Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Tidal Trust I - SoFi Select 500 ETF inkluderar Two Sigma Investments, Lp, Mustico Financial Group, Inc., Marshall Wace, Llp, CI Private Wealth, LLC, Cahaba Wealth Management, Inc., LJI Wealth Management, LLC, Cetera Investment Advisers, Creative Planning, AE Wealth Management LLC, och Abound Wealth Management .
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 | Toroso Investments, LLC | 13 646 | 309,42 | 1 612 | 375,52 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 660 | 432 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 517 | 205,46 | 297 | 257,83 | ||||
| 2025-06-26 | NP | FIRS - FIRE Funds(TM) Wealth Builder ETF | 3 333 | 200,00 | 341 | 176,42 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 514 | 0,20 | 179 | 15,58 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 29 800 | 3 520 | ||||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 2 890 | 341 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 11 906 | 623,33 | 1 406 | 741,92 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 13 350 | 8 422 | ||||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 84 281 | 93,94 | 9 956 | 124,79 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 47 | 17,50 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 10 784 | 2,47 | 1 | 0,00 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 4 083 | 482 | ||||||
| 2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 67 500 | 132,76 | 7 974 | 169,81 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 1 753 995 | 0,95 | 207 199 | 17,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 75 | 1,35 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 165 | 587,50 | 19 | 850,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 41 | 5 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14 741 | 6,56 | 1 741 | 23,56 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 433 | 0,46 | 51 | 18,60 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 37 638 | 10,16 | 4 446 | 27,69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 20 755 | 585,66 | 2 452 | 695,78 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 4 226 | 499 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 330 | 39 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 205 | 260 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 30 123 | 18,69 | 3 558 | 37,59 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 2 295 | 271 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 4 643 | 3,78 | 548 | 20,18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5 464 | 2,26 | 645 | 18,57 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 911 | 226 |
