Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Franklin Templeton ETF Trust - Franklin Systematic Style Premia ETF includ Peak Financial Advisors Llc, Janney Montgomery Scott LLC, First Trust Advisors Lp, AIFG Consultants Ltd., Sanctuary Advisors, LLC, Center For Asset Management LLC, We Are One Seven, LLC, Cumberland Partners Ltd, Change Path, LLC, Simplicity Wealth,LLC, Independent Advisor Alliance, AE Wealth Management LLC, Dahring | Cusmano Llc, GeoWealth Management, LLC, Cambridge Investment Research Advisors, Inc., Gateway Wealth Partners, LLC, Advyzon Investment Management, LLC, Stirlingshire Investments, Inc., Cassaday & Co Wealth Management LLC, și Geneos Wealth Management Inc. .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Independent Advisor Alliance | 17.398 | 473 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 28 | 1 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 2.454 | 67 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 11.660 | 317 | ||||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 7.392 | 201 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 7.031.641 | 0,89 | 191.261 | 1,98 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 154.346 | 4 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.857.918 | 5,66 | 50.535 | 6,80 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 156.907 | 80,27 | 4.268 | 82,19 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.159 | 32 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 85 | 2 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 115.568 | 10,39 | 3.143 | 11,57 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 16.129 | 439 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 31.136 | 15,34 | 847 | 16,53 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 9.736 | 14,69 | 265 | 15,79 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 238 | 6 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 7.511 | 204 | ||||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 75.175 | 2.023 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 704 | 19 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 150.000 | 4.080 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 7.735 | 210 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.572 | 42 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 22.560 | 614 | ||||||
| 2026-04-22 | 13F | Peak Financial Advisors Llc | 668.482 | 18.183 | ||||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 44.701 | 2,47 | 1.216 | 3,58 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 79 | 2 | ||||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 10 | 0 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 69.106 | 10,92 | 1.880 | 12,11 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.313.990 | 5,58 | 35.741 | 6,72 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 11.979 | 326 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 133.257 | 536,25 | 3.625 | 543,69 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 28.345 | 771 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.613 | 43 | ||||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 38.209 | 1.039 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 21.263 | 578 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 1.247 | 491,00 | 34 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 3.360 | 28,00 | 91 | 30,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 24.260 | 660 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.381.000 | 11,03 | 37.563 | 12,23 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 10.447 | 284 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 9 | 0 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 122.165 | 3.323 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 579 | 74,92 | 16 | 87,50 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 70 | 2 | ||||||
| 2026-05-14 | 13F | Cumberland Partners Ltd | 27.214 | 740 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 492.835 | 34.460,66 | 13.405 | 35.176,32 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 3.977 | 108 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 8.527 | 0 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 37.069 | 119,42 | 1.008 | 122,03 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 50 | 1 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 3.527 | 96 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.627.498 | 804,50 | 44.268 | 814,23 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 182 | 5 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 45.445 | 1.236 | ||||||
| 2026-04-27 | 13F | Capital Financial Group Inc\co\ /adv | 70.688 | 8,80 | 1.923 | 9,95 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2.082 | 9,46 | 56 | 12,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.933 | 200,62 | 53 | 211,76 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 41.461 | 1.128 |
