Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF meliputi Smartleaf Asset Management LLC, dan Raymond James Financial Inc .
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 | Smartleaf Asset Management LLC | 1,453 | 55 | ||||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 12,013 | 1.04 | 458 | 6.26 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 83,517 | 3.33 | 3,185 | 8.48 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 133,098 | 1.16 | 5,076 | 6.21 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 7,239 | 20.57 | 276 | 26.61 | ||||
| 2025-07-17 | 13F | KWB Wealth | 8,883 | 53.87 | 323 | 54.07 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 5,927 | 0.03 | 226 | 5.12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43,484 | 93.30 | 1,658 | 102.94 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 150,806 | 36.69 | 5,752 | 43.49 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 506,863 | 0.73 | 19,332 | 5.75 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 12,576 | 2.17 | 480 | 7.16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 49,333 | 1,882 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 332 | 13 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 118,416 | 14.55 | 5 | 33.33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 22,407 | 27.30 | 855 | 33.65 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,397 | 0.50 | 91 | 5.81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 38,464 | 2.22 | 1,467 | 7.39 |
