Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Northern Lights Fund Trust III - Counterpoint Quantitative Equity ETF inkluderar Stifel Financial Corp, Wealth Enhancement Advisory Services, Llc, Jane Street Group, Llc, Hilltop Holdings Inc., Ameriprise Financial Inc, E&G Advisors, LP, PUREfi Wealth, LLC, Fifth Third Bancorp, och Western Wealth 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Stifel Financial Corp | 30 971 | 1 294 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 107 891 | 65,14 | 4 509 | 72,13 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 14 689 | 64,40 | 618 | 72,63 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 34 818 | 73,11 | 1 455 | 80,52 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 99 642 | 165,41 | 4 164 | 176,68 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 5 100 | 213 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 731 | 72 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 123 168 | 6,33 | 5 147 | 10,81 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 354 | 57 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2 055 | 126,82 | 86 | 136,11 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 252 158 | 155,14 | 10 538 | 165,88 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 25 550 | 1 087 | ||||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 43 534 | 117,18 | 1 819 | 126,53 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 92 267 | 12,99 | 3 856 | 17,75 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 25 682 | 88,01 | 1 073 | 96,16 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 44 196 | 122,56 | 1 847 | 132,04 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 209 367 | 265,45 | 8 749 | 280,89 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 6 666 | 279 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 16 198 | 677 | ||||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 221 622 | 300,68 | 10 266 | 363,01 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 120 431 | 14,01 | 5 033 | 18,82 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 377 612 | 230,96 | 15 780 | 244,92 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 7 415 | 4,41 | 300 | 5,28 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 8 499 | 44,05 | 355 | 50,42 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 79 268 | 8,82 | 3 179 | 10,50 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 361 772 | 72,51 | 15 118 | 79,78 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 21 774 | 168,25 | 934 | 165,81 | ||||
| 2026-04-27 | 13F | Counterpoint Mutual Funds LLC | 1 549 616 | 5,34 | 64 758 | 9,78 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 10 975 | 459 | ||||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 5 000 | 209 |
