Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Franklin Templeton ETF Trust - Franklin Senior Loan ETF inkluderar New York Life Investment Management Llc, QAI - IQ Hedge Multi-Strategy Tracker ETF, MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class, Ashford Capital Management Inc, Curran Financial Partners, LLC, IronOak Wealth LLC., Fiduciary Alliance LLC, Mercer Global Advisors Inc /adv, Integrated Advisors Network LLC, Comprehensive Wealth Management, LLC, BRYN MAWR TRUST Co, Sei Investments Co, Rockefeller Capital Management L.P., CWA Asset Management Group, LLC, Zurcher Kantonalbank (Zurich Cantonalbank), Anchor Pointe Wealth Management, LLC, China Universal Asset Management Co., Ltd., Skopos Labs, Inc., First Horizon Advisors, Inc., och Bank Of Montreal /can/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-13 | 13F | CacheTech Inc. | 39 903 | 26,75 | 960 | 25,82 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 2 356 750 | 6,23 | 57 | 7,55 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 159 672 | 16,12 | 3 869 | 16,89 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11 341 | 43,47 | 275 | 43,46 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 783 | 19 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 188 688 | 2 338,77 | 4 572 | 2 357,53 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 152 779 | 2,72 | 4 | 0,00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 176 273 | 4 271 | ||||||
| 2025-08-18 | 13F | Ashford Capital Management Inc | 467 284 | 11 322 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 931 | 143,25 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 442 558 | 19,62 | 10 723 | 20,42 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 1 937 489 | 46 422 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 29 031 | 8,36 | 703 | 9,16 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 14 053 | 341 | ||||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 574 426 | 13 918 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 34 | 1 033,33 | 1 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 121 595 | 135,07 | 2 939 | 140,82 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 17 | 0 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 52 943 | 0,35 | 1 283 | 1,02 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 105 559 | 0,60 | 2 558 | 1,27 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 115 943 | 2,10 | 2 809 | 2,78 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 12 032 | 6,10 | 292 | 6,99 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 54 458 | 37,48 | 1 320 | 38,41 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 29 100 | 12,42 | 705 | 13,16 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 5 026 | 3,71 | 122 | 4,31 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 65 481 | 22,39 | 1 586 | 27,11 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 11 | 0 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 22 154 | 537 | ||||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 7 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 138 455 | 37,53 | 3 355 | 38,42 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 735 647 | 24,54 | 17 825 | 25,36 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9 523 | 0,50 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 570 | 26,67 | 0 | |||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 177 999 | 2,71 | 4 288 | 3,73 | ||||
| 2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 9 000 | 218 | ||||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 11 423 | 277 | ||||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 584 300 | 851,63 | 14 158 | 845,06 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 57 372 | 6,38 | 1 390 | 7,09 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 21 337 | 517 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 29 099 | 133,22 | 702 | 133,67 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 63 025 | 3,96 | 1 527 | 4,66 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 1 539 692 | 1,43 | 37 307 | 2,10 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 356 750 | 8 644 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 669 237 | 5,66 | 16 216 | 6,36 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 2 612 190 | 63 293 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 184 117 | 6 967,83 | 4 461 | 7 095,16 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 90 430 | 8,76 | 2 191 | 9,50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 562 712 | 41,48 | 13 627 | 42,34 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 078 | 19,12 | 26 | 23,81 | ||||
| 2025-06-20 | NP | JIII - Janus Henderson Income ETF | 143 556 | 240,39 | 3 440 | 234,21 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 35 721 | 866 | ||||||
| 2025-08-27 | NP | Calamos Aksia Alternative Credit & Income Fund | 249 918 | 74,96 | 6 056 | 74,70 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 121 372 | 4,02 | 2 941 | 4,70 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 20 199 | 450,08 | 489 | 455,68 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 19 728 | 478 | ||||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 30 693 | 744 | ||||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 371 398 | 5,24 | 8 999 | 5,95 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 335 | 32 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 102 | 2 | ||||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 232 696 | 3,10 | 5 638 | 3,79 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 9 227 596 | 0,00 | 223 585 | 0,67 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 72 007 | 1 745 | ||||||
| 2025-08-07 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 12 575 | 304 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 4 621 | 0,46 | 112 | 0,91 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 21 505 | 5,17 | 521 | 5,89 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 693 | 421,05 | 17 | 433,33 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 35 721 | 866 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 10 034 | 24,17 | 243 | 25,26 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 42 500 | 1 030 | ||||||
| 2025-05-13 | 13F | Adams Wealth Management | 39 903 | 26,75 | 960 | 25,82 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 143 218 | 43,57 | 3 | 50,00 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 27 588 | 0,36 | 667 | 0,76 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 86 504 | 2 096 |
