Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in BlackRock ETF Trust II - iShares AAA CLO Active ETF includono Richard Bernstein Advisors LLC, CenturyLink Investment Management Co, Macro Advisors, Inc., Keel Point, LLC, Client First Capital LLC, Meiji Yasuda Life Insurance Co, Ubs Asset Management Americas Inc, TCG Advisory Services, LLC, IHT Wealth Management, LLC, Ehrlich Financial Group, Sovran Advisors, LLC, Hm Payson & Co, Independent Advisor Alliance, Stratos Wealth Partners, LTD., Castle Rock Wealth Management, LLC, EFG International AG, Maridea Wealth Management LLC, ASB Consultores, LLC, Perigon Wealth Management, LLC, e Hrt Financial Lp .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | GeoWealth Management, LLC | 13.792 | 55,98 | 715 | 56,24 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 396 | 140,85 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 11.990 | 8,95 | 622 | 8,57 | ||||
| 2026-04-14 | 13F | Cox Capital Mgt LLC | 32.525 | 12,46 | 1.686 | 12,41 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 70.695 | 55,81 | 3.664 | 56,11 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 1.715 | 58,65 | 89 | 60,00 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 140.420 | 805,94 | 7.279 | 807,48 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 190 | 10 | ||||||
| 2026-05-14 | 13F | ASB Consultores, LLC | 17.852 | 925 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 292.367 | 152,33 | 15.155 | 152,78 | ||||
| 2026-05-20 | 13F/A | J. Mark Nickell & Co. | 45.512 | 2,53 | 2.359 | 2,74 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 274.373 | 18,40 | 14.222 | 18,61 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 110.155 | 45,58 | 6 | 66,67 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 64.330 | 3.335 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 28.829 | 1.494 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 348.450 | 7,49 | 18 | 12,50 | ||||
| 2026-05-14 | 13F | Macro Advisors, Inc. | 160.564 | 8.323 | ||||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 67.232 | 73,53 | 3.485 | 73,85 | ||||
| 2026-05-11 | 13F | Allstate Corp | 84.616 | 104,46 | 4.386 | 104,86 | ||||
| 2026-05-13 | 13F | Laffer Investments | 27.223 | 8,29 | 1.411 | 8,54 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1.433 | 5.632,00 | 74 | |||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 865 | 45 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 204.515 | 58,57 | 10.583 | 176.266,67 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 5.938 | 308 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 138.734 | 176,76 | 7.195 | 177,48 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 6.496 | 20,68 | 337 | 20,86 | ||||
| 2026-01-29 | 13F | Comerica Bank | 2.904 | 46,81 | 150 | 47,06 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 71.673 | 28,43 | 3.715 | 28,68 | ||||
| 2026-05-07 | 13F | Cannon Capital Management, Inc. | 192.410 | 42,68 | 9.974 | 42,92 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 280 | 0,72 | 15 | 0,00 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 497 | 26 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 4.924 | 255 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 9.360 | 40,12 | 485 | 40,58 | ||||
| 2026-04-07 | 13F/A | CenturyLink Investment Management Co | 511.600 | 26.519 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 609 | 32 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 29.900 | 1.554 | ||||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 563.343 | 12,69 | 29.201 | 12,88 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 56.642 | 167,38 | 2.936 | 167,88 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 20.018 | 26,83 | 1.038 | 27,08 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 8.018 | 29,91 | 416 | 30,09 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 24.351 | 1.262 | ||||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 5.417 | 18,74 | 281 | 18,64 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 4.976 | 258 | ||||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 239.300 | 5,64 | 12.414 | 5,36 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 188.349 | 6,06 | 9.763 | 6,26 | ||||
| 2026-05-08 | 13F | STAR Financial Bank | 213.408 | 15,47 | 11.062 | 15,67 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 114.010 | 91,04 | 5.910 | 91,35 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 216 | 11 | ||||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 9.535 | 494 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 5.552 | 288 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11.328 | 12,17 | 587 | 12,45 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 150.804 | 792,65 | 7.817 | 794,28 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 49.416 | 77,96 | 2.561 | 78,27 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 61.617 | 31,97 | 3.194 | 32,16 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 303.923 | 15,09 | 15.754 | 15,29 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 14.619 | 179,58 | 759 | 181,11 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 24.364 | 1.263 | ||||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 5.487 | 284 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 25.207 | 23,97 | 1.307 | 24,14 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 7.548 | 0,49 | 391 | 0,77 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 4.010 | 208 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 10.257 | 23,86 | 532 | 24,07 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 7.034 | 365 | ||||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 9.610 | 498 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 115.393 | 5.981 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 16.090 | 834 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 94.745 | 4,08 | 4.911 | 4,27 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 72.608 | 3.764 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 19.601 | 1.016 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 5.755 | 64,01 | 298 | 64,64 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 60.882 | 3.156 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 29.066 | 1.507 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 290 | 15 | ||||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 6.207 | 322 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 63.304 | 209,27 | 3.276 | 208,09 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 5.060 | 262 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 11.959 | 620 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3.615 | 14,15 | 187 | 14,02 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 6.412 | 332 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 63 | 950,00 | 0 | |||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 298.253 | 10,07 | 15.460 | 10,26 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 24.178 | 0,00 | 1.253 | 0,16 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 15.664 | 36,07 | 812 | 36,30 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 10.744 | 1 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 7 | 0 | ||||||
| 2026-05-12 | 13F | Graham Capital Wealth Management, Llc | 11.024 | 13,65 | 571 | 13,97 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 30.972 | 1.605 | ||||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 12.999 | 14,88 | 675 | 15,38 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 4.484 | 232 | ||||||
| 2026-05-13 | 13F | Invst, LLC | 24.044 | 16,78 | 1.246 | 17,00 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 2.351 | 14,13 | 122 | 14,15 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 4.749 | 15,49 | 246 | 16,04 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 86.557 | 36,23 | 4.487 | 36,48 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 137.374 | 1.560,11 | 7.135 | 1.566,82 | ||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 148.631 | 6,33 | 7.690 | 6,33 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 4.490 | 233 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 5.717 | 169,16 | 296 | 171,56 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 9.838 | 28,63 | 510 | 28,86 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 158.488 | 8.215 | ||||||
| 2026-05-11 | 13F | Elequin Capital Lp | 317.152 | 157.687,06 | 12.575 | 125.640,00 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 289.664 | 38,77 | 15.015 | 39,01 | ||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 134.609 | 19,83 | 6.977 | 20,04 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1.880 | 97 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.025 | 290,93 | 105 | 300,00 | ||||
| 2026-04-24 | 13F | Client First Capital LLC | 134.379 | 6.966 | ||||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 1.053.787 | 42,12 | 54.623 | 42,37 | ||||
| 2026-05-14 | 13F | August Group Capital Ltd | 316.340 | 78,01 | 16.397 | 78,33 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 34.645 | 44,99 | 1.796 | 45,23 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 825.489 | 233,15 | 42.789 | 233,74 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 14.865 | 73,72 | 1 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 32.656 | 2,60 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 13.731 | 25,40 | 712 | 25,62 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 4.465 | 231 | ||||||
| 2026-05-15 | 13F | EFG International AG | 21.116 | 1.095 | ||||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 70.834 | 6,67 | 3.672 | 6,87 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 8.385 | 435 | ||||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 5.320 | 22,10 | 276 | 22,22 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 29.579 | 1.533 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 7.113 | 35,74 | 368 | 35,29 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 15.130 | 48,77 | 784 | 49,05 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 18.905 | 3,83 | 980 | 3,93 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 270.914 | 43,84 | 14.043 | 44,08 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 23.886 | 1.235 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.939.891 | 12,05 | 100.554 | 12,24 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 5.920 | 307 | ||||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 16.404 | 14,86 | 850 | 15,02 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 29.275 | 2,95 | 1.518 | 3,13 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 35.588 | 1.845 | ||||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 91.659 | 245,40 | 4.751 | 246,03 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 15.191 | 14,75 | 787 | 15,06 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2.065 | 107 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 440.930 | 52,96 | 22.856 | 53,22 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 195.397 | 1,06 | 10.128 | 1,24 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.670.777 | 57,26 | 138.440 | 57,54 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 8.146 | 422 | ||||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 6.702 | 347 | ||||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 10.146 | 14,05 | 526 | 14,13 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 2.356 | 8,92 | 122 | 9,91 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 587.388 | 31,27 | 30.447 | 31,50 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 195.748 | 566,29 | 10.147 | 567,50 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 19.696 | 95,16 | 1.021 | 95,40 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 200.422 | 219,07 | 10.389 | 219,63 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 60.542 | 3.138 | ||||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 567 | 0 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1.177 | 350,96 | 61 | 361,54 | ||||
| 2026-05-11 | 13F | Potentia Wealth | 111.309 | 36,96 | 5.770 | 37,19 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 4.402 | 228 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 7.359 | 8,88 | 381 | 9,17 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 24.086 | 1,26 | 1.248 | 1,46 | ||||
| 2026-05-12 | 13F | Meiji Yasuda Life Insurance Co | 98.000 | 5.080 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 712 | 111,28 | 37 | 111,76 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 6.186.664 | 320.686 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2.097.359 | 22,20 | 108.717 | 22,41 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 23.308 | 21,64 | 1.208 | 21,90 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 121.940 | 46,04 | 6.321 | 46,30 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 631 | 0,48 | 33 | 0,00 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 5.157 | 1,62 | 267 | 1,91 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 4.106 | 213 | ||||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 34.888 | 1.808 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 10.112 | 14,03 | 524 | 14,41 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 10.571 | 548 | ||||||
| 2026-04-23 | 13F | Embree Financial Group | 3.992 | 207 | ||||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 35.181 | 19,03 | 1.824 | 19,23 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 99.414 | 37,33 | 5.144 | 37,36 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 826 | 43 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 440.508 | 57,13 | 22.834 | 57,40 |
