | 2.54 | 2,557 | 4.03 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 13,725 | 1,304 | ||||||
| 2025-07-24 | 13F | Standard Life Aberdeen plc | 2,864 | 272 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 10,269 | 1.03 | 976 | 2.52 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6,076 | 159.44 | 577 | 163.47 |
