Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Tidal Trust II - Roundhill Generative AI & Technology ETF inkluderar Marshall Wace, Llp, Ashton Thomas Private Wealth, LLC, Equitable Holdings, Inc., Toroso Investments, LLC, Cetera Investment Advisers, Kcm Investment Advisors Llc, Brookstone Capital Management, Raymond James Financial Inc, Jpmorgan Chase & Co, Spire Wealth Management, Evolution Wealth Management Inc., Legacy Investment Solutions, LLC, Geneos Wealth Management Inc., Group One Trading, L.p., Larson Financial Group LLC, FSA Wealth Management LLC, Roble, Belko & Company, Inc, Armstrong Advisory Group, Inc, och Global Retirement 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 56 | 3 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 971 | 47 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 893 | 44 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4 720 | 230 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4 142 | 202 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 5 223 | 255 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 000 | 49 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 100 | 5 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 216 | 0 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6 113 | 298 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 509 | 25 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 7 571 | 23,07 | 369 | 72,43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23 214 | 248,72 | 1 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 11 017 | 1,57 | 537 | 42,06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 23 876 | 284,04 | 1 | |||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 65 613 | 43,68 | 3 201 | 101,13 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11 400 | 225,71 | 556 | 359,50 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 4 500 | 21,62 | 220 | 71,09 | |||
| 2025-08-14 | 13F | UBS Group AG | 244 | 144,00 | 12 | 266,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 32 044 | 0,80 | 1 563 | 41,19 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 12 | 50,00 | ||||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 4 707 | 230 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 259 180 | 16,24 | 12 643 | 62,70 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 10 984 | 55,38 | 536 | 117,48 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 6 400 | 312 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 206 | 10,75 | 10 | 66,67 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 250 | 12 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 9 950 | 35,37 | 485 | 89,45 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 600 | 29 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 545 | 75 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 13 393 | 60,63 | 653 | 125,17 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 283 | 127,08 | 63 | 226,32 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 47 226 | 9,50 | 2 304 | 53,23 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 333 | 16 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8 908 | 0,67 | 434 | 40,91 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 300 | 63 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 282 650 | 14,69 | 13 788 | 60,54 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5 682 | 277 |
