Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Wedbush Series Trust - Dan IVES Wedbush AI Revolution ETF inkluderar New Wave Wealth Advisors Llc, Captrust Financial Advisors, Susquehanna International Group, Llp, Quadrature Capital Ltd, Vienna Asset Management LLC, Mesirow Financial Investment Management, Inc., HB Wealth Management, LLC, Goldman Sachs Group Inc, Bank Of Montreal /can/, Innovative Asset Advisors Group, LLC, Northwestern Mutual Wealth Management Co, Beacon Investment Advisory Services, Inc., DiNuzzo Private Wealth, Inc., SageView Advisory Group, LLC, BlackRock, Inc., Milestone Investment Advisors LLC, Russell Investments Group, Ltd., SJS Investment Consulting Inc., Harbour Investments, Inc., och MCF Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 30 524 | 20,57 | 866 | 8,13 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 7 365 | 2,79 | 209 | −7,96 | ||||
| 2026-05-12 | 13F | Vienna Asset Management LLC | 20 530 | 582 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 488 | 2,52 | 13 | −13,33 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 190 | 19,00 | 34 | 6,45 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 31 329 | 89,48 | 889 | 70,11 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 926 | 29 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 27 654 | 93,07 | 785 | 73,45 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 10 009 | 284 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 20 272 | 575 | ||||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 15 313 | 9,72 | 434 | −1,59 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 91 | 3 | ||||||
| 2026-04-21 | 13F | Willow Financial LLC | 252 923 | 162,63 | 7 175 | 135,71 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 119 437 | 35,13 | 3 388 | 21,30 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 17 755 | 11,94 | 504 | 0,40 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2 250 | 64 | ||||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 38 593 | 1,94 | 1 095 | −8,53 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 8 830 | 10,50 | 321 | 32,10 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 600 | 17 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 12 | 0 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 12 | −15,38 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2 844 | 81 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2 800 | 5,46 | 89 | 3,53 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 916 734 | 12,59 | 26 | 4,00 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 30 184 | 51,11 | 856 | 35,66 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 102 306 | 3,43 | 2 902 | −7,17 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 12 700 | 24,56 | 360 | 11,80 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 14 668 | 3,73 | 416 | −6,94 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 100 | 3 | ||||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 21 522 | 0,13 | 611 | −10,16 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 7 073 | 202,26 | 201 | 173,97 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 24 374 | 8,06 | 691 | −2,95 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 3 773 | 13,30 | 107 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 58 499 | 70,43 | 1 660 | 53,04 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 1 225 | 35 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 22 600 | 47,71 | 641 | 32,71 | |||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 31 609 | 51,78 | 907 | 37,69 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 3 160 | 17,69 | 90 | 5,95 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 77 230 | 57,45 | 2 442 | 54,98 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 7 505 | 213 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 28 | 27,27 | 1 | |||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 3 115 | 309,87 | 88 | 266,67 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 24 500 | 59,60 | 695 | 43,30 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 32 184 | 913 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 2 812 | 80 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 13 679 | 110,06 | 388 | 89,27 | ||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 265 168 | 7 523 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 140 | 4 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 71 585 | 71,67 | 2 263 | 226 100,00 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 60 642 | 3,87 | 1 917 | 2,19 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 20 548 | 10,93 | 760 | 29,91 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 160 | 23,08 | 5 | 25,00 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 60 906 | 5,33 | 1 754 | −2,56 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 677 488 | 24,58 | 19 221 | 11,82 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 8 703 | 12,60 | 247 | 0,82 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 260 683 | 7 396 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 182 494 | 28,72 | 5 177 | 15,53 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 18 181 | 516 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 20 006 | 1 205,87 | 568 | 1 081,25 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 56 756 | 45,42 | 1 610 | 30,58 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 73 296 | 38,73 | 2 079 | 24,49 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 13 100 | 12,93 | 372 | 1,37 | |||
| 2026-05-14 | 13F | Tripletail Wealth Management, LLC | 12 580 | 499,05 | 362 | 448,48 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 19 765 | 561 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 47 039 | 1 334 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1 590 | 45 | ||||||
| 2026-05-05 | 13F | Longitude (Cayman) Ltd. | 158 000 | 18,80 | 4 482 | 6,61 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 335 | 10 | ||||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 704 | 101,14 | 0 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 23 639 | 4,69 | 671 | −6,03 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 20 033 | 568 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 63 | 5,00 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 196 | 6 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 185 753 | 5,17 | 5 | 0,00 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 7 394 | 210 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 13 294 | 15,30 | 377 | 3,57 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8 | 0 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 136 159 | 4,68 | 136 | −96,69 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 3 729 | 12,05 | 106 | 0,00 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 31 657 | 5,61 | 898 | −5,17 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 10 163 | 54,52 | 288 | 39,13 |
