Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF inkluderar Proficio Capital Partners LLC, Adventist Health System Sunbelt Healthcare Corp, Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a), HFIGX - Hartford Schroders Diversified Growth Fund Class I, rebel Financial LLC, Lake Hills Wealth Management, LLC, Kovitz Investment Group Partners, LLC, Cibc World Markets Corp, Focus Financial Network, Inc., SPDAX - DWS Multi-Asset Conservative Allocation Fund Class A, Modern Wealth Management, LLC, Readystate Asset Management Lp, United Advisor Group, LLC, XTX Topco Ltd, Fiduciary Trust Co, Absolute Gestao de Investimentos Ltda., Consilium Wealth Advisory, LLC, Concurrent Investment Advisors, LLC, BCJ Capital Management, LLC, och Axxcess 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.
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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 | Hancock Whitney Corp | 109 141 | 320,68 | 2 767 | 346,85 | ||||
| 2025-07-21 | 13F | Ping Capital Management, Inc. | Call | 1 400 | 390 | |||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 27 670 | 0,02 | 701 | 6,21 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 423 | 0,44 | 87 | 6,17 | ||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 193 041 | 36,97 | 4 764 | 42,89 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 43 807 | 29,53 | 1 111 | 37,72 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 11 661 146 | 13,52 | 295 610 | 20,61 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 015 | 0,10 | 26 | 4,17 | ||||
| 2025-08-11 | 13F | Absolute Gestao de Investimentos Ltda. | 10 000 | 254 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 37 772 | 1,12 | 958 | 7,41 | ||||
| 2025-08-14 | 13F | Betterment LLC | 58 285 | 54,49 | 1 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 720 703 | 3,15 | 18 270 | 9,59 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 31 554 | 7,74 | 779 | 10,20 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13 777 | 6,20 | 347 | 12,34 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 174 | 0 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 14 757 | 34,61 | 374 | 43,30 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 812 232 | 19,99 | 71 290 | 27,49 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 785 | 63,76 | 45 | 73,08 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 51 778 | 4,24 | 1 313 | 10,72 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 8 326 | 211 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 13 | 0 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 613 300 | 15 547 | ||||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 1 600 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10 838 | 14,58 | 275 | 21,78 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 84 190 | 13,66 | 2 134 | 20,77 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 535 | 14 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 33 351 | 3,10 | 845 | 9,60 | ||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | 0 | ||||||
| 2025-05-29 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 199 700 | 4 765 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 768 | 70,67 | 19 | 90,00 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 0 | −100,00 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 372 950 | 1,76 | 9 454 | 8,12 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3 150 932 | 190,27 | 79 876 | 208,40 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9 320 | 236 | ||||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 502 | 33,87 | 13 | 50,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 783 095 | 20,25 | 45 201 | 27,76 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 236 017 | 1,89 | 5 958 | 8,80 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 38 149 | 247,00 | 963 | 268,58 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 376 | 0 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 203 588 | 6,06 | 5 161 | 12,66 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 259 | 300,96 | 32 | 342,86 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 35 402 | 3,85 | 897 | 10,33 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 40 300 | 962 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 16 172 | 77,77 | 410 | 88,48 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 41 691 | 84,68 | 1 057 | 96,28 | ||||
| 2025-07-24 | NP | PLUSX - DWS Multi-Asset Moderate Allocation Fund Class A | 6 363 | 157 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 1 036 274 | 2,67 | 26 270 | 9,08 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 34 183 | 56 871,67 | 867 | 86 500,00 | ||||
| 2025-08-07 | 13F | Garda Capital Partners Lp | Call | 191 300 | 5,52 | 42 689 | 11,35 | |||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 186 000 | 1,31 | 4 715 | 7,65 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 102 401 | 263,65 | 2 443 | 275,85 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 21 999 | 558 | ||||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 92 724 | 2,00 | 2 351 | 8,39 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 5 907 | 182,09 | 150 | 204,08 | ||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 515 493 | 2,84 | 13 068 | 9,26 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 5 215 | 124 | ||||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 10 345 | 13,48 | 262 | 20,74 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 167 207 | 4 239 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 543 | 81,00 | 14 | 116,67 | ||||
| 2025-08-14 | 13F | Cibc World Markets Corp | Call | 50 000 | 2 603 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 243 089 | 4,76 | 31 512 | 11,30 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11 343 | 32,93 | 288 | 41,38 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2 | 0 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 43 051 | 1 091 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 238 | 27,96 | 6 | 50,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4 | 0 | ||||||
| 2025-08-14 | 13F | Moore Capital Management, Lp | 900 000 | 42,95 | 22 815 | 51,88 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 144 899 | 14,66 | 3 673 | 21,82 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 465 542 | 53,42 | 11 801 | 63,00 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 148 221 | 33,01 | 3 757 | 41,35 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 314 448 | 6,75 | 7 971 | 13,42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 21 365 | 0,42 | 542 | 6,71 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 200 | 5 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4 105 985 | 2,15 | 104 087 | 8,53 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 373 600 | 9 471 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Diversified Income ETF | 38 375 | 48,40 | 973 | 57,54 | ||||
| 2025-08-14 | 13F | Optiver Holding B.V. | Call | 1 079 900 | 2,04 | 301 163 | 34,57 | |||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 337 | 0,90 | 9 | 14,29 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 679 019 | 37 249,78 | 17 213 | 39 930,23 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 630 | 0,11 | 67 | 6,45 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 183 992 | 163,45 | 4 664 | 179,95 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 384 | 2,13 | 10 | 12,50 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 186 536 | 5,68 | 4 729 | 12,28 | ||||
| 2025-06-26 | NP | HFIGX - Hartford Schroders Diversified Growth Fund Class I | 260 984 | 6 386 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 745 804 | 7,49 | 44 256 | 14,21 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 600 000 | 15 210 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 488 | 0,41 | 0 | |||||
| 2025-08-13 | 13F | Capital Markets Trading UK LLP | Call | 800 100 | 6,89 | 42 | 20,59 | |||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 2 173 500 | 98,19 | 55 098 | 110,56 | ||||
| 2025-07-24 | NP | SPDAX - DWS Multi-Asset Conservative Allocation Fund Class A | 36 724 | 906 | ||||||
| 2025-08-28 | NP | GHMS - Goose Hollow Multi-Strategy Income ETF | 41 432 | 71,86 | 1 050 | 82,61 | ||||
| 2025-06-27 | NP | TRTY - Cambria Trinity ETF | 133 836 | 0,27 | 3 275 | 4,13 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 16 548 | 1,63 | 419 | 7,99 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 219 299 | 107,35 | 5 559 | 120,33 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 157 673 | 0,34 | 3 997 | 6,62 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 435 000 | 11 027 | ||||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 182 610 | 15,02 | 4 629 | 22,20 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 211 515 | 1,20 | 5 362 | 7,50 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 60 371 | 18,72 | 1 530 | 26,13 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 327 | 1,55 | 8 | 14,29 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 17 546 | 445 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 1 202 | 30 | ||||||
| 2025-07-25 | NP | ABWAX - AB All Market Total Return Portfolio Class A | 220 470 | 2 279,34 | 5 441 | 1 960,98 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 189 122 | 3 066,28 | 4 794 | 3 276,06 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 61 | 0 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 73 285 | 1 857 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 134 469 | 71,65 | 3 409 | 82,34 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 8 566 916 | 2,66 | 217 174 | 9,07 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 500 | 13 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 568 320 | 545,56 | 14 407 | 586,00 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 185 637 | 4 706 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 48 | 1 100,00 | 1 | |||||
| 2025-08-05 | 13F | Dravo Bay Llc | 9 842 | 3,50 | 249 | 10,18 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 8 787 | 0,08 | 221 | 4,25 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 378 621 | 35,99 | 9 598 | 44,79 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 23 500 | 596 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 161 954 | 1,10 | 4 106 | 7,40 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7 957 | 202 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 10 978 | 278 | ||||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 7 920 | 201 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 3 475 495 | 1,84 | 88 104 | 8,20 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 4 147 381 | 7 395,18 | 105 136 | 7 864,85 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 66 402 | 6,13 | 1 683 | 12,80 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 512 | 12 | ||||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 68 023 | 84,68 | 1 724 | 96,36 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 4 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 114 017 | 4,84 | 2 885 | 11,18 | ||||
| 2025-08-14 | 13F | Fmr Llc | 181 291 | 0,41 | 4 596 | 6,66 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 8 574 | 217 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 7 813 | 4,47 | 198 | 11,24 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 9 921 | 1,56 | 251 | 7,73 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 9 750 | 247 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 20 449 | 518 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 127 204 | 12,17 | 3 | 50,00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 868 662 | 171,92 | 22 021 | 188,90 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 557 401 | 23,40 | 14 125 | 31,13 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 500 | 13 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 46 765 | 6,20 | 1 185 | 12,86 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 136 179 | 1,33 | 28 802 | 7,65 | ||||
| 2025-08-14 | 13F | Comerica Bank | 109 063 | 54,72 | 2 765 | 64,43 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 091 | 146,58 | 53 | 165,00 | ||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 80 038 | 2 029 | ||||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 2 214 | 56 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 181 204 | 4 594 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14 200 | 360 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 181 305 | 521,06 | 4 596 | 560,34 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 51 140 | 1 296 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 15 700 | 26,61 | 398 | 34,58 | |||
| 2025-08-12 | 13F | XTX Topco Ltd | 16 696 | 423 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 842 | 0,36 | 275 | 6,61 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 265 | 7 | ||||||
| 2025-07-17 | 13F | K2 Financial Inc. | 62 078 | 2,16 | 1 555 | 5,64 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | Call | 2 547 200 | 1,30 | 403 793 | 17,42 | |||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 33 574 | 5,14 | 851 | 11,83 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 4 792 297 | 5 097 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 308 | 8 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 334 677 | 25,74 | 8 484 | 33,61 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 20 512 | 1,13 | 520 | 7,45 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 43 087 | 1 092 | ||||||
| 2025-08-12 | 13F | Adventist Health System Sunbelt Healthcare Corp | 1 366 800 | 34 648 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 16 458 | 417 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 8 | 0 | ||||||
| 2025-07-21 | 13F | CenterStar Asset Management, LLC | Call | 41 200 | 140,94 | 11 490 | 217,73 | |||
| 2025-08-27 | NP | Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) | 422 681 | 10 715 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 177 | 4 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 62 606 | 7,28 | 1 587 | 14,01 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9 371 | 1,51 | 238 | 7,73 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 91 525 | 179,47 | 2 320 | 197,06 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 68 796 | 1 744 | ||||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 1 534 886 | 1,51 | 38 909 | 7,85 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 359 976 | 1,28 | 9 125 | 7,61 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 22 | 1 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 512 | 15,58 | 13 | 20,00 |
