Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Franklin Templeton Digital Holdings Trust - Franklin Bitcoin ETF meliputi WCG Wealth Advisors LLC, Abacus Wealth Partners, LLC, L2 Asset Management, LLC, Financial Advocates Investment Management, Valmark Advisers, Inc., Steward Partners Investment Advisory, Llc, Mjp Associates Inc /adv, Advisor OS, LLC, Strategic Wealth Partners, Ltd., Dogwood Wealth Management LLC, Raymond James Financial Inc, Harel Insurance Investments & Financial Services Ltd., dan GWM Advisors 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.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 9,841 | 32.54 | 614 | 73.45 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 4,400 | 275 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Elevate Capital Advisors, LLC | 25,099 | 59.57 | 1,567 | 108.52 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 16,600 | 23.42 | 1,036 | 61.37 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 135,743 | 1.06 | 8,473 | 32.10 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 75 | 50.00 | 5 | 100.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 65 | 22.64 | 4 | 100.00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6,209 | 20.59 | 388 | 57.96 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 519 | 42.19 | 35 | 66.67 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13,787 | 16.13 | 861 | 51.68 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 10,000 | 624 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 305,620 | 42.27 | 19,077 | 85.94 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 149,502 | 10.88 | 9,332 | 44.91 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 9,873 | 616 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 76,820 | 122.27 | 4,795 | 190.61 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 43 | 230.77 | 3 | |||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 3,337 | 208 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 543 | 0.18 | 34 | 32.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6,678 | 26.48 | 417 | 65.08 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 3,887 | 243 | ||||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 5,100 | 318 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 504 | 31 | ||||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 66,181 | 3.06 | 4,131 | 34.74 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 694 | 44 | ||||||
| 2025-08-11 | 13F | Rpo Llc | 35,400 | 32.58 | 2,210 | 73.25 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 21 | 33.33 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 12,069 | 1 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 14,472 | 4.90 | 1 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21,273 | 141.93 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3,520 | 220 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 12,090 | 755 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3,576 | 223 | ||||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 14,200 | 23.47 | 886 | 61.38 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 890 | 3.49 | 56 | 34.15 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 96 | 6 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 54,894 | 4.29 | 3,426 | 36.33 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 35,285 | 66.64 | 2,202 | 117.80 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,620 | 101 | ||||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 378 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 15,506 | 42.41 | 968 | 64.18 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 4,540 | 4.61 | 283 | 36.71 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 3,337 | 208 |
