Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Angel Oak Funds Trust - Angel Oak Income ETF meliputi Astor Investment Management LLC, Envestnet Asset Management Inc, ASTIX - Astor Dynamic Allocation Fund Class I shares, Goldman Sachs Group Inc, Legacy Capital Group California, Inc., Ieq Capital, Llc, AE Wealth Management LLC, ASPGX - Astor Sector Allocation Fund Class A Shares, GeoWealth Management, LLC, Flow Traders U.s. Llc, IHT Wealth Management, LLC, Change Path, LLC, Wiley Bros.-aintree Capital, Llc, Legacy Capital Wealth Partners, LLC, DAVENPORT & Co LLC, Bank of New York Mellon Corp, Advisory Services Network, LLC, Coastal Bridge Advisors, LLC, Raleigh Capital Management Inc., dan Nova Wealth Management, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Rareview Capital LLC | 68,709 | 1.34 | 1,429 | 1.56 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 94,504 | 1,966 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 28,058 | 584 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 21,155 | 440 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 225,983 | 1.12 | 4,700 | 1.31 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 427,158 | 40.81 | 8,885 | 41.08 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 102,541 | 7.48 | 2,133 | 7.68 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 23,118 | 36.25 | 481 | 36.36 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 368,613 | 7.21 | 7,667 | 7.43 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17,065 | 355 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10,334 | 5.13 | 215 | 4.90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,814,675 | 66.91 | 58,545 | 67.24 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 61,455 | 56.64 | 1,278 | 57.00 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 21,054 | 0.30 | 438 | 0.46 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 47,467 | 0.01 | 987 | 0.20 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 24,359 | 47.28 | 507 | 47.52 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 131,790 | 13.00 | 2,741 | 13.22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 296,490 | 2.72 | 6,167 | 2.90 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 85,472 | 1,778 | ||||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 158,131 | 245.94 | 3 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 34,906 | 726 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2,189,547 | 5,266.67 | 45,543 | 5,283.22 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 124,342 | 8.39 | 2,586 | 8.61 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 811,224 | 4.30 | 16,873 | 4.50 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 2,058,325 | 7.31 | 42,813 | 7.52 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 54,415 | 64.76 | 1,132 | 65.11 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 383,809 | 7,983 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 96,567 | 47.04 | 2,009 | 47.32 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 59,347 | 1,234 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 143,860 | 8.95 | 2,992 | 9.16 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 167 | 3 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 6,626 | 138 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 8,228 | 471.39 | 171 | 489.66 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 241,047 | 10.06 | 5,014 | 10.27 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,374,357 | 4.92 | 28,587 | 5.12 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 52,472 | 31.54 | 1,091 | 31.76 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2,291,182 | 1.66 | 47,657 | 1.86 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 20,001 | 416 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 198,740 | 103.86 | 4 | 100.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 269 | 31.37 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 27,856 | 1 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 133 | 3 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 469,620 | 0.29 | 9,768 | 0.48 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 11,876 | 247 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,835 | 38 | ||||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 59,257 | 2.45 | 1,233 | 2.67 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 358,408 | 7,455 | ||||||
| 2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 139,969 | 2,897 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 110,380 | 2,296 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 599,336 | 1.64 | 12,466 | 1.84 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 15,190 | 316 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 939,991 | 39.16 | 19,552 | 39.42 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10,935 | 227 | ||||||
| 2025-06-30 | NP | ASPGX - Astor Sector Allocation Fund Class A Shares | 31,175 | 645 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,437 | 73.67 | 467 | 73.88 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13,925 | 290 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 10,500 | 218 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 149,275 | 276.15 | 3,105 | 277.16 |
