Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Strategy Shares - Eventide US Market ETF inkluderar Legacy Wealth Asset Management, LLC, Geneos Wealth Management Inc., Kestra Advisory Services, LLC, SageOak Financial, LLC, Susquehanna International Group, Llp, First Heartland Consultants, Inc., Strategic Blueprint, LLC, OneAscent Wealth Management LLC, Citadel Advisors Llc, Atria Investments Llc, Advisor Group Holdings, Inc., AdvisorNet Financial, Inc, GeoWealth Management, LLC, och Jpmorgan Chase & Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 221 970 | 5 769 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 30 918 | 289,89 | 804 | 329,41 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 68 859 | 1 790 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 53 179 | 1 382 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 96 322 | 2 503 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 37 297 | 969 | ||||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 57 230 | 1 487 | ||||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 24 965 | 1 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 224 | 6 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 1 392 152 | 5,92 | 36 184 | 16,61 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 13 016 | 33,05 | 338 | 46,96 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 43 255 | 3,45 | 1 124 | 13,88 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 28 269 | 19,22 | 735 | 31,31 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41 873 | 142,24 | 1 | |||||
| 2025-08-11 | 13F | Strategic Equity Management | 473 532 | 637,95 | 12 308 | 712,34 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 14 201 | 10,95 | 369 | 22,19 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 35 994 | 936 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 427 | 37 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 22 758 | 128,77 | 1 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4 | 0 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 34 627 | 900 | ||||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 493 521 | 2 499,81 | 13 036 | 2 809,82 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 45 223 | 3 333,79 | 1 175 | 3 690,32 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Moneywise, Inc. | 222 365 | 274,18 | 5 780 | 311,90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13 979 | 0,94 | 369 | 13,19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21 348 | 555 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 8 103 | 211 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6 | 0 |
