Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Bloomberg International Corporate Bond ETF inkluderar Mainstay Capital Management Llc /adv, Redhawk Wealth Advisors, Inc., GMOM - Cambria Global Momentum ETF, Hobart Private Capital, LLC, LFA - Lugano Financial Advisors SA, LCORX - Leuthold Core Investment Fund Retail Class, Great Valley Advisor Group, Inc., Foundations Investment Advisors, LLC, TRTY - Cambria Trinity ETF, Good Life Advisors, LLC, VanderPol Investments L.L.C., Retireful, LLC, Client First Investment Management LLC, Gerber Kawasaki Wealth & Investment Management, Brookwood Investment Group LLC, Pathstone Holdings, LLC, Integrity Alliance, Llc., Brighton Jones Llc, Destination Wealth Management, och Kingsview 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 | Prospera Financial Services Inc | 95 347 | 3 107 | ||||||
| 2025-07-09 | 13F | Client First Investment Management LLC | 24 513 | 799 | ||||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 8 385 | 271 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 11 010 | 359 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 267 843 | 8 712 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 27 330 | 65,21 | 891 | 82,75 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 3 413 828 | 111 257 | ||||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp 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 | 54 007 | 1 760 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 24 071 | 784 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 34 835 | 1,36 | 1 135 | 12,04 | ||||
| 2025-08-26 | NP | LCORX - Leuthold Core Investment Fund Retail Class | 97 222 | 3 168 | ||||||
| 2025-06-27 | NP | TRTY - Cambria Trinity ETF | 69 280 | 2 161 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 7 295 | 238 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 10 | 0 | ||||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 891 | 0,56 | 29 | 11,54 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 38 865 | 1 267 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 148 387 | 160,48 | 4 836 | 187,97 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 235 831 | 7 686 | ||||||
| 2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | 4 949 | 161 | ||||||
| 2025-08-11 | 13F | Sykon Capital Llc | 170 004 | 336,08 | 5 540 | 382,16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 144 021 | 73,47 | 4 694 | 91,71 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 83 316 | 2 715 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 23 192 | 71,45 | 756 | 89,70 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5 921 | 65 688,89 | 193 | |||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 22 351 | 69,60 | 728 | 87,63 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 7 472 | 244 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 6 302 | 205 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 10 074 | 328 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 6 534 | 213 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6 874 | 224 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 66 231 | 175,02 | 2 158 | 203,94 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 141 731 | 4 619 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 20 401 | 3,16 | 665 | 13,89 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 502 | 16 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 8 531 | 278 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 38 105 | 1 242 | ||||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 10 083 | 24,48 | 329 | 32,79 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 26 289 | 25,47 | 857 | 38,74 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 139 938 | 26,84 | 4 561 | 40,18 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 702 | 7 405,56 | 88 | 8 700,00 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 228 190 | 70,38 | 7 437 | 88,30 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 15 772 | 514 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 54 007 | 1 760 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 38 911 | 20,49 | 1 268 | 17,84 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 10 071 | 328 | ||||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 6 387 | 208 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 13 851 | 451 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 25 970 | 846 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 133 165 | 48,69 | 4 340 | 64,33 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 47 625 | 1 552 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6 141 | 200 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 409 110 | 17,02 | 13 333 | 29,31 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 234 433 | 3,20 | 7 640 | 14,05 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 201 422 | 29,02 | 6 564 | 42,60 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 706 | 369 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 117 248 | 3 821 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 12 032 | 60,36 | 392 | 77,38 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 25 970 | 18,41 | 846 | 30,96 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 9 881 | 322 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 13 527 | 31,55 | 441 | 45,21 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 61 433 | 40,79 | 2 002 | 55,68 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 129 398 | 704,81 | 4 217 | 789,66 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 27 146 | 20 008,15 | 885 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 28 434 | 927 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 13 376 | 436 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 61 653 | 774,26 | 2 009 | 870,53 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 6 326 | 206 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9 151 | 298 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 344 874 | 11 239 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 51 011 | 151,31 | 2 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 342 | 67 000,00 | 44 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 16 476 | 537 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 458 | 11,17 | 15 | 16,67 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 256 592 | 86,91 | 8 362 | 106,57 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7 160 | 233 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 61 061 | 1 990 | ||||||
| 2025-08-13 | 13F | Idaho Trust Bank | 155 668 | 19,13 | 5 073 | 31,70 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25 790 | 1 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 31 | 210,00 | 1 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 83 171 | 0,13 | 2 711 | 10,66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-06-27 | NP | GMOM - Cambria Global Momentum ETF | 198 563 | 6 193 | ||||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 124 430 | 4 038 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 74 608 | 2 431 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 46 234 | 0,08 | 1 507 | 10,57 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 18 425 | 600 |
