Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Listed Funds Trust - Swan Hedged Equity US Large Cap ETF inkluderar Jpmorgan Chase & Co, Eqis Capital Management, Inc., Goldman Sachs Group Inc, Wealth Enhancement Advisory Services, Llc, Vise Technologies, Inc., Hilltop Holdings Inc., och IHT 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 436 176 | 9,22 | 10 250 | 17,21 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 73 253 | 60,52 | 1 721 | 72,27 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 81 673 | 11,12 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14 851 | 12,08 | 349 | 20,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 72 172 | 7,81 | 1 696 | 15,69 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 453 488 | 90,68 | 10 657 | 104,61 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 570 665 | 1,65 | 13 411 | 9,08 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 12 553 | 20,00 | 295 | 28,38 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 15 499 | 58,20 | 364 | 70,09 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 67 411 | 14,38 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 160 222 | 1,60 | 3 765 | 9,01 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7 866 | 27,34 | 185 | 36,30 | ||||
| 2025-07-17 | 13F | Financial Designs Corp | 523 285 | 0,19 | 12 297 | 7,51 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 66 944 | 7,71 | 1 466 | 5,32 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 772 386 | 9,35 | 42 | 17,14 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 450 | 4,97 | 199 | 10,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 8 166 | 186,53 | 191 | 206,45 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 35 333 | 25,05 | 1 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 166 008 | 14,37 | 4 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 339 887 | 12,36 | 31 487 | 20,57 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 5 938 | 0,88 | 140 | 8,59 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 37 870 | 30,91 | 890 | 40,44 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 1 272 297 | 76,25 | 29 899 | 89,13 | ||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 326 419 | 49,56 | 7 671 | 60,49 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 175 708 | 6,27 | 4 129 | 14,03 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4 419 | 28,42 | 104 | 37,33 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 87 243 | 16,18 | 2 050 | 24,70 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9 424 | 221 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11 556 | 274 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 62 898 | 1 478 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 16 751 | 394 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 11 556 | 272 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 19 661 | 462 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8 700 | 204 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 174 364 | 117,84 | 27 598 | 133,75 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 59 764 | 4,95 | 1 404 | 12,59 |
