Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în ETF Series Solutions - Defiance Next Gen Connectivity ETF includ Ehrlich Financial Group, Evergreen Wealth Solutions, LLC, Brinker Capital Investments, LLC, Foundations Investment Advisors, LLC, HBK Sorce Advisory LLC, Belvedere Trading LLC, COFG Advisors, LLC, Beacon Pointe Advisors, LLC, Park National Corp /oh/, Oak Harbor Wealth Partners, Llc, Reflection Asset Management, Basso Capital Management, L.p., Gill Capital Partners, Llc, Jones Financial Companies Lllp, și Lloyd 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.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Scotia Capital Inc. | 7.714 | 4,80 | 526 | 11,94 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 6.114 | 417 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 6.041 | 0,43 | 412 | |||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 5.168 | 0,04 | 352 | 6,99 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.943 | 132 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 23.943 | 1.632 | ||||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 10.704 | 730 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 897 | 0,11 | 57 | 3,64 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 18.216 | 11,30 | 1 | 0,00 | ||||
| 2026-04-10 | 13F | Eagle Wealth Strategies Llc | 4.355 | 0,11 | 297 | 6,86 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 9.425 | 0,05 | 643 | 6,82 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 406 | 99,02 | 28 | 107,69 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 510 | 0,20 | 35 | 6,25 | ||||
| 2026-05-15 | 13F | Fmr Llc | 7.244 | 13,63 | 494 | 21,43 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 3.583 | 244 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 917 | 63 | ||||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 4.768 | 0,02 | 325 | 6,91 | ||||
| 2026-05-12 | 13F | Creative Planning | 16.022 | 1,44 | 1.092 | 8,33 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 564 | 38 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3.370 | 230 | ||||||
| 2026-05-05 | 13F | Advantage Trust Co | 37.256 | 4,77 | 2.540 | 11,85 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 1.225 | 84 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 826 | 3,77 | 56 | 12,00 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 7.531 | 2,03 | 513 | 8,92 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 112.544 | 4,67 | 7.673 | 11,79 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 24 | 20,00 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 6.446 | 103,73 | 447 | 121,89 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.255 | 392,16 | 86 | 431,25 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 13.463 | 0,01 | 918 | 6,75 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 142.744 | 4,67 | 9.732 | 11,77 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 7.152 | 488 | ||||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 11.570 | 1,26 | 789 | 6,78 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 14.533 | 5,27 | 991 | 12,37 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 4.083 | 2,51 | 278 | 9,45 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 2.101 | 8,08 | 137 | 9,68 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 3.326 | 227 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 3.141 | 0,06 | 214 | 7,00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 13.394 | 24,01 | 913 | 32,51 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 3.888 | 0,05 | 265 | 6,85 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 8.354 | 2,53 | 570 | 9,42 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 5.787 | 395 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 5.578 | 12,87 | 387 | 22,54 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 0 | 0 | ||||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 4.700 | 320 | |||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2.987 | 204 | ||||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 8.990 | 0,08 | 613 | 6,81 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 8.398 | 573 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 3.115 | 212 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 34 | 2 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 80 | 5 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3.201 | 357,29 | 218 | 395,45 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 924 | 63 | ||||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 5.488 | 0,51 | 374 | 7,47 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 17.709 | 1,72 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 8.645 | 3,41 | 589 | 10,51 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 100.782 | 0,47 | 6.871 | 7,29 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 77.811 | 465,08 | 5 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 4.038 | 17,28 | 275 | 25,57 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 4.938 | 451 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 4.653 | 8,08 | 317 | 15,69 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 12.198 | 73,44 | 779 | 73,66 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 3.362 | 0,03 | 0 | |||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 181 | 141,33 | 12 | 200,00 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 37.015 | 0,62 | 2.523 | 7,45 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 5.224 | 0,06 | 356 | 6,91 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 25 | 2 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 12.705 | 5,12 | 866 | 12,32 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 284.470 | 2,86 | 19.394 | 9,85 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 38.937 | 82,98 | 2.655 | 95,36 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 33.966 | 13,34 | 2.316 | 21,08 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 56.359 | 25,65 | 3.842 | 34,19 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 5.747 | 1,86 | 392 | |||||
| 2026-03-02 | 13F | Reflection Asset Management | 886 | 58 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 2.412 | 2,94 | 164 | 10,07 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 4.107 | 280 | ||||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 28.219 | 20,28 | 1.924 | 28,46 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.116 | 76 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 0 | 0 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 5.088 | 0,16 | 347 | 6,79 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 104 | 258,62 | 7 | 600,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 6.312 | 430 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 103.041 | 13,18 | 7.025 | 20,87 |
