Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i NEOS ETF Trust - NEOS S&P 500 High Income ETF inkluderar Two Sigma Investments, Lp, Readystate Asset Management Lp, Teamwork Financial Advisors, LLC, StoneCrest Wealth Management, Inc., Ieq Capital, Llc, Legacy Capital Wealth Partners, LLC, Oppenheimer & Co Inc, CI Private Wealth, LLC, Jump Financial, LLC, BlueStem Wealth Partners, LLC, Level Four Advisory Services, Llc, Capital Advisory Group Advisory Services, LLC, Raymond James Financial Inc, Tactive Advisors, LLC, Capital Planning LLC, Baird Financial Group, Inc., WCG Wealth Advisors LLC, Pvg Asset Management Corp, Signal Advisors Wealth, LLC, och Wolverine Trading, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-15 | 13F | MCF Advisors LLC | 4 964 | 1,97 | 250 | 6,87 | ||||
2025-08-04 | 13F | Atria Investments Llc | 8 681 | 82,14 | 437 | 91,23 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 24 805 | 11,32 | 1 248 | 16,96 | ||||
2025-08-14 | 13F | UBS Group AG | 448 139 | 253,87 | 22 550 | 271,87 | ||||
2025-07-31 | 13F | Guardian Financial Partners, LLC | 52 401 | 6,02 | 2 637 | 11,36 | ||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 4 325 | 218 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 90 042 | 6,55 | 4 531 | 11,96 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 21 160 | 58,53 | 1 065 | 66,51 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 800 | 91 | ||||||
2025-08-08 | 13F | Intrua Financial, LLC | 19 078 | 76,84 | 960 | 86,05 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 6 798 | 342 | ||||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 9 336 | 470 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 71 825 | 63,80 | 3 614 | 72,18 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5 120 | 248 | ||||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 18 971 | 11,84 | 980 | 22,35 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 15 596 | 785 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 89 900 | 36,63 | 4 524 | 43,54 | |||
2025-08-01 | 13F | Brookwood Investment Group LLC | 10 974 | 47,16 | 552 | 54,62 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 185 | 128,40 | 0 | |||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 8 740 | 440 | ||||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 7 787 | 392 | ||||||
2025-07-15 | 13F | World Equity Group, Inc. | 14 941 | 132,76 | 752 | 144,63 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 43 400 | 36,91 | 2 184 | 43,81 | |||
2025-07-23 | 13F | Gainplan LLC | 39 477 | 9,62 | 1 986 | 15,20 | ||||
2025-08-13 | 13F | Jump Financial, LLC | 22 492 | 1 132 | ||||||
2025-07-30 | 13F | Bogart Wealth, LLC | 26 | 1 | ||||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4 830 | 243 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 77 138 | 68,30 | 3 882 | 76,89 | ||||
2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 367 420 | 38,00 | 18 860 | 52,89 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12 107 | 11,36 | 609 | 17,12 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 113 215 | 0,47 | 5 697 | 5,56 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 567 247 | 3,90 | 28 544 | 9,17 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 1 524 | 77 | ||||||
2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 16 224 | 5,65 | 816 | 11,02 | ||||
2025-08-15 | 13F | Morgan Stanley | 5 647 | 53,08 | 284 | 61,36 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 29 175 | 2,46 | 1 468 | 7,70 | ||||
2025-07-16 | 13F | Spinnaker Investment Group, LLC | 8 651 | 435 | ||||||
2025-08-15 | 13F | CI Private Wealth, LLC | 25 548 | 1 286 | ||||||
2025-07-25 | 13F | Alpha Financial Partners, LLC | 10 101 | 508 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 426 424 | 13,15 | 21 458 | 18,89 | ||||
2025-07-25 | 13F | Cwm, Llc | 3 871 | 54,22 | 0 | |||||
2025-07-23 | 13F | Abel Hall, LLC | 5 000 | 252 | ||||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 20 596 | 1 036 | ||||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 30 | 2 | ||||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 62 305 | 707,06 | 3 135 | 749,59 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 3 171 | 24,60 | 160 | 31,40 | ||||
2025-07-18 | 13F | Truist Financial Corp | 24 377 | 22,69 | 1 227 | 28,92 | ||||
2025-05-28 | 13F | Silicon Valley Capital Partners | 102 | 5 | ||||||
2025-07-29 | 13F | Activest Wealth Management | 387 | 2,93 | 19 | 5,56 | ||||
2025-08-07 | 13F | PFG Advisors | 6 739 | 10,33 | 339 | 16,10 | ||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 27 263 | 100,08 | 1 389 | 123,31 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 412 | 312,00 | 21 | 400,00 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 2 502 | 126 | ||||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 12 212 | 4,72 | 615 | 10,04 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 60 639 | 7,98 | 3 051 | 13,46 | ||||
2025-08-07 | 13F | Readystate Asset Management Lp | 98 496 | 4 956 | ||||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 10 626 | 535 | ||||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 21 900 | 52,08 | 1 100 | 60,58 | |||
2025-07-29 | 13F | International Assets Investment Management, Llc | 164 380 | 5,87 | 8 272 | 11,24 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 11 600 | 583 | |||||
2025-08-05 | 13F | Centennial Bank/AR/ | 19 289 | 71,06 | 971 | 79,63 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 45 002 | 45,29 | 2 265 | 52,66 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 39 217 | 8,30 | 2 003 | 17,89 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 35 714 | 110,37 | 2 | |||||
2025-07-08 | 13F | Gradient Investments LLC | 1 668 983 | 1,63 | 83 983 | 6,79 | ||||
2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 79 321 | 3 991 | ||||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 103 203 | 172,15 | 5 193 | 185,96 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 5 | 0 | ||||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 133 | 7 | ||||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 4 101 | 4 613,79 | 206 | 5 050,00 | ||||
2025-08-18 | 13F | Tactive Advisors, LLC | 15 257 | 768 | ||||||
2025-08-13 | 13F | Financial & Tax Architects, LLC | 6 378 | 321 | ||||||
2025-07-14 | 13F | Palacios Wealth Management, LLC | 63 960 | 12,09 | 3 218 | 17,79 | ||||
2025-08-01 | 13F | Facet Wealth, Inc. | 5 016 | 255 | ||||||
2025-08-13 | 13F | Lido Advisors, LLC | 4 518 | 227 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 339 | 17 | ||||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 17 281 | 39,83 | 870 | 47,04 | ||||
2025-08-14 | 13F | Mariner, LLC | 36 545 | 28,68 | 1 839 | 35,15 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 66 | 3 | ||||||
2025-07-29 | 13F | Latitude Advisors, LLC | 13 437 | 123,35 | 676 | 134,72 | ||||
2025-07-15 | 13F | BCS Wealth Management | 7 590 | 0 | ||||||
2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 19 990 | 1 006 | ||||||
2025-09-02 | 13F | Pvg Asset Management Corp | 13 163 | 662 | ||||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 33 988 | 25,26 | 1 710 | 31,64 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 88 317 | 22,58 | 4 482 | 29,91 | ||||
2025-07-16 | 13F | Owen LaRue, LLC | 41 151 | 10,14 | 2 071 | 15,71 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 2 016 | 101 | ||||||
2025-07-22 | 13F | Chung Wu Investment Group, LLC | 300 | 15 | ||||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 4 970 | 17,49 | 250 | 23,76 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 35 442 | 70,06 | 1 783 | 78,66 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12 858 | 9,72 | 647 | 15,33 | ||||
2025-07-21 | 13F | Capital Planning LLC | 14 793 | 744 | ||||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 13 905 | 700 | ||||||
2025-08-07 | 13F | Montag A & Associates Inc | 4 592 | 43,41 | 231 | 50,98 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 14 129 | 165,33 | 711 | 178,43 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 65 023 | 29,31 | 3 272 | 35,84 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8 217 | 4,61 | 413 | 4,29 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 103 700 | 289,85 | 5 218 | 309,90 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 230 323 | 11,56 | 12 | 22,22 | ||||
2025-07-25 | 13F | Second Half Financial Partners, LLC | 409 806 | 0,59 | 20 621 | 5,69 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 84 505 | 4,32 | 4 047 | −1,70 | ||||
2025-08-04 | 13F | ELCO Management Co., LLC | 10 125 | 5,19 | 509 | 10,65 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 42 648 | 291,30 | 2 146 | 311,90 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1 821 981 | 41,19 | 91 682 | 48,35 | ||||
2025-08-14 | 13F | Comerica Bank | 2 539 | 128 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 7 702 | 388 | ||||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 10 616 | 40,50 | 499 | 29,69 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 18 164 | 2,04 | 914 | 7,28 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 9 541 | 3,62 | 480 | 9,09 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4 594 | 231 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 50 376 | 39,55 | 2 535 | 46,64 | ||||
2025-07-29 | 13F | Private Trust Co Na | 7 160 | 24,22 | 360 | 30,43 | ||||
2025-08-14 | 13F | Scientech Research LLC | 5 774 | 291 | ||||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 14 000 | 704 | ||||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 12 003 | 604 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 157 902 | 116,74 | 7 946 | 127,78 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 6 865 | 41,11 | 345 | 48,71 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 27 465 | 1 382 | ||||||
2025-07-10 | 13F | Fortress Wealth Management, Inc. | 26 474 | 0,33 | 1 332 | 5,46 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4 413 | 1,68 | 222 | 7,25 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 40 970 | 18,97 | 2 062 | 24,98 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5 103 | 257 | ||||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 147 662 | 41,33 | 7 430 | 48,51 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 30 503 | 1,04 | 1 535 | 6,16 | ||||
2025-07-22 | 13F | Steele Capital Management, Inc. | 92 860 | 14,08 | 4 673 | 19,86 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27 719 | 313,84 | 1 395 | 335,63 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 15 867 | 13,53 | 798 | 19,28 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 19 780 | 189,10 | 995 | 204,28 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 9 750 | 0,02 | 491 | 5,15 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 4 230 | 106,54 | 213 | 116,33 | ||||
2025-07-31 | 13F | CAP Partners, LLC | 25 394 | 4,01 | 1 278 | 9,24 | ||||
2025-08-01 | 13F | Vision Financial Markets Llc | 884 | 3,03 | 44 | 7,32 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 6 769 | 341 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 163 595 | 163,08 | 8 233 | 176,46 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 688 | 421,21 | 35 | 466,67 | ||||
2025-07-24 | 13F | Cascade Investment Group, Inc. | 37 045 | 0,01 | 1 864 | 5,13 | ||||
2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 200 | 10 | ||||||
2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 21 358 | 1 075 | ||||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 13 999 | 6,33 | 704 | 11,75 | ||||
2025-08-05 | 13F | Tme Financial, Inc. | 7 184 | 3,09 | 361 | 8,41 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 37 212 | 0,13 | 1 873 | 5,23 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 11 715 | 4,46 | 589 | 9,68 | ||||
2025-07-31 | 13F | City State Bank | 2 000 | 100,00 | 101 | 112,77 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9 306 | 468 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 9 428 | 474 | ||||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 29 190 | 1 469 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 694 | 129,80 | 35 | 142,86 | ||||
2025-08-01 | 13F | Delta Investment Management, LLC | 77 506 | 4,75 | 3 900 | 10,08 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 8 966 | 75,56 | 451 | 84,84 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 14 000 | 180,00 | 704 | 194,56 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 50 519 | 672,58 | 2 542 | 712,14 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 53 838 | 6,24 | 2 709 | 11,67 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 6 466 | 327 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 93 828 | 33,41 | 4 721 | 40,17 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4 146 | 209 | ||||||
2025-07-23 | 13F | MADDEN SECURITIES Corp | 116 020 | 59,18 | 5 838 | 67,28 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 47 252 | 787,03 | 2 378 | 832,16 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 11 282 | 568 | ||||||
2025-08-14 | 13F | Money Concepts Capital Corp | 10 248 | 1,59 | 516 | 6,63 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 1 062 | 53 | ||||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 24 157 | 56,20 | 1 216 | 64,19 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 28 124 | 357,67 | 1 415 | 381,29 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 85 890 | 110,15 | 4 322 | 120,80 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 200 | 10 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 143 390 | 20,87 | 7 215 | 27,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45 759 | 24,02 | 2 303 | 30,28 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-18 | 13F | PFG Investments, LLC | 64 799 | 17,40 | 3 261 | 23,34 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 5 638 | 284 | ||||||
2025-07-08 | 13F | Paladin Wealth, LLC | 32 238 | 3,21 | 1 622 | 8,49 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 41 105 | 17,74 | 2 068 | 23,76 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 29 085 | 170,58 | 1 464 | 184,63 | ||||
2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 12 675 | 9,37 | 638 | 14,98 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 9 799 | 493 | ||||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 206 100 | 10 371 | ||||||
2025-08-13 | 13F | Capital Analysts, Inc. | 769 | 0 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 22 077 | 194,71 | 1 111 | 210,06 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 2 124 | 1,53 | 107 | 6,00 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 29 367 | 14,24 | 1 478 | 19,98 | ||||
2025-08-07 | 13F | Allworth Financial LP | 10 872 | 272,07 | 547 | 302,21 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 22 058 | 104,09 | 1 110 | 114,51 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 301 | 30 000,00 | 15 | |||||
2025-07-02 | 13F | HBW Advisory Services LLC | 37 822 | 29,94 | 1 903 | 36,61 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 38 000 | 1 912 | ||||||
2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 88 212 | 4 439 | ||||||
2025-08-14 | 13F | Fmr Llc | 127 | 49,41 | 6 | 50,00 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 69 562 | 7,00 | 3 500 | 12,43 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 2 013 | 26,44 | 101 | 32,89 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 7 157 | 7,56 | 360 | 13,21 |