Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund termasuk 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, dan Trust Co Of Vermont .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 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 |
