Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i ETF Series Solutions - Aptus Drawdown Managed Equity ETF, omfatter Independent Advisor Alliance, Brookwood Investment Group LLC, Gladstone Institutional Advisory LLC, og O'shaughnessy Asset 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 | 4.420 | 213 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 611 | 171,56 | 29 | 222,22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 542.375 | 8,07 | 26.142 | 17,30 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2.673.240 | 3,21 | 128.850 | 12,03 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 5.450 | 263 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 104.955 | 0,74 | 5.059 | 9,34 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15.754 | 759 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 8.133 | 23,41 | 392 | 34,25 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 258.829 | 4,19 | 12.442 | 12,79 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 395 | 19 | ||||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 39.716 | 0,78 | 1.914 | 9,43 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9.616 | 463 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 259.157 | 6,98 | 12.491 | 16,12 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 392.982 | 3,72 | 18.942 | 12,58 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 65.468 | 19,87 | 3.156 | 30,10 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 23.506 | 1,83 | 1.133 | 10,44 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 100.248 | 9,95 | 4.832 | 19,70 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 24.687 | 1,61 | 1.190 | 10,30 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4.892 | 236 | ||||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 426.066 | 2,98 | 20.536 | 11,78 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 85.173 | 22,83 | 4.105 | 33,32 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 11.167 | 7,36 | 538 | 16,70 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 29.740 | 0,06 | 1.433 | 8,64 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 198.376 | 35,94 | 9.562 | 47,57 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 9.816 | 473 | ||||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 29.438 | 2,73 | 1.419 | 11,48 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 22.191 | 0,99 | 1.070 | 9,64 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 21.313 | 7,17 | 1.027 | 16,31 |
