Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i ETF Series Solutions - Opus Small Cap Value ETF, omfatter Clarus Group, Inc., Prime Capital Investment Advisors, LLC, Wealthcare Advisory Partners LLC, Independent Advisor Alliance, Betterment LLC, JustInvest LLC, O'shaughnessy Asset Management, Llc, og Larson Financial Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 28.876 | 36,89 | 1.043 | 41,77 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5.248.401 | 7,84 | 189.520 | 11,74 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 431.187 | 9,08 | 15.570 | 13,03 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 1.621.115 | 6,82 | 58.538 | 10,69 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 467.230 | 7,29 | 17.035 | 12,24 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 14.015 | 506 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 15.305 | 4.272,86 | 553 | 4.500,00 | ||||
| 2025-07-17 | 13F | SWS Partners | 194.440 | 37,01 | 7.021 | 41,98 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 152.675 | 36,60 | 5.513 | 41,54 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 39.698 | 1,96 | 1.433 | 5,68 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 877 | 0,11 | 32 | 3,33 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 25.143 | 908 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 697 | 25 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 622.514 | 9,86 | 22.479 | 13,83 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.483.136 | 4,00 | 53.556 | 7,77 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 5.806 | 210 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3.467 | 4,02 | 125 | 1,63 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 15 | 1 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 164.976 | 9,56 | 5.957 | 13,53 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 7.830 | 2,62 | 283 | 6,42 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 29.212 | 1.055 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.703.695 | 4,27 | 61.520 | 8,04 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 213.355 | 10,94 | 7.704 | 14,97 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 18.907 | 9,18 | 683 | 13,10 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 23.966 | 14,16 | 865 | 18,33 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 618 | 1,31 | 22 | 4,76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21.641 | 781 | ||||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 107.942 | 41,70 | 3.898 | 46,83 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 826.627 | 4,73 | 29.850 | 8,52 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 457.877 | 14,74 | 16.534 | 18,88 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 552.897 | 5,57 | 19.965 | 9,39 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 897.732 | 11,71 | 32.417 | 15,75 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1.969.227 | 38,82 | 71.109 | 43,84 | ||||
| 2025-08-14 | 13F | Betterment LLC | 7.475 | 0 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 160.574 | 0,81 | 5.798 | 4,47 | ||||
| 2025-08-14 | 13F | UBS Group AG | 429 | 652,63 | 15 | 1.400,00 | ||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 61.128 | 2.207 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 118.703 | 7,57 | 4.286 | 11,70 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 28.932 | 3,90 | 1.045 | 7,63 | ||||
| 2025-08-12 | 13F | Bokf, Na | 10.483 | 35,25 | 379 | 40,00 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 77.966 | 4,57 | 2.815 | 8,35 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 172.867 | 4,39 | 6.317 | 9,44 |
