Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Strategy Shares - Strategy Shares NASDAQ 7 HANDL Index ETF inkluderar SageView Advisory Group, LLC, Jones Financial Companies Lllp, PlanVest Financial, Inc, Innovative Asset Advisors Group, LLC, och AlphaCore Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Summit Financial, LLC | 194 286 | 11,98 | 4 243 | 11,07 | ||||
| 2026-05-12 | 13F | Creative Planning | 71 097 | 2,43 | 1 553 | 1,57 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 591 | 23,12 | 13 | 20,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 10 405 | 0,54 | 229 | 0,88 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 106 097 | 0,28 | 2 317 | −0,52 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 14 608 | 0,02 | 319 | −0,62 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 42 860 | 0,62 | 936 | 46,48 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 62 990 | 3,70 | 1 376 | 2,84 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 4 | −33,33 | ||||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 230 | 1,77 | 5 | 25,00 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 16 217 | 14,24 | 354 | 13,46 | ||||
| 2026-05-04 | 13F | Wellington Shields & Co., LLC | 31 995 | 109,25 | 699 | 107,74 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 619 | 3,34 | 14 | 0,00 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 12 044 | 263 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 223 | 5 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 9 403 | 0,38 | 205 | −0,49 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 535 | 93,84 | 0 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 8 319 | 0,50 | 182 | −0,55 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2 354 | 51 | ||||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 24 188 | 3,00 | 528 | 2,13 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 14 272 | 312 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 1 048 | 44,55 | 23 | 46,67 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 21 836 | 0,11 | 477 | −0,83 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 19 610 | 8,64 | 428 | 7,81 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 45 331 | 28,81 | 979 | 26,36 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 40 210 | 0,05 | 878 | −0,68 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 136 899 | 1 053,32 | 2 990 | 1 045,21 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 105 459 | 1,65 | 2 303 | 0,83 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 4 351 | 95 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 700 | 15 | ||||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 0 | 0 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 11 714 | 27,45 | 0 | |||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 49 964 | 13,58 | 1 118 | 15,50 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 527 | 1,93 | 11 | 0,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 406 392 | 0,14 | 9 | 0,00 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 215 | 1,42 | 5 | 0,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 130 | 9,24 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 6 501 | 3,37 | 142 | 2,17 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 43 124 | 11,22 | 942 | 10,32 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 10 249 | 224 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 11 840 | 28,96 | 259 | 27,72 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 47 466 | 27,02 | 1 037 | 26,03 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 970 | 21 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 4 875 | 107 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 41 | 2,50 | 1 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3 165 | 69 |
