Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF meliputi Flow Traders U.s. Llc, Modern Wealth Management, LLC, Morgan Stanley, Comerica Bank, Us Bancorp \de\, dan Clarity Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 10,801 | 0.62 | 110 | 0.93 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 13,577 | 0.90 | 142 | 4.41 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 68,203 | 0.48 | 713 | 3.63 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 76,557 | 6.52 | 801 | 9.89 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 450,265 | 1.08 | 4,710 | 4.25 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 475 | 5 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 194,704 | 2 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 260,878 | 0.20 | 2,729 | 3.33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 494 | 5 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3,574 | 37 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 1,354,319 | 3.35 | 14,166 | 6.62 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 16,594 | 12.51 | 174 | 16.11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 22,810 | 3.46 | 231 | 3.59 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 283 | 3 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 29,715 | 2.64 | 311 | 8.39 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 68,106 | 2.21 | 712 | 5.48 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 1,216,550 | 1.42 | 12,725 | 4.62 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 24,990 | 29.85 | 261 | 44.44 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3,274,148 | 1.12 | 34,248 | 4.32 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 208,987 | 42.75 | 2,186 | 47.30 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 10,772 | 18.65 | 113 | 21.74 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 35,410 | 370 | ||||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 552,677 | 3.93 | 6 | 0.00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 716,314 | 4.48 | 7,493 | 7.78 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 19,815 | 18.61 | 207 | 22.49 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 20,241 | 30.65 | 212 | 34.39 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 180,790 | 0.25 | 1,891 | 3.45 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 77,512 | 18.27 | 1 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 869 | 0.93 | 9 | 12.50 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 307,342 | 6.21 | 3,215 | 9.54 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 75,013 | 1.68 | 785 | 4.81 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 98,584 | 2.36 | 1,031 | 5.64 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3,538,128 | 50.58 | 37,009 | 55.33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 949,072 | 49,851.16 | 9,927 | 52,147.37 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 248,110 | 140.11 | 2,595 | 147.85 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 481,734 | 33.26 | 5,039 | 37.46 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 198,362 | 0.73 | 2,075 | 3.91 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 1,402 | 1.01 | 0 |
