Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Zacks Trust - Zacks Small/Mid Cap ETF inkluderar GeoWealth Management, LLC, Carter Financial Group, INC., Advyzon Investment Management, LLC, Koshinski Asset Management, Inc., B.O.S.S. Retirement Advisors, LLC, Us Bancorp \de\, och Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | M1 Capital Management LLC | 36 152 | 83,42 | 1 225 | 105,54 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 41 315 | 19,87 | 1 411 | 34,51 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6 290 | 213 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 130 279 | 14,82 | 4 | 33,33 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 24 011 | 144,76 | 814 | 174,66 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 3 507 | 7,71 | 119 | 20,41 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 16 696 | 566 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 6 082 | 206 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 853 | 29 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 98 800 | 21,26 | 3 414 | 38,46 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 183 926 | 2,89 | 6 233 | 15,26 | ||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 52 702 | 388,84 | 1 786 | 447,85 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 27 563 | 21,40 | 934 | 36,15 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 372 | 12,05 | 13 | 20,00 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 55 414 | 13,20 | 1 878 | 26,74 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47 852 | 13,04 | 1 622 | 26,64 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 431 | 15 | ||||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 148 899 | 4,88 | 5 | 25,00 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 16 382 | 555 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 12 144 | 19,18 | 412 | 33,44 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 372 755 | 13,77 | 12 633 | 27,44 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 699 141 | 9,36 | 23 694 | 22,50 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 468 | 8,33 | 16 | 15,38 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 23 282 | 7,90 | 801 | 20,81 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 673 056 | 10,35 | 22 810 | 23,61 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 16 201 | 549 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11 826 | 401 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
