Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i BondBloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF inkluderar CRDBX - Conquer Risk Defensive Bull Fund, Q3 Asset Management, Total Investment Management Inc, CRTBX - Conquer Risk Tactical Rotation Fund, CRTOX - Conquer Risk Tactical Opportunities Fund, Astor Investment Management LLC, Atria Investments Llc, Legacy Capital Group California, Inc., Empowered Funds, LLC, Fullcircle Wealth Llc, Syon Capital Llc, Maridea Wealth Management LLC, London & Capital Asset Management Ltd, Bulwark Capital Corp, Ausdal Financial Partners, Inc., Quantinno Capital Management LP, GeoWealth Management, LLC, HBW Advisory Services LLC, Change Path, LLC, och Wiley Bros.-aintree Capital, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Bulwark Capital Corp | 20 339 | 1 024 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 124 570 | 7,03 | 6 263 | 6,91 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 25 381 | 1 278 | ||||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 2 253 953 | 16,46 | 113 464 | 16,43 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 6 757 | 340 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 4 340 | 218 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 10 216 | 514 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 470 111 | 23 665 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 41 667 | 62,93 | 2 | 100,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 87 284 | 501,67 | 4 394 | 501,78 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 39 635 | 40,07 | 1 995 | 40,10 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 33 350 | 1 679 | ||||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 71 274 | 8,13 | 3 588 | 8,07 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10 652 | 536 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 79 697 | 7,76 | 4 012 | 7,71 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 860 740 | 93 670 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 6 263 | 2,19 | 315 | 2,27 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1 912 761 | 3,22 | 96 288 | 3,19 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 119 986 | 6 040 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 10 408 | 524 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 506 391 | 8,56 | 25 492 | 8,53 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 12 791 | 644 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 36 520 | 1 835 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 4 558 | 229 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 6 558 296 | 5 375,74 | 130 | −97,84 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 510 955 | 3,78 | 26 | 4,17 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 3 788 | 191 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 631 | 31 450,00 | 32 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 74 966 | 3 774 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10 342 | 521 | ||||||
| 2025-08-26 | NP | CRTBX - Conquer Risk Tactical Rotation Fund | 452 493 | 22 778 | ||||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 213 466 | 10 746 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 20 304 | 1 022 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 13 031 | 656 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 19 796 | 141,18 | 997 | 141,16 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 20 908 | 1 053 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11 500 | 109,09 | 579 | 109,42 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8 363 | 421 | ||||||
| 2025-08-14 | 13F | STAR Financial Bank | 15 314 | 4,48 | 771 | 4,34 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 171 911 | 24,83 | 8 654 | 24,81 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 61 968 | 3 119 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 49 768 | 2 497 | ||||||
| 2025-09-03 | 13F | Q3 Asset Management | 3 431 390 | 173 | ||||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 104 827 | 12,81 | 5 277 | 12,76 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 357 274 | 334,76 | 17 985 | 334,63 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 45 246 | 2 278 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 13 961 | 703 | ||||||
| 2025-08-26 | NP | CRTOX - Conquer Risk Tactical Opportunities Fund | 363 505 | 18 299 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14 290 | 110,89 | 719 | 110,85 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 15 225 | 766 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 175 | 0,57 | 9 | 0,00 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 4 859 | 245 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 65 737 | 7,98 | 3 309 | 7,96 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 994 | 50 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 99 728 | 0,96 | 5 020 | 0,95 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 100 | 5 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 22 185 | 321,45 | 1 117 | 321,13 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 29 399 | 7,27 | 1 480 | 7,17 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 347 553 | 1 215,09 | 17 496 | 1 215,41 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 27 727 | 0,71 | 1 396 | 0,65 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 162 327 | 7,31 | 8 172 | 7,27 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 32 786 | 64,91 | 1 651 | 64,94 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 731 | 2 861,11 | 188 | 3 016,67 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 4 389 | 221 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 9 183 | 21,28 | 462 | 21,26 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 19 908 | 1 002 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 124 793 | 64,88 | 6 282 | 64,84 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 7 039 | 14,40 | 354 | 14,56 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 4 136 | 208 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 9 982 | 5,03 | 502 | 5,02 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 8 614 | 434 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 568 | 1,13 | 230 | 1,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 7 640 | 38,78 | 385 | 38,63 | ||||
| 2025-08-26 | NP | CRDBX - Conquer Risk Defensive Bull Fund | 4 314 654 | 217 200 | ||||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 29 101 | 22,49 | 1 465 | 22,41 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 64 761 | 10,00 | 3 260 | 9,99 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 24 342 | 787,75 | 1 225 | 787,68 | ||||
| 2025-05-29 | 13F/A | Modern Wealth Management, LLC | 6 870 | 345 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6 441 | 3,65 | 324 | 3,85 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 160 433 | 4,55 | 8 076 | 4,53 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 21 682 | 309 642,86 | 1 091 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 12 050 | 27,43 | 607 | 27,31 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7 371 | 371 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5 050 | 254 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 31 110 | 0,63 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 54 046 | 0,65 | 2 721 | 0,59 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6 355 | 320 |
