Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în NEOS ETF Trust - NEOS Enhanced Income 1-3 Month T-Bill ETF includ True North Advisors, LLC, Arq Wealth Advisors, Llc, Valmark Advisers, Inc., Brookwood Investment Group LLC, Balboa Wealth Partners, Gateway Wealth Partners, LLC, West Michigan Advisors, Llc, Cetera Investment Advisers, Occidental Asset Management, LLC, IFP Advisors, Inc, Invst, LLC, Stephens Inc /ar/, Mather Group, Llc., și Sound Income Strategies, LLC .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
Faceți upgrade pentru a debloca datele premium.
| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 14.498 | 12,19 | 722 | 12,31 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 71.476 | 11,92 | 3.558 | 12,06 | ||||
| 2026-05-05 | 13F | MADDEN SECURITIES Corp | 260.062 | 1,57 | 12.946 | 1,67 | ||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 27.578 | 0,12 | 1.373 | 0,22 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 91.442 | 181,40 | 4.552 | 181,80 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 55.485 | 22,38 | 2.762 | 22,54 | ||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 20.139 | 14,92 | 1.002 | 15,30 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 23.679 | 8,90 | 1.179 | 8,97 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 171.930 | 9,29 | 8.559 | 9,40 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 11.264 | 561 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 6.582 | 15,84 | 328 | 15,96 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 122 | 4,27 | 6 | 20,00 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 175.858 | 0,04 | 8.754 | 0,14 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 50.973 | 27,44 | 2.537 | 27,55 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 173.510 | 27,43 | 8.637 | 27,56 | ||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 22.056 | 42,60 | 1.098 | 42,65 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 128.243 | 43,73 | 6.384 | 43,86 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 382.975 | 2,86 | 19.045 | 105.705,56 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 35.235 | 398,73 | 1.754 | 399,43 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 340 | 1,19 | 17 | 0,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 5.960 | 297 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 800 | 33,33 | 40 | 34,48 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 18.596 | 3,06 | 926 | 3,12 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1.913 | 95 | ||||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 15.206 | 757 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 56.814 | 3,31 | 2.828 | 3,44 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 11.002 | 0,26 | 548 | 0,37 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 45.287 | 2.254 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 92.140 | 48,46 | 4.587 | 48,61 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 11.724 | 126,73 | 583 | 126,85 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 132.920 | 494,16 | 6.617 | 494,96 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 41.229 | 7,49 | 2.052 | 7,60 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 34.827 | 17,05 | 1.734 | 17,17 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 417.972 | 28,62 | 20.807 | 28,75 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 298 | 1.390,00 | 15 | |||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 8.536 | 425 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 4.030 | 201 | ||||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 9.401 | 6,21 | 468 | 6,14 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 5.345 | 1,02 | 266 | 1,14 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 10.159 | 7,71 | 506 | 7,68 | ||||
| 2026-05-13 | 13F | Invst, LLC | 5.607 | 279 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 5.774 | 5,62 | 287 | 5,90 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 239.707 | 328,58 | 11.933 | 329,05 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 51.369 | 30,80 | 2.557 | 255.600,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 559 | 0,18 | 0 | |||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 13.710 | 19,11 | 682 | 19,23 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 10.395 | 517 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 12.868 | 641 | ||||||
| 2026-02-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 691.026 | 0,61 | 34.399 | 0,71 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.225 | 61 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 28.540 | 1,37 | 1.421 | 1,43 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 10.759 | 51,00 | 536 | 51,13 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 33.072 | 93,88 | 1.646 | 94,10 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 15.011 | 747 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 105 | 5 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 288.073 | 17,60 | 14.340 | 17,72 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 9.034 | 83,58 | 450 | 84,02 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 147.739 | 1,50 | 7.354 | 1,60 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 23.174 | 1.154 | ||||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 280.248 | 322,64 | 13.951 | 323,11 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 56.909 | 32,97 | 2.833 | 33,08 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 17.258 | 858 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 185.182 | 13,68 | 9.218 | 13,79 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 344.159 | 0,21 | 17.132 | 0,31 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4.360 | 217 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 160.683 | 2.677.950,00 | 7.999 | |||||
| 2026-04-13 | 13F | Gradient Investments LLC | 510.390 | 6,00 | 25.407 | 6,11 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 15.600 | 8,52 | 777 | 8,68 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 23.377 | 11,34 | 1.164 | 11,40 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 17.831 | 888 | ||||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 15.800 | 26,40 | 787 | 26,57 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 5.509 | 7,18 | 274 | 7,45 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 170.897 | 35,80 | 8.507 | 35,94 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 179.379 | 38,79 | 8.929 | 38,93 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 2.100 | 9,09 | 105 | 9,47 |
