Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Franklin Templeton Digital Holdings Trust - Franklin Bitcoin ETF inkluderar WCG Wealth Advisors LLC, Abacus Wealth Partners, LLC, L2 Asset Management, LLC, Financial Advocates Investment Management, Valmark Advisers, Inc., Steward Partners Investment Advisory, Llc, Mjp Associates Inc /adv, Advisor OS, LLC, Strategic Wealth Partners, Ltd., Dogwood Wealth Management LLC, Raymond James Financial Inc, Harel Insurance Investments & Financial Services Ltd., och GWM Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 9 841 | 32,54 | 614 | 73,45 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 4 400 | 275 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Elevate Capital Advisors, LLC | 25 099 | 59,57 | 1 567 | 108,52 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 16 600 | 23,42 | 1 036 | 61,37 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 135 743 | 1,06 | 8 473 | 32,10 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 75 | 50,00 | 5 | 100,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 65 | 22,64 | 4 | 100,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6 209 | 20,59 | 388 | 57,96 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 519 | 42,19 | 35 | 66,67 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13 787 | 16,13 | 861 | 51,68 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 10 000 | 624 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 305 620 | 42,27 | 19 077 | 85,94 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 149 502 | 10,88 | 9 332 | 44,91 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 9 873 | 616 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 76 820 | 122,27 | 4 795 | 190,61 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 43 | 230,77 | 3 | |||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 3 337 | 208 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 543 | 0,18 | 34 | 32,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6 678 | 26,48 | 417 | 65,08 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 3 887 | 243 | ||||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 5 100 | 318 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 504 | 31 | ||||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 66 181 | 3,06 | 4 131 | 34,74 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 694 | 44 | ||||||
| 2025-08-11 | 13F | Rpo Llc | 35 400 | 32,58 | 2 210 | 73,25 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 21 | 33,33 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 12 069 | 1 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 14 472 | 4,90 | 1 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21 273 | 141,93 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 520 | 220 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 12 090 | 755 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3 576 | 223 | ||||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 14 200 | 23,47 | 886 | 61,38 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 890 | 3,49 | 56 | 34,15 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 96 | 6 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 54 894 | 4,29 | 3 426 | 36,33 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 35 285 | 66,64 | 2 202 | 117,80 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 620 | 101 | ||||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 378 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 15 506 | 42,41 | 968 | 64,18 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 4 540 | 4,61 | 283 | 36,71 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 3 337 | 208 |
