Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i EA Series Trust - Strive 500 ETF inkluderar Natixis Advisors, L.p., StoneX Group Inc., Orion Portfolio Solutions, LLC, Wealth Enhancement Advisory Services, Llc, Gwn Securities Inc., Linscomb & Williams, Inc., Centaurus Financial, Inc., och Mid-American Wealth Advisory Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 27 098 | 1,16 | 1 086 | 12,44 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 220 989 | 393,81 | 8 853 | 448,79 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 14 823 | 327,92 | 594 | 378,23 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 262 950 | 8,94 | 10 534 | 21,03 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 55 489 | 2 223 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 42 335 | 33,31 | 1 696 | 48,03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 427 | 17 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 31 756 | 1 145 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 72 443 | 1,01 | 2 902 | 12,22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 36 600 | 510,81 | 1 466 | 578,70 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 152 053 | 17,23 | 6 059 | 30,55 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 879 669 | 7,34 | 35 240 | 29,56 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 9 223 | 370 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 38 478 | 105,62 | 1 541 | 130,34 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 5 635 | 226 | ||||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 56 519 | 0,63 | 2 264 | 11,80 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 67 252 | 6,58 | 2 721 | 32,75 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25 715 | 66,69 | 1 030 | 85,25 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 7 372 | 13,57 | 295 | 26,07 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 13 573 | 51,43 | 544 | 68,11 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 44 439 | 2 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1 591 | 38,83 | 64 | 53,66 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 106 842 | 38,60 | 4 280 | 409,52 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 8 318 | 0,34 | 333 | 11,74 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 776 | 10,35 | 191 | 22,44 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 20 245 | 17,18 | 811 | 30,18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 578 422 | 3,23 | 23 172 | 14,67 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 7 300 | 7,94 | 292 | 20,16 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 20 774 | 0,00 | 832 | 11,08 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 11 305 | 21,56 | 453 | 34,93 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 87 113 | 2,04 | 3 490 | 13,35 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 141 686 | 0,88 | 5 676 | 12,07 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2 941 | 0 | ||||||
| 2025-07-22 | 13F | CPR Investments Inc. | 10 250 | 39,19 | 411 | 54,72 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6 864 | 20,99 | 275 | 34,31 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 32 799 | 1 314 | ||||||
| 2025-08-06 | 13F | Paragon Capital Management Inc | 27 723 | 0,75 | 1 111 | 11,90 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 12 231 | 0,17 | 490 | 11,14 | ||||
| 2025-08-14 | 13F | Betterment LLC | 63 998 | 32,75 | 3 | 100,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 33 239 | 3,85 | 1 332 | 15,34 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 126 113 | 0,04 | 5 052 | 11,16 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 432 853 | 10,72 | 17 340 | 23,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 454 | 24,38 | 18 | 38,46 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 18 464 | 0,34 | 740 | 11,46 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 249 345 | 3,25 | 10 | 12,50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10 617 | 430 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 158 | 0,64 | 6 | 20,00 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 1 398 | 56 | ||||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 115 721 | 1,31 | 4 636 | 12,53 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 90 378 | 2,91 | 3 621 | 14,34 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 391 | 16,72 | 16 | 33,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 204 523 | 74,84 | 8 193 | 94,24 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 62 326 | 4,16 | 2 497 | 15,72 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 18 215 | 7,59 | 730 | 19,51 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 583 942 | 163,66 | 23 393 | 192,91 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 7 230 | 20,90 | 290 | 34,42 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 22 581 | 13,85 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 64 210 | 17,83 | 2 572 | 30,89 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 561 | 8,47 | 103 | 20,00 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 68 517 | 5,82 | 2 745 | 17,57 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 14 743 | 39,11 | 591 | 54,45 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 2 055 | 11,32 | 82 | 24,24 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15 480 | 3,32 | 632 | 17,04 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 27 284 | 1 093 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 192 513 | 9,59 | 7 712 | 21,76 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 11 625 | 34,92 | 466 | 50,00 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 8 690 | 348 | ||||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 5 660 | 0,23 | 227 | 11,33 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 9 672 | 0,18 | 387 | 11,21 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 12 759 | 8,32 | 511 | 20,52 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 009 | 2,85 | 40 | 14,29 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 8 008 | 321 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 321 115 | 11,07 | 12 864 | 23,39 |
