Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i EA Series Trust - Alpha Architect 1-3 Month Box ETF inkluderar Fischer Investment Strategies, Llc, Castellan Group, LLC, IronOak Wealth LLC., Hershey Financial Advisers, LLC, Private Advisory Group LLC, Us Bancorp \de\, Integrity Investment Advisors, LLC, Mercer Global Advisors Inc /adv, Integrated Advisors Network LLC, Schiavi & Co LLC, Sax Wealth Advisors, Llc, KKM Financial LLC, Innealta Capital, Llc, Avantax Advisory Services, Inc., Revisor Wealth Management LLC, Centaurus Financial, Inc., Concurrent Investment Advisors, LLC, SFI Advisors, LLC, OneAscent Financial Services LLC, och Encompass More Asset Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 184 | 21 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 49 715 | 3,18 | 5 602 | 4,28 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 1 782 | 201 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 41 554 | 0,66 | 4 682 | 1,74 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 17 769 | 2 002 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 194 367 | 3,06 | 21 901 | 4,16 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 34 105 | 10,57 | 3 843 | 11,75 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 2 256 | 254 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 47 985 | 29,58 | 5 407 | 30,96 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 4 422 | 41,64 | 498 | 43,10 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 26 935 | 305,10 | 3 034 | 309,45 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 13 577 | 125,27 | 1 530 | 127,87 | ||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | 2 723 | 4,77 | 307 | 5,88 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 172 112 | 29,41 | 19 394 | 30,80 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 4 654 | 1,90 | 524 | 2,95 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 206 620 | 23 282 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 70 734 | 38,03 | 7 996 | 39,94 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 3 681 | 5,35 | 0 | |||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 12 000 | 1 352 | ||||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 17 000 | 6,25 | 1 916 | 7,40 | ||||
| 2025-07-30 | NP | LENS - Sarmaya Thematic ETF | 1 618 | 63,43 | 182 | 64,55 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 15 287 | 5,43 | 1 723 | 6,56 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 211 | 24 | ||||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 183 194 | 12,59 | 21 | 11,11 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 44 581 | 20,94 | 5 023 | 22,24 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1 917 | 109,05 | 216 | 111,76 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 9 000 | 1 014 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 30 407 | 7,10 | 3 426 | 8,25 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 37 246 | 18,25 | 4 197 | 19,51 | ||||
| 2025-08-14 | 13F | Acas, Llc | 79 686 | 16,87 | 9 022 | 18,26 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 17 548 | 0,83 | 1 979 | 1,75 | ||||
| 2025-07-28 | 13F | Innova Wealth Partners | 67 269 | 6,84 | 7 580 | 7,98 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24 035 | 199,50 | 2 708 | 202,91 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6 030 | 180,47 | 679 | 184,10 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 16 839 | 242,40 | 1 897 | 246,17 | ||||
| 2025-08-12 | 13F/A | Castellan Group, LLC | 44 400 | 5 003 | ||||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 4 396 | 39,64 | 495 | 41,43 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 21 695 | 860,81 | 2 445 | 873,71 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 21 952 | 30,84 | 2 474 | 32,25 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 9 514 | 10,41 | 1 072 | 11,67 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 679 613 | 4,07 | 189 301 | 5,20 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 135 442 | 3,80 | 15 262 | 4,91 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 1 925 | 217 | ||||||
| 2025-08-13 | 13F | Epacria Capital Partners, Llc | 56 822 | 9,14 | 6 403 | 10,30 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 38 775 | 4 369 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 12 605 | 14,97 | 1 420 | 16,20 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 18 825 | 10,30 | 2 121 | 10,88 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 16 580 | 160,12 | 1 868 | 163,10 | ||||
| 2025-08-11 | 13F | Schiavi & Co LLC | 9 000 | 1 014 | ||||||
| 2025-08-06 | 13F | Smart Money Group LLC | 11 618 | 18,05 | 1 309 | 19,33 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 81 610 | 2,70 | 9 196 | 3,79 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 7 375 | 831 | ||||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 77 393 | 8 721 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 137 | 466 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9 405 | 34,26 | 1 060 | 35,77 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 6 244 | 47,13 | 704 | 48,63 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 5 250 | 10,53 | 592 | 11,72 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 10 023 | 239,30 | 1 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 9 911 | 1 117 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 35 396 | 7,92 | 3 988 | 9,08 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 62 861 | 20,27 | 7 102 | 21,46 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 5 062 | 571 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 23 252 | 38,05 | 2 620 | 39,58 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6 726 | 1 | ||||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 8 905 | 141,52 | 1 003 | 144,04 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 4 797 | 0,86 | 541 | 1,89 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 5 153 | 63,12 | 1 | |||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 15 708 | 98,61 | 1 770 | 100,91 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2 242 | 15,21 | 253 | 16,67 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 202 | 59,06 | 23 | 57,14 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 53 116 | 3,66 | 5 985 | 4,78 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 43 263 | 63,16 | 5 | 100,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 360 | 153 | ||||||
| 2025-08-14 | 13F | Napa Wealth Management | 56 557 | 103,38 | 6 373 | 105,55 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 13 595 | 46,26 | 1 532 | 47,78 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 430 894 | 73,23 | 48 553 | 75,09 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 9 466 | 0,49 | 1 055 | 1,64 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 33 773 | 17,70 | 3 806 | 18,94 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 3 574 | 2,67 | 403 | 3,61 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 95 093 | 104,80 | 10 715 | 107,01 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 62 355 | 5,35 | 7 026 | 6,49 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 16 123 | 20,32 | 1 816 | 21,55 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 3 823 | 431 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9 959 | 5,87 | 1 122 | 7,06 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5 688 | 641 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 327 386 | 24,21 | 36 890 | 25,54 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 57 729 | 14,66 | 6 505 | 15,87 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 9 560 | 0,63 | 1 077 | 1,70 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 11 544 | 1 301 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 3 948 | 445 | ||||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 26 110 | 2,76 | 2 942 | 3,88 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 19 936 | 4,16 | 2 246 | 5,30 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 492 | 173,33 | 56 | 175,00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2 018 | 227 | ||||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 38 150 | 36,84 | 4 299 | 38,29 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 9 016 | 49,87 | 1 019 | 51,49 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4 692 | 1 | ||||||
| 2025-07-29 | 13F | Swan Global Investments, LLC | 10 500 | 75,00 | 1 183 | 77,10 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 26 969 | 67,99 | 3 039 | 69,82 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 2 118 | 239 | ||||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 43 276 | 2,75 | 4 876 | 3,86 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 11 169 | 19,39 | 1 258 | 20,73 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 575 | 173,91 | 177 | 176,56 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 214 134 | 4,07 | 24 129 | 5,18 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 49 279 | 8,03 | 5 553 | 9,18 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 5 563 | 47,83 | 627 | 49,40 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 6 944 | 782 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 888 | 238,93 | 100 | 244,83 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 10 272 | 16,93 | 1 157 | 18,18 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 32 233 | 90,83 | 3 632 | 92,88 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45 304 | 6,49 | 5 105 | 7,63 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 92 758 | 212,83 | 10 452 | 216,25 | ||||
| 2025-08-08 | 13F | Creative Planning | 22 389 | 709,73 | 2 523 | 718,83 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 1 896 | 214 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 3 154 | 4,30 | 355 | 5,34 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 7 200 | 213,04 | 811 | 216,80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 70 965 | 3,01 | 7 996 | 4,11 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 32 384 | 3 649 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 24 572 | 19,96 | 2 769 | 21,24 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 1 608 | 31,37 | 181 | 33,09 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 13 475 | 129,32 | 1 518 | 131,76 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 138 836 | 10,64 | 15 644 | 11,83 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4 780 | 21,01 | 539 | 22,27 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 15 203 | 56,31 | 1 713 | 58,03 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 21 789 | 7,49 | 2 455 | 8,68 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 57 630 | 40,81 | 6 494 | 42,33 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 3 795 | 0 | ||||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 37 240 | 61,91 | 4 196 | 63,65 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 2 344 | 264 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 40 380 | 51,68 | 4 550 | 53,30 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 65 760 | 2,23 | 7 410 | 3,32 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 32 564 | 53,73 | 3 669 | 55,40 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9 308 | 12,48 | 1 049 | 13,67 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 39 789 | 4 483 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 66 298 | 27,74 | 7 470 | 29,10 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 160 525 | 1 368,80 | 18 088 | 1 384,98 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 105 226 | 19,72 | 12 | 22,22 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 7 873 | 887 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 91 484 | 51,45 | 10 308 | 52,76 |
