Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF inkluderar Hilltop Holdings Inc., GVEQX - Government Street Equity Fund, Phillips Financial Management, Llc, Beacon Pointe Advisors, LLC, Warren Averett Asset Management, LLC, TT Capital Management LLC, LM Advisors LLC, D.a. Davidson & Co., Scotia Capital Inc., Essex Financial Services, Inc., ENDW - Cambria Endowment Style ETF, Bank of Jackson Hole Trust, Twin Peaks Wealth Advisors, LLC, och Group One Trading, L.p. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 16 217 | 6,19 | 684 | 10,16 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39 704 | 282,54 | 1 674 | 297,62 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 9 362 | 386 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12 009 | 9,36 | 506 | 13,45 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 37 762 | 1 592 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 95 399 | 4 023 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 17 461 | 736 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 4 870 | 205 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 41 | 2 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 279 661 | 10,49 | 12 | 10,00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 17 355 | 3,58 | 732 | 7,34 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 20 816 | 871 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4 788 | 202 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 865 | 801,04 | 36 | 1 100,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7 100 | 24,56 | 299 | 29,44 | ||||
| 2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 87 555 | 1,14 | 3 692 | 4,92 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 150 777 | 1,24 | 6 358 | 5,02 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 12 469 | 55,32 | 526 | 61,04 | ||||
| 2025-08-18 | NP | GVEQX - Government Street Equity Fund | 25 000 | 1 054 | ||||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 245 118 | 4,16 | 10 337 | 8,05 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 173 656 | 2,70 | 7 323 | 6,55 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1 433 | 60 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 25 264 | 260,97 | 1 065 | 275,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 20 558 | 0,62 | 867 | 4,34 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 696 | 3,73 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 40 288 | 70,85 | 1 699 | 77,24 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 36 294 | 0,75 | 1 531 | 4,51 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 84 636 | 3 569 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 33 531 | 238,70 | 1 414 | 251,49 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 47 345 | 21,78 | 1 997 | 26,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 188 679 | 4,52 | 50 127 | 8,43 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 102 956 | 4,69 | 4 342 | 8,61 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 62 | 3 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5 238 | 221 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 660 707 | 39,10 | 27 862 | 44,31 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 188 413 | 51,81 | 7 945 | 68,11 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4 | 300,00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 9 533 | 0,43 | 402 | 4,16 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 100 | 16,67 | 89 | 20,55 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 10 498 | 87,46 | 443 | 94,71 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 496 766 | 1,87 | 20 949 | 5,68 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 39 267 | 3,40 | 1 656 | 7,26 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 69 407 | 2 927 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 26 717 | 272,36 | 1 127 | 286,94 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 42 054 | 20,17 | 1 773 | 24,68 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 14 778 | 48,25 | 623 | 53,83 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4 775 405 | 15,15 | 201 379 | 19,45 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 73 142 | 0,25 | 3 084 | 4,01 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 14 700 | 620 | |||||
| 2025-08-14 | 13F | LM Advisors LLC | 7 074 | 0 | ||||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 14 805 | 0,43 | 624 | 4,17 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 338 868 | 12,74 | 14 290 | 16,96 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 14 412 | 608 | ||||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 22 667 | 9,37 | 932 | 8,12 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 156 922 | 11,83 | 6 617 | 16,01 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1 643 | 69 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 478 | 16,30 | 20 | 25,00 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 7 725 | 322 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 107 349 | 15,47 | 4 526 | 19,77 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 274 555 | 0,95 | 12 | 0,00 | ||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 121 905 | 1,35 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 100 | 4 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 50 199 | 9,34 | 2 117 | 13,40 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 37 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 741 | 31 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 35 855 | 5,39 | 1 512 | 9,33 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 199 321 | 100,44 | 8 405 | 107,94 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 9 989 | 4,07 | 421 | 7,95 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 49 541 | 265,99 | 2 048 | 272,36 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 8 838 | 13,76 | 372 | 24,41 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 134 886 | 28,03 | 5 763 | 34,56 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 639 896 | 16,23 | 26 984 | 20,57 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 7 874 | 0,08 | 332 | 4,08 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4 773 | 201 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 5 897 | 0,10 | 249 | 3,77 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 42 852 | 3,97 | 1 807 | 7,88 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 233 | 10 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9 388 | 0,10 | 396 | 3,67 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 20 131 | 51,16 | 849 | 56,75 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 15 094 | 62,02 | 637 | 68,25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 211 | 0,48 | 9 | 0,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 215 | 9 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 51 514 | 1,86 | 2 172 | 5,69 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 34 101 | 1 438 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 41 591 | 54,72 | 1 754 | 60,53 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 14 559 | 1,17 | 614 | 4,97 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 32 413 | 427,56 | 1 367 | 448,59 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 85 558 | 0,01 | 3 594 | 3,36 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 215 | 0,47 | 9 | 12,50 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 66 315 | 370,99 | 2 797 | 388,81 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 4 002 592 | 0,18 | 168 789 | 3,92 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 96 004 | 6,77 | 4 048 | 10,75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 9 905 | 12,40 | 418 | 16,48 |
