Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF inkluderar Ethos Financial Group, LLC, AlphaCore Capital LLC, Strathmore Capital Advisors, Inc., Helium Advisors LLC, och Principal Securities, 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 397 767 | 7,65 | 15 954 | 7,17 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 39 | 2 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 17 663 | 0,18 | 708 | −0,28 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 10 399 | 417 | ||||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 59 818 | 75,53 | 2 399 | 76,92 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 334 622 | 16,15 | 13 422 | 15,63 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7 718 | 2,42 | 310 | 1,97 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 490 991 | 1,15 | 19 694 | 0,70 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 14 912 | 10,30 | 595 | 9,38 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 100 626 | 5,14 | 4 054 | 7,56 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 103 325 | 3,53 | 4 163 | 5,88 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 33 319 | 31,70 | 1 336 | 31,11 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 191 509 | 21,00 | 7 681 | 20,47 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 12 891 | 0,02 | 517 | −0,39 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 175 938 | 25,80 | 7 057 | 28,10 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 5 072 | 203 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9 737 | 0,17 | 390 | −0,26 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 116 656 | 8,78 | 4 659 | 8,30 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 16 445 | 139,51 | 1 | |||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 4 239 | 13,22 | 170 | 13,33 | ||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 203 592 | 2,74 | 8 166 | 2,29 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 30 890 | 1,96 | 1 239 | 1,48 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 351 017 | 8,22 | 14 079 | 7,74 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 100 543 | 133,77 | 4 033 | 132,79 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 1 401 888 | 0,42 | 56 230 | −0,03 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4 851 | 3,26 | 195 | 2,65 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 796 280 | 31 939 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 11 448 | 1,49 | 459 | 1,10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10 732 | 24,99 | 430 | 24,64 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 11 528 | 6,26 | 462 | 5,72 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 6 722 | 270 | ||||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 215 515 | 0,25 | 8 644 | 1,02 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 470 400 | 2,25 | 18 868 | 1,79 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 46 442 | 1,60 | 1 863 | 1,14 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 7 966 | 10,98 | 320 | 10,76 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 437 | 49,97 | 98 | 49,23 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 12 784 | 29,76 | 513 | 29,29 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 378 330 | 1,66 | 15 175 | 1,21 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 077 | 0,79 | 123 | 0,00 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1 385 | 0,22 | 55 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 244 264 | 3,30 | 9 797 | 2,84 | ||||
| 2025-07-18 | 13F | Vicus Capital | 287 942 | 3,52 | 11 549 | 3,05 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5 878 | 2,65 | 236 | 2,17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 196 045 | 4,60 | 128 193 | 4,13 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 5 773 | 232 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 821 760 | 11,98 | 32 690 | 11,51 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 4 780 | 192 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 142 734 | 1,67 | 85 945 | 1,21 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 10 758 | 0,96 | 432 | 0,47 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 14 098 | 8,05 | 565 | 7,62 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 45 039 | 8,29 | 1 806 | 7,82 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1 963 | 456,09 | 79 | 457,14 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 4 464 | 0,68 | 179 | 0,56 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 066 818 | 159,52 | 42 790 | 158,36 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 118 292 | 116,00 | 4 745 | 115,05 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 112 193 | 20,17 | 4 500 | 19,65 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5 274 | 212 | ||||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 102 426 | 26,38 | 4 108 | 25,82 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 19 373 | 8,05 | 777 | 7,62 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 312 358 | 29,77 | 12 529 | 29,19 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14 851 | 0,06 | 592 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 000 | 4,77 | 241 | 4,35 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 372 540 | 14,78 | 135 | 14,41 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 10 550 | 0,28 | 423 | 0,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 17 727 | 45,63 | 711 | 45,10 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 460 791 | 3,69 | 18 482 | 3,23 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 8 271 | 53,74 | 332 | 53,24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 108 622 | 0,46 | 4 | 0,00 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 150 129 | 0,37 | 6 022 | −0,08 | ||||
| 2025-07-30 | NP | FPCIX - Strategic Advisers Core Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10 668 758 | 70,63 | 423 870 | 67,93 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 493 006 | 8,54 | 19 774 | 8,05 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 19 445 | 3,98 | 780 | 3,45 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 26 320 | 1 048 | ||||||
| 2025-08-08 | 13F | Family Firm, Inc. | 122 426 | 1,07 | 4 911 | 0,61 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 25 362 | 104,02 | 1 017 | 103,40 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 17 540 | 8,59 | 704 | 8,15 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 21 770 | 20,30 | 873 | 19,75 | ||||
| 2025-07-24 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 795 632 | 23,41 | 31 610 | 21,46 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 044 | 82 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 572 014 | 2,08 | 63 053 | 1,63 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 174 597 | 10,29 | 7 003 | 9,80 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 58 145 | 3,48 | 2 332 | 3,05 | ||||
| 2025-07-31 | 13F | United Community Bank | 33 447 | 0,72 | 1 342 | 0,30 | ||||
| 2025-09-03 | 13F | American Trust | 8 617 | 346 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 160 502 | 47,64 | 6 438 | 46,96 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 976 994 | 2,37 | 39 188 | 1,91 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 281 691 | 16,01 | 11 299 | 15,50 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 91 493 | 3 670 | ||||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 526 422 | 2,27 | 21 115 | 1,81 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 37 157 | 24,76 | 1 490 | 24,48 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 364 567 | 3,94 | 14 623 | 3,47 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 17 002 | 2,26 | 682 | 1,79 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 8 780 | 10,51 | 352 | 10,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 610 108 | 8,47 | 64 581 | 7,99 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 125 107 | 7,09 | 5 018 | 6,61 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1 306 | 52 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 42 894 | 5,42 | 1 721 | 4,94 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 22 846 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 77 748 | 49,54 | 3 108 | 48,64 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 169 644 | 0,40 | 6 804 | −0,06 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7 386 | 0,37 | 296 | 0,00 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 59 517 | 9,37 | 2 387 | 8,90 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 69 947 | 40,37 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 12 137 | 55,32 | 487 | 58,31 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 66 608 | 5,88 | 2 672 | 5,41 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 058 | 0,82 | 163 | 1,25 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 90 098 | 44,23 | 3 614 | 43,60 | ||||
| 2025-08-01 | 13F | Motco | 21 715 | 23,80 | 866 | 22,66 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 63 975 | 2,96 | 2 566 | 2,52 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 40 875 | 1,81 | 1 639 | 1,36 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 11 588 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 662 080 | 0,28 | 26 556 | −0,17 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 176 812 | 16,46 | 7 092 | 15,92 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 21 036 | 1,14 | 844 | 0,72 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 611 658 | 5,34 | 24 534 | 4,87 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 20 303 | 229,70 | 814 | 228,23 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 101 911 | 4,27 | 4 088 | 3,78 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 250 | 1,21 | 10 | 11,11 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 22 975 | 3,37 | 922 | 2,91 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 11 465 | 1,20 | 460 | 0,66 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 977 509 | 0,99 | 39 149 | 1,78 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 126 | 1,61 | 5 | 25,00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 175 826 | 11,23 | 7 052 | 10,72 | ||||
| 2025-08-14 | 13F | Fmr Llc | 13 817 325 | 120,89 | 554 213 | 119,90 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 61 559 | 0,01 | 2 469 | −0,40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 365 | 15 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 791 | 1,02 | 32 | 0,00 | ||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 83 863 | 8,62 | 3 364 | 8,14 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14 032 | 3,21 | 563 | 2,93 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 29 611 | 10,64 | 1 188 | 10,11 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 121 684 | 3,73 | 4 881 | 3,26 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 23 791 | 4,65 | 954 | 4,26 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 117 301 | 54,86 | 4 705 | 54,18 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 847 501 | 0,99 | 74 109 | 0,55 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2 864 | 1,27 | 115 | 0,88 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 6 531 | 11,95 | 261 | 11,11 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 35 387 | 44,24 | 1 419 | 43,62 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 127 948 | 4,25 | 5 132 | 3,80 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 78 670 | 18,29 | 3 155 | 17,77 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 27 677 | 20,50 | 1 110 | 20,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 36 836 | 12,56 | 1 478 | 12,06 | ||||
| 2025-07-17 | 13F | KWB Wealth | 348 119 | 33,42 | 14 026 | 36,47 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 67 671 | 16,35 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 268 141 | 9,88 | 10 755 | 9,40 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 104 146 | 4 177 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 131 414 | 41,02 | 5 271 | 40,41 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 80 077 | 8,21 | 3 212 | 7,72 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 420 775 | 22,96 | 17 | 23,08 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 16 621 | 19,20 | 667 | 18,72 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 533 103 | 1,15 | 21 383 | 0,70 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 15 655 | 3,86 | 628 | 3,29 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12 803 | 9,83 | 514 | 9,38 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 399 379 | 10,32 | 16 019 | 9,83 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 186 | 7 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 20 435 | 1 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 111 377 | 4 467 | ||||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 43 107 | 1,55 | 1 729 | 1,11 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 5 039 | 0,68 | 202 | 0,50 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 532 | 1,26 | 61 | 1,67 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 10 909 | 22,71 | 438 | 22,07 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 12 022 | 3,03 | 482 | 2,55 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 112 775 | 16,99 | 4 523 | 16,48 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 114 503 | 66,12 | 4 593 | 65,36 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5 847 | 235 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 8 369 | 336 | ||||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 69 583 | 2,03 | 2 769 | 2,56 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 560 026 | 2,77 | 22 463 | 2,30 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 208 812 | 17,48 | 8 375 | 16,95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 747 830 | 5,10 | 70 105 | 4,63 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 924 | 39,20 | 157 | 38,94 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 514 531 | 111,61 | 20 638 | 110,67 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 230 540 | 13,55 | 9 247 | 13,03 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 2 646 | 1,69 | 106 | 1,92 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 245 274 | 56,82 | 9 838 | 56,12 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 6 310 | 2,32 | 253 | 2,02 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 19 287 | 199,07 | 775 | 202,34 | ||||
| 2025-08-13 | 13F | All Terrain Financial Advisors, LLC | 53 234 | 5,11 | 2 135 | 4,66 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 9 482 | 16,26 | 380 | 15,85 | ||||
| 2025-08-07 | 13F | PFG Advisors | 15 767 | 17,85 | 632 | 17,25 |
