Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in VanEck ETF Trust - VanEck Morningstar SMID Moat ETF includono Wealth Enhancement Advisory Services, Llc, Avantax Advisory Services, Inc., Fermata Advisors, LLC, Oppenheimer & Co Inc, BlackRock, Inc., Assetmark, Inc, Allworth Financial LP, Jpmorgan Chase & Co, e Creative Financial Designs Inc /adv .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 87.938 | 4,32 | 3 | 50,00 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 7.824 | 0,50 | 439 | 71,76 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 7.230 | 8,72 | 252 | 15,14 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 8.813 | 0,22 | 307 | 6,25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 316 | 11 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 175.639 | 0,34 | 6.112 | 6,50 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5.755 | 200 | ||||||
| 2025-07-11 | 13F | Global X Japan Co., Ltd. | 527 | 167,51 | 18 | 200,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 65.322 | 23,56 | 2.273 | 31,16 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 65.871 | 37,68 | 2.288 | 46,39 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 652 | 13,19 | 23 | 22,22 | ||||
| 2025-07-29 | 13F | Creekside Partners | 65.289 | 0,42 | 2.272 | 6,62 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8.084 | 3,91 | 281 | 10,20 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 569 | 20 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7.253 | 5,62 | 252 | 12,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2.836 | 99 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 18.601 | 2,13 | 647 | 8,38 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 500 | 33,33 | 17 | 41,67 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 998.750 | 6,96 | 34.756 | 13,52 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 23 | 1 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 720 | 25 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 52.172 | 4,34 | 1.816 | 10,74 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 609.663 | 18,68 | 21.216 | 25,96 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 24.551 | 9,28 | 854 | 16,03 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 22.460 | 81,72 | 782 | 93,09 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 13.058 | 11,23 | 454 | 18,23 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 8.570 | 298 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 13.629 | 1,71 | 474 | 7,97 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 20.335 | 4,62 | 708 | 10,99 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12.688 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10.193 | 355 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1.236.426 | 2,01 | 43.028 | 8,27 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 22.368 | 35,15 | 778 | 36,49 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 16.999 | 7,49 | 557 | 10,30 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 38.314 | 1.333 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.432 | 166,67 | 50 | 188,24 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 72.756 | 43,72 | 2.532 | 52,56 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 156 | 200,00 | 5 | 400,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 80 | 3 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 49.435 | 0,79 | 1.720 | 6,97 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11.086 | 34,49 | 386 | 42,59 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 515 | 123,91 | 18 | 142,86 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 561.077 | 1,05 | 20.193 | 24,73 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 32.937 | 6,76 | 1.146 | 13,35 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 55.629 | 2.002 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 56.716 | 2,48 | 1.974 | 8,77 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 26.510 | 0,30 | 1 |
