Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i ETF Series Solutions - Defiance Quantum ETF inkluderar Ethos Financial Group, LLC, Millington Financial Advisors, LLC, Great Valley Advisor Group, Inc., Quadrature Capital Ltd, Nvest Financial, LLC, Sage Capital Management, LLC, Client First Investment Management LLC, B & T Capital Management DBA Alpha Capital Management, Proficio Capital Partners LLC, Toroso Investments, LLC, Tidal Trust II - Tactical Advantage ETF, Inscription Capital, LLC, WJ Wealth Management, LLC, Stegent Equity Advisors, Inc., Newbridge Financial Services Group, Inc., Gwn Securities Inc., Thrivent Financial For Lutherans, Oliver Lagore Vanvalin Investment Group, Rooted Wealth Advisors, Inc., och Tableaux 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Global Retirement Partners, LLC | 2 528 | 84 166,67 | 232 | |||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 161 | 26,77 | 15 | 55,56 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 450 | 41 | ||||||
2025-07-03 | 13F | Garde Capital, Inc. | 75 | 7 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 169 037 | 8,95 | 15 383 | 33,01 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 5 149 | 473 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 2 810 | 258 | ||||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 6 785 | 471,61 | 623 | 606,82 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 18 561 | 8,71 | 1 704 | 33,96 | ||||
2025-07-14 | 13F | Lewis Asset Management, LLC | 2 805 | 258 | ||||||
2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 6 674 | 100,36 | 613 | 146,77 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 4 388 | 47,45 | 404 | 82,35 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 5 | 0 | ||||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 3 642 | 334 | ||||||
2025-08-15 | 13F | Morgan Stanley | 6 524 | 10,41 | 599 | 36,14 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 100 | 9 | ||||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 30 709 | 251,32 | 2 820 | 331,04 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 22 | 2 | ||||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 320 | 29 | ||||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 22 907 | 10,42 | 2 103 | 36,03 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 74 557 | 36,13 | 7 | 50,00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 336 378 | 42,89 | 30 885 | 76,03 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 30 | 100,00 | 3 | 100,00 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 48 131 | 4,46 | 4 419 | 28,72 | ||||
2025-08-12 | 13F | Inscription Capital, LLC | 13 272 | 1 219 | ||||||
2025-07-14 | 13F | Sowell Financial Services LLC | 2 992 | 275 | ||||||
2025-07-08 | 13F | Quintet Private Bank (Europe) S.A. | 265 | 24 | ||||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2 930 | 269 | ||||||
2025-08-11 | 13F | Western Wealth Management, LLC | 3 422 | 314 | ||||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 7 750 | 578 | ||||||
2025-08-05 | 13F | Dunhill Financial, LLC | 158 | 15 | ||||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 160 385 | 13,93 | 14 726 | 40,35 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 10 011 | 61,36 | 939 | 101,94 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 70 | 250,00 | 6 | 500,00 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 103 580 | 9 510 | ||||||
2025-08-12 | 13F | Tableaux Llc | 5 922 | 303 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 2 148 | 29,95 | 197 | 60,16 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 131 | 87,14 | 12 | 140,00 | ||||
2025-08-08 | 13F | Creative Planning | 11 991 | 7,07 | 1 101 | 31,89 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 475 | 44 | ||||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 188 | 16 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 73 748 | 26,90 | 6 771 | 56,34 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 20 265 | 3,02 | 1 861 | 26,88 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 6 512 | 49,02 | 598 | 83,69 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 156 | 198 | ||||||
2025-08-14 | 13F | CIBC World Markets Inc. | 4 300 | 27,18 | 395 | 56,97 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 4 246 | 18,11 | 390 | 45,69 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 3 227 | 15,95 | 296 | 43,00 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | 7 503 | 689 | ||||||
2025-07-31 | 13F | WFA Asset Management Corp | 353 | 0,28 | 22 | 4,76 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 93 222 | 141,99 | 8 559 | 198,12 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 26 549 | 30,74 | 2 438 | 61,07 | ||||
2025-08-14 | 13F | Daiwa Securities Group Inc. | 80 100 | 100,25 | 7 | 250,00 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 389 | 289,00 | 36 | 400,00 | ||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 2 840 | 0,28 | 0 | |||||
2025-07-28 | 13F | Copia Wealth Management | 31 | 3 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 1 017 | 65,91 | 93 | 106,67 | ||||
2025-07-29 | 13F | Activest Wealth Management | 1 | 0 | ||||||
2025-08-13 | 13F | Financial Freedom, LLC | 4 950 | 1 275,00 | 455 | 1 646,15 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 2 690 | 0 | ||||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 2 479 | 228 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 2 851 | 262 | ||||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 6 433 | 38,91 | 591 | 71,01 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 3 569 | 8,61 | 328 | 34,02 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 59 244 | 0,83 | 5 544 | 26,60 | ||||
2025-07-25 | 13F | Cwm, Llc | 881 | 37,66 | 0 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 10 253 | 153,66 | 941 | 212,62 | ||||
2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 5 929 | 546 | ||||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 9 210 | 2,68 | 846 | 26,50 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 50 | 5 | ||||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 766 | 30,91 | 162 | 62,00 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 142 | 13 | ||||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 67 553 | 6 202 | ||||||
2025-07-08 | 13F | Gradient Investments LLC | 126 890 | 16,51 | 11 650 | 43,54 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3 207 | 294 | ||||||
2025-08-13 | 13F | Luminist Capital LLC | 418 | 38 | ||||||
2025-08-14 | 13F | Toroso Investments, LLC | 14 289 | 1 312 | ||||||
2025-08-05 | 13F | Sage Capital Management, LLC | 34 946 | 3 209 | ||||||
2025-07-29 | 13F | Private Trust Co Na | 174 | 16,00 | 16 | 36,36 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 537 | 58,88 | 49 | 96,00 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22 999 | 90,29 | 2 112 | 134,56 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 424 | 39 | ||||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 8 716 | 0,23 | 800 | 23,46 | ||||
2025-08-05 | 13F | Huntington National Bank | 33 | 22,22 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 39 998 | 9,47 | 3 673 | 34,89 | ||||
2025-07-21 | 13F | Hilltop National Bank | 300 | 28 | ||||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 4 | 33,33 | 0 | |||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 8 806 | 808 | ||||||
2025-08-13 | 13F | Scotia Capital Inc. | 5 618 | 7,89 | 516 | 32,73 | ||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 21 844 | 2 006 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 252 | 23 | ||||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 125 | 11 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 11 016 | 14,24 | 1 011 | 29,28 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 2 732 | 251 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 9 559 | 46,16 | 878 | 80,08 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 17 426 | 130,17 | 1 600 | 183,51 | ||||
2025-08-12 | 13F | MAI Capital Management | 1 480 | 1 245,45 | 136 | 1 587,50 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | 37 | ||||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 50 | 5 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 3 198 | 7,93 | 294 | 33,18 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 3 516 | 6,13 | 323 | 30,89 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 53 472 | 4 910 | ||||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 48 | 33,33 | 4 | 100,00 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 16 856 | 1,08 | 1 548 | 24,56 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 33 397 | 12,86 | 3 066 | 39,05 | ||||
2025-08-04 | 13F | Assetmark, Inc | 61 857 | 21,20 | 5 679 | 49,33 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4 631 | 433 | ||||||
2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 24 873 | 2 284 | ||||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3 764 | 346 | ||||||
2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 14 289 | 1 312 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3 972 | 365 | ||||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 125 | 150,00 | 11 | 266,67 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 4 601 | 15,00 | 422 | 41,61 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12 166 | 12,72 | 1 117 | 37,61 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 3 108 | 285 | ||||||
2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 28 832 | 3,96 | 2 647 | 28,12 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 169 | 4,47 | 107 | 28,92 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 121 473 | 135,00 | 11 | 266,67 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1 284 | 10,98 | 118 | 36,05 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 22 321 | 72,90 | 2 049 | 112,99 | ||||
2025-08-21 | 13F | Pathway Financial Advisers, LLC | 5 072 | 9,12 | 466 | 34,39 | ||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 11 337 | 219,26 | 1 041 | 293,94 | ||||
2025-08-04 | 13F | Canton Hathaway, LLC | 1 000 | 0 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 17 574 | 106,22 | 2 | |||||
2025-07-15 | 13F | Yarbrough Capital, LLC | 15 069 | 343,99 | 1 384 | 448,81 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 3 106 | 284 | ||||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 1 001 | 45,71 | 92 | 78,43 | ||||
2025-08-12 | 13F | LPL Financial LLC | 643 907 | 14,61 | 59 120 | 41,20 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 35 | 3 | ||||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2 418 | 222 | ||||||
2025-08-13 | 13F | Renaissance Technologies Llc | 29 300 | 257,32 | 2 690 | 340,26 | ||||
2025-07-09 | 13F | Client First Investment Management LLC | 29 431 | 2 702 | ||||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 133 | 155,77 | 12 | 300,00 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 138 224 | 33,89 | 12 691 | 63,54 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 062 | 281 | ||||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 2 494 | 229 | ||||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 15 | 1 | ||||||
2025-07-30 | 13F | Fiduciary Family Office, Llc | 3 100 | 285 | ||||||
2025-08-08 | 13F | POM Investment Strategies, LLC | 643 | 59 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 103 | 243,33 | 9 | 350,00 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 100 | 1 900,00 | 9 | |||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 7 893 | 1 | ||||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2 955 | 3,14 | 271 | 27,23 | ||||
2025-08-11 | 13F | Tidemark, LLC | 89 | 1,14 | 8 | 33,33 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 101 | 9 | ||||||
2025-08-14 | 13F | Money Concepts Capital Corp | 11 618 | 294,77 | 1 067 | 386,76 | ||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 240 | 100,00 | 22 | 162,50 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 60 | 6 | ||||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 56 | 5 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 10 619 | 23,08 | 975 | 51,48 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 7 | 0 | ||||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 163 | 15 | ||||||
2025-08-01 | 13F | Gwn Securities Inc. | 8 212 | 761 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 25 864 | 41,99 | 2 375 | 74,94 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 4 017 | 10,05 | 369 | 35,29 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 93 | 1,09 | 9 | 33,33 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 17 929 | 50,37 | 1 646 | 85,36 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4 729 | 41,42 | 434 | 74,30 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3 717 | 9,10 | 341 | 34,78 | ||||
2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 9 025 | 829 | ||||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 1 404 | 602,00 | 128 | 807,14 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 26 832 | 5,29 | 2 | 100,00 | ||||
2025-08-22 | 13F | Carter Financial Group, INC. | 2 995 | 275 | ||||||
2025-08-14 | 13F | Fmr Llc | 1 816 | 12,73 | 167 | 38,33 | ||||
2025-08-06 | 13F | North Capital, Inc. | 350 | 32 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 464 | 8,43 | 410 | 33,66 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | 0 | ||||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 2 819 | 210 | ||||||
2025-07-28 | 13F | WJ Wealth Management, LLC | 12 959 | 1 190 | ||||||
2025-07-31 | 13F | GenTrust, LLC | 2 388 | 219 | ||||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 57 | 5 | ||||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 18 821 | 249,25 | 1 728 | 330,92 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 3 102 | 5,26 | 285 | 29,68 | ||||
2025-08-14 | 13F | Mariner, LLC | 12 121 | 94,43 | 1 113 | 139,66 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 10 235 | 6,64 | 940 | 31,33 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 66 | 0 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 793 | 267,13 | 73 | 350,00 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 3 689 | 0,14 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 16 700 | 456,67 | 1 533 | 587,44 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | 68 694 | 11,57 | 6 307 | 37,47 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 48 | 17,07 | 4 | 33,33 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 15 | 1 | ||||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 7 | 16,67 | 1 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 4 036 | 371 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 12 008 | 34,71 | 1 103 | 65,96 | ||||
2025-08-13 | 13F | Millington Financial Advisors, LLC | 67 735 | 6 422 | ||||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 2 443 | 224 | ||||||
2025-08-14 | 13F | UBS Group AG | 13 394 | 58,85 | 1 230 | 95,70 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 165 | 382 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 551 | 51 | ||||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 62 | 24,00 | 6 | 66,67 | ||||
2025-07-28 | 13F | Nvest Financial, LLC | 41 363 | 3 798 | ||||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 11 183 | 91,00 | 1 027 | 135,32 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 166 | 368,83 | 199 | 482,35 |