Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i BondBloxx ETF Trust - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF, omfatter ASTIX - Astor Dynamic Allocation Fund Class I shares, AGGA - Astoria Dynamic Core US Fixed Income ETF, Redwood Investment Management, Llc, Empowered Funds, LLC, WealthPlan Investment Management, LLC, Elios Financial Group Inc., Verus Capital Partners, Llc, Tradewinds, LLC., Investor's Fiduciary Advisor Network, LLC, Syntegra Private Wealth Group, LLC, Mutual Advisors, LLC, Global Retirement Partners, LLC, MSH Capital Advisors LLC, Signal Advisors Wealth, LLC, Duncan Williams Asset Management, LLC, Maripau Wealth Management Llc, M Holdings Securities, Inc., IHT Wealth Management, LLC, Empirical Asset Management, LLC, og OMNI 360 Wealth, Inc. .
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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 178.049 | 5,19 | 8.219 | 4,25 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 97.591 | 21,93 | 4.505 | 20,85 | ||||
| 2025-07-30 | NP | AGGA - Astoria Dynamic Core US Fixed Income ETF | 96.702 | 4.391 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 14.779 | 31,53 | 682 | 30,40 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 111.758 | 114,31 | 5.159 | 112,44 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 90.083 | 140,57 | 4 | 300,00 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 27.362 | 1.263 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 5.490 | 253 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 284 | 13 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 1.895 | 99,89 | 87 | 97,73 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 23.801 | 92,16 | 1.099 | 91,80 | ||||
| 2025-08-07 | 13F | PFG Advisors | 105.666 | 99,81 | 4.878 | 98,09 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 33.012 | 125,80 | 1.524 | 123,97 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 25 | 316,67 | 1 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 22.202 | 1.944,38 | 1.019 | 1.936,00 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 24.472 | 186,36 | 1.130 | 184,38 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 13.901 | 1 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 385.027 | 96,95 | 17.773 | 95,21 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 4.636 | 214 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 7.835 | 362 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2.275 | 34,93 | 105 | 34,62 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 265.723 | 126,01 | 12.266 | 124,02 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 9.401 | 434 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6.828 | 315 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1.503 | 38,91 | 69 | 38,00 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 23.236 | 105,28 | 1.073 | 103,42 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 107.764 | 322,32 | 4.974 | 318,69 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 47 | 2 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 6.816 | 0 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 467 | 21 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 5.829 | 269 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 21.713 | 1 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7.141 | 90,17 | 330 | 89,08 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 11.136 | 514 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 53.746 | 2 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 84 | 4 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 60.518 | 115,82 | 2.793 | 118,89 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 53.253 | 2.450 | ||||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 8.638 | 10,35 | 399 | 9,34 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 39.682 | 107,92 | 1.832 | 106,19 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 32.852 | 93,45 | 1.516 | 91,90 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 58 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 18.512 | 4,10 | 844 | 1,93 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 10.993 | 41,08 | 507 | 40,06 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6.427 | 14,08 | 297 | 12,98 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 293 | 3.562,50 | 14 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 24.472 | 1.130 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 30.251 | 140,72 | 1.396 | 138,63 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 733.740 | 48,29 | 33.869 | 46,98 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3.273 | 197,28 | 151 | 196,08 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 40.944 | 107,02 | 1.890 | 105,10 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 66.554 | 180,61 | 3.072 | 178,26 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 15.983 | 738 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 222 | 10 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5.760 | 42,89 | 266 | 41,71 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 44.893 | 2.072 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 17.551 | 810 | ||||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 180.202 | 199,59 | 8.318 | 196,97 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 18.482 | 105,31 | 853 | 103,58 | ||||
| 2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 98.409 | 4.571 | ||||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 16.664 | 122,66 | 769 | 120,98 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 46.950 | 49,78 | 2.167 | 48,53 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 19.956 | 137,18 | 921 | 135,55 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 16.080 | 742 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15.867 | 43,70 | 732 | 42,41 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.345.190 | 86,94 | 62.094 | 85,30 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 60.744 | 121,48 | 2.770 | 116,84 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 29.723 | 111,46 | 1.372 | 109,79 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 88 | 4 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 4.991 | 230 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 659 | 309,32 | 30 | 328,57 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 197 | 9 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 577.059 | 109,52 | 26.637 | 107,68 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 26.434 | 104,12 | 1.220 | 102,32 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 34.727 | 78,66 | 1.603 | 77,02 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 77.348 | 213,78 | 3.570 | 211,25 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 94.644 | 121,44 | 4.369 | 119,50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 24.483 | 130,60 | 1.130 | 128,74 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 26.794 | 60,60 | 1.237 | 59,28 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 4.891 | 226 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 10.891 | 106,78 | 493 | 105,42 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1.738.891 | 22,59 | 80.267 | 21,51 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 9.798 | 452 | ||||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 15.292 | 15,39 | 706 | 14,26 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 13.621 | 629 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 391 | 18 | ||||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 6.714 | 2,68 | 310 | 1,64 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 10.817 | 101,40 | 499 | 99,60 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 26.723 | 1.234 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 49.455 | 114,34 | 2.283 | 112,48 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 294 | 14 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 85.209 | 254,92 | 3.933 | 251,79 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6.438 | 0 | ||||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 49.264 | 134,20 | 2.274 | 132,28 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 4.444 | 205 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 17.289 | 159,36 | 798 | 157,42 | ||||
| 2025-08-14 | 13F | Fmr Llc | 139 | 0,72 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 14.656 | 677 | ||||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 72 | 3 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 928.641 | 47,94 | 42.866 | 46,64 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 434.151 | 6,29 | 20.040 | 5,35 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 150.211 | 23,78 | 6.934 | 22,69 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 20.934 | 966 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 218 | 113,73 | 10 | 150,00 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 13.391 | 109,76 | 618 | 108,08 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 763 | 44,78 | 35 | 45,83 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 80.538 | 116,59 | 3.681 | 112,59 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 15.936 | 736 | ||||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 49.706 | 6,53 | 2.294 | 5,62 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 145 | 7 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 6.739 | 308 | ||||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 10.335 | 67,10 | 477 | 65,63 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 11.841 | 33,30 | 547 | 32,20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32.624 | 111,30 | 1.506 | 109,32 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 38.462 | 23,94 | 1.775 | 22,84 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4.394 | 203 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 27.592 | 100,48 | 1.274 | 98,91 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 27 | 1 | ||||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 57.786 | 123,82 | 2.667 | 121,88 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 9.418 | 28,70 | 435 | 27,65 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 12.082 | 116,68 | 558 | 115,06 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 12.998 | 600 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 14.156 | 82,28 | 653 | 80,89 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 6.115 | 282 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 448.021 | 27,67 | 20.681 | 26,55 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 32.771 | 113,42 | 1.513 | 111,47 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 19.333 | 120,65 | 888 | 122,86 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12.693 | 99,80 | 1 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 109.684 | 100,33 | 5.063 | 98,63 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 306.163 | 101,72 | 14.132 | 99,94 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 96.970 | 4.476 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 144.503 | 3,15 | 6.670 | 2,25 | ||||
| 2025-08-07 | 13F | Nwam Llc | 19.466 | 94,87 | 889 | 90,97 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 26.173 | 93,07 | 1.208 | 91,44 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 43.546 | 14,70 | 2 | 100,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 18.535 | 844 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11.955 | 110,03 | 546 | 106,04 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6.806 | 314 | ||||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 85.571 | 22,51 | 3.944 | 21,09 |
