Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i ETFis Series Trust I - Virtus Reaves Utilities ETF inkluderar Proficio Capital Partners LLC, Mainstay Capital Management Llc /adv, Bank Of America Corp /de/, Wise Wealth Partners, Thrivent Financial For Lutherans, Chicago Partners Investment Group LLC, Red Mountain Financial, LLC, Dynamic Advisor Solutions LLC, Essex Financial Services, Inc., Retireful, LLC, NDOW - Anydrus Advantage ETF, Brinker Capital Investments, LLC, IAM Advisory, LLC, Wealthspire Advisors, LLC, Raymond James Financial Inc, GPS Wealth Strategies Group, LLC, Pnc Financial Services Group, Inc., och Financially Speaking 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Wise Wealth Partners | 20 804 | 1 573 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 3 864 | 23,77 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11 255 | 10,67 | 851 | 31,17 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 2 380 | 9,17 | 180 | 27,86 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 186 506 | 1,85 | 14 100 | 19,19 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 30 034 | 2 271 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 7 384 | 5,85 | 558 | 24,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5 839 | 19,48 | 441 | 40,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10 680 | 807 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 52 792 | 4,71 | 3 991 | 22,57 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 19 371 | 30,95 | 1 464 | 53,30 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 3 800 | 287 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 19 884 | 72,29 | 1 503 | 101,74 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7 268 | 41,65 | 550 | 65,86 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 4 220 | 603,33 | 319 | 739,47 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 264 052 | 23,80 | 20 | 46,15 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 560 | 139,32 | 42 | 180,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4 118 | 311 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 42 562 | 135,81 | 3 218 | 176,14 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 82 173 | 6 212 | ||||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 16 765 | 93,61 | 1 267 | 126,65 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6 549 | 4,80 | 495 | 22,83 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 4 652 | 17,56 | 352 | 37,65 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 4 345 | 328 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 110 | 8 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10 892 | 1,11 | 823 | 18,42 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 3 800 | 287 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 3 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11 036 | 18,03 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 49 467 | 22,46 | 3 740 | 43,31 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 63 030 | 21,66 | 4 752 | 42,02 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 70 | 180,00 | 5 | 400,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6 085 | 7,97 | 460 | 26,37 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 296 | 43,69 | 22 | 69,23 | ||||
| 2025-08-07 | 13F | Financially Speaking Inc | 9 | 1 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3 651 | 276 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 105 577 | 5,85 | 7 982 | 23,89 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 565 977 | 83,75 | 42 788 | 115,04 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 38 950 | 105,71 | 2 945 | 140,72 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5 705 | 25,97 | 431 | 47,60 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3 848 | 5,37 | 291 | 23,40 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2 974 | 225 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5 179 | 392 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 124 028 | 27,41 | 9 378 | 49,10 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 5 900 | 63,89 | 446 | 92,24 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 4 381 | 8,15 | 331 | 26,82 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 377 | 348,53 | 104 | 447,37 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5 878 | 19,23 | 444 | 39,62 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 52 623 | 58,99 | 3 978 | 86,06 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 83 524 | 61,12 | 6 | 100,00 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 262 572 | 19 850 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 933 | 71 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 157 438 | 14,41 | 11 902 | 33,90 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 843 | 80,13 | 64 | 110,00 | ||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 15 056 | 8,46 | 1 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 26 786 | 76,82 | 2 | |||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 16 866 | 0,48 | 1 275 | 17,62 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 7 585 | 0,65 | 573 | 17,90 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 7 199 | 27,24 | 544 | 49,04 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 15 155 | 36,53 | 1 146 | 59,69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 696 | 204 | ||||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 5 489 | 415 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7 000 | 556 | ||||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 38 750 | 1,68 | 2 930 | 19,02 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 3 013 | 228 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 10 409 | 1 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 37 296 | 1,82 | 2 820 | 19,15 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 2 811 223 | 3 577 |
