Institusi dan Kepemilikan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di PIMCO ETF Trust - PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund termasuk IMC-Chicago, LLC, Purpose Unlimited Inc., Whalen Wealth Management Inc., Fort Sheridan Advisors Llc, XTX Topco Ltd, Seacrest Wealth Management, Llc, Ergawealth Advisors, Inc., Fifth Third Bancorp, Mather Group, Llc., Whittier Trust Co Of Nevada Inc, dan Hantz Financial Services, Inc. .
Halaman ini menunjukkan perubahan struktur kepemilikan berdasarkan daftar institusi, dana, dan pemegang saham utama yang telah meningkatkan kepemilikannya atau membuka posisi baru pada periode pelaporan terakhir. Baris hijau menunjukkan posisi baru. Klik tautannya ikon untuk melihat riwayat transaksi lengkap.
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| Tanggal Berkas | Sumber | Investor | Jenis | Harga Rata-rata (Perkiraan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Δ Nilai (%) |
Alokasi Portofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-14 | 13F | Prospera Financial Services Inc | 25.688 | 0,84 | 1.644 | 0,49 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 428 | 11,17 | 27 | 8,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 46.500 | 95,38 | 2.976 | 94,64 | |||
| 2026-04-14 | 13F | West Branch Capital LLC | 212 | 1,44 | 14 | 0,00 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 238 | 56,58 | 15 | 66,67 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 748.902 | 60,28 | 47.937 | 59,68 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 41.000 | 212,98 | 2.624 | 212,01 | |||
| 2026-05-05 | 13F | UBS Group AG | 46.877 | 15,97 | 3.001 | 15,52 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 3.729 | 239 | ||||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 4.813 | 0,82 | 308 | 0,65 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.261 | 81 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 7.122 | 5,78 | 456 | 5,32 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 198.939 | 4,19 | 12.734 | 3,80 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 28.465 | 27,54 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 18 | 0 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 4.121 | 8,08 | 264 | 7,79 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 8.008 | 6,86 | 513 | 6,44 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 103.719 | 5,38 | 6.639 | 4,98 | ||||
| 2026-05-15 | 13F | Fmr Llc | 235 | 15 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 30.720 | 1.966 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 14.434 | 5,04 | 924 | 4,65 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 81.565 | 1.652,20 | 5.221 | 1.645,82 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.799 | 137,34 | 115 | 139,58 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 131.600 | 392,88 | 8.424 | 391,14 | |||
| 2026-05-14 | 13F | Cwm, Llc | 1.626 | 13,63 | 104 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 181.500 | 96,64 | 11.618 | 95,90 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 106.800 | 205,14 | 6.836 | 204,09 | |||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 18.247 | 10,51 | 1.175 | 10,85 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 482 | 423,91 | 31 | 500,00 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 434 | 28 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 17.420 | 1.061,33 | 1.119 | 1.007,92 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 556.338 | 9,37 | 35.611 | 8,96 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 44.968 | 2,71 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 11.862 | 759 | ||||||
| 2026-05-07 | 13F | Authentikos Wealth Advisory, LLC | 5.650 | 32,04 | 362 | 31,75 | ||||
| 2026-05-14 | 13F | Boyer & Corporon Wealth Management, LLC | 6.890 | 6,23 | 441 | 6,01 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 66.291 | 18,58 | 4.243 | 18,16 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 111 | 11,00 | 7 | 16,67 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 15.396 | 985 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 195 | 1,04 | 12 | 0,00 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 13.884 | 889 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 22.284 | 5,11 | 1.426 | 4,70 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 513.409 | 5,61 | 32.863 | 5,21 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 12.688 | 807 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 3.262 | 2,90 | 209 | 2,46 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 423.982 | 5,10 | 27.139 | 4,71 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 12.969 | 19,68 | 830 | 19,25 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 90.611 | 8,52 | 5.726 | 6,73 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.316 | 148 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 22.492 | 92,96 | 1.440 | 92,38 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 3.238 | 207 | ||||||
| 2026-05-01 | 13F | Arlington Capital Management, Inc. | 51.377 | 1,39 | 3.289 | 1,01 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 5.500 | 352 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 58.830 | 71,11 | 4 | 50,00 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 21.267 | 66,76 | 1.361 | 66,18 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 33.272 | 3,86 | 2.130 | 3,45 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 97.188 | 126,68 | 6.221 | 125,89 | ||||
| 2026-04-27 | 13F | Ergawealth Advisors, Inc. | 3.681 | 236 | ||||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 386.261 | 52,57 | 24.725 | 52,24 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 63 | 4 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 149.488 | 38,48 | 9.569 | 37,97 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 100.000 | 33,33 | 6.401 | 32,86 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 72.070 | 4.613 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 67 | 4 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 119.221 | 4,20 | 7.631 | 3,81 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 4.008 | 257 | ||||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 11.095 | 710 | ||||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 18.537 | 146,96 | 1.187 | 146,06 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 20.756 | 1.329 | ||||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 887 | 3,74 | 57 | 3,70 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 24.200 | 99,10 | 1.549 | 98,59 | ||||
| 2026-05-11 | 13F | Glaxis Capital Management, LLC | 70.000 | 180,00 | 4.481 | 178,95 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 110.684 | 6,25 | 7.085 | 5,84 |
