Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF inkluderar Kingstone Capital Partners Texas, LLC, Melia Wealth LLC, Sofos Investments, Inc., ERNZ - TrueShares Active Yield ETF, Atria Wealth Solutions, Inc., TT Capital Management LLC, Integrated Wealth Concepts LLC, Cascade Investment Group, Inc., Tactive Advisors, LLC, Cumberland Partners Ltd, Venturi Wealth Management, LLC, Tower Research Capital LLC (TRC), Strategic Wealth Partners, Ltd., och Virtus ETF Advisers 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 17 074 | 12,81 | 356 | 10,59 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 94 062 | 5,61 | 1 959 | 3,71 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 15 730 | 14,36 | 328 | 12,37 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 65 732 | 10,54 | 1 369 | 8,56 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 109 003 | 4,49 | 2 271 | 2,62 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 177 | 2 850,00 | 4 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 133 975 | 1,54 | 2 791 | −0,29 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 17 659 | 84,18 | 368 | 80,79 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 11 217 | 234 | ||||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 152 691 | 22,72 | 3 181 | 20,50 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 803 | 38,37 | 38 | 37,04 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 130 781 | 6,52 | 2 724 | 4,61 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 305 004 | 6,85 | 6 353 | 4,94 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 51 808 | 7,70 | 1 079 | 5,78 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 919 558 | 0,63 | 19 155 | −1,17 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 21 613 | 77,07 | 450 | 74,42 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 32 153 | 155,45 | 670 | 151,50 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 56 | 1,82 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 17 208 | 5,25 | 358 | 3,47 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 93 658 | 9,35 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 768 888 | 53,11 | 16 | 60,00 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 51 933 | 2,38 | 1 082 | 0,56 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 524 | 25,06 | 11 | 25,00 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 62 152 | 1 318 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13 313 | 0,20 | 277 | −2,12 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 72 555 | 1 539 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 386 094 | 5,83 | 8 042 | 3,93 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 15 493 | 4,59 | 323 | 2,55 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 32 700 | 672 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 8 664 | 61 785,71 | 180 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 109 | 1,87 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 277 | 6 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 21 418 | 0,07 | 446 | −1,55 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 160 155 | 38,70 | 3 336 | 36,22 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 35 086 | 732 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 71 | 1 | ||||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 170 | 4 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 43 745 | 2,02 | 911 | 0,22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 734 144 | 7,16 | 15 294 | 5,24 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 25 295 | 7,46 | 527 | 5,41 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 244 932 | 0,20 | 5 102 | −1,60 | ||||
| 2025-04-30 | 13F | TradeWell Securities, LLC. | 41 661 | 14,97 | 884 | 11,35 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 10 608 | 1,25 | 221 | −0,90 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 9 819 | 2,21 | 205 | 0,49 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 26 | 4,00 | 1 | |||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 10 641 | 12,71 | 222 | 10,50 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 32 865 | 46,87 | 685 | 44,30 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 25 764 | 1,22 | 542 | 0,56 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 2 068 539 | 45 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 155 200 | 802,33 | 3 233 | 724,49 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 22 961 | 33,94 | 478 | 31,68 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 10 178 | 5,17 | 212 | 3,41 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 319 880 | 3,33 | 6 663 | 1,49 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 11 508 | 2,48 | 240 | 0,42 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 262 105 | 20,46 | 5 460 | 18,31 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 42 306 | 2,33 | 881 | −2,65 | ||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 12 700 | 265 | ||||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 58 023 | 4,65 | 1 209 | 2,81 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 30 891 | 10,62 | 643 | 8,61 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 142 | 2,90 | 0 | |||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 225 178 | 1,83 | 4 690 | 0,00 | ||||
| 2025-07-28 | 13F | Melia Wealth LLC | 447 265 | 9 317 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 15 788 | 10,71 | 329 | 8,61 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 14 467 | 301 | ||||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 36 600 | 29,79 | 762 | 27,42 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 26 029 | 542 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 198 108 | 71,61 | 4 | 100,00 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1 050 | 2,44 | 22 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 15 029 | 15,09 | 313 | 13,41 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 22 907 | 4,11 | 477 | 2,36 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 20 813 | 6,19 | 434 | 4,34 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 38 572 | 803 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 225 | 49,01 | 5 | 33,33 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 17 100 | 356 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 47 727 | 25,05 | 994 | 22,87 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 658 797 | 3,36 | 14 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 111 723 | 21,31 | 2 327 | 19,15 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 6 100 | 0,03 | 127 | −1,55 | ||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 23 550 | 3,92 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 72 610 | 18,98 | 1 512 | 16,85 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8 297 | 0,10 | 173 | −1,71 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 226 794 | 39,03 | 4 724 | 36,57 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 72 593 | 5,92 | 1 512 | 4,06 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3 000 | 50,00 | 62 | 47,62 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 95 081 | 0,13 | 1 981 | −1,64 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 83 333 | 9,01 | 1 736 | 3,64 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 31 500 | 9,04 | 656 | −0,46 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 55 178 | 71,11 | 1 149 | 68,23 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 37 553 | 275,53 | 782 | 268,87 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 13 431 | 280 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 5 352 | 2,76 | 111 | 0,91 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 217 302 | 18,37 | 4 526 | 16,26 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 481 | 10 |
