Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i BondBloxx ETF Trust - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF inkluderar ASTIX - Astor Dynamic Allocation Fund Class I shares, AGGA - Astoria Dynamic Core US Fixed Income ETF, Redwood Investment Management, Llc, Empowered Funds, LLC, WealthPlan Investment Management, LLC, Elios Financial Group Inc., Verus Capital Partners, Llc, Tradewinds, LLC., Investor's Fiduciary Advisor Network, LLC, Syntegra Private Wealth Group, LLC, Mutual Advisors, LLC, Global Retirement Partners, LLC, MSH Capital Advisors LLC, Signal Advisors Wealth, LLC, Duncan Williams Asset Management, LLC, Maripau Wealth Management Llc, M Holdings Securities, Inc., IHT Wealth Management, LLC, Empirical Asset Management, LLC, och OMNI 360 Wealth, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 178 049 | 5,19 | 8 219 | 4,25 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 97 591 | 21,93 | 4 505 | 20,85 | ||||
| 2025-07-30 | NP | AGGA - Astoria Dynamic Core US Fixed Income ETF | 96 702 | 4 391 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 14 779 | 31,53 | 682 | 30,40 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 111 758 | 114,31 | 5 159 | 112,44 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 90 083 | 140,57 | 4 | 300,00 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 27 362 | 1 263 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 5 490 | 253 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 284 | 13 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 895 | 99,89 | 87 | 97,73 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 23 801 | 92,16 | 1 099 | 91,80 | ||||
| 2025-08-07 | 13F | PFG Advisors | 105 666 | 99,81 | 4 878 | 98,09 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 33 012 | 125,80 | 1 524 | 123,97 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 25 | 316,67 | 1 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 22 202 | 1 944,38 | 1 019 | 1 936,00 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 24 472 | 186,36 | 1 130 | 184,38 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 13 901 | 1 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 385 027 | 96,95 | 17 773 | 95,21 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 4 636 | 214 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 7 835 | 362 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 275 | 34,93 | 105 | 34,62 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 265 723 | 126,01 | 12 266 | 124,02 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 9 401 | 434 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6 828 | 315 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 503 | 38,91 | 69 | 38,00 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 23 236 | 105,28 | 1 073 | 103,42 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 107 764 | 322,32 | 4 974 | 318,69 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 47 | 2 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 6 816 | 0 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 467 | 21 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 5 829 | 269 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 21 713 | 1 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7 141 | 90,17 | 330 | 89,08 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 11 136 | 514 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 53 746 | 2 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 84 | 4 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 60 518 | 115,82 | 2 793 | 118,89 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 53 253 | 2 450 | ||||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 8 638 | 10,35 | 399 | 9,34 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 39 682 | 107,92 | 1 832 | 106,19 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 32 852 | 93,45 | 1 516 | 91,90 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 58 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 18 512 | 4,10 | 844 | 1,93 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 10 993 | 41,08 | 507 | 40,06 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6 427 | 14,08 | 297 | 12,98 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 293 | 3 562,50 | 14 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 24 472 | 1 130 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 30 251 | 140,72 | 1 396 | 138,63 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 733 740 | 48,29 | 33 869 | 46,98 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 273 | 197,28 | 151 | 196,08 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 40 944 | 107,02 | 1 890 | 105,10 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 66 554 | 180,61 | 3 072 | 178,26 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 15 983 | 738 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 222 | 10 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5 760 | 42,89 | 266 | 41,71 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 44 893 | 2 072 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 17 551 | 810 | ||||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 180 202 | 199,59 | 8 318 | 196,97 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 18 482 | 105,31 | 853 | 103,58 | ||||
| 2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 98 409 | 4 571 | ||||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 16 664 | 122,66 | 769 | 120,98 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 46 950 | 49,78 | 2 167 | 48,53 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 19 956 | 137,18 | 921 | 135,55 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 16 080 | 742 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15 867 | 43,70 | 732 | 42,41 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 345 190 | 86,94 | 62 094 | 85,30 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 60 744 | 121,48 | 2 770 | 116,84 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 29 723 | 111,46 | 1 372 | 109,79 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 88 | 4 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 4 991 | 230 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 659 | 309,32 | 30 | 328,57 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 197 | 9 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 577 059 | 109,52 | 26 637 | 107,68 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 26 434 | 104,12 | 1 220 | 102,32 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 34 727 | 78,66 | 1 603 | 77,02 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 77 348 | 213,78 | 3 570 | 211,25 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 94 644 | 121,44 | 4 369 | 119,50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 24 483 | 130,60 | 1 130 | 128,74 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 26 794 | 60,60 | 1 237 | 59,28 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 4 891 | 226 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 10 891 | 106,78 | 493 | 105,42 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 738 891 | 22,59 | 80 267 | 21,51 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 9 798 | 452 | ||||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 15 292 | 15,39 | 706 | 14,26 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 13 621 | 629 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 391 | 18 | ||||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 6 714 | 2,68 | 310 | 1,64 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 10 817 | 101,40 | 499 | 99,60 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 26 723 | 1 234 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 49 455 | 114,34 | 2 283 | 112,48 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 294 | 14 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 85 209 | 254,92 | 3 933 | 251,79 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6 438 | 0 | ||||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 49 264 | 134,20 | 2 274 | 132,28 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 4 444 | 205 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 17 289 | 159,36 | 798 | 157,42 | ||||
| 2025-08-14 | 13F | Fmr Llc | 139 | 0,72 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 14 656 | 677 | ||||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 72 | 3 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 928 641 | 47,94 | 42 866 | 46,64 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 434 151 | 6,29 | 20 040 | 5,35 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 150 211 | 23,78 | 6 934 | 22,69 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 20 934 | 966 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 218 | 113,73 | 10 | 150,00 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 13 391 | 109,76 | 618 | 108,08 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 763 | 44,78 | 35 | 45,83 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 80 538 | 116,59 | 3 681 | 112,59 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 15 936 | 736 | ||||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 49 706 | 6,53 | 2 294 | 5,62 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 145 | 7 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 6 739 | 308 | ||||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 10 335 | 67,10 | 477 | 65,63 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 11 841 | 33,30 | 547 | 32,20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32 624 | 111,30 | 1 506 | 109,32 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 38 462 | 23,94 | 1 775 | 22,84 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4 394 | 203 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 27 592 | 100,48 | 1 274 | 98,91 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 27 | 1 | ||||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 57 786 | 123,82 | 2 667 | 121,88 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 9 418 | 28,70 | 435 | 27,65 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 12 082 | 116,68 | 558 | 115,06 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 12 998 | 600 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 14 156 | 82,28 | 653 | 80,89 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 6 115 | 282 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 448 021 | 27,67 | 20 681 | 26,55 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 32 771 | 113,42 | 1 513 | 111,47 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 19 333 | 120,65 | 888 | 122,86 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12 693 | 99,80 | 1 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 109 684 | 100,33 | 5 063 | 98,63 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 306 163 | 101,72 | 14 132 | 99,94 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 96 970 | 4 476 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 144 503 | 3,15 | 6 670 | 2,25 | ||||
| 2025-08-07 | 13F | Nwam Llc | 19 466 | 94,87 | 889 | 90,97 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 26 173 | 93,07 | 1 208 | 91,44 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 43 546 | 14,70 | 2 | 100,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 18 535 | 844 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 955 | 110,03 | 546 | 106,04 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6 806 | 314 | ||||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 85 571 | 22,51 | 3 944 | 21,09 |
