Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF incluem Diversified Enterprises, LLC, Veratis Advisors, Inc., Employees' Retirement Fund of the City of Fort Worth, Cerity Partners LLC, Junk Investment Group, LLC, Wright Fund Managment, LLC, Genesee Capital Advisors, LLC, Brand Asset Management Group, Inc., Apella Capital, LLC, Altrius Capital Management Inc, Sequoia Financial Advisors, LLC, TopTier Wealth Management, LLC, Vanguard Advisers Inc, Portus Wealth Advisors, LLC, North Ridge Wealth Advisors, Inc., PlanVest Financial, Inc, Horizon Investments, LLC, e Retiremitten Financial 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 7,576 | 0.25 | 771 | 4.34 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 10,886 | 1,107 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 2,000 | 203 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 19,482 | 488.05 | 1,982 | 529.21 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 79 | 1.28 | 8 | 14.29 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 386 | 39 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 6,502 | 75.11 | 662 | 82.60 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 2,163 | 1.36 | 220 | 5.77 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 20,753 | 2,223 | ||||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 6,434 | 655 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 484 | 11.01 | 49 | 16.67 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 2,359 | 0.38 | 240 | 4.80 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 9,931 | 12.76 | 1,010 | 17.44 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 39,797 | 8.53 | 4,049 | 12.91 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 8,288 | 5.03 | 810 | 7.86 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 32,274 | 30.06 | 3,284 | 35.38 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 692 | 10.19 | 70 | 14.75 | ||||
| 2026-05-12 | 13F | Banco BTG Pactual S.A. | 2,574 | 262 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 35,192 | 10.59 | 3,580 | 15.11 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 3,808 | 0.66 | 387 | 4.88 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 28,095 | 14.98 | 2,878 | 20.52 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 10 | 1 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 4,745 | 7.67 | 483 | 12.09 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 5,706 | 294.06 | 581 | 311.35 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 236 | 0.43 | 24 | 4.35 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 40,995 | 2.94 | 4,008 | 5.67 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 19,765 | 3.77 | 2,011 | 8.01 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 209 | 0.48 | 21 | 5.00 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 3,977 | 405 | ||||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 150,795 | 3.04 | 15,342 | 7.23 | ||||
| 2026-04-28 | 13F | Mokosak Advisory Group, LLC | 95,072 | 0.25 | 9,673 | 4.33 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 17,931 | 441.23 | 1,753 | 456.19 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 1,388 | 141 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 2,441 | 5.35 | 248 | 9.73 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 981 | 96 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 61,049 | 0.87 | 6,211 | 4.99 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 162,719 | 156.15 | 16,555 | 166.59 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 145,056 | 6.42 | 14,758 | 10.76 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2,000 | 203 | ||||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 27,982 | 0.21 | 2,847 | 4.29 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 3,867 | 393 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 3,058 | 311 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 56,840 | 2.81 | 5,783 | 6.99 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 30,880 | 1.29 | 3,142 | 5.40 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2,886 | 10.91 | 294 | 15.35 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 2,390 | 262 | ||||||
| 2026-05-15 | 13F | MidFirst Bank | 52,837 | 15.55 | 5,376 | 20.25 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 88,966 | 200.61 | 9,051 | 212.86 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 52,380 | 20.93 | 5,329 | 25.86 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 2,243 | 0.18 | 228 | 4.59 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 17,127 | 7.87 | 1,743 | 12.24 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 7,986 | 38.00 | 812 | 43.72 | ||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 3,166 | 3.23 | 322 | 7.69 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 76,087 | 3.29 | 7,741 | 7.50 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 11,772 | 0.44 | 1,198 | 4.54 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1,095 | 111 | ||||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 4,106 | 0.42 | 418 | 4.51 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 357 | 36 | ||||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 10,674 | 1,086 | ||||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 1,048 | 79.45 | 107 | 85.96 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 2,550 | 2.62 | 259 | 7.02 | ||||
| 2026-05-11 | 13F | Employees' Retirement Fund of the City of Fort Worth | 14,368 | 1,462 | ||||||
| 2026-05-12 | 13F | Creative Planning | 6,567 | 17.02 | 668 | 21.90 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 9,363 | 11.20 | 953 | 15.67 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 2,990 | 0.67 | 292 | 3.55 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1,767 | 9.55 | 0 | |||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 2,692 | 17.20 | 274 | 21.88 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 389,990 | 11.20 | 39,678 | 15.73 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 122 | 12 | ||||||
| 2026-05-05 | 13F | Altrius Capital Management Inc | 2,182 | 222 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 129,348 | 0.52 | 13,160 | 4.60 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 10,559 | 0.06 | 1,074 | 4.17 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 4,520 | 3.98 | 442 | 4.01 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 10 | 1 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 6,079 | 80.01 | 607 | 83.94 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 7,334 | 0.08 | 746 | 4.19 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 6,218 | 49.40 | 1 | -100.00 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 2,135 | 0.47 | 217 | 4.83 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1,865 | 0.21 | 190 | 4.42 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1,982 | 202 | ||||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 408 | 42 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 24,792 | 0.08 | 2,466 | 1.82 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 59,617 | 1.84 | 6,065 | 5.99 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2 | 0 | ||||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 21,423 | 2,180 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 5,123 | 9.33 | 521 | 13.76 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 118,424 | 2.75 | 12,048 | 6.93 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 10,559 | 1,074 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 175 | 0.57 | 18 | 0.00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 51,954 | 5,286 | ||||||
| 2026-04-24 | 13F | Legend Financial Advisors, Inc. | 99,795 | 2.05 | 10,153 | 6.20 |
