Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF incluem Hartland & Co., LLC, Clearview Wealth Management LLC, Warren Averett Asset Management, LLC, Principal Securities, Inc., NorthRock Partners, LLC, Kingsview Wealth Management, LLC, Webster Bank, N. A., Vanguard Advisers Inc, e Pinnacle Bancorp, 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Intellus Advisors LLC | 1,048,081 | 0.04 | 41,315 | 6.66 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 332,293 | 30.19 | 12,747 | 35.06 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 811 | 32 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 996 | 39 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 13,707 | 589.14 | 540 | 639.73 | ||||
| 2026-05-15 | 13F | Fmr Llc | 7,114 | 21.48 | 280 | 29.63 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 6,180 | 244 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 5,749 | 227 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 12,461 | 24.56 | 0 | |||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 38,922 | 21.25 | 1,534 | 29.34 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 8,974 | 354 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 658,303 | 46.70 | 25,950 | 56.40 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 10,818 | 10.56 | 426 | 18.01 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 6,296 | 0.38 | 248 | 7.36 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 5,713 | 225 | ||||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1,514 | 60 | ||||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 422,746 | 50.96 | 16,665 | 60.94 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 5,775 | 3.81 | 228 | 10.73 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 50,258 | 11.69 | 1,981 | 19.12 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 7,763 | 306 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2,624,425 | 0.58 | 103,455 | 7.23 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 110,657 | 20.68 | 4,362 | 28.67 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 5,667 | 6.34 | 226 | 14.21 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 617 | 24 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 16,227 | 25.84 | 640 | 34.24 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 5,212 | 205 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 50,952 | 58.56 | 2 | 100.00 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 32,653 | 1,287 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 415 | 16 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 10,747 | 0.70 | 424 | 7.36 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 388,444 | 1.83 | 15,312 | 8.57 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 1,733,916 | 2.06 | 68,351 | 8.81 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 226,226 | 11.05 | 8,918 | 18.40 | ||||
| 2026-05-12 | 13F | Creative Planning | 6,026 | 238 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 356,344 | 14,047 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 264,683 | 842.13 | 10,434 | 905.11 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 7,556 | 1.79 | 298 | 8.39 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 9,977 | 393 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1,423 | 53 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 298,208 | 174.63 | 11,736 | 192.30 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 9,019 | 66.28 | 347 | 73.50 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 5,831 | 1.90 | 230 | 8.53 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 35,257 | 0.64 | 1,390 | 7.26 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 138,134 | 2,202.62 | 5,445 | 2,363.80 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 187,582 | 1.93 | 7,394 | 8.58 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 50,508 | 32.81 | 1,991 | 41.61 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 447,787 | 1.34 | 17,652 | 8.04 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 23,386 | 2.18 | 922 | 8.87 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3,382 | 1.26 | 133 | 8.13 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 4,073,067 | 0.89 | 160,560 | 7.56 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 5,730 | 226 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 6,710 | 6.81 | 0 | |||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 15,015 | 592 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2,921 | 115 |
