Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF inkluderar RMB Capital Management, LLC, Ieq Capital, Llc, Rf&l Wealth Management, Llc, Raymond James Financial Inc, Hantz Financial Services, Inc., Skopos Labs, Inc., och NorthRock Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Ieq Capital, Llc | 72 529 | 1 478 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 92 206 | 1 879 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Friday Financial | 499 611 | 13,57 | 10 182 | 17,37 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 645 963 | 99,35 | 13 165 | 108,99 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 1 393 301 | 23,09 | 28 395 | 29,04 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 663 448 | 16,81 | 13 521 | 22,46 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 354 933 | 18,84 | 7 234 | 24,60 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 218 568 | 17,28 | 4 454 | 22,94 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 3 016 | 0 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 169 | 24 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 51 758 | 1 112 | ||||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 137 541 | 21,75 | 2 803 | 27,64 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 12 906 | 263 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 403 043 | 31,04 | 8 214 | 37,38 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 118 160 | 1,08 | 2 408 | 5,99 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 613 134 | 6,76 | 12 496 | 11,92 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10 402 | 212 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9 920 | 448,37 | 202 | 477,14 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14 356 | 7,81 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 016 | 61 | ||||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 259 749 | 34,58 | 5 294 | 41,07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5 896 | 194,21 | 120 | 215,79 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 482 | 80,12 | 51 | 92,31 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 23 586 | 481 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 218 979 | 16,93 | 4 463 | 22,58 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 161 888 | 11,29 | 3 299 | 16,70 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 31 261 025 | 1,44 | 637 100 | 6,34 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 70 824 | 1,05 | 1 443 | 5,95 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 28 847 | 8 434,62 | 588 | 8 300,00 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 1 767 598 | 3,80 | 36 024 | 8,82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 120 702 | 14,51 | 22 840 | 20,04 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 609 278 | 1,70 | 12 417 | 6,62 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 1 168 433 | 16,88 | 23 813 | 22,53 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 428 364 | 23,21 | 8 730 | 29,18 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 214 091 | 63,14 | 4 363 | 71,03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 103 177 | 1,81 | 2 103 | 6,70 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 137 043 | 3 | ||||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 103 069 | 6,62 | 2 101 | 11,76 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 12 452 | 100,00 | 254 | 109,09 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 141 026 | 3,45 | 2 874 | 8,45 |
