Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Spinnaker ETF Series - Select STOXX Europe Aerospace & Defense ETF inkluderar CacheTech Inc., Adams Wealth Management, Quadrature Capital Ltd, Renaissance Technologies Llc, bLong Financial, LLC, Ethos Financial Group, LLC, David R. Rahn & Associates Inc., Principal Securities, Inc., Herbst Group, Llc, Northeast Financial Consultants Inc, James Investment Research Inc, 3EDGE Asset Management, LP, Oak Grove Capital LLC, Bright Futures Wealth Management, LLC., HWG Holdings LP, Loomis Sayles & Co L P, Bluesphere Advisors, LLC, EDGI - 3EDGE Dynamic International Equity ETF, J.w. Cole Advisors, Inc., och Semmax Financial Advisors Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | HWG Holdings LP | 31 467 | 1 358 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 38 479 | 191,31 | 1 660 | 275,57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 220 | 201,23 | 53 | 300,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 966 | 227,67 | 0 | |||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 8 232 | 355 | ||||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 852 | 0 | ||||||
| 2025-08-01 | 13F | Oak Grove Capital LLC | 43 000 | 1 855 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 218 320 | 89,65 | 9 | 200,00 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 160 | 7 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5 538 | 239 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 860 | 37 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 28 140 | 1 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 28 884 | 83,55 | 1 246 | 136,43 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 29 000 | 1 251 | ||||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 5 450 | 235 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 859 436 | 76,36 | 37 085 | 126,95 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 525 | 357,89 | 282 | 497,87 | ||||
| 2025-08-14 | 13F | UBS Group AG | 196 393 | 1 915,73 | 8 474 | 2 499,39 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 100 | 4 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 290 | 13 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8 052 | 347 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 32 764 | 445,25 | 1 363 | 577,61 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 935 | 167,91 | 40 | 263,64 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 105 085 | 4 534 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 233 776 | 2 389,63 | 10 087 | 3 102,22 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 306 539 | 13 204 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 13 521 | 694,42 | 583 | 922,81 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 51 255 | 2 212 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 4 950 | 214 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 3 333 | 13,64 | 139 | 39,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 5 387 | 67,09 | 232 | 114,81 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 35 | 2 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1 309 | 56 | ||||||
| 2025-08-13 | 13F | bLong Financial, LLC | 109 699 | 4 734 | ||||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 1 746 | 76 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 1 171 | 51 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 119 800 | 5 169 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8 124 | 34,08 | 351 | 72,41 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 103 020 | 328,98 | 4 445 | 452,17 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 51 034 | 199,51 | 2 202 | 285,64 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 80 039 | 3 454 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 50 833 | 2 193 | ||||||
| 2025-07-31 | 13F | GenTrust, LLC | 5 990 | 258 | ||||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2 494 | 108 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1 400 | 283,56 | 60 | 400,00 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 234 206 | 8,53 | 9 984 | 56,15 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 45 613 | 80,29 | 1 968 | 132,08 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 375 | 13 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 5 505 | 225 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 56 902 | 2 455 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 29 065 | 1 252 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6 764 | 14,37 | 292 | 62,57 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 31 350 | 1 353 | ||||||
| 2025-08-12 | 13F | Terra Nova Asset Management LLC | 22 089 | 9,82 | 953 | 41,39 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 8 818 | 380 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 24 682 | 1 065 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 73 176 | 29,76 | 3 152 | 66,77 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 23 388 | 17,01 | 973 | 43,09 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 32 606 | 1 100 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 27 807 | 1 200 | ||||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 250 | 11 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 23 919 | 1 032 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9 676 | 418 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 575 | 25 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 167 | 7 | ||||||
| 2025-08-11 | 13F | Sharpepoint Llc | 57 159 | 1,98 | 2 466 | 25,37 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 180 | 20,00 | 8 | 40,00 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 3 600 | 155 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 11 564 | 78,51 | 499 | 129,49 | ||||
| 2025-08-28 | NP | EDGI - 3EDGE Dynamic International Equity ETF | 30 513 | 1 317 | ||||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 179 220 | 1 597,16 | 7 733 | 2 084,46 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 30 809 | 1 329 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 13 400 | 578 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 30 662 | 141,74 | 1 323 | 211,29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 7 252 | 313 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 20 200 | 872 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15 505 | 669 | ||||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 46 671 | 1 992 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 2 300 | 187,50 | 0 | |||||
| 2025-05-13 | 13F | CacheTech Inc. | 473 001 | 15 860 | ||||||
| 2025-05-13 | 13F | Adams Wealth Management | 473 001 | 15 860 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 697 | 332 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 130 496 | 32,67 | 5 631 | 70,76 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 11 787 | 509 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 65 076 | 60,94 | 3 | 100,00 | ||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | 0 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 29 255 | 1 219 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 741 749 | 20 475,56 | 17 | −85,83 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 8 790 | 366 | ||||||
| 2025-07-15 | 13F | Herbst Group, Llc | 56 437 | 2 435 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 4 511 | 195 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 5 942 | 256 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 5 100 | 220 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 13 245 | 36,31 | 571 | 75,69 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 121 | 5 | ||||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 20 485 | 884 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 673 363 | 5 949,98 | 29 056 | 7 689,54 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 10 249 | 442 | ||||||
| 2025-07-18 | 13F | Viewpoint Investment Partners Corp | 62 018 | 149,57 | 2 676 | 221,25 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 18 425 | 140,85 | 795 | 210,55 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 4 900 | 208 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 8 700 | 369 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 13 226 | 571 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 13 699 | 582 | ||||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 13 000 | 209,52 | 561 | 300,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 275 | 55 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 41 127 | 343,08 | 1 775 | 470,42 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 6 011 | 259 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5 834 | 252 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 3 867 | 167 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 15 100 | 652 | |||||
| 2025-08-08 | 13F | Creative Planning | 9 847 | 57,60 | 425 | 102,87 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 29 880 | 1 289 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 12 | 1 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1 000 | 42 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 578 | 18,83 | 68 | 54,55 |
