Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Tidal Trust I - SoFi Select 500 ETF, omfatter Two Sigma Investments, Lp, Mustico Financial Group, Inc., Marshall Wace, Llp, CI Private Wealth, LLC, Cahaba Wealth Management, Inc., LJI Wealth Management, LLC, Cetera Investment Advisers, Creative Planning, AE Wealth Management LLC, og Abound Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Toroso Investments, LLC | 13.646 | 309,42 | 1.612 | 375,52 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3.660 | 432 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 2.517 | 205,46 | 297 | 257,83 | ||||
| 2025-06-26 | NP | FIRS - FIRE Funds(TM) Wealth Builder ETF | 3.333 | 200,00 | 341 | 176,42 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.514 | 0,20 | 179 | 15,58 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 29.800 | 3.520 | ||||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 2.890 | 341 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 11.906 | 623,33 | 1.406 | 741,92 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 13.350 | 8.422 | ||||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 84.281 | 93,94 | 9.956 | 124,79 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 47 | 17,50 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 10.784 | 2,47 | 1 | 0,00 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 4.083 | 482 | ||||||
| 2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 67.500 | 132,76 | 7.974 | 169,81 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 1.753.995 | 0,95 | 207.199 | 17,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 75 | 1,35 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 165 | 587,50 | 19 | 850,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 41 | 5 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14.741 | 6,56 | 1.741 | 23,56 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 433 | 0,46 | 51 | 18,60 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 37.638 | 10,16 | 4.446 | 27,69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 20.755 | 585,66 | 2.452 | 695,78 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 4.226 | 499 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 330 | 39 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2.205 | 260 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 30.123 | 18,69 | 3.558 | 37,59 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 2.295 | 271 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 4.643 | 3,78 | 548 | 20,18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5.464 | 2,26 | 645 | 18,57 | ||||
| 2025-08-08 | 13F | Creative Planning | 1.911 | 226 |
