Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF incluem 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 .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
