Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam VanEck ETF Trust - VanEck Morningstar SMID Moat ETF termasuk 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, dan Creative Financial Designs Inc /adv .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
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 |