Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Global X Funds - Global X Adaptive U.S. Factor ETF inkluderar Kovack Advisors, Inc., Meridian Wealth Management, LLC, Titleist Asset Management, Llc, Mml Investors Services, Llc, Atria Wealth Solutions, Inc., Envestnet Portfolio Solutions, Inc., Harbour Investments, Inc., Golden State Equity Partners, Leavell Investment Management, Inc., Sierra Ocean, Llc, Brown Advisory Inc, Congress Wealth Management LLC / DE /, Wealthcare Advisory Partners LLC, Atlas Financial Advisors, Inc., QALTX - Quantified Alternative Investment Fund Investor Class Shares, Ameritas Advisory Services, LLC, Scarborough Advisors, LLC, och O'shaughnessy Asset Management, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-17 | 13F | Janney Montgomery Scott LLC | 21 764 | 18,99 | 1 | |||||
2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 3 652 | 159 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 174 885 | 331,32 | 7 817 | 341,89 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 55 118 | 28,40 | 2 519 | 35,60 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 6 070 | 271 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 92 703 | 88,72 | 4 144 | 93,24 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 86 623 | 50,68 | 3 872 | 54,32 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 16 709 | 1 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 439 | 20 | ||||||
2025-08-14 | 13F | Fmr Llc | 778 | 86,57 | 35 | 88,89 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 9 228 | 0,54 | 412 | 3,00 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 34 374 | 21,34 | 1 537 | 24,27 | ||||
2025-08-18 | 13F | Tactive Advisors, LLC | 41 145 | 5,94 | 1 839 | 15,88 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 12 704 | 568 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 728 610 | 72,76 | 32 569 | 76,91 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 47 874 | 4 370,03 | 1 | −97,83 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 11 114 | 497 | ||||||
2025-08-11 | 13F | Tidemark, LLC | 326 933 | 6,58 | 14 614 | 9,14 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 306 772 | 9,81 | 13 713 | 12,46 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 326 204 | 115,93 | 14 581 | 121,13 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 109 786 | 4 907 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 28 753 | 1 285 | ||||||
2025-08-14 | 13F | Comerica Bank | 9 581 | 22,07 | 428 | 25,15 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 47 607 | 2 128 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 704 | 121 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 56 478 | 3 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21 365 | 247,06 | 1 | |||||
2025-08-13 | 13F | Brown Advisory Inc | 6 736 | 301 | ||||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 99 035 | 4 427 | ||||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5 285 | 236 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 148 940 | 7,02 | 6 658 | 9,58 | ||||
2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 4 836 | 203 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 20 312 | 908 | ||||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 7 625 | 75,89 | 341 | 79,89 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14 207 | 175,33 | 635 | 181,78 | ||||
2025-08-08 | 13F | Creative Planning | 7 461 | 3,05 | 334 | 5,38 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 30 283 | 0,99 | 1 | 0,00 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 66 388 | 81,91 | 2 968 | 86,37 | ||||
2025-08-12 | 13F | Waddell & Associates, Llc | 1 457 195 | 2,40 | 65 137 | 4,86 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 695 852 | 11,65 | 31 | 14,81 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 47 081 | 2 105 | ||||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 1 100 | 49 | ||||||
2025-07-09 | 13F | Channel Wealth Llc | 179 285 | 2,92 | 8 014 | 5,39 | ||||
2025-07-21 | 13F | Seros Financial, LLC | 210 172 | 4,76 | 9 395 | 7,27 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 179 288 | 8 014 | ||||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 10 029 | 68,47 | 448 | 72,97 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 156 018 | 585,58 | 6 974 | 602,32 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 1 559 | 70 | ||||||
2025-08-07 | 13F | Sierra Ocean, Llc | 9 288 | 415 | ||||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 40 057 | 1 791 | ||||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 8 674 | 37,90 | 388 | 41,24 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 127 245 | 5 688 |