Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Touchstone ETF Trust - Touchstone Ultra Short Income ETF incluem Allen Capital Group, LLC, Resources Investment Advisors, LLC., Wiley Bros.-aintree Capital, Llc, Independent Advisor Alliance, Forge Financial Services LLC, Arkadios Wealth Advisors, ZEGA Investments, LLC, Opal Wealth Advisors, LLC, e Private Trust Co Na .
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 59,824 | 1.59 | 1,515 | 1.54 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 36,499 | 0.75 | 924 | 0.76 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 280,016 | 10.84 | 7 | 16.67 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 12,492 | 316 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 29,012 | 735 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 156,666 | 9.81 | 3,967 | 9.74 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 102,290 | 37.85 | 2,590 | 37.79 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 56,567 | 90.09 | 1,432 | 90.17 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 138,491 | 322.29 | 3,507 | 322.41 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 16,482 | 72.93 | 417 | 73.03 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 83,927 | 4.08 | 405 | -80.22 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 314,033 | 3,772.17 | 7,951 | 3,778.54 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 21,024 | 532 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 78,073 | 4.41 | 1,977 | 4.33 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 241,661 | 29.61 | 6,119 | 29.54 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 36,960 | 22.61 | 936 | |||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 479,836 | 12,149 | ||||||
| 2026-05-08 | 13F | Forge Financial Services LLC | 21,966 | 556 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 296,812 | 25.82 | 7,515 | 25.75 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 15,800 | 23.44 | 400 | 23.46 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 70,233 | 8,019.42 | 1,778 | 8,366.67 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 115,189 | 93.06 | 2,917 | 92.98 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 40,650 | 1,029 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 21,816 | 552 | ||||||
| 2026-01-07 | 13F | Puff Wealth Management, Llc | 72,439 | 123.51 | 1,835 | 123.39 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 20,367 | 52.37 | 516 | 52.37 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 285,123 | 2,219.58 | 7,219 | |||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 209,260 | 11.93 | 5,304 | 11.97 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 245,589 | 30.34 | 6,218 | 30.27 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 500 | 13 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1,759,005 | 65.42 | 44,538 | 65.33 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 861 | 22 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 85,684 | 2,170 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 86,170 | 3.36 | 2,183 | 3.26 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2,055,544 | 137.73 | 52,046 | 137.60 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 21,773 | 551 | ||||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 18,462 | 18.80 | 467 | 18.83 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 198,446 | 23.84 | 5,025 | 23.74 |
