Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di PIMCO ETF Trust - PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund meliputi GDMA - Gadsden Dynamic Multi-Asset ETF, Altfest L J & Co Inc, Global Endowment Management, LP, Quadrature Capital Ltd, Salomon & Ludwin, LLC, Evolution Wealth Management Inc., dan Kilter Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Northern Trust Corp | 346,475 | 11.17 | 18,180 | 6.36 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 187 | 1.63 | 10 | -10.00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 514 | 292.37 | 28 | 366.67 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 103,904 | 5.94 | 5,452 | 1.36 | ||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 278,700 | 36.79 | 14,623 | 30.88 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 23 | 1 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 70 | 4 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 71,186 | 18.79 | 3,735 | 13.66 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 48,918 | 2.90 | 2,567 | -1.57 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 44,335 | 34.39 | 2,326 | 28.58 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 93 | 2.20 | 5 | 0.00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1,404 | 73 | ||||||
| 2025-05-30 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 285,894 | 15,678 | ||||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,247 | 538 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4,757 | 0.57 | 250 | -3.86 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 263,811 | 20.05 | 13,842 | 14.86 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 554,344 | 3.14 | 29,086 | -1.32 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 15,140 | 0.69 | 794 | -3.64 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 51,424 | 53.65 | 2,698 | 47.03 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 22,567 | 1.26 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 49,639 | 1,963.99 | 2,605 | 1,887.79 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 2,955 | -4.31 | ||||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 47,684 | 3.01 | 2,502 | -1.46 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5,285 | 274 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 64,783 | 3,399 | ||||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 146 | 0.69 | 8 | 0.00 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 30,000 | 1,574 | ||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 27,208 | 1,428 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 138 | 48.39 | 7 | 40.00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 51 | 2.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 26,730 | 1,402 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8,419 | 11.60 | 442 | 6.78 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 69,170 | 72.44 | 3,629 | 65.03 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 167 | 15.17 | 9 | 14.29 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11,946 | 46.27 | 627 | 40.04 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 40,240 | 3.20 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8,390 | 107.21 | 441 | 99.10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 42,570 | 35.12 | 2,234 | 29.30 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 33,708 | 42.71 | 1,769 | 36.53 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 61,085 | 0.90 | 3,205 | -3.46 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,144 | 60 | ||||||
| 2025-08-14 | 13F | First Manhattan Co | 4,010 | 210 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 21,454 | 4.69 | 1,126 | 0.18 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 472,036 | 7.36 | 24,768 | 2.72 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,500 | 1,096.17 | 131 | 1,090.91 | ||||
| 2025-08-14 | 13F | Comerica Bank | 41 | 720.00 | 2 | |||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 185,581 | 60.22 | 9,737 | 53.31 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 5,246 | 19.44 | 275 | 14.58 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 44,830 | 5.98 | 2,352 | 1.42 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 22,741 | 7.23 | 1,193 | 2.58 |
