Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF includono NorthCrest Asset Manangement, LLC, Signal Advisors Wealth, LLC, Aqr Capital Management Llc, Flow Traders U.s. Llc, Skopos Labs, Inc., Creative Planning, Ubs Asset Management Americas Inc, Bayban, Founders Financial Alliance, LLC, Western Wealth Management, LLC, e Vanguard Advisers Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | 13F | Clayton Financial Group LLC | 4.670 | 0,32 | 270 | -1,46 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 554.563 | 0,67 | 32.098 | -1,07 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 2.729 | 53,57 | 158 | 50,96 | ||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 9.071 | 2,20 | 525 | 0,57 | ||||
| 2026-04-20 | 13F | One + One Wealth Management, Llc | 11.839 | 14,09 | 685 | 12,11 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 0 | 0 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 37.850 | 0,30 | 2.191 | -1,44 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 534.709 | 4,71 | 30.949 | 2,90 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 11.035 | 15,94 | 639 | 13,93 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 620.063 | 6,30 | 35.889 | 4,46 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 103 | 6 | ||||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 18.477 | 1,81 | 1.069 | 0,09 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 296.463 | 3,16 | 17.159 | 1,37 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 7.786 | 29,19 | 451 | 27,12 | ||||
| 2026-05-12 | 13F | Creative Planning | 4.428 | 256 | ||||||
| 2026-05-14 | 13F | American Alpha Advisors, LLC | 33.100 | 30,20 | 1.916 | 27,92 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 5.827 | 0,87 | 337 | -0,88 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 19.045 | 1.102 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 14.070 | 814 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 19.551 | 9,72 | 1.132 | 7,82 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 10.692 | 1,51 | 619 | -0,32 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 3.578 | 1,85 | 207 | 0,49 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1.288 | -1,76 | ||||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 5.928 | 0,20 | 343 | -1,44 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 5.101 | 18,90 | 295 | 17,06 | ||||
| 2026-05-15 | 13F | Fmr Llc | 251 | 0,40 | 15 | 0,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 685 | 40 | ||||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 55.784 | 1,79 | 3.229 | 0,03 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 4.371 | 27,32 | 253 | 24,75 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 85.892 | 24,85 | 4.971 | 22,71 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 12.005 | 32,99 | 695 | 30,70 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 11.416 | 661 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 177.798 | 21,01 | 10.124 | 16,99 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 126.581 | 20,50 | 7 | 16,67 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 10.866 | 19,31 | 629 | 17,16 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 12.894 | 746 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.434 | 84 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 81 | 5 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 255.620 | 1,26 | 14.804 | -0,40 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 6.621 | 383 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 0 | 0 | ||||||
| 2026-05-06 | 13F | Sentinus, LLC | 154.618 | 3,49 | 8.949 | 1,69 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 248 | 14 | ||||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 74.144 | 4.300 | ||||||
| 2026-04-06 | 13F | Old Port Advisors | 122.872 | 1,68 | 7.112 | -0,08 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 5.923.843 | 2,98 | 342.872 | 1,20 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 23.897 | 1,96 | 1.383 | 0,22 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 6.688 | 387 | ||||||
| 2026-05-08 | 13F | Quantify Chaos Advisors, Llc | 3.910 | 0,31 | 226 | -1,31 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2.029 | 0,30 | 117 | -1,68 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 1.160.218 | 11,00 | 67.153 | 9,07 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 31.199 | 7,48 | 1.806 | 5,62 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 9.933 | 1 | ||||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 171.099 | 1,16 | 9.903 | -0,59 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 460 | 27 | ||||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 1.433.258 | 0,96 | 82.957 | -0,79 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 450.827 | 0,60 | 26.094 | -1,15 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 28.167 | 289,85 | 1.630 | 283,53 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 125 | 7 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 1.316 | 1.096,36 | 76 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 30.077 | 0,80 | 1.741 | -0,97 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 941.761 | 7,86 | 54.509 | 6,00 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 363.522 | 2,36 | 21.041 | 0,58 | ||||
| 2026-04-24 | 13F | Bayban | 329 | 19 | ||||||
| 2026-04-23 | 13F | Walleye Partners, LLC | 4.953 | 2,67 | 287 | 0,70 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 74.124 | 29,59 | 4.290 | 27,38 | ||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 256.581 | 3,05 | 14.851 | 1,26 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 39.384 | 96,24 | 2.280 | 92,81 |
