Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans ETF Series Solutions - Bahl & Gaynor Small/Mid Cap Income Growth ETF comprennent Joseph Group Capital Management, Equitable Holdings, Inc., Mml Investors Services, Llc, PUREfi Wealth, LLC, Cowa, Llc, Qube Research & Technologies Ltd, BlackRock, Inc., et Nemes Rush Group LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 294 976 | 0,86 | 8 510 | 2,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 169 712 | 2,52 | 4 896 | 3,68 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 32 752 | 0,66 | 945 | 1,72 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 967 | 340,78 | 115 | 356,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 55 060 | 19,06 | 1 588 | 20,39 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 11 225 | 1,13 | 324 | 2,22 | ||||
| 2025-08-14 | 13F | Comerica Bank | 28 344 | 23,33 | 818 | 24,73 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 130 722 | 3 771 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 120 986 | 3 490 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 284 | 8 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 11 093 | 25,53 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 024 | 0,45 | 58 | 1,75 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 465 | 13 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 5 646 653 | 14,41 | 162 906 | 15,70 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 295 975 | 349,12 | 8 539 | 354,15 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 189 089 | 5 455 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 97 508 | 41,70 | 2 813 | 43,30 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 159 426 | 6,53 | 4 599 | 7,73 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 154 126 | 19,86 | 4 447 | 21,21 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 865 949 | 20,67 | 255 783 | 22,03 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 130 645 | 6,04 | 3 769 | 7,23 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 894 330 | 29,69 | 54 651 | 31,14 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 61 265 | 2,30 | 1 767 | 3,45 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 448 422 | 95,65 | 12 937 | 97,86 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 34 874 | 0,58 | 1 006 | 1,72 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 233 288 | 19,33 | 6 730 | 20,67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 277 809 | 3,87 | 65 715 | 5,03 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 79 749 | 10,96 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9 020 | 0,03 | 260 | 1,17 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 216 985 | 6,80 | 6 269 | 8,01 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 30 799 | 1 | ||||||
| 2025-08-12 | 13F | Cowa, Llc | 8 034 | 232 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20 884 | 603 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 130 439 | 6,79 | 3 763 | 8,01 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 99 024 | 2 857 | ||||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 85 820 | 5,15 | 2 476 | 6,31 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 54 008 | 43,23 | 1 558 | 44,93 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 080 | 60 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7 388 | 2,80 | 213 | 3,90 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 11 400 | 329 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 12 516 | 50,02 | 0 |
