Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i ETF Series Solutions - Aptus Defined Risk ETF inkluderar 6th Street Advisors, LLC, Purewater Capital LLC, Hrt Financial Lp, RFG Advisory, LLC, Oak Harbor Wealth Partners, Llc, Farther Finance Advisors, LLC, och Capital Investment Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | One + One Wealth Management, Llc | 168 746 | 4,36 | 4 612 | 0,17 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2 055 006 | 56 163 | ||||||
| 2026-04-20 | 13F | Lord & Richards Wealth Management, LLC | 286 935 | 1,07 | 7 842 | −2,98 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 46 676 | 2,65 | 1 276 | −1,47 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 126 071 | 5,40 | 3 446 | 1,17 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3 768 | 0,69 | 107 | 0,00 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 357 023 | 7,28 | 9 757 | 2,51 | ||||
| 2026-05-14 | 13F | Purewater Capital LLC | 332 857 | 9 097 | ||||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 718 009 | 5,68 | 19 623 | 1,45 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 26 341 | 18,39 | 720 | 13,74 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 203 026 | 2,21 | 5 549 | −2,01 | ||||
| 2026-02-05 | 13F | Wealth Advisory Team LLC | 413 104 | 4,01 | 11 761 | 3,03 | ||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 301 634 | 4,96 | 8 244 | 0,76 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 81 422 | 43,82 | 2 225 | 38,11 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 12 860 | 19,74 | 351 | 15,08 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 98 210 | 3,08 | 2 684 | −1,03 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 772 229 | 2,63 | 21 105 | −1,48 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 845 481 | 6,04 | 23 107 | 1,79 | ||||
| 2026-04-22 | 13F | Gerber, Llc | 1 282 730 | 4,28 | 35 057 | 0,10 | ||||
| 2026-04-29 | 13F | Renasant Bank | 120 336 | 4,34 | 3 289 | 0,15 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 5 011 | 137 | ||||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 1 462 265 | 9,23 | 41 733 | 9,50 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 19 279 | 2,83 | 527 | −1,31 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 1 235 065 | 7,95 | 35 409 | 9,32 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 1 894 908 | 10,50 | 51 788 | 6,07 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 373 268 | 0,96 | 10 627 | −0,30 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 10 365 | 283 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 4 508 481 | 3,55 | 123 217 | −0,60 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 988 042 | 2,39 | 27 003 | −1,71 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 1 831 987 | 5,49 | 50 068 | 1,27 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 17 362 440 | 11,10 | 474 515 | 6,65 | ||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 1 265 488 | 0,07 | 34 586 | −3,93 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 6 097 | 167 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 15 699 | 3,73 | 447 | 2,29 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 93 320 | 16,46 | 2 550 | 11,79 | ||||
| 2026-05-11 | 13F | Brogan Financial, Inc. | 1 006 593 | 1,83 | 27 510 | −2,25 | ||||
| 2026-05-13 | 13F | Bienville Capital Management, LLC | 624 636 | 6,55 | 17 071 | 2,29 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 249 004 | 4,27 | 6 805 | 0,10 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 954 | 26 | ||||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 468 957 | 9,89 | 12 817 | 5,49 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 232 937 | 136,71 | 6 366 | 127,28 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5 020 | 164,63 | 137 | 153,70 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 71 070 | 0,47 | 1 942 | −3,53 | ||||
| 2026-05-12 | 13F | Second Half Financial Partners, LLC | 118 347 | 8,60 | 3 234 | 4,26 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 62 501 | 46,37 | 1 708 | 40,58 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 132 649 | 5,08 | 3 625 | 0,89 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 473 | 13 | ||||||
| 2026-05-04 | 13F | 6th Street Advisors, LLC | 755 996 | 20 661 | ||||||
| 2026-04-09 | 13F | Park Place Capital Corp | 757 078 | 15,18 | 20 691 | 10,56 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 7 394 435 | 23,90 | 202 090 | 18,94 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 1 077 584 | 9,26 | 29 450 | 4,88 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 256 154 | 16,32 | 7 001 | 11,66 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 425 551 | 11 661 | ||||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 22 588 | 12,97 | 617 | 8,44 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 292 208 | 2,58 | 7 986 | −1,52 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 294 683 | 5,97 | 8 054 | 1,72 | ||||
| 2026-04-21 | 13F | SWS Partners | 191 133 | 20,18 | 5 224 | 15,37 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 11 069 | 0 | ||||||
| 2026-05-04 | 13F | Mendel Money Management | 129 870 | 42,18 | 3 549 | 36,50 | ||||
| 2026-05-14 | 13F | Betterment LLC | 29 637 | 11,64 | 1 | |||||
| 2026-04-16 | 13F | Brookstone Capital Management | 1 098 447 | 1,91 | 30 021 | −2,17 |
