Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF meliputi Empowered Funds, LLC, 21 West Wealth Management LLC, AGGA - Astoria Dynamic Core US Fixed Income ETF, WBIG - WBI BullBear Yield 3000 ETF, Gladstone Institutional Advisory LLC, Valpey Financial Services, LLC, VSM Wealth Advisory, LLC, Optivise Advisory Services LLC, Traub Capital Management LLC, Platform Technology Partners, Harbor Asset Planning, Inc., Cornerstone Planning Group LLC, TCTC Holdings, LLC, GAMMA Investing LLC, Pacifica Partners Inc., GPS Wealth Strategies Group, LLC, dan Twin Peaks Wealth 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 981 | 0.31 | 30 | 0.00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 12,382 | 0 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 6,687 | 206 | ||||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 329,491 | 2.49 | 10,158 | 2.53 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 389,065 | 23.96 | 11,995 | 23.99 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 104,721 | 654,406.25 | 3,229 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,292,271 | 17.60 | 39,841 | 17.64 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 101,333 | 1.11 | 3,124 | 1.17 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 8,055 | 248 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 30,105 | 0.02 | 928 | 0.11 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,508,779 | 691.75 | 46,516 | 692.17 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1,000 | 31 | ||||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 258,548 | 1.83 | 7,971 | 1.87 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 402,054 | 0.48 | 12,395 | 0.51 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 650,546 | 6.05 | 20,056 | 6.08 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 16,768 | 143.83 | 517 | 144.55 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3,838 | 1.19 | 118 | 1.72 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 230,572 | 108.30 | 7,109 | 108.38 | ||||
| 2025-07-30 | NP | AGGA - Astoria Dynamic Core US Fixed Income ETF | 60,643 | 1,867 | ||||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 207,496 | 8.46 | 6,397 | 8.50 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 196,102 | 8.23 | 6,046 | 8.26 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 472,670 | 24.32 | 14,572 | 24.37 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 343,419 | 11.64 | 10,588 | 11.68 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 361,085 | 21.67 | 11,132 | 21.71 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 906,757 | 2.75 | 27,955 | 2.78 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 8,400 | 3.70 | 259 | 3.61 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 32,886 | 0.32 | 1,014 | 0.30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 216 | 7 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 188,078 | 24.70 | 5,798 | 24.74 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 6,500 | 200 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,114,538 | 12.82 | 34,361 | 12.86 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 633,387 | 11.43 | 19,527 | 11.47 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 13,399 | 1.97 | 413 | 2.48 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 18,465 | 569 | ||||||
| 2025-08-14 | 13F | Vista Investment Management | 14,425 | 14.70 | 445 | 14.73 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 866,921 | 3.18 | 26,727 | 3.22 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 1,057,565 | 25.90 | 32,605 | 25.94 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 110,567 | 2.53 | 3,406 | 2.50 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1,831 | 0.55 | 56 | 0.00 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 110,993 | 3.19 | 3,422 | 3.20 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 7,372 | 243.36 | 227 | 243.94 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 10,598 | 18.61 | 327 | 18.55 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 61,217 | 1,887 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 7,818 | 241 | ||||||
| 2025-07-08 | 13F | Gillespie Robinson & Grimm Inc | 142,363 | 17.65 | 4,389 | 17.70 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5,200 | 122.51 | 160 | 122.22 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2,017 | 62 | ||||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 64,685 | 0.15 | 1,994 | 0.20 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 12,417 | 6.02 | 383 | 6.11 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 68,229 | 22.87 | 2,103 | 22.91 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 38,325 | 1,182 | ||||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 613,235 | 4.67 | 18,906 | 4.71 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 29,479 | 7.71 | 909 | 7.71 | ||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 835,100 | 173.71 | 25,746 | 174.71 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 14,847 | 35.64 | 458 | 35.61 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 269,248 | 1.56 | 8,301 | 1.59 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 214,895 | 2.29 | 6,625 | 2.33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 68 | 2 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 15,976 | 10.20 | 493 | 10.31 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 14,536 | 58.86 | 448 | 58.87 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 27,199 | 32.16 | 839 | 32.18 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,935,009 | 10.39 | 59,656 | 10.42 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 7,796 | 240 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,359 | 73 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 6,960 | 215 | ||||||
| 2025-08-28 | NP | GPICX - GuidePath(R) Conservative Income Fund | 125,449 | 18.70 | 3,868 | 18.73 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 115,734 | 9.84 | 3,568 | 9.89 | ||||
| 2025-08-28 | NP | WBIG - WBI BullBear Yield 3000 ETF | 22,941 | 707 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 225,635 | 0.74 | 6,956 | 0.78 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 59,334 | 27.13 | 1,829 | 27.19 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 86,328 | 3.25 | 2,661 | 3.30 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 45,887 | 539.81 | 1,415 | 539.82 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 40,431 | 3.12 | 1,246 | 3.15 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 46,999 | 62.73 | 1,449 | 62.70 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 9,567 | 295 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 72,062 | 6.79 | 2,222 | 6.83 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 246,292 | 1.53 | 7,593 | 1.57 | ||||
| 2025-05-02 | 13F | Sachetta, LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 23,133 | 123.25 | 713 | 123.51 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 19,165 | 30.92 | 591 | 30.82 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 473,705 | 307.71 | 14,604 | 309.19 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 11,633 | 0.21 | 359 | 0.28 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 41,802 | 5.29 | 1,289 | 5.31 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,509 | 0.33 | 47 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 125,926 | 3.65 | 3,880 | 3.55 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 371 | 17.41 | 11 | 22.22 | ||||
| 2025-08-14 | 13F | Comerica Bank | 14,186 | 20.39 | 437 | 20.39 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 29,106 | 0.34 | 897 | 0.34 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 38,033 | 1,173 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 177 | 5 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 227,384 | 31.31 | 7,010 | 31.37 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 55,004 | 128.54 | 1,696 | 128.74 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 94,908 | 2.82 | 2,917 | 3.04 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,184,358 | 11.49 | 67,344 | 11.53 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 262,312 | 3.34 | 8,087 | 3.37 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 246,091 | 9.43 | 7,587 | 9.47 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 68 | 2 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 18,633 | 0.38 | 574 | 0.35 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 378 | 12 | ||||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 580 | 18 | ||||||
| 2025-08-14 | 13F | State Street Corp | 1,083,549 | 23.31 | 33,406 | 23.35 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 4 | 0.00 | ||||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 317 | 10 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6,705 | 1.06 | 207 | 0.98 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 5,288 | 163 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 615 | 2,975.00 | 19 | |||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1,025,445 | 4.74 | 31,625 | 5.43 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 6,739 | 208 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 43,921 | 12.60 | 1,354 | 13.02 | ||||
| 2025-08-12 | 13F | Dean Investment Associates, Llc | 288,670 | 2.00 | 8,900 | 2.03 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 726 | 15.61 | 22 | 15.79 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 66,748 | 2,049 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 34,153 | 17.33 | 1,053 | 17.28 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 10,252 | 0.53 | 316 | 0.64 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6,900 | 213 | ||||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 73,122 | 0.82 | 2,254 | 0.85 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 99,220 | 3.09 | 3,059 | 3.10 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 346,368 | 10,679 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 513,271 | 1.71 | 16 | 0.00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 4,085 | 6.80 | 126 | 6.84 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 42,479 | 1,310 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 33,107 | 0.32 | 1,021 | 0.29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 372,140 | 7.22 | 11 | 10.00 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 11,318 | 0.67 | 349 | 0.58 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 255,241 | 0.02 | 7,869 | 0.05 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 52,452 | 17.63 | 1,617 | 18.03 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 110,589 | 7.70 | 3,409 | 7.74 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 64,064 | 10.15 | 1,975 | 10.21 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 262,012 | 18.52 | 8,073 | 18.74 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 410,546 | 2.06 | 12,657 | 2.10 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 19,275 | 126.18 | 594 | 126.72 | ||||
| 2025-08-14 | 13F | Cito Capital Group, LLC | 18,000 | 100.00 | 1 | |||||
| 2025-08-14 | 13F | Fmr Llc | 860 | 128.12 | 27 | 136.36 | ||||
| 2025-08-14 | 13F | Rock Point Advisors, LLC | 19,045 | 7.33 | 587 | 7.51 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 726 | 205.04 | 22 | 214.29 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 40,900 | 121.21 | 1,261 | 121.44 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 100,061 | 2,982.59 | 3 | -97.00 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 270,370 | 6.29 | 8,303 | 7.27 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8,362 | 2.40 | 258 | 2.39 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11,029 | 2.08 | 340 | 2.41 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8,143 | 22.01 | 251 | 22.44 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 29 | 383.33 | 1 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8,587 | 265 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 39,700 | 65.42 | 1,224 | 65.49 | |||
| 2025-07-25 | 13F | Cwm, Llc | 248,860 | 3.94 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18,680 | 5.40 | 576 | 5.31 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 40,371 | 2.50 | 1,245 | 2.56 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 11,799 | 5.12 | 364 | 5.22 |
