Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund inkluderer XFLX - FundX Flexible ETF, XRLX - FundX Conservative ETF, Detalus Advisors, LLC, Semitam Bonam Llc, og Maseco Llp .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 847 | 134,39 | 99 | 135,71 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 89 | 5 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 26 335 | 1 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 43 302 | 2 330 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 36 013 | 0,71 | 1 938 | 0,31 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13 591 | 731 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 19 907 | 5,93 | 1 071 | 5,52 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 33 473 | 7,52 | 1 801 | 10,63 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 198 | 1,54 | 11 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 93 032 | 1,50 | 5 006 | 1,11 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 40 636 | 5,51 | 2 187 | 5,10 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 51 305 | 2 761 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 135 559 | 2,74 | 7 305 | 2,35 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 8 405 | 13,50 | 452 | 13,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 108 503 | 52,07 | 5 839 | 51,48 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 376 | 31,52 | 181 | 31,16 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 17 351 | 1,66 | 934 | 1,30 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 26 311 | 1 416 | ||||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 3 965 | 213 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 4 070 | 219 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12 816 | 1,21 | 1 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 66 349 | 41,56 | 3 570 | 41,05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 1 115 | 60 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8 555 | 14,96 | 460 | 14,71 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 15 708 | 35,27 | 845 | 34,77 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 200 | 11 | ||||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4 223 | 223 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 24 255 | 2,24 | 1 305 | 1,87 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 19 930 | 16,05 | 1 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 77 732 | 4 183 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 384 | 34,50 | 74 | 39,62 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10 848 | 102,20 | 584 | 101,73 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 362 | 19 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9 499 | 6,18 | 1 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 47 898 | 146,83 | 2 577 | 145,90 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 202 493 | 10,79 | 10 896 | 10,37 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 103 875 | 5 590 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 90 694 | 229,96 | 4 880 | 228,84 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 572 | 1,42 | 31 | 0,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 22 203 | 0,14 | 1 195 | −0,25 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 4 911 | 0,51 | 264 | 0,38 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3 888 | 0,26 | 209 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2 528 | 341,19 | 136 | 353,33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 256 934 | 0,95 | 13 826 | 0,56 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 984 | 1,28 | 107 | 0,95 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 89 286 | 1,45 | 4 804 | 1,05 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 74 595 | 77,03 | 4 014 | 76,32 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 48 204 | 2 594 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 119 880 | 6 451 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5 565 | 2,07 | 299 | 1,70 |
