Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i The RBB Fund, Inc. - Motley Fool 100 Index ETF inkluderar Green Square Capital Advisors Llc, Western Wealth Management, LLC, Thoroughbred Financial Services, Llc, RIA Advisory Group LLC, Great Valley Advisor Group, Inc., TRUE Private Wealth Advisors, Orion Portfolio Solutions, LLC, AlphaCore Capital LLC, Integrated Advisors Network LLC, Wedmont Private Capital, Parkside Financial Bank & Trust, Sound Income Strategies, LLC, Frazier Financial Advisors, LLC, Strategic Wealth Partners, Ltd., Bangor Savings Bank, JNBA Financial Advisors, Archer Investment Corp, och Signaturefd, 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 14 461 | 12,21 | 933 | 30,17 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 286 630 | 1,42 | 18 491 | 17,63 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 4 890 | 315 | ||||||
| 2025-08-05 | 13F | Corps Capital Advisors, LLC | 6 698 | 6,61 | 432 | 23,78 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 041 | 9,90 | 325 | 27,45 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 235 | 15 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 16 336 | 4,60 | 1 | |||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 24 200 | 6,76 | 1 561 | 23,89 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 39 276 | 73,35 | 2 534 | 101,03 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 604 | 179,63 | 39 | 216,67 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 3 176 | 205 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12 663 | 2,01 | 817 | 18,26 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16 030 | 201,26 | 1 034 | 250,51 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 790 191 | 18,88 | 50 975 | 37,89 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 61 012 | 17,42 | 3 936 | 36,16 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 27 670 | 278,52 | 1 785 | 339,41 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 6 | 0,00 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 64 953 | 30,25 | 4 190 | 51,10 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 47 765 | 9,83 | 3 081 | 27,42 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 254 | 261,73 | 274 | 321,54 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 14 419 | 91,03 | 930 | 121,96 | ||||
| 2025-08-14 | 13F | Fmr Llc | 18 827 | 2,44 | 1 215 | 18,79 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 108 400 | 6 993 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 403 | 71,49 | 26 | 100,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7 700 | 5,18 | 497 | 21,87 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 9 511 | 1 429,10 | 614 | 1 702,94 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 11 671 | 1 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 17 | 1 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 123 | 72 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 950 | 18,00 | 190 | 36,69 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 879 | 57 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 44 798 | 25,78 | 2 890 | 45,91 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 5 825 | 14 462,50 | 376 | 18 650,00 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 12 756 | 823 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 267 | 17 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 56 314 | 17,91 | 3 633 | 36,75 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 19 080 | 1 231 | ||||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 3 761 | 5,59 | 207 | −3,74 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 007 | 278 | ||||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 44 107 | 6,21 | 2 845 | 23,21 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 381 122 | 1 219,49 | 24 586 | 1 430,88 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 15 875 | 1,28 | 1 024 | 17,57 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 13 742 | 1 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 453 | 223 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8 641 | 26,18 | 561 | 47,37 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 299 710 | 7,70 | 19 | 26,67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 316 323 | 98,69 | 20 406 | 130,42 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 80 165 | 17,99 | 5 | 66,67 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 3 364 | 217 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 3 842 | 248 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 693 971 | 82,83 | 44 768 | 112,06 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 60 436 | 2,10 | 3 899 | 18,41 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 38 952 | 2 513 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 3 550 | 229 | ||||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 14 727 | 2,36 | 950 | 18,75 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 86 500 | 1,23 | 5 580 | 17,42 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 7 139 | 19,24 | 461 | 38,14 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4 716 | 17,52 | 304 | 36,32 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 14 633 | 2 826,60 | 944 | 3 392,59 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 127 | 8 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10 262 | 662 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 100 | 6 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 119 000 | 107,24 | 7 677 | 140,36 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 3 114 | 202 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 89 291 | 40,36 | 5 760 | 62,80 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 3 302 | 213 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 125 | 8 | ||||||
| 2025-08-14 | 13F | Marathon Capital Management | 4 126 | 1,23 | 266 | 17,70 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 10 571 | 17,07 | 682 | 35,66 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 265 | 32,50 | 17 | 54,55 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 670 | 109,38 | 43 | 126,32 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 8 664 | 559 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 13 371 | 32,82 | 1 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 28 349 | 0,60 | 1 829 | 16,66 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 47 281 | 7,43 | 3 050 | 25,05 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 50 | 3 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 33 436 | 45,05 | 2 215 | 70,91 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 424 | 27 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 10 874 | 1,29 | 701 | 17,42 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 250 | 150,00 | 16 | 220,00 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 17 388 | 8,44 | 1 122 | 25,81 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 415 | 10,20 | 349 | 27,84 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 17 212 | 0,40 | 1 110 | 16,47 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14 021 | 0,16 | 905 | 16,20 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 1 389 | 55,54 | 77 | 45,28 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 18 639 | 1 202 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 5 665 | 33,20 | 365 | 54,66 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2 366 | 4,28 | 1 365 | 6,31 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 6 561 | 423 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 46 548 | 83,57 | 3 003 | 112,91 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 71 432 | 9,52 | 4 608 | 27,05 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 439 867 | 9,50 | 28 368 | 26,97 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 16 347 | 25,28 | 1 055 | 45,38 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 3 887 | 5,88 | 251 | 22,55 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 60 220 | 0,51 | 3 885 | 16,57 |
