Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i ProShares Trust - ProShares Ultra QQQ inkluderar RIA Advisory Group LLC, TCG Advisory Services, LLC, Tempus Wealth Planning, LLC, Drive Wealth Management, Llc, Modern Wealth Management, LLC, Woodward Diversified Capital, Llc, Wealthbridge Capital Management, Llc, Legacy Capital Wealth Management, Llc, EBI - Longview Advantage ETF, Van Hulzen Asset Management, LLC, Wealth Enhancement Advisory Services, Llc, Vise Technologies, Inc., Brandywine Oak Private Wealth Llc, Quantinno Capital Management LP, Accurate Wealth Management, LLC, HBW Advisory Services LLC, BLVD Private Wealth, LLC, Traynor Capital Management, Inc., Milestone Asset Management, Llc, och Wealthspire Advisors, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Westwood Wealth Management | 148 615 | 7,88 | 17 493 | 42,87 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 23 135 | 2 723 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9 558 | 90,02 | 1 125 | 147,80 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 2 333 | 2,10 | 275 | 34,98 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 0 | 0 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 4 423 | 521 | ||||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 79 730 | 23,11 | 9 385 | 63,05 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 1 980 | 233 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 16 228 | 2 153,89 | 1 910 | 2 931,75 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 4 003 | 0,02 | 472 | 32,68 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 16 228 | 2 439,59 | 1 910 | 2 590,14 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 362 025 | 1,69 | 42 614 | 34,67 | ||||
| 2025-05-29 | NP | Connetic Venture Capital Access Fund | 17 178 | 11,71 | 1 527 | −8,29 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 15 528 | 5,10 | 1 828 | 39,15 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 29 403 | 3,27 | 3 461 | 36,80 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1 960 | 228 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 60 849 | 5,02 | 7 163 | 39,09 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 12 | 1 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 974 | 232 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3 087 | 369 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 6 999 | 824 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 30 610 | 7,82 | 3 603 | 42,81 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 57 163 | 6 729 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 25 609 | 211,66 | 3 014 | 312,88 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 19 338 | 24,26 | 2 276 | 64,57 | ||||
| 2025-08-28 | NP | TFAZX - TFA Tactical Income Fund Class I | 6 200 | 87,88 | 730 | 148,81 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 15 603 | 28,46 | 1 837 | 70,16 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 624 | 41,96 | 191 | 89,11 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 73 500 | 317,61 | 8 652 | 453,13 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 237 500 | 138,69 | 27 956 | 216,14 | |||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 8 363 | 985 | ||||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 3 843 | 405 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10 488 | 9,72 | 1 235 | 45,35 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 2 754 | 3,77 | 324 | 37,87 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 2 681 | 316 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1 804 | 212 | ||||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, Llc | 3 964 | 429 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 339 321 | 39 925 | ||||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 816 412 | 45,17 | 96 100 | 92,26 | ||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 3 153 | 23,74 | 280 | 1,82 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 800 | 247,83 | 0 | |||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 13 723 | 100,42 | 1 615 | 165,63 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 2 000 | 235 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 231 | 27 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 18 200 | 2 142 | ||||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 6 471 937 | 7 370,87 | 762 617 | 9 805,40 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 1 832 | 216 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 1 800 | 212 | ||||||
| 2025-07-28 | 13F | Innova Wealth Partners | 11 582 | 45,50 | 1 363 | 92,79 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2 655 | 313 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 14 905 | 3,25 | 1 754 | 36,71 | ||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 6 830 | 8,07 | 804 | 43,14 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 949 | 38,14 | 112 | 81,97 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 9 556 | 0,01 | 1 125 | 32,39 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 535 088 | 4,91 | 62 985 | 38,94 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 57 010 | 6 711 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 202 | 181,65 | 730 | 274,36 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3 862 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 827 | 215 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 5 548 | 653 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 2 180 | 260 | ||||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 34 899 | 0,28 | 3 102 | −18,78 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 7 020 | 26,37 | 826 | 67,55 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 3 414 | 402 | ||||||
| 2025-08-15 | 13F | AlpenGlobal Capital LLC | 9 678 | 13,30 | 1 139 | 50,07 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 47 958 | 116,42 | 5 645 | 186,69 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 2 000 | 235 | ||||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 3 834 | 3,54 | 451 | 37,08 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 299 166 | 0,03 | 35 252 | 32,58 | ||||
| 2025-07-09 | 13F | Client First Investment Management LLC | 31 139 | 3 665 | ||||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 2 300 | 271 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 16 | 2 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 322 | 38 | ||||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 78 869 | 9,20 | 9 284 | 44,62 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 8 132 | 615,22 | 957 | 886,60 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 256 981 | 40,12 | 30 247 | 85,56 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 60 | 5 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 17 596 | 5,04 | 2 071 | 39,18 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 56 300 | 98,24 | 6 544 | 159,13 | |||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 4 750 | 552 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 129 900 | 44,65 | 15 098 | 89,06 | |||
| 2025-05-14 | 13F | Huntington National Bank | 3 | −25,00 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 638 | 193 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 19 192 | 296,69 | 2 259 | 425,35 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 990 | 117 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 1 000 | 118 | ||||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 1 890 | 4 100,00 | 222 | 5 450,00 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 1 852 | 218 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 2 481 | 3,46 | 292 | 37,09 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 297 200 | 45,47 | 34 983 | 92,66 | |||
| 2025-08-27 | NP | HCMNX - HCM Dividend Sector Plus Fund Class A Shares | 2 418 041 | 28,76 | 284 628 | 40,03 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 784 200 | 60,73 | 92 308 | 112,87 | |||
| 2025-08-15 | 13F | Morgan Stanley | 6 564 | 149,20 | 773 | 229,91 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 52 293 | 6 155 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 2 235 | 274 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 524 | 179 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 2 | 0 | ||||||
| 2025-08-14 | 13F | Millennium Management Llc | 6 844 | 806 | ||||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 5 104 | 601 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 117 648 | 18 998,70 | 13 848 | 25 544,44 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 169 400 | 239,48 | 19 940 | 349,61 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 318 000 | 27,20 | 37 432 | 68,46 | |||
| 2025-08-13 | 13F | Natixis | 280 | 33 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 54 675 | 28,93 | 6 436 | 70,73 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 2 456 | 289 | ||||||
| 2025-07-15 | 13F | Norden Group Llc | 3 006 | 32,72 | 354 | 75,62 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 11 714 | 41 735,71 | 1 379 | 68 800,00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1 740 | 3,14 | 205 | 36,91 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 12 801 | 88,25 | 1 508 | 149,67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 430 | 1,25 | 286 | 34,27 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 742 | 23,63 | 155 | 1,32 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2 234 | 263 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 1 860 | 215 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 2 034 | 239 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 3 600 | 424 |
