Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Series Portfolios Trust - Eldridge BBB-B CLO ETF meliputi SRS Capital Advisors, Inc., FLOAX - Power Floating Rate Index Fund Class A, GSHIX - Goldman Sachs High Yield Fund Institutional, Stifel Financial Corp, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Renaissance Technologies Llc, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Kestra Advisory Services, LLC, Claris Financial LLC, Impact Partnership Wealth, LLC, Griffin Asset Management, Inc., Darden Wealth Group Inc, Wealthspire Advisors, LLC, Koshinski Asset Management, Inc., Tactive Advisors, LLC, Basso Capital Management, L.p., Allworth Financial LP, Reyes Financial Architecture, Inc., Principal Securities, Inc., dan Steward Partners Investment Advisory, Llc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | NP | GSHIX - Goldman Sachs High Yield Fund Institutional | 370,775 | 9,915 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 9,718 | 2.11 | 260 | 3.17 | ||||
| 2025-08-19 | NP | GFRAX - Goldman Sachs High Yield Floating Rate Fund Class A Shares | 737,892 | 313.98 | 19,731 | 316.71 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 12,922 | 346 | ||||||
| 2025-08-14 | 13F | Bienville Capital Management, LLC | 109,768 | 2,935 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1,172,835 | 462.65 | 31,362 | 466.29 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 500 | 13 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 139,571 | 3,732 | ||||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Yield ETF | 278,951 | 2.89 | 7,507 | 2.23 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 494,630 | 1.51 | 13,226 | 2.15 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 206 | 6 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 18,246 | 127.11 | 488 | 128.64 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 34,463 | 922 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9 | 0 | ||||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 34,882 | 11.58 | 933 | 12.29 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 197 | 0 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 12,802 | 342 | ||||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 137,504 | 10.68 | 3,677 | 11.39 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 94,596 | 6.46 | 2,529 | 7.16 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,423,147 | 38,055 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 66,335 | 1,774 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 150,380 | 16.84 | 4 | 33.33 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 20,996 | 561 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 103,527 | 2,768 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 143,824 | 29,251.84 | 3,846 | 29,476.92 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 64,650 | 55.22 | 1,729 | 56.24 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 23,500 | 128.16 | 628 | 130.04 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 737 | 20 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 318,582 | 448.80 | 9 | 700.00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 11,964 | 2.10 | 320 | 2.57 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 119,928 | 171.38 | 3,207 | 173.08 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 300 | 0.67 | 8 | 14.29 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 88,616 | 286.46 | 2,370 | 289.00 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 96,888 | 278.53 | 2,591 | 280.88 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 174,600 | 4,669 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 28,653 | 78.31 | 766 | 75.69 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 118,769 | 289.67 | 3,176 | 292.46 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 8 | 0 | ||||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 3,500 | 94 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 29,850 | 141.02 | 798 | 142.55 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 1,623,358 | 20.94 | 43,133 | 19.23 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 27,582 | 738 | ||||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 772,041 | 1.98 | 20,644 | 2.63 | ||||
| 2025-05-29 | NP | FLOAX - Power Floating Rate Index Fund Class A | 371,741 | 9,877 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 93,900 | 2,511 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 119,600 | 3,198 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 303,824 | 254.83 | 8,124 | 257.10 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 88,686 | 11.78 | 2,371 | 12.48 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 12,352 | 330 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,700 | 45 | ||||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 1,653 | 44 | ||||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 18,550 | 496 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1,164,679 | 7.88 | 31,144 | 8.58 |
