Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i VanEck ETF Trust - VanEck High Yield Muni ETF inkluderar Zions Bancorporation, National Association /ut/, Toroso Investments, LLC, Group One Trading, L.p., Jane Street Group, Llc, Cliftonlarsonallen Wealth Advisors, Llc, FIXP - FolioBeyond Enhanced Fixed Income Premium ETF, Pinnacle Wealth Management Advisory Group, LLC, Triton Wealth Management, PLLC, Jane Street Group, Llc, Kennedy Investment Group, Angeles Wealth Management, Llc, VisionPoint Advisory Group, LLC, Summit Wealth Group Llc / Co, Keybank National Association/oh, Seeds Investor Llc, Diversify Advisory Services, LLC, FSA Advisors, Inc., XTX Topco Ltd, Shared Vision Wealth Group LLC, och First Community Trust Na .
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.
Uppgradera för att låsa upp premiumdata.
Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Hillsdale Investment Management Inc. | 4 310 | 216 | ||||||
2025-08-13 | 13F | Millington Financial Advisors, LLC | 7 103 | 15,44 | 348 | 14,52 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 38 606 | 1 938 | ||||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1 989 | 5,52 | 100 | 3,13 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 150 | 92,31 | 8 | 75,00 | ||||
2025-08-14 | 13F | Betterment LLC | 102 641 | 80,24 | 5 | 150,00 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 047 | 251,72 | 103 | 251,72 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 12 955 | 28,52 | 650 | 26,21 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 794 | 11,22 | 90 | 9,76 | ||||
2025-07-23 | 13F | Financial Life Advisors | 15 350 | 4,26 | 771 | 2,26 | ||||
2025-07-16 | 13F | Kennedy Investment Group | 8 545 | 429 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 13 952 | 17,54 | 701 | 15,32 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 342 410 | 3,81 | 17 192 | 1,84 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 19 700 | 989 | ||||||
2025-07-10 | 13F | SK Wealth Management, LLC | 25 183 | 0,78 | 1 259 | 1,94 | ||||
2025-08-12 | 13F | Seeds Investor Llc | 4 905 | 246 | ||||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 67 397 | 42,08 | 3 384 | 39,39 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 17 875 | 898 | ||||||
2025-08-13 | 13F | Summit Financial, LLC | 11 537 | 53,60 | 579 | 50,78 | ||||
2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 19 338 | 0,87 | 960 | −2,34 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 13 324 | 100,21 | 669 | 96,76 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 21 587 | 1,41 | 1 084 | −0,55 | ||||
2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 156 724 | 7 869 | ||||||
2025-08-12 | 13F | MAI Capital Management | 11 045 | 0,34 | 555 | −1,60 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1 874 285 | 10,46 | 94 109 | 8,37 | ||||
2025-07-07 | 13F | First Community Trust Na | 2 427 | 122 | ||||||
2025-07-29 | 13F | Stephens Inc /ar/ | 10 107 | 1,70 | 507 | −0,20 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 13 246 | 13,00 | 1 | |||||
2025-08-14 | 13F | Colony Group, LLC | 1 689 032 | 20,24 | 84 806 | 17,96 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 154 764 | 352,22 | 7 771 | 343,75 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 856 633 | 11,97 | 43 012 | 9,85 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 6 356 | 24,43 | 319 | 22,22 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 250 | 13 | ||||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 7 070 | 355 | ||||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 12 602 | 24,74 | 633 | 22,24 | ||||
2025-07-28 | 13F | Triton Wealth Management, PLLC | 11 272 | 552 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 59 | 59,46 | 3 | 100,00 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 89 404 | 2,19 | 4 489 | 0,25 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 29 743 | 24,62 | 1 487 | 22,09 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 1 900 | 95 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 826 | 9,41 | 92 | 7,06 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 8 300 | 12,06 | 417 | 9,76 | ||||
2025-08-14 | 13F | Mariner, LLC | 84 632 | 0,70 | 4 249 | −1,21 | ||||
2025-07-29 | 13F | Regions Financial Corp | 525 511 | 6,36 | 26 386 | 4,35 | ||||
2025-08-07 | 13F | Nwam Llc | 25 438 | 22,72 | 1 247 | 17,64 | ||||
2025-06-26 | NP | FIXP - FolioBeyond Enhanced Fixed Income Premium ETF | 32 340 | 1 630 | ||||||
2025-07-18 | 13F | PFG Investments, LLC | 4 398 | 0,41 | 221 | −1,79 | ||||
2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | −62 | −96,96 | −3 | −97,12 | |||
2025-08-08 | 13F | Condor Capital Management | 9 029 | 0,01 | 453 | −1,95 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 5 626 | 0,29 | 282 | −1,74 | ||||
2025-07-24 | 13F | Accredited Investor Services, Llc | 8 113 | 7,39 | 407 | 5,44 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 107 | 56 | ||||||
2025-07-07 | 13F | Kings Path Partners LLC | 1 | 0 | ||||||
2025-08-12 | 13F | BlackRock, Inc. | 54 486 | 20 538,64 | 2 736 | 20 938,46 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park High Income ETF | 6 733 | 338 | ||||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 4 758 | 12,62 | 239 | 10,19 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 95 706 | 1,21 | 4 805 | −0,70 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 4 642 | 489,09 | 0 | |||||
2025-04-18 | NP | ABHYX - High-yield Municipal Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 141 100 | 19,07 | 7 412 | 18,35 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 130 | 36,84 | 7 | 50,00 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 20 338 | 35,92 | 1 021 | 33,46 | ||||
2025-07-07 | 13F | TruWealth Advisors, LLC | 86 127 | 19,02 | 4 324 | 16,77 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 802 105 | 0,68 | 40 274 | −1,23 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 388 | 80,47 | 19 | 72,73 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 20 738 | 33,12 | 1 041 | 30,61 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 4 431 | 222 | ||||||
2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Diversified Income ETF | 12 055 | 605 | ||||||
2025-08-13 | 13F | Crabel Capital Management, LLC | 15 465 | 776 | ||||||
2025-08-05 | 13F | Sebold Capital Management, Inc. | 18 649 | 936 | ||||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7 031 | 1,47 | 353 | −0,28 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 39 428 | 0,82 | 1 980 | −1,10 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 37 526 | 1,34 | 1 877 | 2,91 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 280 062 | 68,89 | 14 146 | 66,65 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 268 | 13,56 | 13 | 8,33 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 403 378 | 3,81 | 70 464 | 1,84 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 168 997 | 231,90 | 8 485 | 225,72 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 77 | 1,32 | 4 | 0,00 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 65 | 3 | ||||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 60 296 | 24,07 | 3 027 | 21,71 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 5 630 | 277 | ||||||
2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 9 335 | 7,09 | 469 | 7,34 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 263 | 13 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 122 174 | 21,27 | 6 134 | 18,97 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 64 894 | 4,44 | 3 | 0,00 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 181 | 1,12 | 9 | 0,00 | ||||
2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 122 317 | 12,04 | 6 142 | 9,92 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 1 705 | 276,38 | 0 | |||||
2025-08-08 | 13F | Hartland & Co., LLC | 1 025 | 10,93 | 51 | 8,51 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 16 759 | 0,10 | 841 | −1,75 | ||||
2025-07-07 | 13F | Insight Wealth Strategies, LLC | 78 924 | 1,91 | 3 951 | −0,33 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 549 | 0,37 | 27 | 0,00 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 230 612 | 20,39 | 11 579 | 18,12 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14 197 | 713 | ||||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 18 788 | 943 | ||||||
2025-08-08 | 13F | SG Americas Securities, LLC | 7 806 | 0 | ||||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 61 633 | 48,49 | 3 095 | 45,67 | ||||
2025-08-04 | 13F | Assetmark, Inc | 1 216 907 | 4,61 | 61 101 | 2,63 | ||||
2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 20 213 | 74,20 | 1 035 | 71,76 | ||||
2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | −38 | −97,57 | −2 | −98,75 | |||
2025-08-14 | 13F | Old Mission Capital Llc | 32 585 | 1 636 | ||||||
2025-08-04 | 13F | Keybank National Association/oh | 5 987 | 301 | ||||||
2025-08-14 | 13F | Full Sail Capital, LLC | 115 838 | 20,42 | 5 816 | 18,14 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 59 963 | 406,15 | 3 010 | 396,70 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 22 148 | 67,38 | 1 112 | 64,25 | ||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 12 563 | 631 | ||||||
2025-08-14 | 13F | Ameriprise Financial Inc | 568 929 | 38,46 | 28 547 | 35,71 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 460 | 0,88 | 23 | 0,00 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 124 718 | 159,06 | 6 262 | 154,24 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 63 719 | 3 199 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 617 071 | 8,60 | 30 983 | 6,54 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 13 994 | 11,55 | 1 | |||||
2025-08-13 | 13F | Manning & Napier Advisors Llc | 301 | 15 | ||||||
2025-07-15 | 13F | Kwmg, Llc | 7 783 | 391 | ||||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 24 475 | 1 229 | ||||||
2025-07-08 | 13F | Gradient Investments LLC | 4 305 | 216 | ||||||
2025-07-16 | 13F | Evergreen Private Wealth LLC | 624 | 19,08 | 31 | 19,23 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 7 866 | 55,39 | 395 | 52,12 | ||||
2025-08-07 | 13F | Shared Vision Wealth Group LLC | 4 106 | 202 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 011 144 | 3,89 | 51 | 2,04 | ||||
2025-07-24 | 13F | Williams & Novak, LLC | 37 531 | 30,67 | 1 884 | 28,08 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 49 | 2 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 75 676 | 63,15 | 3 796 | 59,92 | ||||
2025-07-14 | 13F | Abound Wealth Management | 126 | 6 | ||||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 55 395 | 119,42 | 2 781 | 115,25 | ||||
2025-07-23 | 13F | Seamount Financial Group Inc | 7 150 | 4,21 | 359 | 2,28 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 215 464 | 7,41 | 11 | 0,00 | ||||
2025-08-15 | 13F | Orcam Financial Group | 21 158 | 0,06 | 1 062 | −1,85 | ||||
2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 22 738 | 3,56 | 1 138 | 1,34 | ||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 18 423 | 925 | ||||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 6 096 | 306 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 40 100 | 2 013 | |||||
2025-08-11 | 13F | United Advisor Group, LLC | 8 508 | 73,31 | 427 | 70,12 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 8 600 | 432 | |||||
2025-07-17 | 13F | Coastline Trust Co | 10 142 | 1,20 | 509 | −0,59 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 4 898 | 1,49 | 246 | −0,41 | ||||
2025-07-11 | 13F | Cypress Financial Planning Llc | 13 082 | 120,38 | 657 | 116,50 | ||||
2025-08-14 | 13F | Group One Trading, L.p. | 46 931 | 2 356 | ||||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 6 870 | 345 | ||||||
2025-08-14 | 13F | Fmr Llc | 4 651 087 | 67,44 | 233 531 | 64,27 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 137 433 | 21,91 | 6 901 | 19,60 | ||||
2025-08-05 | 13F | Huntington National Bank | 5 | −64,29 | ||||||
2025-08-14 | 13F | Comerica Bank | 68 067 | 263,49 | 3 418 | 256,68 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 74 193 | 81,38 | 3 725 | 77,97 | ||||
2025-08-13 | 13F | Certior Financial Group, Llc | 26 361 | 5,86 | 1 324 | 3,85 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 4 593 | 177,36 | 230 | 172,62 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 14 375 | 722 | ||||||
2025-08-15 | 13F | Binnacle Investments Inc | 2 783 | 12,35 | 140 | 10,32 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 4 242 | 213 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 94 100 | 47,96 | 4 725 | 45,13 | |||
2025-07-25 | 13F | Cwm, Llc | 185 416 | 1,07 | 9 | 0,00 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 52 554 | 22,44 | 3 | 0,00 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 17 495 | 3,64 | 878 | 1,74 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 790 742 | 4,29 | 89 913 | 2,31 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 1 941 | 1,57 | 97 | −1,03 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 12 240 | 6,07 | 615 | 4,07 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 5 730 | 288 | ||||||
2025-08-11 | 13F | First American Trust, Fsb | 13 166 | 36,55 | 661 | 34,08 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 4 567 | 225 | ||||||
2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 5 062 | 14,37 | 254 | 12,39 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 173 | 9 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 10 496 | 1,40 | 527 | −0,38 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 | 100,00 | 0 | |||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 14 928 | 29,36 | 750 | 26,95 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 28 600 | 33,02 | 1 436 | 30,55 | |||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 11 227 | 67,24 | 564 | 64,14 |