Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Harbor ETF Trust - Harbor International Compounders ETF meliputi Vestmark Advisory Solutions, Inc., Jpmorgan Chase & Co, Proactive Wealth Strategies LLC, Captrust Financial Advisors, Private Advisor Group, LLC, Global Retirement Partners, LLC, Wells Fargo & Company/mn, Mount Yale Investment Advisors, LLC, dan Royal Bank Of Canada .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 256,882 | 23.67 | 7,519 | 36.42 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27,594 | 2.05 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 58,503 | 39.18 | 1,712 | 53.54 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 44,125 | 1.79 | 1,292 | 12.26 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 61,104 | 225.91 | 1,789 | 259.76 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13,569 | 55.59 | 397 | 71.86 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 51,537 | 102.31 | 1,508 | 123.41 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 939,516 | 0.99 | 27,499 | 11.39 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 21,407 | 627 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 76,654 | 2 | ||||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 102,008 | 4.14 | 2,986 | 14.85 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 91 | 3 | ||||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 14,943 | 0.37 | 437 | 10.63 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 2,416,917 | 15.92 | 70,743 | 27.87 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 179,906 | 4.28 | 5,266 | 13.42 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19,682 | 12.11 | 576 | 23.87 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 618,837 | 14.21 | 18,113 | 25.99 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 25,706 | 1.75 | 760 | 16.74 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 14,077 | 5.85 | 412 | 17.05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 119,238 | 6.51 | 3,490 | 17.51 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 96,190 | 2,815 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,374,099 | 17,306.88 | 40,029 | 19,052.15 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 39,593 | 11.94 | 1,159 | 23.45 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 112,561 | 33.02 | 3,295 | 46.73 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 2,361,492 | 9.78 | 69,121 | 21.09 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 99,659 | 20.54 | 2,917 | 33.01 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 26 | 1 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 42,878 | 1,255 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 9,982 | 12.16 | 292 | 23.73 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 31,964 | 248.69 | 936 | 284.77 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 1,509,372 | 90.56 | 44,179 | 110.21 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,635 | 77 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 11,320 | 3.03 | 331 | 13.75 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 532,042 | 2.84 | 15,573 | 13.43 | ||||
| 2025-07-17 | 13F | KWB Wealth | 53,884 | 37.80 | 1,430 | 41.49 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 371,137 | 14.27 | 10,863 | 26.06 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 547,610 | 7.51 | 16,029 | 18.59 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,302 | 126 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 125,042 | 3,660 |
