Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Tidal Trust I - SP Funds Dow Jones Global Sukuk ETF inkluderar rebel Financial LLC, Franklin Resources Inc, CIBC World Markets Inc., och Raymond James Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Franklin Resources Inc | 29 869 | 544 | ||||||
| 2025-06-27 | NP | SP Funds Trust - SP Funds 2040 Target Date Fund Investor Shares | 5 225 | 10,21 | 95 | 11,90 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 32 549 | 9,58 | 592 | 10,86 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 13 129 | 4,21 | 239 | 5,29 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 77 094 | 1,36 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10 826 | 2,86 | 197 | 4,23 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 26 152 | 0,45 | 476 | 1,49 | ||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 10 211 | 1,24 | 184 | 2,79 | ||||
| 2025-08-14 | 13F | UBS Group AG | 44 486 | 9,21 | 811 | 10,35 | ||||
| 2025-07-23 | 13F | Shariaportfolio, Inc. | 1 655 373 | 3,99 | 30 161 | 5,15 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 77 840 | 11,11 | 1 418 | 13,53 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 34 188 | 0,25 | 623 | 1,14 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 15 959 | 17,53 | 291 | 18,85 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 26 735 | 0,37 | 487 | 1,46 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 127 572 | 15,16 | 2 324 | 16,43 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 80 785 | 44,25 | 1 472 | 45,79 | ||||
| 2025-06-27 | NP | SP Funds Trust - SP Funds 2030 Target Date Fund Investor Shares | 109 868 | 8,32 | 1 990 | 10,32 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 76 077 | 0,53 | 1 386 | 1,69 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 22 936 | 1,24 | 418 | 2,21 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 108 467 | 55,20 | 1 976 | 56,95 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10 173 | 0,53 | 185 | 1,65 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 535 | 6,41 | 83 | 7,89 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 57 429 | 0,32 | 1 046 | 1,45 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 1 099 763 | 5,60 | 20 038 | 6,77 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 212 431 | 3 870 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 16 223 | 3,65 | 296 | 4,61 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 15 876 | 289 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 48 129 | 336,39 | 877 | 342,42 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 539 483 | 52,81 | 9 829 | 54,52 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 12 687 | 6,52 | 231 | 7,94 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 15 339 | 3,09 | 279 | 4,10 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5 604 | 102 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 21 029 | 0,49 | 383 | 1,59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 46 288 | 38,55 | 843 | 40,03 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 21 000 | 56,09 | 383 | 57,85 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 523 | 24,23 | 28 | 22,73 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 29 898 | 14,00 | 545 | 15,25 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 | 0 |
