Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF inkluderar SIRAX - Sierra Tactical All Asset Fund Class A, Ballast, Inc., Fundamentun, Llc, Capstone Triton Financial Group, LLC, Pensionmark Financial Group, Llc, Mission Hills Financial Advisory, LLC, DHJJ Financial Advisors, Ltd., Allworth Financial LP, Capital Advisors, Ltd. LLC, och Franklin Resources Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Measured Risk Portfolios, Inc. | 136 059 | 1,52 | 2 329 | 3,70 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 84 519 | 5,32 | 1 447 | 7,59 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 67 940 | 11,37 | 1 163 | 13,80 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 170 | 1,80 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 104 963 | 18,42 | 1 797 | 20,94 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 60 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 186 484 | 15,85 | 3 194 | 17,51 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 47 845 | 819 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27 990 | 0,24 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 75 737 | 29,31 | 1 297 | 32,11 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 16 605 | 1,93 | 284 | 4,03 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 34 180 | 8,03 | 1 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 797 | 99 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 204 | 204,48 | 3 | 200,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 103 540 | 120,93 | 1 773 | 125,73 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 278 173 | 0,34 | 4 762 | 2,50 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 288 427 | 1,40 | 4 938 | 3,57 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 83 335 | 7,23 | 1 427 | 9,52 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 17 338 | 297 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 180 918 | 3,60 | 3 097 | 5,84 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 267 021 | 1,31 | 4 571 | 3,49 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 40 669 | 0,16 | 696 | 2,35 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 25 412 | 9,28 | 435 | 11,83 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 22 830 | 0,86 | 391 | 2,90 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 130 881 | 2 239 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 61 010 | 0,85 | 1 044 | 3,06 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 4 061 | 1,52 | 0 | |||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 24 237 | 235 | ||||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 498 682 | 128,07 | 8 537 | 133,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 15 291 | 25,19 | 262 | 27,94 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13 473 | 231 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 65 500 | 322,58 | 1 121 | 332,82 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 101 408 | 1 736 | ||||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 145 841 | 2,89 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 18 560 | 13,67 | 318 | 16,12 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 20 210 | 1,81 | 346 | 4,22 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 88 661 | 6,51 | 1 518 | 8,75 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 163 622 | 0,08 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 214 581 | 10,81 | 3 674 | 13,19 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 393 | 7 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 55 679 | 953 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 187 758 | 4,92 | 20 | 11,11 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 26 796 | 73,65 | 459 | 77,52 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 3 589 | 64,78 | 61 | 64,86 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 488 783 | 1,81 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 38 031 | 157,70 | 1 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 71 696 | 13,07 | 1 227 | 15,54 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 267 | 5 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 769 | 13 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 34 552 | 23,18 | 592 | 24,95 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 25 703 | 70,80 | 440 | 74,60 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 112 775 | 43,13 | 1 931 | 46,21 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 505 | 9 | ||||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 78 984 | 1,78 | 1 352 | 4,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 89 642 | 521,56 | 1 535 | 536,51 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 494 913 | 7,73 | 8 473 | 10,04 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 40 195 | 688 | ||||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 13 999 | 1,89 | 235 | −1,27 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 19 690 | 0,38 | 337 | 2,74 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 45 769 | 56,51 | 784 | 59,80 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 46 410 | 7,81 | 795 | 10,12 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1 505 | 0 | ||||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 35 379 | 0,71 | 606 | 2,89 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5 513 | 1,94 | 94 | 4,44 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3 706 | 85,30 | 63 | 90,91 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1 597 | 97,16 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 815 | 48 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 311 261 | 5 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 10 655 | 182 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 233 586 | 11,98 | 3 999 | 14,36 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 106 784 | 0,73 | 1 872 | 6,73 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 48 239 | 5,04 | 826 | 7,28 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 25 614 | 2,60 | 448 | 13,71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 276 619 | 3,08 | 4 736 | 5,29 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 460 | 8 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 4 111 | 56,91 | 70 | 62,79 | ||||
| 2025-08-14 | 13F | Comerica Bank | 17 490 | 2,51 | 299 | 4,91 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 324 | 1,89 | 6 | 0,00 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 139 300 | 2 385 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 26 859 | 0,06 | 460 | 2,23 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 40 180 | 67,91 | 688 | 73,05 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 36 565 | 0,77 | 626 | 2,80 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 123 136 | 19,28 | 2 108 | 21,85 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 694 | 29 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 9 302 | 12,41 | 159 | 15,22 | ||||
| 2025-08-14 | 13F | Fmr Llc | 500 | 1 900,00 | 9 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 107 167 | 10,46 | 1 849 | 13,78 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 13 834 | 0,05 | 237 | 2,16 |
