Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Latin America 40 ETF inkluderar CLSM - Cabana Target Leading Sector Moderate ETF, DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main, First American Trust, Fsb, SIRAX - Sierra Tactical All Asset Fund Class A, Highview Capital Management LLC/DE/, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Morningstar Investment Services LLC, DRW Securities, LLC, Ssa Swiss Advisors Ag, Tudor Investment Corp Et Al, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, Summit Financial, LLC, Ascent Group, LLC, Skopos Labs, Inc., Patriot Financial Group Insurance Agency, LLC, Ignite Planners, LLC, Crestwood Advisors Group LLC, Swmg, Llc, och Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-26 | NP | TDSC - Cabana Target Drawdown 10 ETF | 946 924 | 200,48 | 23 578 | 225,89 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 11 400 | 290 | ||||||
| 2025-08-14 | 13F | Man Group plc | 154 859 | 4 059 | ||||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 183 700 | 4 815 | ||||||
| 2025-08-27 | NP | XNAV - FundX Aggressive ETF | 35 500 | 930 | ||||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 72 800 | 1 848 | ||||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 331 765 | 8 696 | ||||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 41 380 | 48,37 | 1 097 | 67,07 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 58 650 | 1 537 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 3 304 | 23,28 | 87 | 36,51 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 363 | 2,25 | 10 | 12,50 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 340 904 | 341,70 | 8 935 | 391,74 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 567 458 | 62,55 | 14 873 | 80,91 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 20 799 | 545 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8 286 | 217 | ||||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 319 901 | 30,21 | 8 385 | 44,90 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 556 505 | 31,31 | 14 587 | 46,16 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 2 341 | 303,62 | 61 | 369,23 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 8 025 | 210 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 8 445 | 211 | ||||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | −690 | −49,49 | −18 | −43,75 | |||
| 2025-08-15 | 13F | Morgan Stanley | 3 635 724 | 12,64 | 95 292 | 25,36 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 435 775 | 134,70 | 11 422 | 161,23 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 377 439 | 9 893 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 58 295 | 1 528 | ||||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 9 796 | 4,60 | 257 | 16,36 | ||||
| 2025-08-15 | 13F | Great West Life Assurance Co /can/ | 71 247 | 1,48 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 555 060 | 47,87 | 14 548 | 64,59 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 49 131 | 17,15 | 1 288 | 30,40 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 1 200 | 146,91 | 31 | 181,82 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 10 888 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 915 291 | 871,03 | 23 990 | 981,07 | ||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 964 005 | 25 267 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 6 624 | 48,19 | 174 | 64,76 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 9 421 | 247 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 10 989 | 13,15 | 0 | |||||
| 2025-06-23 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 743 179 | 18,96 | 18 505 | 29,02 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 242 966 | 6 368 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 188 | 5 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 210 | 6 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 500 | 13 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 1 217 | 32 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 292 360 | 7 663 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 448 | 12 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 44 148 | 1,73 | 1 157 | 13,32 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 267 453 | 4,41 | 7 010 | 16,20 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 10 900 | 286 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 120 | 3 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 137 | 4 | ||||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 37 099 | 0,25 | 972 | 11,60 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 18 360 | 0,97 | 432 | 13,68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21 267 | 29,85 | 548 | 40,87 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 36 200 | 949 | ||||||
| 2025-08-12 | 13F | Prudential Financial Inc | 26 500 | 695 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 18 222 | 96,78 | 478 | 147,15 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 30 433 | 1,57 | 798 | 13,05 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 882 | 288,04 | 49 | 345,45 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 83 422 | 2 186 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 306 392 | 7,48 | 8 031 | 19,62 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 370 | 10 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 7 495 | 196 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 23 264 | 61,78 | 610 | 80,18 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 24 399 | 639 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 89 059 | 32,72 | 2 334 | 47,72 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 29 700 | 778 | ||||||
| 2025-08-14 | 13F | DRW Securities, LLC | 96 038 | 2 517 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 76 776 | 2 012 | ||||||
| 2025-06-26 | NP | CLSM - Cabana Target Leading Sector Moderate ETF | 1 431 782 | 35 651 | ||||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 677 661 | 4,84 | 17 762 | 16,69 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 24 142 | 73,25 | 633 | 92,68 | ||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 8 105 | 212 | ||||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | −1 157 | −34,89 | −30 | −26,83 | |||
| 2025-08-11 | 13F | Tidemark, LLC | 76 | 2,70 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 459 | 32,66 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 27 136 | 711 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 9 824 | 9,99 | 257 | 22,38 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9 461 | 0 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 124 747 | 3 270 | ||||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 48 543 | 1 272 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 42 300 | 1 109 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 11 000 | 4,76 | 288 | 16,60 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 70 011 | 0,62 | 1 835 | 11,97 | ||||
| 2025-08-14 | 13F | FIL Ltd | 1 615 797 | 325 010,06 | 42 350 | 384 900,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 161 623 | 9 026,09 | 4 236 | 11 348,65 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 317 | 3 459,46 | 35 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 241 919 | 468,70 | 6 342 | 532,93 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 13 392 | 351 | ||||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 23 150 | 0,21 | 607 | 11,40 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 500 | 66 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 16 900 | 1 777,78 | 443 | 2 004,76 | |||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 78 858 | 3,20 | 2 067 | 14,84 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 16 701 | 438 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 169 807 | 3,05 | 4 451 | 14,69 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 064 352 | 1 605,16 | 54 107 | 1 797,79 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 11 848 | 0,80 | 311 | 12,32 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 16 340 | 428 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 8 052 | 201 | ||||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 97 252 | 2 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 7 279 | 251,13 | 0 | |||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 61 588 | 251,77 | 1 614 | 291,75 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 56 120 | 1 770,67 | 1 471 | 2 000,00 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 34 220 | 18,78 | 897 | 32,15 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 8 441 | 221 | ||||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 11 978 | 1,73 | 311 | 15,24 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 8 247 | 216 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 125 700 | 3 295 | ||||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 250 644 | 6 569 | ||||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 130 736 | 3 427 |
