Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în ETF Series Solutions - Aptus Defined Risk ETF includ 6th Street Advisors, LLC, Purewater Capital LLC, Hrt Financial Lp, RFG Advisory, LLC, Oak Harbor Wealth Partners, Llc, Farther Finance Advisors, LLC, și Capital Investment Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | One + One Wealth Management, Llc | 168.746 | 4,36 | 4.612 | 0,17 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.055.006 | 56.163 | ||||||
| 2026-04-20 | 13F | Lord & Richards Wealth Management, LLC | 286.935 | 1,07 | 7.842 | -2,98 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 46.676 | 2,65 | 1.276 | -1,47 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 126.071 | 5,40 | 3.446 | 1,17 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3.768 | 0,69 | 107 | 0,00 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 357.023 | 7,28 | 9.757 | 2,51 | ||||
| 2026-05-14 | 13F | Purewater Capital LLC | 332.857 | 9.097 | ||||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 718.009 | 5,68 | 19.623 | 1,45 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 26.341 | 18,39 | 720 | 13,74 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 203.026 | 2,21 | 5.549 | -2,01 | ||||
| 2026-02-05 | 13F | Wealth Advisory Team LLC | 413.104 | 4,01 | 11.761 | 3,03 | ||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 301.634 | 4,96 | 8.244 | 0,76 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 81.422 | 43,82 | 2.225 | 38,11 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 12.860 | 19,74 | 351 | 15,08 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 98.210 | 3,08 | 2.684 | -1,03 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 772.229 | 2,63 | 21.105 | -1,48 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 845.481 | 6,04 | 23.107 | 1,79 | ||||
| 2026-04-22 | 13F | Gerber, Llc | 1.282.730 | 4,28 | 35.057 | 0,10 | ||||
| 2026-04-29 | 13F | Renasant Bank | 120.336 | 4,34 | 3.289 | 0,15 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 5.011 | 137 | ||||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 1.462.265 | 9,23 | 41.733 | 9,50 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 19.279 | 2,83 | 527 | -1,31 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 1.235.065 | 7,95 | 35.409 | 9,32 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 1.894.908 | 10,50 | 51.788 | 6,07 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 373.268 | 0,96 | 10.627 | -0,30 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 10.365 | 283 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 4.508.481 | 3,55 | 123.217 | -0,60 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 988.042 | 2,39 | 27.003 | -1,71 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 1.831.987 | 5,49 | 50.068 | 1,27 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 17.362.440 | 11,10 | 474.515 | 6,65 | ||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 1.265.488 | 0,07 | 34.586 | -3,93 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 6.097 | 167 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 15.699 | 3,73 | 447 | 2,29 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 93.320 | 16,46 | 2.550 | 11,79 | ||||
| 2026-05-11 | 13F | Brogan Financial, Inc. | 1.006.593 | 1,83 | 27.510 | -2,25 | ||||
| 2026-05-13 | 13F | Bienville Capital Management, LLC | 624.636 | 6,55 | 17.071 | 2,29 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 249.004 | 4,27 | 6.805 | 0,10 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 954 | 26 | ||||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 468.957 | 9,89 | 12.817 | 5,49 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 232.937 | 136,71 | 6.366 | 127,28 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5.020 | 164,63 | 137 | 153,70 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 71.070 | 0,47 | 1.942 | -3,53 | ||||
| 2026-05-12 | 13F | Second Half Financial Partners, LLC | 118.347 | 8,60 | 3.234 | 4,26 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 62.501 | 46,37 | 1.708 | 40,58 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 132.649 | 5,08 | 3.625 | 0,89 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 473 | 13 | ||||||
| 2026-05-04 | 13F | 6th Street Advisors, LLC | 755.996 | 20.661 | ||||||
| 2026-04-09 | 13F | Park Place Capital Corp | 757.078 | 15,18 | 20.691 | 10,56 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 7.394.435 | 23,90 | 202.090 | 18,94 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 1.077.584 | 9,26 | 29.450 | 4,88 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 256.154 | 16,32 | 7.001 | 11,66 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 425.551 | 11.661 | ||||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 22.588 | 12,97 | 617 | 8,44 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 292.208 | 2,58 | 7.986 | -1,52 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 294.683 | 5,97 | 8.054 | 1,72 | ||||
| 2026-04-21 | 13F | SWS Partners | 191.133 | 20,18 | 5.224 | 15,37 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 11.069 | 0 | ||||||
| 2026-05-04 | 13F | Mendel Money Management | 129.870 | 42,18 | 3.549 | 36,50 | ||||
| 2026-05-14 | 13F | Betterment LLC | 29.637 | 11,64 | 1 | |||||
| 2026-04-16 | 13F | Brookstone Capital Management | 1.098.447 | 1,91 | 30.021 | -2,17 |
