Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Tidal Trust II - YieldMaxTM MSTR Option Income Strategy ETF inkluderar Jump Financial, LLC, Pnc Financial Services Group, Inc., Renaissance Technologies Llc, Aspiring Ventures, LLC, SIH Partners, LLLP, Prelude Capital Management, Llc, TT Capital Management LLC, Secure Asset Management, LLC, Signal Advisors Wealth, LLC, Brinker Capital Investments, LLC, Evexia Wealth Llc, Maripau Wealth Management Llc, Texas Capital Bank Wealth Management Services Inc, Beacon Pointe Advisors, LLC, Creative Planning, Lauer Wealth, LLC, Financial Partners Group, Inc, United Advisor Group, LLC, Meridian Wealth Management, LLC, och Walleye Capital 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Arlington Trust Co LLC | 220 | 5 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 11 794 | 261 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 38 025 | 126,66 | 843 | 147,21 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7 550 | 5,59 | 167 | 15,17 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 10 601 | 235 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14 265 | 316 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 17 435 | 36,37 | 387 | 49,03 | ||||
| 2025-08-13 | 13F | Natixis | 53 065 | 23,96 | 1 165 | 32,84 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 65 718 | 1 457 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15 382 | 341 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 9 525 | 211 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 16 513 | 38,75 | 366 | 51,87 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 12 900 | 5,74 | 286 | 14,92 | |||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 154 150 | 3 418 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 27 073 | 600 | ||||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 42 952 | 952 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 40 | 1 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 207 522 | 105,47 | 4 599 | 123,96 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 256 | |||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 75 767 | 99,42 | 1 680 | 117,49 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 13 701 | 304 | ||||||
| 2025-08-13 | 13F | Finer Wealth Management, Inc. | 14 874 | 330 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 68 742 | 1 524 | ||||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 71 133 | 61,63 | 1 593 | 53,47 | ||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 29 845 | 579 | ||||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 10 555 | 234 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 8 872 | 191 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 500 | 33 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 139 | 3 | ||||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 12 124 | 269 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 3 837 | 39,43 | 85 | 54,55 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 500 | 11 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 45 852 | 1 017 | ||||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 214 | 4 | ||||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 50 000 | 150,00 | 1 108 | 172,91 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 667 | 15 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 16 359 | 363 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 101 726 | 369,24 | 2 255 | 412,50 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 1 432 831 | 26,46 | 31 766 | 37,90 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 18 077 | 401 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 581 400 | 131,08 | 12 890 | 151,98 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 536 093 | 261,98 | 11 885 | 294,85 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 44 514 | 987 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 623 | 72,58 | 14 | 85,71 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 752 | 26,17 | 17 | 33,33 | ||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 10 785 | 239 | ||||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 8 200 | 355,56 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10 000 | 222 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4 838 | 2 089,14 | 107 | 2 575,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 9 092 | 202 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 31 081 | 689 | ||||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 200 | 4 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 464 | 10 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 70 810 | 210,73 | 1 570 | 238,88 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 16 183 | 359 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 18 | 0 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 14 900 | 330 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 71 072 | 1 576 | ||||||
| 2025-08-13 | 13F | Walleye Capital LLC | 20 100 | 446 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 849 | 130 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 500 | 11 | ||||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 10 364 | 230 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 46 | 1 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 5 627 | 125 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 238 | 27 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 90 315 | 0,21 | 2 002 | 9,28 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 680 | 15 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 502 370 | 35,66 | 11 138 | 47,94 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19 371 | 429 | ||||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 354 | 0 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 85 | 0 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 301 300 | 6 680 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 12 176 | 223 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 65 361 | 18,53 | 1 449 | 29,26 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 69 034 | 77,73 | 1 442 | 82,76 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11 567 | 256 | ||||||
| 2025-08-14 | 13F | SIH Partners, LLLP | 108 032 | 2 395 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 44 572 | 199,24 | 988 | 227,15 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 188 | 4 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 12 048 | 267 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 60 335 | 76,67 | 1 338 | 92,65 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 6 915 | 26,23 | 153 | 37,84 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 24 971 | 52,68 | 554 | 66,57 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 1 155 | 26 | ||||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 15 126 | 335 | ||||||
| 2025-08-13 | 13F | Jump Financial, LLC | 425 060 | 9 424 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 13 269 | 294 | ||||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 50 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 | 300,00 | 0 | |||||
| 2025-08-14 | 13F | SWAN Capital LLC | 283 | 6 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 12 765 | 0 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 20 744 | 460 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 20 451 | 453 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 12 048 | 267 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 306 | 146,77 | 7 | 200,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 886 | 64 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 270 556 | 5 998 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 644 | 36 | ||||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 16 000 | 355 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 412 | 0 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 670 | 15 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 12 343 | 0 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 4 051 | 90 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 10 570 | 234 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 355 | 25,89 | 8 | 40,00 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 4 801 | 101 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 474 700 | 49,94 | 10 524 | 63,52 | |||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 88 | 2 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 27 | 125,00 | 1 | |||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 9 406 | 209 | ||||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 12 850 | 285 | ||||||
| 2025-08-08 | 13F | Creative Planning | 30 689 | 680 | ||||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 5 000 | 150,00 | 111 | 170,73 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 500 | 11 | ||||||
| 2025-08-11 | 13F | BluePath Capital Management, LLC | 54 787 | 23,47 | 1 215 | 34,59 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 100 | 0 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 206 692 | 68,30 | 5 | 100,00 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 17 594 | 390 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 11 007 | 244 | ||||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 53 800 | 1 166 | ||||||
| 2025-08-12 | 13F | Clear Street Markets Llc | 3 800 | 90,00 | 84 | 110,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 29 991 | 22,89 | 665 | 33,87 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 718 | 38 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 150 | 3 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5 650 | 125 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 92 335 | 25,41 | 2 047 | 36,83 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 202 | 4 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 474 000 | 33,56 | 10 509 | 45,64 | |||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 115 | 202 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 83 000 | 1 843 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 16 262 | 361 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 667 600 | 101,08 | 14 801 | 119,29 | |||
| 2025-06-26 | NP | YMAX - YieldMaxTM Universe Fund of Option Income ETFs | 1 049 840 | 15,24 | 25 553 | 4,47 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 915 | 71,35 | 20 | 100,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 499 | 4 937,98 | 144 | 4 700,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 92 418 | 668,36 | 2 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 487 | 11 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 760 | 39 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 34 000 | 36,00 | 754 | 48,23 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 10 935 | 0,29 | 0 | |||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 11 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 316 | 7 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 82 659 | 818,43 | 1 833 | 906,59 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 338 | 7 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 7 095 | 31,39 | 157 | 44,04 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 12 934 | 287 | ||||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 50 | 1 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3 754 | 50,16 | 83 | 66,00 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 100 000 | 2 217 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 182 800 | 4 053 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 15 | 0 | ||||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 123 | 3 | ||||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 1 021 | 139,11 | 23 | 175,00 |
