Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i VanEck ETF Trust - VanEck Emerging Markets High Yield Bond ETF inkluderar SIRAX - Sierra Tactical All Asset Fund Class A, Uhlmann Price Securities, Llc, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, First Horizon Advisors, Inc., Nova Wealth Management, Inc., Kiker Wealth Management, LLC, och Allworth Financial LP .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 40 639 | 805 | ||||||
2025-08-12 | 13F | Hillsdale Investment Management Inc. | 21 910 | 31,51 | 434 | 32,72 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 42 744 | 2,24 | 842 | 3,06 | ||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 10 603 | 210 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 153 654 | 1,96 | 3 045 | 2,84 | ||||
2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 7 671 | 152 | ||||||
2025-08-05 | 13F | Tsfg, Llc | 200 | 2,04 | 0 | |||||
2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 235 400 | 4 666 | ||||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 31 | 1 | ||||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Ameriprise Financial Inc | 159 555 | 18,07 | 3 158 | 18,95 | ||||
2025-07-29 | 13F | Uhlmann Price Securities, Llc | 10 720 | 212 | ||||||
2025-08-11 | 13F | Tidemark, LLC | 138 776 | 19,34 | 2 751 | 20,40 | ||||
2025-07-07 | 13F | Verde Capital Management | 59 618 | 2,79 | 1 182 | 3,69 | ||||
2025-08-07 | 13F | Allworth Financial LP | 20 | 0 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16 489 | 327 | ||||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 30 097 | 55,18 | 597 | 56,43 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 100 182 | 1,11 | 1 986 | 2,00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 99 633 | 30,94 | 1 975 | 32,04 | ||||
2025-08-12 | 13F | LPL Financial LLC | 254 263 | 8,20 | 5 039 | 9,14 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 144 847 | 4,65 | 2 871 | 5,55 | ||||
2025-07-28 | NP | FXED - Sound Enhanced Fixed Income ETF | 42 275 | 1,12 | 828 | −0,48 | ||||
2025-07-10 | 13F | Fortress Wealth Management, Inc. | 33 745 | 0,84 | 669 | 1,67 | ||||
2025-08-13 | 13F | Guggenheim Capital Llc | 61 372 | 6,14 | 1 216 | 7,04 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 53 635 | 84,55 | 1 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 78 070 | 101,83 | 1 548 | 105,03 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 27 291 | 21,07 | 541 | 22,17 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 179 | 4 | ||||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 81 | 2 | ||||||
2025-07-25 | 13F | Cwm, Llc | 188 | 22,88 | 0 | |||||
2025-08-13 | 13F | Cambria Investment Management, L.P. | 112 713 | 6,09 | 2 221 | 6,93 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 81 607 | 14,30 | 1 617 | 15,34 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 108 238 | 13,03 | 2 | 100,00 | ||||
2025-05-14 | 13F | Huntington National Bank | 1 | −100,00 | ||||||
2025-07-29 | 13F | Systelligence, LLC | 233 674 | 4 631 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 14 281 | 283 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1 102 616 | 11,42 | 21 854 | 12,38 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 111 | 42 | ||||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 94 324 | 6,14 | 1 870 | 7,04 | ||||
2025-07-29 | 13F | Yoffe Investment Management, LLC | 16 930 | 0,01 | 336 | 0,90 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 17 681 | 120,46 | 350 | 122,93 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 46 500 | 17,57 | 922 | 18,53 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 11 463 | 10,47 | 227 | 11,82 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 39 134 | 776 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 1 121 | 33,77 | 22 | 37,50 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 63 227 | 8,36 | 1 253 | 9,34 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 323 | 6 | ||||||
2025-08-05 | 13F | Rareview Capital LLC | 66 617 | 253,99 | 1 320 | 257,72 | ||||
2025-08-28 | NP | RTRE - Rareview Total Return Bond ETF | 47 777 | 33,80 | 947 | 36,12 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 11 312 | 224 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 172 570 | 4,45 | 3 420 | 5,36 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 94 | 2 | ||||||
2025-07-24 | 13F | Costello Asset Management, INC | 1 907 | 0,53 | 38 | 0,00 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 21 506 | 426 | ||||||
2025-07-03 | 13F | Whitcomb & Hess, Inc. | 73 796 | 0,68 | 1 463 | 1,53 |