Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i The Timothy Plan - Timothy Plan US Small Cap Core ETF inkluderer Pioneer Wealth Management Group .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 16 653 | 1,14 | 644 | 5,75 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 48 789 | 1 887 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 47 526 | 181,99 | 1 838 | 194,55 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10 892 | 15,87 | 437 | 25,29 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2 101 | 1 411,51 | 81 | 1 925,00 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 37 709 | 20,25 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 034 | 68,95 | 40 | 77,27 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 1 870 | 0,05 | 72 | 4,35 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17 161 | 42,59 | 664 | 49,89 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 22 792 | 14,06 | 882 | 19,22 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 35 109 | 15,17 | 1 358 | 20,39 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 6 345 | 3,02 | 245 | 7,46 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 17 240 | 36,31 | 667 | 42,31 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 143 059 | 4,72 | 5 534 | 9,39 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20 228 | 15,96 | 782 | 21,24 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 4 068 | 26,41 | 157 | 31,93 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 6 974 | 270 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 21 133 | 14,00 | 818 | 19,10 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 19 041 | 52,07 | 737 | 58,96 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 234 255 | 7,43 | 9 061 | 12,21 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 15 796 | 67,77 | 611 | 81,31 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 20 664 | 0,50 | 799 | 4,99 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 25 796 | 1,01 | 998 | 5,50 | ||||
| 2025-08-14 | 13F | Comerica Bank | 98 | 12,64 | 4 | 0,00 | ||||
| 2025-07-18 | 13F | Vicus Capital | 16 383 | 8,43 | 634 | 13,24 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 6 974 | 19,75 | 270 | 25,12 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 63 390 | 10,81 | 2 452 | 15,72 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 487 | 30,90 | 58 | 35,71 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 69 149 | 10,76 | 2 675 | 15,71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 153 339 | 2,56 | 6 152 | 11,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 42 444 | 8,59 | 1 642 | 13,41 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 571 | 9,60 | 22 | 15,79 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 10 630 | 78,90 | 423 | 110,45 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 11 917 | 3,50 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 387 | 15 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 10 186 | 25,41 | 394 | 31,00 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 44 373 | 55,94 | 1 716 | 62,96 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 130 041 | 29,28 | 5 030 | 35,04 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 408 | 12,09 | 16 | 15,38 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 186 107 | 0,13 | 7 199 | 4,59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 380 406 | 78,66 | 14 714 | 86,63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8 874 | 35,30 | 343 | 41,74 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 400 | 15 | ||||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 134 541 | 1 087,27 | 5 204 | 1 269,47 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 46 911 | 2,45 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 12 670 | 45,52 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 42 431 | 3,03 | 1 641 | 7,68 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 50 054 | 12,49 | 1 936 | 17,55 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 18 595 | 25,97 | 719 | 31,68 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 18 770 | 10,04 | 726 | 15,06 |
