Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF inkluderar Total Investment Management Inc, Heritage Wealth Architects, Inc., Mirae Asset Global Investments Co., Ltd., Baird Financial Group, Inc., SAMT - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF, OHSHX - Oakhurst Short Duration High Yield Credit Fund Institutional Shares, Millennium Management Llc, Sterling Group Wealth Management, LLC, Clear Creek Financial Management, LLC, Trilogy Capital Inc., Traynor Capital Management, Inc., Wedbush Securities Inc, StoneX Group Inc., Ausdal Financial Partners, Inc., PenderFund Capital Management Ltd., Astoria Portfolio Advisors LLC., Williams Jones Wealth Management, LLC., Stephens Inc /ar/, Summit X, LLC, och CFS Investment 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 192 814 | 148,39 | 9 640 | 148,30 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1 022 473 | 4,30 | 51 119 | 4,26 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3 961 | 198 | ||||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 156 066 | 4,38 | 7 803 | 4,36 | ||||
| 2025-07-29 | NP | OHSHX - Oakhurst Short Duration High Yield Credit Fund Institutional Shares | 44 015 | 2 201 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 46 798 | 136,86 | 2 340 | 136,74 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 5 000 | 250 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 202 151 | 10 107 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 30 217 | 0,09 | 1 511 | 0,07 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 74 773 | 25,86 | 3 738 | 25,82 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 5 540 | 277 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 4 265 | 213 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2 846 | 219,78 | 142 | 222,73 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 098 489 | 3 844,87 | 54 919 | 3 845,26 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 5 962 | 298 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 9 994 024 | 0,71 | 499 651 | 0,68 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 124 184 | 0,26 | 6 209 | 0,23 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 88 014 | 4 400 | ||||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 133 289 | 13,68 | 6 664 | 13,64 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 11 299 | 565 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 124 228 | 2,02 | 6 211 | 1,99 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 189 728 | 188,93 | 9 485 | 188,91 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 11 195 | 37,36 | 558 | 37,19 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 38 193 | 171,95 | 1 909 | 171,94 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 33 032 | 25,38 | 1 651 | 25,36 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 968 882 | 4,21 | 48 439 | 4,18 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 162 135 | 3,30 | 8 106 | 3,26 | ||||
| 2025-07-24 | 13F | Strong Tower Advisory Services | 206 975 | 564,70 | 10 348 | 566,69 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 70 214 | 11,93 | 3 510 | 11,89 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 69 086 | 16,42 | 3 454 | 16,77 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31 915 | 164,15 | 1 596 | 164,07 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 6 644 | 331 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6 915 | 0 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 5 000 | 0 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 9 000 | 106,90 | 450 | 106,91 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 94 300 | 4 715 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 692 063 | 7,29 | 34 600 | 7,26 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 175 044 | 7,64 | 8 751 | 7,61 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 4 705 | 13,43 | 235 | 13,53 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 35 825 | 10,23 | 1 791 | 10,22 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 13 435 | 93,92 | 672 | 93,93 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12 082 | 154,04 | 604 | 154,85 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 54 228 | 26,14 | 2 711 | 26,15 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 72 662 | 4,86 | 3 633 | 4,85 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 61 128 | 9,87 | 3 056 | 9,85 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 6 661 | 408,09 | 333 | 412,31 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 95 | 5 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 5 498 | 33,19 | 275 | 33,01 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 103 080 | 11,15 | 5 153 | 11,18 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 112 175 | 3,49 | 5 608 | 3,47 | ||||
| 2025-04-29 | NP | LFSC - F/m Emerald Life Sciences Innovation ETF | 17 962 | 26,27 | 898 | 26,30 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8 588 384 | 27,22 | 429 376 | 27,18 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 21 272 | 51,99 | 1 064 | 52,07 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 96 142 | 5,64 | 4 807 | 5,60 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 36 396 | 21,65 | 1 817 | 21,86 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 9 473 | 76,57 | 474 | 76,49 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4 729 | 236 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 15 421 | 771 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 31 707 | 1 584 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1 560 | 108,00 | 78 | 108,11 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 22 141 | 159,11 | 1 107 | 159,02 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 14 063 | 0,45 | 703 | 0,43 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 10 355 | 4,41 | 518 | 4,44 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 4 045 | 1,05 | 202 | 1,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 26 197 | 3 685,69 | 1 310 | 3 750,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 703 865 | 31,96 | 35 190 | 31,92 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 422 449 | 31,61 | 70 909 | 31,19 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 51 461 | 0,34 | 2 573 | 0,31 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6 000 | 300 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 156 894 | 5,16 | 7 844 | 5,13 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 19 699 | 65,14 | 985 | 65,10 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 45 070 | 42,09 | 2 253 | 42,50 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 61 609 | 3 080 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 268 750 | 291,13 | 13 436 | 291,04 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 6 034 | 1,02 | 302 | 1,01 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10 614 | 7,64 | 531 | 7,51 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 4 964 | 248 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 151 383 | 49 050,32 | 7 568 | 50 353,33 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 136 026 | 41,26 | 6 801 | 41,23 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 128 401 | 1,38 | 6 | 0,00 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 23 744 | 19,11 | 1 187 | 19,18 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 5 750 | 287 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 17 049 | 65,40 | 852 | 65,44 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 9 798 | 78,05 | 490 | 77,82 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 32 122 | 1 606 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 103 059 | 0,19 | 5 152 | 0,16 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 217 068 | 982,74 | 10 852 | 983,03 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 137 848 | 81,37 | 6 868 | 81,28 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 62 867 | 51,94 | 3 143 | 51,91 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 53 475 | 4,66 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 901 | 45 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 003 941 | 18,06 | 50 | 19,05 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 248 | 15,88 | 112 | 16,67 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 111 571 | 32,36 | 5 578 | 32,31 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2 300 | 115 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 231 062 | 17,21 | 11 552 | 17,17 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 255 061 | 24,04 | 12 752 | 24,00 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 28 323 | 4,21 | 1 416 | 4,12 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 31 247 | 26,23 | 1 562 | 26,27 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 2 | 0 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 13 758 | 2,21 | 688 | 2,08 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 34 218 | 10,50 | 1 711 | 10,47 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2 | 0 | ||||||
| 2025-08-14 | 13F | PenderFund Capital Management Ltd. | 6 000 | 300 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 363 963 | 26,35 | 18 196 | 26,32 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 1 021 520 | 30,82 | 51 070 | 30,79 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 104 610 | 72,69 | 5 230 | 72,63 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 486 487 | 0,04 | 24 322 | 0,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 18 016 | 10,88 | 901 | 10,84 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4 446 | 222 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 16 063 | 1,69 | 803 | 1,77 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4 611 | 231 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 44 891 | 0,61 | 2 244 | 0,58 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 22 642 | 5,00 | 1 132 | 4,92 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 13 509 | 9,95 | 675 | 9,93 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 174 778 | 23,21 | 8 707 | 22,75 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 109 288 | 3,79 | 5 464 | 3,78 | ||||
| 2025-08-14 | 13F | Betterment LLC | 26 705 | 4,18 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 65 522 | 41,26 | 3 276 | 41,22 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 023 870 | 51 188 | ||||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 34 541 | 110,24 | 1 727 | 110,23 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 47 612 | 294,50 | 2 380 | 294,69 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 2 868 | 6,18 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 4 280 | 214 | ||||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 18 238 | 106,80 | 912 | 106,58 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 10 680 | 5,95 | 534 | 5,75 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 115 747 | 5 787 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 25 672 | 12,80 | 1 283 | 12,74 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 52 456 | 151,52 | 2 623 | 151,39 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 358 151 | 16,17 | 17 906 | 16,14 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 6 556 | 21,68 | 327 | 22,01 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 16 833 | 11,87 | 842 | 12,13 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 104 240 | 1,96 | 5 213 | 1,96 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 23 190 | 1 159 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 21 257 | 69,23 | 1 063 | 69,11 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 187 924 | 4 270,33 | 9 395 | 4 269,77 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 268 531 | 8,10 | 13 425 | 8,07 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 797 860 | 14,18 | 39 889 | 14,15 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 136 385 | 150,16 | 6 819 | 150,11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 54 708 | 70,63 | 2 735 | 70,62 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 125 954 | 28,62 | 6 297 | 28,59 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 24 580 | 2 229,86 | 1 229 | 2 261,54 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 500 | 0 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 504 477 | 5,42 | 25 221 | 5,39 | ||||
| 2025-08-28 | NP | SAMT - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | 87 751 | 4 387 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 887 973 | 5,09 | 44 394 | 5,06 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 17 777 | 889 | ||||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 260 015 | 13,13 | 12 999 | 13,09 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 60 | 3 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 54 561 | 14 646,22 | 2 728 | 15 050,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 200 | 60 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 474 058 | 5,59 | 23 701 | 5,56 | ||||
| 2025-08-14 | 13F | Comerica Bank | 47 568 | 70,07 | 2 378 | 70,10 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 23 533 | 1 177 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 7 074 | 352 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 160 665 | 8 032 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 140 | 7 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 4 748 | 31,31 | 237 | 31,67 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 12 | −82,54 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 11 776 | 38,98 | 1 |
