Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard Core Bond Fund meliputi Orion Portfolio Solutions, LLC, Smith & Howard Wealth Management, LLC, Meeder Advisory Services, Inc., Morningstar Investment Services LLC, NewEdge Wealth, LLC, Ami Investment Management Inc, Invenio Wealth Partners Llc, Hofer & Associates. Inc, Penney Financial, LLC, Financial Network Wealth Management LLC, Goldman Sachs Group Inc, Cetera Investment Advisers, Old Mission Capital Llc, D'Orazio & Associates, Inc., Savvy Advisors, Inc., Conservest Capital Advisors, Inc., Oak Hill Wealth Advisors, Llc, Trellis Wealth Advisors LLC, Brown Advisory Inc, dan Keystone Financial Group .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 394 | 31 | ||||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 16,869 | 1,309 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10,550 | 29.45 | 818 | 29.64 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 122,783 | 2.79 | 9,525 | 3.00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 31,155 | 10.96 | 2,417 | 11.13 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 12,203 | 13.12 | 947 | 13.29 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 29,450 | 2,285 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 328 | 25 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 5,093 | 43.42 | 395 | 44.16 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 235 | 18 | ||||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 331,656 | 25,730 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 704,242 | 237.91 | 54,635 | 238.57 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 459,913 | 118.09 | 35,680 | 118.52 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 8,213,718 | 3.21 | 637,220 | 3.41 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 46,105 | 3,577 | ||||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 1,384,604 | 2.36 | 107,418 | 2.56 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3,973 | 20.39 | 308 | 20.78 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 872,703 | 67,704 | ||||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 15,803 | 48.40 | 1,226 | 48.67 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 11,866 | 161.31 | 919 | 165.61 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 55,546 | 84.27 | 4 | 100.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2,611 | 1.08 | 203 | 1.00 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 254,508 | 64.42 | 20 | 72.73 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 30,300 | 7.82 | 2,351 | 8.05 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 33,148 | 7.09 | 2,572 | 7.30 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 10,236 | 794 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 112,717 | 0.23 | 8,745 | 0.42 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2,725 | 1,283.25 | 211 | 1,306.67 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 31,938 | 50.35 | 2,478 | 50.67 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 387,849 | 22.58 | 30,089 | 22.82 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 297,313 | 23 | ||||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 54,315 | 0.57 | 4,214 | 0.77 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 825,903 | 3.61 | 64,074 | 3.81 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 2,718 | 211 | ||||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 5,766 | 3.71 | 447 | 5.18 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 73,231 | 37.77 | 5,681 | 38.06 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 63,121 | 9.84 | 4,897 | 10.05 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 19,557 | 7.47 | 1,517 | 7.74 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 250,309 | 52.05 | 19,419 | 52.35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 41,227 | 322.11 | 3,198 | 323.02 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 189 | 15 | ||||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 342,796 | 363.98 | 26,594 | 364.93 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 34,936 | 1,031.35 | 2,656 | 1,025.42 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5,299 | 411 | ||||||
| 2025-07-23 | 13F | Lansing Street Advisors | 90,738 | 10.29 | 7,039 | 10.50 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 6,809 | 528 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 51,801 | 3.96 | 4,019 | 4.15 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21,272 | 64.06 | 1,651 | 64.44 | ||||
| 2025-08-04 | 13F | Elite Life Management LLC | 45,173 | 1.22 | 3,505 | 1.42 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 781 | 61 | ||||||
| 2025-07-09 | 13F | Breakwater Investment Management | 82,930 | 475.42 | 6,434 | 476.95 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 73,828 | 5,728 | ||||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 126,686 | 8.05 | 9,828 | 8.26 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5,827 | 452 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 891,655 | 15.29 | 69,175 | 15.51 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 56,679 | 4,397 | ||||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 156,621 | 3.56 | 12,151 | 3.77 | ||||
| 2025-07-16 | 13F | Novem Group | 4,333 | 336 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 84,165 | 40.63 | 6,530 | 40.89 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 39,800 | 6.81 | 3,088 | 7.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3,318 | 257 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 2,861 | 222 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 352,465 | 284.19 | 27,344 | 284.96 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 24,061 | 31.12 | 1,861 | 30.80 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4,555,932 | 29.24 | 353,449 | 29.49 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 2,911 | 226 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 720 | 56 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 960,085 | 7.38 | 74,483 | 7.59 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 278,667 | 0.50 | 21,619 | 0.70 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 79,862 | 8.71 | 6 | 20.00 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 327,879 | 8.62 | 25,437 | 8.83 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 187,202 | 7.12 | 14,523 | 7.33 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 11,598 | 900 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 894,071 | 69,228 | ||||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 117,512 | 26.19 | 9,117 | 26.44 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 70,424 | 5 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 288,067 | 22,340 | ||||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 157,305 | 9.55 | 12,204 | 9.76 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 145,775 | 11,309 | ||||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 85,133 | 6,605 | ||||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 121,433 | 53.51 | 9,421 | 54.30 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 2,005 | 18.36 | 156 | 18.32 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 120,292 | 676.68 | 9,332 | 694.89 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3,223 | 250 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 63 | 5 | ||||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 35,707 | 3.27 | 2,770 | 3.47 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 99,301 | 31.33 | 7,704 | 31.59 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 219 | 17 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 317,475 | 24,630 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 3,536 | 274 | ||||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 17,534 | 1,478.22 | 1,360 | 1,481.40 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 890 | 69 | ||||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 5,316 | 0.53 | 412 | 0.73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 390,657 | 7.99 | 30,307 | 8.20 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5,700 | 442 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,305 | 194.58 | 101 | 197.06 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 177,211 | 4.38 | 13,748 | 4.58 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 657 | 22.12 | 51 | 21.95 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 77,289 | 6.81 | 5,996 | 7.01 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7,438 | 1 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 828,445 | 70.87 | 64,271 | 71.20 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 107,504 | 970.33 | 8,276 | 974.81 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 125 | 10 | ||||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 7,595 | 36.40 | 589 | 36.66 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 7,629 | 198.82 | 592 | 200.00 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 173,405 | 13,453 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 482,581 | 58.32 | 37,439 | 58.63 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 2,523 | 196 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 6,257 | 485 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6,685 | 519 | ||||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 67,682 | 10.15 | 5,251 | 10.36 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 83,641 | 8.26 | 6,489 | 10.21 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 337 | 0 | ||||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 48,054 | 165.20 | 3,728 | 165.72 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 48,882 | 19.08 | 3,792 | 19.32 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 58,120 | 4,509 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 3,778 | 36.34 | 293 | 36.92 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 16,328 | 1,252 | ||||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 6,333 | 491 | ||||||
| 2025-08-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 80,885 | 7.45 | 6,275 | 7.67 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,115,767 | 743.37 | 86,561 | 745.07 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,044 | 81 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 59,200 | 116.18 | 4,593 | 116.60 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 49,838 | 23.37 | 3,866 | 23.63 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 70,215 | 10.38 | 5 | 25.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,124 | 165 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 14,964 | 405.71 | 1,161 | 406.55 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 118,839 | 7.18 | 9,219 | 7.40 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6,125 | 1.74 | 475 | 1.93 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 3,282 | 255 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 23,265 | 1,805 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 36,814 | 281.49 | 3 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 493,456 | 5.47 | 38,282 | 5.68 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 75,820 | 26.93 | 6 | 25.00 |
