Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i ETF Series Solutions - Aptus Collared Investment Opportunity ETF, omfatter Wealth Advisory Team LLC, Wealthcare Advisory Partners LLC, MBL Wealth, LLC, Prime Capital Investment Advisors, LLC, Two Sigma Investments, Lp, Independent Advisor Alliance, Kathmere Capital Management, LLC, Avantax Advisory Services, Inc., Kestra Private Wealth Services, Llc, Wealth Enhancement Advisory Services, Llc, Gibbs Wealth Management, O'shaughnessy Asset Management, Llc, og FSA Wealth Management LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 11.903 | 119,09 | 493 | 134,29 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 890.834 | 63,13 | 37.179 | 75,97 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.649.226 | 12,27 | 68.278 | 20,14 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 315.318 | 1,24 | 13.054 | 8,33 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 756.947 | 41,48 | 31.338 | 51,39 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 494 | 20 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 276.896 | 11.463 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 26.065 | 9,96 | 1.079 | 17,67 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 3.735 | 22,26 | 155 | 30,51 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 420.489 | 5,65 | 17.408 | 13,05 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 678 | 28 | ||||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 905.394 | 5,29 | 37.483 | 12,67 | ||||
| 2025-07-23 | 13F | Gerber, Llc | 68.301 | 201,22 | 2.828 | 222,35 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 27.787 | 1.150 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 852.039 | 11,80 | 35.257 | 19,58 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 17.988 | 1,81 | 1 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 2.167 | 1,40 | 90 | 8,54 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 5.357 | 222 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 839.594 | 8,95 | 34.759 | 16,59 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 33.884 | 0,04 | 1.403 | 7,02 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 4.267.048 | 7,12 | 176.656 | 14,62 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 415.923 | 147,76 | 17.219 | 165,15 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 283.835 | 5,27 | 11.751 | 12,63 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 20.308 | 142,89 | 841 | 159,26 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 26.311 | 1,51 | 1.089 | 8,68 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 115.855 | 0,69 | 4.796 | 7,75 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 40.620 | 14,81 | 1.682 | 22,88 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 44.567 | 1.845 | ||||||
| 2025-08-08 | 13F | Renasant Bank | 184.249 | 2,71 | 7.628 | 9,90 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 10.456 | 433 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 60.469 | 7,41 | 2.503 | 14,92 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 286.841 | 8,16 | 11.875 | 16,10 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 121.133 | 5 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 564.426 | 1,51 | 23.367 | 8,62 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 59.761 | 35,64 | 2.480 | 45,54 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 192.588 | 4,77 | 8 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 109.865 | 10,86 | 4.548 | 18,62 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 305 | 38,64 | 13 | 50,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6.674.953 | 23,35 | 276.343 | 31,99 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 65.537 | 773,59 | 2.713 | 835,52 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 1.473.987 | 7,34 | 61.023 | 14,86 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 14.030.460 | 9,50 | 580.861 | 17,17 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 6.854 | 4,23 | 284 | 11,42 | ||||
| 2025-08-12 | 13F | Bokf, Na | 21.456 | 25,25 | 888 | 34,14 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4.802.826 | 2,94 | 198.837 | 10,16 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 1.005.865 | 19,81 | 41.643 | 28,20 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 356.175 | 14.746 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 4.779 | 9,28 | 198 | 16,57 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 236.888 | 17,81 | 9.807 | 26,07 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 78.735 | 2,65 | 3.260 | 9,84 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1.098 | 45 | ||||||
| 2025-07-09 | 13F | Sunpointe, LLC | 139.263 | 6,72 | 5.766 | 14,18 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5.525 | 231 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 306.475 | 6,07 | 12.688 | 13,51 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 18.387 | 15,29 | 761 | 23,34 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6.671 | 276 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6.555 | 271 | ||||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 1.210.020 | 3,83 | 50.095 | 11,11 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 15.393 | 78,95 | 637 | 91,87 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 194.432 | 18,80 | 8.050 | 27,14 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 1.985.136 | 2,55 | 82.185 | 9,73 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 534.753 | 10,43 | 22.139 | 18,16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 478.149 | 4,27 | 19.795 | 11,58 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 33.000 | 1.366 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 668.193 | 41,02 | 27.663 | 50,91 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 166.898 | 2,07 | 6.910 | 5,71 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 47.504 | 41,53 | 1.967 | 51,46 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 137.937 | 5.711 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 21.525 | 312,91 | 1 | |||||
| 2025-07-23 | 13F | True Vision MN LLC | 60.676 | 4,22 | 2.512 | 11,50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 21.442 | 17,42 | 888 | 25,64 |
