Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF includ Mml Investors Services, Llc, Sunpointe, LLC, Skopos Labs, Inc., LeClair Wealth Partners LLC, Beacon Financial Advisory LLC, Vanguard Advisers Inc, Cornerstone Planning Group LLC, Western Wealth Management, LLC, Wealth Enhancement Trust Services, Inc., SageView Advisory Group, LLC, Fifth Third Bancorp, PlanVest Financial, Inc, Assetmark, Inc, EFG International AG, Founders Financial Alliance, LLC, Aventura Private Wealth, LLC, Vision Retirement, LLC, Ubs Asset Management Americas Inc, Brown, Lisle/cummings, Inc., și Jones Financial Companies Lllp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 27 | 2 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 190 | 14 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 98.627 | 11,70 | 7.352 | 10,11 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 119.052 | 1,37 | 8.874 | -0,10 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 10.903 | 813 | ||||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 176.089 | 6,54 | 13.127 | 5,02 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 33 | 2 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 9.086 | 10,21 | 677 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 34.002 | 2.535 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 315 | 2,94 | 23 | 0,00 | ||||
| 2026-05-07 | 13F | Paul R. Ried Financial Group, LLC | 186.297 | 3,50 | 13.888 | 2,01 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 49.482 | 17,80 | 3.689 | 16,12 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2.273 | 169 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 12 | 1 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1.042 | 5,04 | 78 | 2,67 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 36.619 | 1,51 | 2.730 | 0,04 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 102 | 8 | ||||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 3.101 | 231 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 226.730 | 27,84 | 16.902 | 26,01 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 87.885 | 45,11 | 6.552 | 43,03 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 116 | 9 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 4 | -97,52 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 16.267 | 2,35 | 1.213 | 0,92 | ||||
| 2026-05-15 | 13F | EFG International AG | 144 | 11 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 10.760 | 5,70 | 802 | 4,29 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 26.765 | 2,40 | 1.995 | 0,96 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 9.445 | 704 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 38.484 | 9,49 | 2.869 | 7,90 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 328 | 0,31 | 24 | 0,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 140.009 | 3,43 | 10.437 | 1,94 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 3.029 | 226 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 382 | 28 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 993.241 | 7,88 | 74.044 | 6,33 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 3.518 | 0,03 | 291 | 9,02 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 18.380 | 1.370 | ||||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 160.298 | 2,35 | 11.950 | 0,88 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 8.815 | 7,53 | 657 | 5,97 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 3.404 | 0 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 7.933 | 11,20 | 660 | 15,21 | ||||
| 2026-05-15 | 13F | Fmr Llc | 2.363 | 55,67 | 176 | 54,39 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 535 | 31,13 | 40 | 30,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 735 | 13,95 | 55 | 12,50 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 515.730 | 5,48 | 38.446 | 3,97 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 43.645 | 6,00 | 3.254 | 4,50 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 17.510 | 0,57 | 1.305 | -0,84 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 6.300 | 470 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 202 | 15 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 8.159 | 25,52 | 608 | 23,83 | ||||
| 2026-05-05 | 13F | Blue Water Asset Management | 4.387 | 0,21 | 327 | -1,21 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 69.918 | 30,86 | 5.212 | 29,01 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 54.018 | 160,94 | 4.027 | 157,25 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 79.289 | 8,74 | 5.911 | 7,18 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 636 | 54 | ||||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 9.548 | 11,87 | 712 | 10,23 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1.080 | 81 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 15.275 | 41,74 | 1.139 | 39,63 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 394 | 30 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 170.165 | 5,41 | 12.685 | 3,90 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 38 | 3 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 559 | 42 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 634 | 47 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 283 | 21 | ||||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 1.265 | 106,36 | 94 | 104,35 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 118 | 126,92 | 9 | 166,67 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.777 | 0,73 | 210 | 1,94 | ||||
| 2026-04-14 | 13F | Spence Asset Management | 62.852 | 32,89 | 5 | 33,33 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 91.755 | 5,54 | 6.841 | 4,05 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 393.898 | 28,92 | 29.364 | 27,07 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 79.904 | 21,20 | 5.957 | 19,45 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 22 | 2 | ||||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 4.387 | 327 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 276 | 21 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 0 | 0 | ||||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 5.246 | 4,92 | 391 | 3,44 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 344.037 | 28,23 | 25.647 | 26,40 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 69.714 | 8,65 | 5.197 | 7,11 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 7.986 | 71,93 | 595 | 69,52 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 14 | 1 | ||||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 150.390 | 3,66 | 11.211 | 2,18 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 17.877 | 13,43 | 1.333 | 11,74 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 106.209 | 8,61 | 7.918 | 7,06 | ||||
| 2026-04-23 | 13F | American National Bank | 517.423 | 0,76 | 38.572 | -0,68 |
