Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans VanEck ETF Trust - VanEck Morningstar SMID Moat ETF comprennent Wealth Enhancement Advisory Services, Llc, Avantax Advisory Services, Inc., Fermata Advisors, LLC, Oppenheimer & Co Inc, BlackRock, Inc., Assetmark, Inc, Allworth Financial LP, Jpmorgan Chase & Co, et Creative Financial Designs Inc /adv .
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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 87 938 | 4,32 | 3 | 50,00 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 7 824 | 0,50 | 439 | 71,76 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 7 230 | 8,72 | 252 | 15,14 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 8 813 | 0,22 | 307 | 6,25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 316 | 11 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 175 639 | 0,34 | 6 112 | 6,50 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5 755 | 200 | ||||||
| 2025-07-11 | 13F | Global X Japan Co., Ltd. | 527 | 167,51 | 18 | 200,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 65 322 | 23,56 | 2 273 | 31,16 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 65 871 | 37,68 | 2 288 | 46,39 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 652 | 13,19 | 23 | 22,22 | ||||
| 2025-07-29 | 13F | Creekside Partners | 65 289 | 0,42 | 2 272 | 6,62 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8 084 | 3,91 | 281 | 10,20 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 569 | 20 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7 253 | 5,62 | 252 | 12,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 836 | 99 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 18 601 | 2,13 | 647 | 8,38 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 500 | 33,33 | 17 | 41,67 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 998 750 | 6,96 | 34 756 | 13,52 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 23 | 1 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 720 | 25 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 52 172 | 4,34 | 1 816 | 10,74 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 609 663 | 18,68 | 21 216 | 25,96 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 24 551 | 9,28 | 854 | 16,03 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 22 460 | 81,72 | 782 | 93,09 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 13 058 | 11,23 | 454 | 18,23 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 8 570 | 298 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 13 629 | 1,71 | 474 | 7,97 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 20 335 | 4,62 | 708 | 10,99 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12 688 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10 193 | 355 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1 236 426 | 2,01 | 43 028 | 8,27 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 22 368 | 35,15 | 778 | 36,49 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 16 999 | 7,49 | 557 | 10,30 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 38 314 | 1 333 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 432 | 166,67 | 50 | 188,24 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 72 756 | 43,72 | 2 532 | 52,56 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 156 | 200,00 | 5 | 400,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 80 | 3 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 49 435 | 0,79 | 1 720 | 6,97 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 086 | 34,49 | 386 | 42,59 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 515 | 123,91 | 18 | 142,86 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 561 077 | 1,05 | 20 193 | 24,73 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 32 937 | 6,76 | 1 146 | 13,35 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 55 629 | 2 002 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 56 716 | 2,48 | 1 974 | 8,77 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 26 510 | 0,30 | 1 |
