Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Cambria ETF Trust - Cambria Shareholder Yield ETF inkluderar Atlas Wealth LLC, Kingstone Capital Partners Texas, LLC, Rps Advisory Solutions Llc, CI Private Wealth, LLC, Tcfg Wealth Management, Llc, ENDW - Cambria Endowment Style ETF, SRS Capital Advisors, Inc., Private Advisor Group, LLC, Skopos Labs, Inc., Capital Analysts, Inc., och CoreFirst Bank & Trust .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | HighTower Advisors, LLC | 195 999 | 25,68 | 12 746 | 28,10 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 236 710 | 8,26 | 15 393 | 10,35 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 4 407 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 683 | 44 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 5 350 | 2,73 | 0 | |||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 5 720 | 5,19 | 372 | 7,23 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 4 213 | 0,48 | 274 | 2,25 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 7 000 | 204,35 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8 244 | 29,12 | 536 | 31,70 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1 744 885 | 6 498,91 | 27 | −98,46 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 59 224 | 2,47 | 3 852 | 4,45 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 4 927 | 0,69 | 320 | 2,56 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 56 279 | 3,93 | 3 660 | 5,94 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 4 062 | 264 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 414 | 27 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 20 865 | 8,28 | 1 357 | 10,33 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 30 096 | 2 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 8 232 | 1,37 | 535 | 3,28 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 4 038 | 4,69 | 263 | 6,50 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 19 767 | 10,11 | 1 285 | 12,23 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 17 151 | 5,30 | 1 115 | 7,31 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10 315 | 18,90 | 671 | 21,16 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | Put | 500 | 1 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0 | ||||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 366 072 | 11,02 | 23 806 | 13,16 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 311 389 | 69,09 | 20 250 | 72,36 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1 130 | 71 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 015 | 1 620,34 | 66 | 2 100,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 13 487 | 0,96 | 908 | 12,94 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 82 | 0 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 213 537 | 8,09 | 13 886 | 10,17 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 112 900 | 28,16 | 7 342 | 30,62 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 82 | 5 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 16 537 | 8,57 | 1 075 | 10,71 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3 678 | 0 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 14 860 | 3,07 | 966 | 5,11 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 28 272 | 13,18 | 1 839 | 15,38 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 524 | 359 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 44 445 | 8,58 | 2 890 | 10,69 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 8 253 | 3,05 | 537 | 5,10 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9 100 | 5,53 | 592 | 7,45 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 29 136 | 89,29 | 1 895 | 92,87 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 150 | 10 | ||||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 3 615 | 1,18 | 235 | 3,52 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 843 | 17,39 | 120 | 19,00 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 71 562 | 11,93 | 4 654 | 14,07 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 10 662 | 51,30 | 693 | 54,34 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 326 | 0,93 | 21 | −9,09 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 22 097 | 10,17 | 1 437 | 12,28 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 000 | 65 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 3 386 | 0,03 | 220 | 2,33 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 54 535 | 3 638 | ||||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 17 146 | 7,55 | 1 115 | 9,64 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 8 170 | 27,90 | 531 | 30,47 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 8 730 | 0,48 | 568 | 14,08 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 102 198 | 33,41 | 6 646 | 35,97 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1 500 | 71,23 | 96 | 61,02 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 17 569 | 39,79 | 1 143 | 42,57 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 509 081 | 5,14 | 33 106 | 7,17 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 8 936 | 581 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 4 635 | 0,46 | 301 | 2,38 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 19 510 | 21,82 | 1 269 | 24,19 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1 500 | 129,71 | 98 | 120,45 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 246 693 | 5,33 | 16 042 | 7,36 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 70 | 5 |
