Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i VanEck ETF Trust - VanEck CLO ETF inkluderar PineBridge Investments, L.P., Wealth Enhancement Advisory Services, Llc, NewEdge Wealth, LLC, Mariner, LLC, Kestra Private Wealth Services, Llc, Breakwater Capital Group, Hrt Financial Lp, Western Wealth Management, LLC, Impact Partnership Wealth, LLC, Cresset Asset Management, LLC, Wiley Bros.-aintree Capital, Llc, Quantinno Capital Management LP, Susquehanna International Group, Llp, Elequin Capital Lp, Goldstone Financial Group, LLC, Ascension Capital Advisors, Inc., Creekside Partners, Bartlett & Co. Wealth Management Llc, Private Trust Co Na, och Scarborough 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 115 680 | 1 592,71 | 6 125 | 1 596,68 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 301 713 | 15,58 | 15 976 | 15,82 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 5 606 | 21,79 | 296 | 22,31 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4 618 | 24,24 | 244 | 23,98 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 16 913 | 14,38 | 1 | |||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 6 012 | 5,60 | 318 | 6,00 | ||||
| 2025-08-04 | 13F | Deseret Mutual Benefit Administrators | 211 990 | 23,46 | 11 225 | 23,72 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 250 | 66 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 134 247 | 0,33 | 7 108 | 0,54 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4 231 | 36,09 | 224 | 36,59 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 14 779 | 3,30 | 783 | 3,58 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 72 685 | 3,46 | 3 849 | 3,66 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7 561 | 400 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 86 777 | 27,40 | 4 595 | 27,65 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 4 061 | 215 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 37 321 | 14,99 | 1 976 | 15,29 | ||||
| 2025-08-13 | 13F | PineBridge Investments, L.P. | 271 852 | 14 395 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 12 138 | 41,80 | 643 | 42,04 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 1 407 | 2,18 | 75 | 2,78 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 154 157 | 828,88 | 8 163 | 831,74 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 4 084 | 216 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 26 230 | 1 475,38 | 1 391 | 1 497,70 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 14 | 1 300,00 | 1 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 627 | 0,96 | 139 | 2,21 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 26 280 | 3,52 | 1 389 | 3,66 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 323 062 | 98,19 | 17 106 | 98,61 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 5 682 | 26,66 | 301 | 26,58 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 26 280 | 3,52 | 1 389 | 3,66 | ||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 1 099 620 | 547,57 | 58 218 | 549,39 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 149 481 | 7,31 | 7 915 | 7,54 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 154 672 | 8 185 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 10 721 | 48,20 | 568 | 48,43 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 11 695 | 619 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 246 417 | 48,06 | 13 048 | 48,57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 32 227 | 256,26 | 1 706 | 256,90 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 18 626 | 73,14 | 986 | 73,59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 313 075 | 2,32 | 69 527 | 2,54 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 100 010 | 5 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 277 737 | 0,77 | 14 706 | 0,99 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 52 487 | 2 779 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17 086 | 25,07 | 905 | 25,38 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 34 335 | 1 818 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 12 592 | 667 | ||||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 20 916 | 40,14 | 1 108 | 40,48 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 32 574 | 2 | ||||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 142 469 | 2,81 | 7 544 | 3,02 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 78 881 | 4 170 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 278 | 15 | ||||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 7 062 | 33,27 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 16 371 | 27,45 | 867 | 27,73 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10 572 | 560 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1 286 977 | 14,65 | 68 145 | 14,89 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 14 446 | 1 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 254 | 1,20 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 23 956 | 1 268 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 11 155 | 1 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 55 077 | 2 916 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 345 | 177 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 11 374 | 20,49 | 602 | 20,88 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 25 633 | 0,19 | 1 357 | 0,44 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 165 842 | 1,96 | 8 781 | 2,18 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 99 291 | 139,58 | 5 252 | 139,93 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 360 791 | 4,06 | 19 104 | 4,27 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 52 419 | 5,23 | 2 776 | 5,43 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 55 364 | 181,42 | 2 932 | 182,10 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10 487 | 9,71 | 555 | 9,90 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 153 503 | 28,49 | 8 128 | 28,75 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 55 | 1,85 | 3 | 0,00 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 126 171 | 1,21 | 6 681 | 1,43 | ||||
| 2025-07-29 | 13F | Creekside Partners | 3 943 | 209 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 45 346 | 2 401 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 90 | 5 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11 893 | 0,21 | 630 | 0,32 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 276 | 1,47 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 65 643 | 6,12 | 3 476 | 6,33 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 11 702 | 10,58 | 620 | 10,73 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3 775 | 200 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 312 471 | 20,98 | 16 545 | 21,23 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 44 554 | 113,10 | 2 359 | 113,68 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 10 411 | 4,43 | 551 | 4,75 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 12 145 | 642 | ||||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 46 792 | 4,91 | 2 478 | 7,46 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5 517 | 292 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 459 | 129,50 | 24 | 140,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9 949 | 1 134,37 | 527 | 1 152,38 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 34 666 | 2,06 | 1 836 | 2,29 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 4 039 | 214 | ||||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 265 100 | 951,98 | 14 037 | 952,25 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 27 863 | 20,99 | 1 474 | 21,22 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 38 737 | 33,59 | 2 051 | 33,88 |
