Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em PIMCO ETF Trust - PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund incluem GFS Advisors, LLC, Golden State Wealth Management, LLC, Litman Gregory Asset Management LLC, Hantz Financial Services, Inc., Fifth Third Bancorp, e Capital Advisor Network LLC .
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Authentikos Wealth Advisory, LLC | 4,836 | 247 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 149 | 8 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 61,697 | 10.24 | 3,148 | 8.70 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 6,281 | 15.48 | 321 | 13.88 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 275,103 | 29.92 | 14,039 | 28.11 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 121,332 | 64.48 | 6,192 | 62.20 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 56,485 | 6.87 | 2,882 | 5.37 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 845 | 43 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 55,065 | 25.35 | 2,810 | 23.58 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 486,020 | 21.06 | 24,802 | 19.38 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 4,615 | 1.65 | 236 | 0.43 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 160,618 | 1.24 | 8,261 | -0.60 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 24,477 | 13.87 | 1,249 | 12.32 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 16,357 | 0.17 | 835 | -1.30 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 151 | 0 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1,259 | 79.86 | 64 | 77.78 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 24,209 | 8.22 | 1,235 | 6.74 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 732 | 37 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 50,409 | 1.65 | 2,572 | 0.23 | ||||
| 2026-04-21 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,699 | 136.66 | 1,107 | 133.54 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 4,889 | 0.27 | 249 | -1.19 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 28,260 | 1,404 | ||||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 23,230 | 208.66 | 1,185 | 203.85 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 749,709 | 5.12 | 38,258 | 3.66 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 88,800 | 32.34 | 4,531 | 30.50 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 52,400 | 32.66 | 2,674 | 30.77 | |||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 0 | 0 | ||||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 61,046 | 2.90 | 3,115 | 1.47 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 99,010 | 5,052 | ||||||
| 2026-05-21 | 13F | Essential Partners LLC | 7,584 | 5.14 | 387 | 3.75 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 4,737 | 242 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 13,187 | 4.98 | 673 | 3.38 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 197 | 10 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 39,048 | 82.09 | 1,993 | 79.62 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 3 | 0 | ||||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 3,424 | -1.38 | ||||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 11,925 | 38.91 | 609 | 36.94 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 48,455 | 0.50 | 2,473 | -1.28 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 54,830 | 22.31 | 2,798 | 20.61 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 610 | 32 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 12,508 | 2.37 | 638 | 0.95 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 56,200 | 46.35 | 2,868 | 44.29 | |||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 146,045 | 8.79 | 7,453 | 7.28 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 4,507 | 230 |
