Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Global X Funds - Global X S&P 500 Covered Call ETF inkluderar Eclectic Associates Inc /adv, Prairieview Wealth Partners, Llc, Ballast, Inc., Tactive Advisors, LLC, Collaborative Wealth Managment Inc., Objective Capital Management, LLC, Sax Wealth Advisors, Llc, Signal Advisors Wealth, LLC, VestGen Advisors, LLC, Jane Street Group, Llc, Cubist Systematic Strategies, LLC, Jane Street Group, Llc, Collier Financial, Citizens Financial Group Inc/ri, Patten & Patten Inc/tn, BKD Wealth Advisors, LLC, Transcend Wealth Collective, Llc, SILVER OAK SECURITIES, Inc, EP Wealth Advisors, Inc., och GHP 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | XML Financial, LLC | 109 129 | 4 249 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 57 535 | 3,20 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 83 627 | 13,67 | 3 256 | 12,08 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5 757 | 224 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 64 347 | 20,36 | 2 503 | 18,57 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10 783 | 184,96 | 420 | 181,21 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 7 800 | 304 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 894 | 20,41 | 74 | 17,74 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 155 018 | 3,25 | 6 036 | 1,82 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10 589 | 2,19 | 411 | 3,01 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 69 458 | 43,24 | 2 705 | 41,27 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 6 800 | 265 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 4 322 | 1,57 | 168 | 0,00 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 209 125 | 897,26 | 8 143 | 883,45 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 94 968 | 38,37 | 3 698 | 36,46 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 10 755 | 14,10 | 419 | 12,37 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4 159 | 0,56 | 162 | −1,23 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8 753 | 1,87 | 341 | 3,66 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 233 590 | 9,08 | 48 036 | 7,56 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 20 164 | 785 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 45 739 | 22,82 | 1 781 | 14,17 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 6 430 | 250 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 29 778 | 22,69 | 1 160 | 20,98 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 982 | 23,94 | 428 | 22,35 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 131 972 | 3,25 | 5 139 | 1,80 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 81 912 | 12,89 | 3 190 | 11,31 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 417 860 | 0,55 | 16 271 | −6,56 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 20 010 | 1,01 | 779 | −0,38 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 8 153 | 47,35 | 317 | 45,41 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 543 | 21 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 18 198 | 4,21 | 709 | 2,76 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 50 016 | 39,35 | 1 948 | 37,40 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6 707 | 261 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 9 248 | 5,79 | 360 | 4,35 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 98 207 | 17,42 | 3 824 | 15,81 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 240 634 | 3,94 | 9 | 0,00 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 10 431 | 406 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 14 484 | 36,10 | 564 | 34,29 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8 179 | 3,04 | 318 | 1,60 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 8 591 | 3,06 | 335 | 1,52 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6 143 | 17,95 | 239 | 16,59 | ||||
| 2025-07-11 | 13F | Global X Japan Co., Ltd. | 840 761 | 18,48 | 32 739 | 16,83 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 31 090 | 46,10 | 1 211 | 44,05 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 340 230 | 5,54 | 13 249 | 4,07 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 57 165 | 30,89 | 2 231 | 29,35 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7 054 | 275 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 131 729 | 31,97 | 5 130 | 30,14 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 14 552 | 4,12 | 567 | 2,72 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 19 417 | 4,02 | 756 | 2,58 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 18 847 | 152,51 | 734 | 149,32 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 14 386 | 4,98 | 560 | 3,51 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 659 | 26 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 8 806 | 343 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 226 859 | 135,98 | 8 834 | 132,69 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 34 633 | 2,53 | 1 349 | 1,13 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 33 961 | 10,56 | 1 322 | 8,99 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 13 023 | 4,47 | 507 | 3,26 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 7 633 | 297 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 15 481 | 1 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 19 105 | 188,81 | 744 | 184,67 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 23 486 | 30,32 | 915 | 28,55 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 172 530 | 13,66 | 6 718 | 12,08 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 8 674 | 338 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 74 643 | 285,55 | 2 907 | 280,37 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 11 717 | 79,43 | 456 | 77,43 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 664 | 30,15 | 221 | 28,65 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 436 | 603,23 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 18 813 | 3,13 | 733 | 1,67 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 20 900 | 120,00 | 814 | 116,80 | |||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 8 242 | 17,32 | 321 | 15,52 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 332 473 | 75,52 | 12 946 | 73,07 | ||||
| 2025-08-13 | 13F | Garner Asset Management Corp | 47 853 | 3,59 | 1 863 | 2,14 | ||||
| 2025-05-27 | NP | XRLX - FundX Conservative ETF | 66 972 | 2,90 | 2 645 | −3,04 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 24 800 | 16,98 | 966 | 15,29 | |||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 12 370 | 0,81 | 482 | −0,62 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 27 500 | 1 071 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 15 538 | 1 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 9 222 | 3,93 | 359 | 2,57 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 1 478 | 3,00 | 58 | 1,79 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 87 771 | 17,15 | 3 418 | 15,52 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 18 355 | 715 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 732 266 | 22,11 | 28 515 | 20,41 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | Put | 11 700 | 31,46 | 456 | 29,63 | |||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 9 686 | 377 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 5 866 | 38,55 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 64 716 | 48,26 | 2 520 | 47,02 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 21 690 | 0,54 | 845 | −0,82 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 822 531 | 5,09 | 32 029 | 3,63 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 6 255 | 244 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 30 573 | 7,00 | 1 191 | 5,50 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Yield ETF | 194 527 | 23,12 | 7 450 | 17,36 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 56 366 | 18,56 | 2 195 | 16,89 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 13 008 | 24,78 | 507 | 23,11 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 26 315 | 2,98 | 1 025 | 1,49 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 292 599 | 13,32 | 11 397 | 11,90 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 10 590 | 52,73 | 412 | 50,92 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 63 358 | 12,25 | 2 467 | 10,73 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 864 | 34 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 4 216 | 131,90 | 164 | 130,99 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 575 | 100 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 6 052 | 2,96 | 236 | 1,29 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 116 929 | 348,42 | 4 553 | 342,47 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 7 855 | 441,72 | 306 | 498,04 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10 578 | 67,21 | 412 | 65,06 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 542 | 0,02 | 177 | −1,68 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 44 270 | 4,82 | 1 724 | 3,36 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 5 300 | 206 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | Call | 410 900 | 0,07 | 160 | −1,23 | |||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 153 576 | 21,91 | 5 971 | 20,68 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 9 170 | 357 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 229 677 | 8,02 | 9 | 0,00 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 5 000 | 195 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 4 | −81,25 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 3 000 | 117 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 91 531 | 5,85 | 4 | 0,00 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 5 244 | 3,05 | 204 | 2,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 19 735 | 3,43 | 1 | |||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 66 379 | 4,11 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Eq Llc | 6 263 | 244 | ||||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 9 487 | 50,73 | 369 | 48,79 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 10 337 | 403 | ||||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 6 517 | 15,47 | 254 | 13,96 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 60 824 | 35,39 | 2 | 100,00 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 29 209 | 1,42 | 1 137 | 0,00 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 120 406 | 3,81 | 4 689 | 2,36 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 463 572 | 14,37 | 57 007 | 13,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 401 | 40 000,00 | 16 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 186 782 | 31,33 | 7 273 | 29,50 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 281 | 17,96 | 50 | 8,89 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 28 043 | 11,38 | 1 092 | 9,76 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 185 702 | 3 414,42 | 7 231 | 3 376,44 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 7 041 | 0,47 | 274 | −0,72 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 10 644 | 0,04 | 414 | −1,43 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 8 351 126 | 2 480,38 | 17 905 | 36,22 | ||||
| 2025-04-15 | 13F | Collier Financial | 6 744 | 266 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 66 024 | 20,60 | 2 571 | 18,93 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 290 | 346,15 | 11 | 450,00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 125 197 | 3,43 | 4 875 | 1,99 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 59 966 | 0,02 | 2 335 | −1,35 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 625 045 | 7,73 | 24 339 | 6,23 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 13 257 | 8,76 | 516 | 7,28 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | Call | 314 100 | 122 | |||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 6 425 | 250 | ||||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 361 559 | 4,06 | 14 079 | 2,61 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 14 228 | 554 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 6 492 | 253 | ||||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 8 774 | 3,03 | 342 | 1,49 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 145 338 | 5 659 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 956 228 | 9,72 | 37 236 | 8,19 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 439 | 1,59 | 329 | 0,00 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 2 640 | 88,98 | 103 | 85,45 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 321 | 12 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 6 845 | 10,01 | 267 | 12,24 |
