Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di ALPS ETF Trust - ALPS Equal Sector Weight ETF meliputi HB Wealth Management, LLC, National Bank Of Canada /fi/, Ronald Blue Trust, Inc., Assetmark, Inc, dan St Germain D J Co 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Comerica Bank | 4,715 | 143.67 | 207 | -15.23 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 19,876 | 78.92 | 871 | -37.74 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 39,151 | 237.31 | 1,717 | 17.44 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6,483 | 284 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 21,703 | 64.87 | 952 | -42.64 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 471 | 200.00 | 21 | 5.26 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 12,763 | 183.56 | 560 | -1.24 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 27,985 | 171.44 | 1,227 | -5.47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 160,322 | 181.35 | 7,029 | -2.08 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 8,965 | 1,350.65 | 393 | 410.39 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 9,029 | 177.64 | 396 | -3.42 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 742,042 | 231.57 | 32,536 | 15.41 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 397,308 | 135.63 | 17,426 | -17.96 | ||||
| 2025-08-14 | 13F | UBS Group AG | 91,954 | 731.56 | 4,032 | 189.58 | ||||
| 2025-08-06 | 13F | Van Cleef Asset Management,Inc | 4,800 | 200.00 | 210 | 4.48 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13,718 | 428.43 | 599 | 84.88 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1,200 | 200.00 | 53 | 4.00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 32,450 | 201.86 | 1,423 | 5.02 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,424,257 | 239.80 | 62,448 | 18.27 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5,814 | 200.00 | 255 | 4.10 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 133 | 202.27 | 6 | 0.00 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 6,592 | 201.28 | 289 | 5.09 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 54,669 | 160.69 | 2,397 | -9.24 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 280,662 | 325.88 | 12,306 | 48.24 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 47,400 | 76.90 | 2,078 | -38.45 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6,525 | 200.00 | 286 | 4.76 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 24 | |||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 14,213 | 1 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 7,509 | 200.00 | 329 | 4.44 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 35,389 | 13,511.15 | 1,552 | 4,746.88 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 28,152 | 200.00 | 1,234 | 4.40 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 238,109 | 198.09 | 10,440 | 3.76 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,582 | 69 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 29,227 | 201.71 | 1,282 | 5.00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 900 | 200.00 | 39 | 5.41 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 400 | 18 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 2,487 | 236.99 | 109 | 18.48 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 4,785 | 200.00 | 210 | 4.50 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 66,026 | 392.62 | 3 | 100.00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 867 | 38 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1,773 | 200.00 | 78 | 4.05 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25,973 | 207.52 | 1,139 | 7.06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 289 | 389.83 | 13 | 71.43 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 156 | 200.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 922,171 | 205.85 | 40,434 | 6.46 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3,746 | 164 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,308 | 160.56 | 57 | -8.06 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 48,005 | 281.23 | 2,105 | 32.66 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1,800 | 200.00 | 79 | 4.00 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 20,574 | 201.14 | 902 | 4.88 |
