Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF inkluderar Alps Advisors Inc, RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares, Two Sigma Investments, Lp, Newbridge Financial Services Group, Inc., Capstone Wealth Management Group LLC, Sofos Investments, Inc., och Mount Yale Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 62 761 | 0,12 | 3 387 | 1,56 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 5 434 | 0,46 | 293 | 2,09 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 23 286 | 2,88 | 1 257 | 4,32 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 35 623 | 4,34 | 1 923 | 5,84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9 020 | 0,01 | 487 | 1,46 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 8 183 | 9,35 | 442 | 10,80 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 63 811 | 27,61 | 3 444 | 29,39 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 23 255 | 1 255 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 18 900 | 1 020 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 81 118 | 0,94 | 4 378 | 2,34 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 7 840 | 3,43 | 423 | 3,17 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 8 173 | 0,38 | 441 | 1,85 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 10 726 | 5,61 | 579 | 7,04 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 469 | 0,43 | 25 | 4,17 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 3 838 | 0,37 | 210 | 2,96 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 376 | 20 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 4 127 | 1,88 | 223 | 3,26 | ||||
| 2025-08-14 | 13F | UBS Group AG | 205 832 | 1,25 | 11 109 | 2,67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 454 805 | 9,65 | 24 520 | 11,11 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 57 539 | 1,52 | 3 105 | 2,95 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7 278 | 1,06 | 393 | 2,35 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17 823 | 70,47 | 956 | 73,95 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 245 610 | 4,64 | 13 256 | 6,12 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 380 | 0,26 | 21 | 0,00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 10 726 | 579 | ||||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 418 | 0,48 | 23 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 100 810 | 2,52 | 5 441 | 3,96 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 11 313 | 4,28 | 611 | 5,72 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 350 | 8,00 | 73 | 9,09 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 6 608 | 0,38 | 357 | 1,71 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 9 934 | 536 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 169 186 | 21,11 | 9 | 28,57 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 5 330 | 288 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 4 | 0 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 259 981 | 5,61 | 14 031 | 7,10 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 21 668 | 0,04 | 1 169 | 1,48 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Alps Advisors Inc | 55 610 | 3 001 | ||||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 21 500 | 7,38 | 1 160 | 8,92 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6 743 | 1,70 | 364 | 3,13 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 35 511 | 0,06 | 1 917 | 1,48 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 091 | 0,02 | 279 | 7,31 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11 223 | 0,09 | 606 | 1,51 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 919 | 0,33 | 0 | |||||
| 2025-06-25 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 55 610 | 2 884 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 243 | 24,30 | 67 | 26,42 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 15 969 | 0,08 | 1 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9 245 | 0 | ||||||
| 2025-08-14 | 13F | Avant Capital LLC | 32 794 | 3,97 | 1 770 | 5,42 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 543 151 | 4,33 | 83 284 | 5,80 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 41 042 | 0,03 | 2 | 0,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 521 180 | 12,13 | 28 128 | 13,71 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 117 | 0,86 | 6 | 0,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 69 158 | 0,48 | 3 787 | 3,41 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 285 148 | 3,26 | 15 389 | 4,72 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 322 | 0,31 | 17 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 53 727 | 2,32 | 2 900 | 3,76 |
