Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i The RBB Fund, Inc. - F/m US Treasury 6 Month Bill ETF inkluderar IAFMX - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares, Stephens Inc /ar/, Global Retirement Partners, LLC, Kingsview Wealth Management, LLC, Kestra Advisory Services, LLC, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, Sterling Group Wealth Management, LLC, Portland Financial Advisors Inc, och Coastal Investment Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5 292 | 265 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 158 418 | 61,66 | 7 945 | 61,59 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 20 236 | 4,68 | 1 015 | 4,64 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 67 075 | 12,14 | 3 364 | 12,10 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 5 522 | 277 | ||||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 16 700 | 13,61 | 838 | 13,57 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 207 827 | 17,77 | 110 723 | 17,72 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 11 290 | 3,39 | 566 | 3,47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 29 882 | 37,91 | 1 499 | 37,81 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 365 523 | 9,97 | 18 331 | 9,92 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 57 354 | 6,47 | 2 876 | 6,44 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 19 806 | 30,70 | 993 | 30,66 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 7 736 | 55,65 | 388 | 55,42 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 859 | 1,03 | 294 | 1,03 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 83 599 | 4 192 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5 094 | 255 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 55 668 | 52 917,14 | 2 792 | 55 720,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 35 815 | 2,36 | 1 796 | 2,34 | ||||
| 2025-08-14 | 13F | Fmr Llc | 133 | 7 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 47 757 | 57,65 | 2 395 | 57,67 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 82 669 | 71,54 | 4 133 | 71,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29 089 | 1,49 | 1 459 | 1,46 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 755 | 38 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 15 157 | 1,05 | 760 | 1,06 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 200 214 | 1 161,75 | 10 041 | 1 161,31 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 766 | 239 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 218 | 1,00 | 61 | 1,67 | ||||
| 2025-07-29 | NP | IAFMX - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares | 41 697 | 2 091 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 80 592 | 4 042 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 13 407 | 2,49 | 672 | 2,44 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 61 606 | 6,01 | 3 090 | 5,97 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 266 426 | 20,28 | 13 361 | 20,23 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10 989 | 0,02 | 551 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 37 153 | 19,24 | 1 863 | 19,19 | ||||
| 2025-08-14 | 13F | UBS Group AG | 838 226 | 22,31 | 42 037 | 22,26 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 17 513 | 3,02 | 878 | 3,05 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16 409 | 162,71 | 823 | 162,62 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 19 337 | 9,44 | 970 | 9,37 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 273 | 164 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7 094 | 5,57 | 356 | 5,34 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 13 572 | 7,66 | 681 | 7,59 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 565 743 | 31,89 | 28 372 | 31,84 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 4 996 | 0,42 | 251 | 0,40 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 54 692 | 18,39 | 2 743 | 18,34 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 10 587 | 2,00 | 531 | 1,92 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 10 030 | 29,40 | 503 | 29,64 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 67 332 | 92,93 | 3 377 | 92,91 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 350 | 250,00 | 18 | 240,00 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 4 400 | 221 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 114 742 | 8,96 | 5 754 | 8,92 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 4 661 | 234 | ||||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 15 746 | 38,82 | 790 | 38,66 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 469 | 274 | ||||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 83 272 | 316,78 | 4 176 | 316,77 |
