Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF inkluderar Ashton Thomas Securities, Llc, ENDW - Cambria Endowment Style ETF, Empowered Funds, LLC, Merit Financial Group, LLC, Simplicity Wealth,LLC, Hrt Financial Lp, Wiley Bros.-aintree Capital, Llc, L2 Asset Management, LLC, Inspire Advisors, LLC, Manning & Napier Advisors Llc, Johnson Financial Group, Inc., Garde Capital, Inc., och Rossby Financial, LCC .
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 | Comerica Bank | 24 850 | 19,27 | 639 | 21,48 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 62 396 | 23,82 | 1 605 | 26,18 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 49 055 | 225,84 | 1 262 | 232,11 | ||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 460 951 | 9,99 | 11 860 | 12,03 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 53 320 | 86,81 | 1 372 | 90,42 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 9 440 | 12,15 | 243 | 14,15 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 66 849 | 4,70 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 14 709 | 3,63 | 378 | 5,59 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 339 077 | 140,72 | 8 724 | 145,19 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 266 136 | 6 848 | ||||||
| 2025-07-28 | 13F | Innova Wealth Partners | 78 643 | 158,81 | 2 023 | 163,75 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 680 823 | 13,59 | 68 978 | 15,70 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 69 008 | 1,78 | 1 776 | 3,68 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 31 336 | 25,78 | 806 | 28,14 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 48 641 | 25,96 | 1 252 | 28,31 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 131 305 | 16,23 | 3 378 | 18,40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 633 318 | 6,89 | 16 295 | 8,89 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 75 884 | 35,22 | 1 953 | 37,76 | ||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 958 053 | 218,89 | 24 651 | 224,81 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 31 508 | 940,21 | 811 | 965,79 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 24 044 | 14,35 | 619 | 16,38 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10 527 | 271 | ||||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 104 896 | 9,97 | 2 699 | 12,00 | ||||
| 2025-06-24 | NP | TNMAX - 1290 Multi-Alternative Strategies Fund Class A | 88 890 | 16,71 | 2 245 | 11,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10 785 | 0 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 559 759 | 23,93 | 14 335 | 25,31 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 474 820 | 19,04 | 12 217 | 21,26 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 293 140 | 7 542 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 36 690 | 944 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 28 097 | 5,26 | 723 | 7,12 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 414 567 | 19,85 | 10 667 | 22,08 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 362 965 | 42,58 | 9 339 | 45,24 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 181 056 | 19,21 | 4 659 | 21,43 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36 954 | 951 | ||||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 585 899 | 3,96 | 15 075 | 5,89 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 17 684 | 5,51 | 455 | 7,57 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 94 873 | 2 393 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 18 949 | 3,27 | 0 | |||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 21 460 | 80,32 | 552 | 84,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 171 614 | 2,51 | 4 416 | 4,42 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 28 924 | 744 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 179 591 | 8,41 | 4 621 | 10,42 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 44 052 | 1,69 | 1 133 | 3,56 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 10 321 | 4,81 | 266 | 6,85 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 9 574 | 246 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 11 846 | 305 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 199 414 | 25,73 | 5 131 | 28,06 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 16 874 | 24,03 | 434 | 26,53 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 60 221 | 33,02 | 1 550 | 35,52 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 10 342 | 266 | ||||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 71 213 | 2 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 12 985 | 0,64 | 334 | 2,77 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 490 | 0,62 | 13 | 0,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 20 387 | 46,69 | 525 | 49,29 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 156 034 | 8,03 | 4 015 | 10,03 | ||||
| 2025-06-27 | NP | TRTY - Cambria Trinity ETF | 171 263 | 4 326 | ||||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 492 | 14,95 | 13 | 20,00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB | 42 840 | 1,73 | 1 102 | 3,67 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 259 877 | 2,61 | 6 687 | 4,52 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 94 873 | 2 441 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 18 891 | 6,61 | 486 | 8,72 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 25 841 | 5 088,96 | 665 | 5 007,69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 129 462 | 3,31 | 3 331 | 5,24 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 30 905 | 0,31 | 795 | 2,19 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 25 986 | 21,54 | 669 | 23,70 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 156 988 | 5,09 | 132 689 | 7,04 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 176 400 | 356,99 | 4 539 | 365,44 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 64 115 | 32,37 | 1 650 | 34,91 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 27 384 | 1,36 | 705 | 3,23 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 285 564 | 54,95 | 33 078 | 57,83 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 14 785 | 7,01 | 381 | 8,88 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 71 699 | 4,46 | 1 845 | 6,41 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 133 968 | 3 447 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 248 279 | 3,75 | 6 388 | 5,67 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 108 | 0,93 | 0 | |||||
| 2025-04-28 | 13F | Rossby Financial, LCC | 0 | 0 | ||||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 115 778 | 0,01 | 2 979 | 1,85 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 339 371 | 9,16 | 8 732 | 11,21 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 26 999 | 1 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 76 306 | 0,39 | 1 963 | 2,29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 97 613 | 334,24 | 2 512 | 342,86 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8 933 | 8,48 | 230 | 10,10 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 164 | 4 | ||||||
| 2025-08-06 | 13F | Entrewealth, Llc | 90 668 | 8,40 | 2 333 | 10,42 | ||||
| 2025-08-07 | 13F | Nwam Llc | 31 991 | 19,32 | 820 | 20,97 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 217 648 | 31 171,26 | 5 600 | 32 835,29 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 495 | 596,93 | 64 | 611,11 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 14 128 | 57,34 | 366 | 61,50 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 44 928 | 73,47 | 1 156 | 76,76 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 704 535 | 54,00 | 18 128 | 56,86 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 37 316 | 2,39 | 960 | 4,24 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 88 500 | 11,88 | 2 277 | 13,96 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 13 392 | 9,73 | 345 | 11,69 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 353 804 | 17,72 | 8 937 | 12,34 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 29 355 | 1 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 8 032 | 207 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 100 | 3 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 66 857 | 0,09 | 1 720 | 1,96 | ||||
| 2025-08-14 | 13F | Css Llc/il | 205 764 | 2,02 | 5 294 | 3,93 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 45 872 | 2,62 | 1 180 | 4,52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39 125 | 75,22 | 1 007 | 78,37 | ||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 8 541 | 0,31 | 216 | −3,15 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 27 880 | 7,11 | 718 | 8,97 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 10 994 | 4,32 | 283 | 6,02 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 32 487 | 29,58 | 836 | 31,91 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 888 | 23 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 426 | 9,79 | 11 | 11,11 | ||||
| 2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 92 434 | 0,01 | 2 378 | 1,89 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 222 129 | 2,48 | 5 715 | 4,40 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 33 263 | 3,99 | 856 | 5,95 |
