Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em The 2023 ETF Series Trust - Eagle Capital Select Equity ETF incluem Citadel Advisors Llc, Commerce Advisors, LLC, Fund Evaluation Group, LLC, ACT Advisors, LLC., Wind River Trust Co, Sepio Capital, LP, Wells Fargo & Company/mn, Advisor Group Holdings, Inc., e Sunbelt Securities, 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Stifel Financial Corp | 238,090 | 56.93 | 7,243 | 47.08 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 53,572 | 1,956.51 | 1,630 | 1,839.29 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 33,302 | 64.03 | 1,013 | 53.72 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 363,640 | 11,062 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 11,607,059 | 71.38 | 353,087 | 60.61 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 7,231 | 7.06 | 220 | 0.00 | ||||
| 2026-05-11 | 13F | Commerce Bank | 806,994 | 3.03 | 24,549 | -3.44 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 2,668,731 | 81,183 | ||||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 158,141 | 0.99 | 4,811 | -5.35 | ||||
| 2026-05-05 | 13F | UBS Group AG | 300,343 | 2.74 | 9,136 | -3.72 | ||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 112,990 | 3,437 | ||||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 1,130,228 | 6.08 | 34,382 | -0.59 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 673 | 20 | ||||||
| 2026-05-15 | 13F | MSA Advisors, LLC | 5,050 | 154 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 46,634 | 5.56 | 1,364 | -4.82 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 104,129 | 24.86 | 3,168 | 16.99 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 8,215,230 | 242.84 | 249,907 | 221.30 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 221,294 | 9.45 | 6,732 | 2.56 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 19,852 | 29.08 | 604 | 20.84 | ||||
| 2026-05-14 | 13F | Wind River Trust Co | 89,366 | 2,719 | ||||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 94,398 | 2,872 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3,167 | 96 | ||||||
| 2026-05-13 | 13F | Sepio Capital, LP | 78,350 | 2,383 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 72,689 | 4.56 | 2,211 | -1.99 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 150 | 5 | ||||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 2,729,468 | 16.18 | 83,030 | 8.88 | ||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 1,332,608 | 32.00 | 40,538 | 23.70 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1,160,804 | 749.78 | 35,312 | 696.37 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 576,446 | 0.99 | 17,535 | -5.36 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 119,941 | 6.52 | 3,873 | 5.97 | ||||
| 2026-04-23 | 13F | Rector, Church-wardens & Vestrymen Of Trinity Church In The City Of New-york | 5,774,371 | 36.25 | 175,656 | 27.69 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 1,751,300 | 259.46 | 56,847 | 316.58 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 249,622 | 16.62 | 7,593 | 9.28 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 16,260 | 32.73 | 495 | 24.43 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 1,475,696 | 30.65 | 44,891 | 22.44 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 166,592 | 0.30 | 5,068 | -6.01 |
