Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund comprennent XFLX - FundX Flexible ETF, XRLX - FundX Conservative ETF, Wealthspire Advisors, LLC, StoneX Group Inc., American National Bank, Concurrent Investment Advisors, LLC, Smartleaf Asset Management LLC, Morgan Dempsey Capital Management Llc, Beacon Capital Management, LLC, Hemington Wealth Management, et Trust Co Of Vermont .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | West Paces Advisors Inc. | 1 157 668 | 0,39 | 28 062 | -0,19 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 1 502 | 36 | ||||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 31 326 | 2,25 | 759 | 1,74 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 45 541 | 44,45 | 1 104 | 43,62 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9 539 | 231 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 22 600 | 112,87 | 548 | 112,02 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 102 | 325,00 | 2 | |||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 25 400 | 8,84 | 616 | 8,45 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 241 | 33,23 | 54 | 31,71 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 4 926 | 119 | ||||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 132 207 | 18,74 | 3 205 | 18,05 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 474 559 | 1,34 | 35 743 | 0,76 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11 234 | 1,37 | 272 | 0,74 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 25 439 | 26,53 | 617 | 25,71 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 323 | 1,57 | 8 | 0,00 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 44 042 | 1 068 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 27 976 | 5,43 | 678 | 4,95 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 99 958 | 13,19 | 2 423 | 12,55 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 12 634 | 306 | ||||||
| 2025-07-08 | 13F | Boltwood Capital Management | 683 782 | 6,29 | 16 575 | 5,67 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 197 | 5 | ||||||
| 2025-07-16 | 13F | American National Bank | 10 754 | 261 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 18 765 | 16,95 | 455 | 16,11 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 495 | 41,83 | 12 | 37,50 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6 428 | 114,27 | 156 | 112,33 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 32 357 | 3,92 | 784 | 3,29 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 11 305 | 262 | ||||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 15 397 | 15,99 | 373 | 15,48 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 13 042 | 1,54 | 316 | 0,96 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 32 877 | 1 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 26 653 | 23,09 | 646 | 22,58 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 40 540 | 6,36 | 982 | 6,05 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 14 655 | 7,48 | 355 | 6,93 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 92 737 606 | 11,18 | 2 247 960 | 10,54 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6 082 | 28,39 | 147 | 27,83 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 164 204 | 6,03 | 3 980 | 5,43 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 1 820 715 | 2,23 | 44 134 | 1,65 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 737 | 714,58 | 66 | 725,00 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 107 500 | 2 606 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 177 939 | 0,09 | 4 313 | -0,48 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 896 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 33 132 | 0,98 | 803 | 0,50 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-08 | 13F | VeraBank, N.A. | 421 149 | 11,95 | 10 209 | 11,31 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 032 | 25 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 532 731 | 3,68 | 13 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 47 398 | 1 149 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 934 247 | 315,10 | 22 646 | 312,72 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 70 | 2 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 7 815 | 189 | ||||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 46 387 | 13,37 | 1 124 | 12,74 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 101 509 | 2 461 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 512 356 | 0,69 | 12 420 | 0,11 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 19 974 | 484 |
