Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares U.S. Consumer Discretionary ETF meliputi Gimbal Financial, Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF, Zurich Insurance Group Ltd/FI, USA Financial Portformulas Corp, Lee Johnson Capital Management, Llc, Lifestyle Asset Management, Inc., Brinker Capital Investments, LLC, Midwest Trust Co, Financial Engines Advisors L.L.C., Aqr Capital Management Llc, Hudson Capital Management LLC, Quartz Partners, LLC, Betterment LLC, Atlantic Union Bankshares Corp, O'shaughnessy Asset Management, Llc, Armstrong Advisory Group, Inc, Russell Investments Group, Ltd., dan Bellwether Advisors, LLC .
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 | EP Wealth Advisors, Inc. | 5,563 | 3.61 | 554 | 16.88 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 2,912 | 4.34 | 0 | |||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 49,157 | 1.04 | 4,898 | 13.99 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 4,233 | 0.14 | 422 | 12.87 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 4,658 | 68.89 | 464 | 90.95 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 35,895 | 3,577 | ||||||
| 2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 40,500 | 4,059 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,710 | 284.94 | 270 | 302.99 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4,595 | 458 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 2,926 | 0.03 | 292 | 12.79 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10,598 | 20.13 | 1,056 | 35.43 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 29,278 | 14.11 | 2,917 | 28.73 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 3,260 | 0.12 | 325 | 12.89 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 84,666 | 31.13 | 8 | 60.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 229,648 | 10.40 | 22,882 | 24.55 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 54,465 | 41.27 | 5,427 | 59.35 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 2,786 | 9.77 | 278 | 23.66 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 14,426 | 18.94 | 1,437 | 34.17 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,680 | 200.00 | 466 | 240.15 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5,723 | 29.57 | 570 | 46.15 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 10,004 | 997 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 38,049 | 393.31 | 3,791 | 411.61 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 36 | 4 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 261,507 | 1.20 | 26,056 | 14.16 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 3,886 | 7.38 | 376 | 22.95 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 44,848 | 230.96 | 4,469 | 273.58 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,260 | 0.16 | 126 | 12.61 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 2,062 | 205 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 28 | 3 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 49,247 | 32.41 | 4,907 | 49.35 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 2,632 | 0.04 | 262 | 12.93 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7,794 | 23.24 | 777 | 39.07 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 170 | 17 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,070,505 | 12.94 | 106,665 | 27.41 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2,942 | 4.62 | 293 | 18.15 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 2,899 | 2.22 | 289 | 15.20 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 30,551 | 161.88 | 3,044 | 195.53 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 3,883 | 1.86 | 387 | 14.88 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 199,897 | 5.40 | 19,918 | 18.91 | ||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 2,056 | 205 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14,012 | 2.11 | 1,396 | 15.18 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 112,178 | 26.12 | 11,177 | 42.27 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 497 | 0.20 | 50 | 13.95 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 191,409 | 12.11 | 19,072 | 26.47 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 344,097 | 34,286 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2,688 | 268 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 23,202 | 37.46 | 2 | 100.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5,717 | 0.32 | 1 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 1,340 | 43.67 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 159,492 | 8.70 | 15,894 | 22.62 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 33,137 | 166.72 | 3,302 | 200.91 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1,593,101 | 21.02 | 159 | 36.21 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 2,665 | 266 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 14,949 | 25.38 | 1,488 | 41.85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 39,641 | 4.27 | 3,950 | 17.60 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4,492 | 73.64 | 448 | 96.05 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 58,871 | 5,866 | ||||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 184,343 | 0.70 | 18,368 | 13.60 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1,660 | 165 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 28,030 | 71.83 | 2,793 | 93.89 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 26,599 | 2,650 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 9,408 | 0.01 | 937 | 12.89 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3,560 | 355 | ||||||
| 2025-07-30 | 13F | Gimbal Financial | 156,124 | 15,556 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 137,272 | 13,678 | ||||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 41,887 | 1.16 | 4,174 | 14.11 | ||||
| 2025-08-08 | 13F | Creative Planning | 9,261 | 3.95 | 923 | 17.30 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 3,443 | 7.39 | 343 | 21.20 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 10,163 | 52.92 | 1,013 | 72.40 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 2,594 | 258 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 2,171 | 0 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 32,653 | 7.08 | 3,254 | 20.79 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 422 | 100.95 | 42 | 133.33 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,907 | 593.96 | 389 | 693.88 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12,681 | 10.98 | 1,264 | 25.17 | ||||
| 2025-07-11 | 13F | Spence Asset Management | 11,879 | 10.25 | 1 | |||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 2,228 | 222 | ||||||
| 2025-08-05 | 13F | Allstate Corp | 3,850 | 384 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2,187 | 218 | ||||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 2,205 | 220 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 18,989 | 22.22 | 1,891 | 38.26 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 853,831 | 9.09 | 85,076 | 23.06 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 2,321 | 0.04 | 231 | 13.24 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 4,878 | 16.78 | 486 | 15.44 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 215,011 | 16.13 | 21,424 | 31.01 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 10,240 | 1,023 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,750 | 2.61 | 274 | 16.10 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 5,377 | 7.82 | 536 | 21.59 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 2,600 | 259 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8,705 | 127.34 | 1 | |||||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 2,235 | 223 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3,001 | 0.13 | 306 | 11.31 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 661 | 535.58 | 66 | 622.22 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,216 | 0.82 | 221 | 13.40 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 2,515 | 0.16 | 251 | 13.12 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,931 | 0.10 | 192 | 12.94 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 18,711 | 403.12 | 1,864 | 468.29 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 11,688 | 24.34 | 1,165 | 40.24 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 11,145 | 0.01 | 1,111 | 12.80 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 343,195 | 35.15 | 34 | 54.55 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 8,098 | 116.00 | 807 | 143.50 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 165 | 243.75 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 6,317 | 0.14 | 629 | 12.93 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 14,396 | 65.03 | 1,434 | 86.23 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7,607 | 0.11 | 758 | 12.82 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 17,077 | 1,702 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3,331 | 332 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 4,307 | 0.05 | 429 | 12.89 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 2,124 | 212 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 684 | 68 | ||||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 19,219 | 1,915 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 2,734 | 272 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1 | 0 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 23,124 | 10.61 | 2,304 | 24.81 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 114 | 11 | ||||||
| 2025-06-30 | NP | Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF | 49,467 | 4,430 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 5,285 | 1.93 | 527 | 15.10 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,843 | 15.63 | 582 | 30.49 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 150,149 | 1.39 | 14,961 | 14.38 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 3,796 | 38.79 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 18,129 | 15.75 | 1,839 | 31.57 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 24,482 | 183.13 | 2,439 | 219.66 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 53,429 | 0.22 | 5,324 | 13.06 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1,027,290 | 5.45 | 102,359 | 18.96 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 155 | 15 |
