Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Touchstone ETF Trust - Touchstone Ultra Short Income ETF includono Allen Capital Group, LLC, Resources Investment Advisors, LLC., Wiley Bros.-aintree Capital, Llc, Independent Advisor Alliance, Forge Financial Services LLC, Arkadios Wealth Advisors, ZEGA Investments, LLC, Opal Wealth Advisors, LLC, e Private Trust Co Na .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 59.824 | 1,59 | 1.515 | 1,54 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 36.499 | 0,75 | 924 | 0,76 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 280.016 | 10,84 | 7 | 16,67 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 12.492 | 316 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 29.012 | 735 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 156.666 | 9,81 | 3.967 | 9,74 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 102.290 | 37,85 | 2.590 | 37,79 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 56.567 | 90,09 | 1.432 | 90,17 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 138.491 | 322,29 | 3.507 | 322,41 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 16.482 | 72,93 | 417 | 73,03 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 83.927 | 4,08 | 405 | -80,22 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 314.033 | 3.772,17 | 7.951 | 3.778,54 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 21.024 | 532 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 78.073 | 4,41 | 1.977 | 4,33 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 241.661 | 29,61 | 6.119 | 29,54 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 36.960 | 22,61 | 936 | |||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 479.836 | 12.149 | ||||||
| 2026-05-08 | 13F | Forge Financial Services LLC | 21.966 | 556 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 296.812 | 25,82 | 7.515 | 25,75 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 15.800 | 23,44 | 400 | 23,46 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 70.233 | 8.019,42 | 1.778 | 8.366,67 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 115.189 | 93,06 | 2.917 | 92,98 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 40.650 | 1.029 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 21.816 | 552 | ||||||
| 2026-01-07 | 13F | Puff Wealth Management, Llc | 72.439 | 123,51 | 1.835 | 123,39 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 20.367 | 52,37 | 516 | 52,37 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 285.123 | 2.219,58 | 7.219 | |||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 209.260 | 11,93 | 5.304 | 11,97 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 245.589 | 30,34 | 6.218 | 30,27 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 500 | 13 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.759.005 | 65,42 | 44.538 | 65,33 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 861 | 22 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 85.684 | 2.170 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 86.170 | 3,36 | 2.183 | 3,26 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.055.544 | 137,73 | 52.046 | 137,60 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 21.773 | 551 | ||||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 18.462 | 18,80 | 467 | 18,83 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 198.446 | 23,84 | 5.025 | 23,74 |
