Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i ARK ETF Trust - ARK Blockchain & Fintech Innovation ETF, omfatter Merkkuri Wealth Advisors LLC, Cassaday & Co Wealth Management LLC, RWM Asset Management, LLC, Intentional Wealth Strategies, LLC, Wealth Enhancement Trust Services, Inc., SageView Advisory Group, LLC, Mount Yale Investment Advisors, LLC, BOK Financial Private Wealth, Inc., Litman Gregory Asset Management LLC, og Rossby Financial, LCC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 57.154 | 2,07 | 2.172 | -18,53 | ||||
| 2026-05-12 | 13F | Creative Planning | 20.716 | 6,59 | 787 | -14,92 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 585 | 10,80 | 22 | -12,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 389.948 | 16,31 | 14.822 | -7,18 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 30.959 | 70,22 | 1 | |||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 7.963 | 303 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 603 | 23 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.675 | 64 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 258 | 10 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 13.380 | 12,56 | 509 | -10,25 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 14.370 | 684 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 12 | 500,00 | 0 | |||||
| 2026-03-26 | 13F/A | Peak6 Llc | Put | 22.300 | 1.120 | |||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 25.300 | 30,41 | 962 | 4,00 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 5.377 | 93,42 | 204 | 54,55 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 64.114 | 11,52 | 2.437 | 121.700,00 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.500 | 702,14 | 57 | 612,50 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 | 0 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 41.356 | 26,49 | 1.573 | 0,96 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 20 | 1 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 35.019 | 82,20 | 1.331 | 45,46 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 379 | 18 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 136 | 5 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 509 | 243,92 | 19 | 171,43 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 25 | 1 | ||||||
| 2026-04-20 | 13F | MBA Advisors LLC | 8.082 | 2,82 | 307 | -17,91 | ||||
| 2026-05-05 | 13F | PFG Advisors | 269.823 | 10.256 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 4.140 | 245,86 | 197 | 194,03 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 264 | 10 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 5.496 | 4,81 | 209 | -16,47 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 31.306 | 8,74 | 1.190 | -13,27 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 7.165 | 2,87 | 273 | -17,82 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 40 | 2 | ||||||
| 2026-04-27 | 13F | Byrne Financial Freedom, Llc | 141.102 | 10,46 | 5.363 | -11,85 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.556 | 97 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 600 | 23 | ||||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3.502 | 75,10 | 167 | 46,90 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 27.588 | 206,60 | 1.049 | 144,86 | ||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 186.264 | 0,72 | 7.080 | -19,63 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 20.651 | 36,26 | 785 | 8,74 | ||||
| 2026-05-15 | 13F | Jessup Wealth Management, Inc | 13.276 | 25,12 | 505 | -0,20 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 6.495 | 1,75 | 309 | -14,64 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 100 | 4 | ||||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 14.741 | 560 | ||||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 138 | 5 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 7.755 | 17,59 | 295 | -6,37 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 21.227 | 18,70 | 807 | -5,29 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 40 | 2 | ||||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 245.638 | 8,45 | 9.337 | -13,45 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 600 | 23 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 50 | 2 | ||||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 432 | 1.250,00 | 16 | 1.500,00 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 200 | 100,00 | 8 | 75,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 858 | 363,78 | 33 | 300,00 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 376 | 5,62 | 14 | -12,50 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 77 | 3 |
