Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF includ EP Wealth Advisors, Inc., Boston Common Asset Management, LLC, Fidelis Capital Partners, LLC, Miracle Mile Advisors, LLC, Quantinno Capital Management LP, American Capital Advisory, LLC, Westfuller Advisors, LLC, Royal Bank Of Canada, Fifth Third Bancorp, Rockefeller Capital Management L.P., Atlantic Union Bankshares Corp, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Savant Capital, LLC | 507.143 | 11,93 | 5.239 | 11,16 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 35.446 | 2,55 | 401 | 11,42 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 7.806 | 81 | ||||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 11.206 | 0,92 | 116 | 0,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 33.905 | 4,34 | 353 | 4,45 | ||||
| 2026-04-21 | 13F | Maseco Llp | 501.057 | 31,11 | 5.193 | 30,94 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 96.042 | 8,88 | 992 | 8,18 | ||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 46.277 | 0,57 | 478 | -6,27 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 88.080 | 4,34 | 910 | 3,65 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 14.360 | 148 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 53.200 | 113,28 | 267 | 2,70 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 9.230 | 0,23 | 95 | 0,00 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 242.850 | 13,08 | 2.509 | 12,32 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 259.627 | 1,49 | 2.682 | 0,79 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 256.090 | 0,44 | 2.645 | -0,23 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 248.542 | 1,14 | 2.567 | 0,47 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 893 | 0,90 | 9 | 0,00 | ||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 15.904 | 2,31 | 164 | -0,61 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 41.032 | 4,05 | 424 | 3,17 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 19.466 | 0,22 | 201 | 0,00 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 1.099 | 93,49 | 11 | 120,00 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1 | 0 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 40.503 | 9,96 | 418 | 9,14 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 225.198 | 10,35 | 2.326 | 9,61 | ||||
| 2026-05-15 | 13F | North Berkeley Wealth Management, LLC | 480.025 | 1,71 | 4.959 | 1,02 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 1.440 | 0,91 | 0 | |||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 291 | 1,75 | 3 | 50,00 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 37.766 | 1,76 | 390 | 1,30 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 5.523 | 57 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 1.514.648 | 1,90 | 15.646 | 1,22 | ||||
| 2026-05-07 | 13F | Boston Common Asset Management, LLC | 46.995 | 485 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 351.710 | 203,67 | 3.633 | 201,66 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 24.844 | 2,45 | 257 | 1,59 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 18.885 | 195 | ||||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 12.658.314 | 1,98 | 130.747 | 1,28 | ||||
| 2026-04-28 | 13F | Brighton Jones Llc | 3.674.039 | 2,67 | 37.953 | 1,98 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 13.680 | 141 | ||||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 18.194 | 0 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 107.892 | 584,85 | 1.115 | 583,44 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 216.880 | 1,99 | 2.240 | 1,31 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1.508.438 | 10,52 | 15.582 | 9,78 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 546.100 | 2,37 | 5.641 | 1,68 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 27.693 | 55,97 | 286 | 55,43 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 119.065 | 2,42 | 1.230 | 1,65 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 0 | 0 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 438 | 5 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 773 | 24,68 | 8 | 33,33 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 812.243 | 13,48 | 8 | 14,29 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 590.875 | 5,66 | 6 | 20,00 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 17.042 | 1,98 | 176 | 1,73 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 364.658 | 3.767 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 839 | 9 | ||||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 1.324.959 | 1,11 | 13.687 | 0,43 | ||||
| 2026-05-14 | 13F | Betterment LLC | 113.866 | 0,12 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 3.659.666 | 160,43 | 38.061 | 154,92 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 27.607 | 7,95 | 285 | 7,55 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 65.310 | 3,53 | 675 | 2,74 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 230.087 | 1,13 | 2.377 | 0,42 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 871 | 9 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 540.065 | 3,20 | 5.579 | 2,50 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 919.239 | 0,86 | 9.496 | 0,18 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 79.787 | 13,40 | 824 | 12,72 |
