Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Baron ETF Trust - Baron First Principles ETF includono Jpmorgan Chase & Co, Fortis Group Advisors, LLC, Principal Securities, Inc., Susquehanna International Group, Llp, Clay Northam Wealth Management, LLC, Janney Montgomery Scott LLC, Oppenheimer & Co Inc, Stifel Financial Corp, Advisor Group Holdings, Inc., Cambridge Investment Research Advisors, Inc., Envestnet Asset Management Inc, Truist Financial Corp, Royal Bank Of Canada, Pinnacle Wealth Planning Services, Inc., Cannon Global Investment Management, LLC, Mariner, LLC, Third View Private Wealth, LLC, PFG Investments, LLC, Fifth Third Bancorp, e International Assets Investment Management, Llc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 27.258 | 623 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 21.069 | 481 | ||||||
| 2026-05-12 | 13F | Chung Wu Investment Group, LLC | 500 | 11 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 43.276 | 990 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 17.231 | 2.053,88 | 394 | 1.870,00 | ||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 10.348 | 237 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 43.260 | 1 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3.191 | 73 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 61.672 | 1 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 22.850 | 11.156,16 | 523 | 10.340,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 21.084 | 481 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 9.387 | 215 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 51.060 | 1.168 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 2.000 | 46 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 80.666 | 1.845 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 42 | 1 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 52.854 | 1.209 | ||||||
| 2026-04-27 | 13F | Nvwm, Llc | 5 | 0 | ||||||
| 2026-04-28 | 13F | Clay Northam Wealth Management, LLC | 73.618 | 1.684 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 10.000 | 229 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1.000 | 23 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 350 | 8 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 50 | 1 | ||||||
| 2026-04-21 | 13F | Cannon Global Investment Management, LLC | 15.600 | 357 | ||||||
| 2026-05-08 | 13F | DUTCH ASSET Corp | 9.803 | 224 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 104.488 | 2.390 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 10.300 | 236 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 150 | 3 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1.235 | 28 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 11.370 | 260 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 585 | 13 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 239 | 5 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 10.000 | 229 | ||||||
| 2026-05-07 | 13F | one8zero8, LLC | 9.250 | 212 | ||||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 248 | 6 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 9.333 | 213 | ||||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 110.711 | 2.568 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 20.230 | 463 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 230.000 | 5.115 |
