Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund incluem VestGen Advisors, LLC, Premier Private Wealth Management LLC, Fiduciary Alliance LLC, Atria Investments Llc, First Heartland Consultants, Inc., 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 179,879 | 6.42 | 9 | 0.00 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 141,346 | 32.85 | 6,872 | 31.50 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 86,715 | 47.81 | 4 | 100.00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 67,503 | 3,282 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 5,448 | 14.74 | 268 | 14.59 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 90,432 | 7.50 | 4,397 | 6.39 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 966,850 | 14.70 | 47,008 | 13.52 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2,712 | 23.10 | 132 | 21.30 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1,742 | 0.75 | 85 | 0.00 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 20,296 | 9.05 | 987 | 7.88 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 98,157 | 17.45 | 4,772 | 16.25 | ||||
| 2026-04-17 | 13F | Cottonwood Capital Advisors, Llc | 48,383 | 14.53 | 2,352 | 13.35 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1,097 | 53 | ||||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 22,759 | 50.96 | 1,107 | 49.46 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1,095 | 53 | ||||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 14,038 | 11.75 | 683 | 10.53 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 24,450 | 420.21 | 1,189 | 416.52 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 162,803 | 24.08 | 7,915 | 22.81 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 117 | 6 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 477 | 2,285.00 | 23 | |||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 10,451 | 508 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 30,189 | 7.60 | 1,483 | 148,200.00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 71,714 | 11.26 | 3,487 | 10.11 | ||||
| 2026-05-15 | 13F | Anderson Financial Strategies, LLC | 225,020 | 3.33 | 10,907 | 1.95 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1,367,312 | 8.56 | 66,479 | 7.44 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 19,057 | 294.39 | 927 | 290.72 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 4,356 | 212 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 19,293 | 14.50 | 938 | 13.42 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 8,240 | 401 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 20,087 | 6.38 | 977 | 5.29 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 13,946 | 676 | ||||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 71,399 | 13.38 | 3,507 | 13.09 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 4,775,491 | 8.56 | 232,184 | 7.44 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 165,547 | 13.73 | 8,049 | 12.56 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 23,768 | 21.09 | 1,156 | 19.81 | ||||
| 2026-05-12 | 13F | Creative Planning | 5,192 | 0.04 | 252 | -0.79 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 9,059 | 442 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 42,563 | 50.43 | 2,069 | 48.96 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 2,370,787 | 5.49 | 115,268 | 4.41 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 57,328 | 890.63 | 2,787 | 881.34 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 63 | 3 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 4,610 | 224 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 19,057 | 28.74 | 927 | 27.37 |
