Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Blackrock ETF Trust II - Ishares High Yield Muni Active ETF meliputi Sofi Wealth, Llc, Droms Strauss Advisors Inc /mo/ /adv, Cerity Partners LLC, Brinker Capital Investments, LLC, Apollon Wealth Management, LLC, Buttonwood Financial Group, LLC, Sequoia Financial Advisors, LLC, Cherrydale Wealth Management, Llc, Provident Wealth Management, LLC, Stratos Wealth Partners, LTD., Change Path, LLC, Versant Capital Management, Inc, Principal Securities, Inc., SOA Wealth Advisors, LLC., Flow Traders U.s. Llc, Citadel Advisors Llc, Tyche Wealth Partners LLC, ONE Advisory Partners, LLC, Susquehanna International Group, Llp, dan Leverty Financial Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 14,385 | 18.33 | 700 | 16.11 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1,322 | 64 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 10,554 | 491.92 | 513 | 482.95 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 3,056 | 151 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 79,355 | 865.98 | 3,859 | 850.49 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 15,141 | 1 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,347 | 211 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 11,244 | 40.30 | 547 | 37.88 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,470 | 315 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 8,154 | 1,135.45 | 395 | 1,131.25 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 57,578 | 1.86 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 20,743 | 58.96 | 1,009 | 56.04 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,227 | 60 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 1,459 | 71 | ||||||
| 2025-06-18 | NP | RWMIX - Redwood Managed Municipal Income Fund Class I | 23 | 1 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 29,218 | 0.89 | 1,421 | -0.98 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3,045,343 | 8.70 | 148,095 | 6.72 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4,109 | 21.00 | 200 | 18.45 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 18,992 | 180.12 | 924 | 175.52 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 4,065 | 20.80 | 198 | 18.67 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 19,941 | 970 | ||||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 12,137 | 570 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 8,667 | 2.87 | 421 | 0.96 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 125,499 | 6,103 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 4,254 | 207 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 15,096 | 2.28 | 734 | 0.41 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 72,015 | 22.69 | 3,502 | 20.47 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 3,560 | 1.22 | 169 | 0.00 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 201 | 10 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,906,785 | 37.87 | 92,727 | 35.36 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9,380 | 456 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,925,282 | 11.34 | 93,626 | 9.31 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 167 | 1.21 | 8 | 14.29 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 13,369 | 650 | ||||||
| 2025-08-11 | 13F | Eq Llc | 5,472 | 266 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 8,000 | 389 | ||||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 4,235 | 0.62 | 206 | -1.44 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 18,741 | 911 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 9,669 | 7.02 | 470 | 5.15 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1,614 | 78 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 2,648 | 2.56 | 129 | 0.79 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 4,619 | 225 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 8,586 | 91.87 | 418 | 88.69 | ||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 6,266 | 305 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 88,175 | 9.67 | 4 | 33.33 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4,165 | 203 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 83,127 | 1,725.76 | 4 | |||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 464,974 | 12.75 | 22,612 | 10.70 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1,320 | 0.46 | 64 | -1.54 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 15,981 | 777 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 24,915 | 46.35 | 1,212 | 43.65 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 5,325 | 0.24 | 259 | -1.90 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 13 | 1 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 4,937 | 240 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 54 | 1.89 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 35,201 | 12.24 | 1,712 | 10.17 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 6,261 | 310 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12,110 | 589 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 6,282 | 51.67 | 306 | 48.78 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 303,952 | 12.34 | 14,781 | 10.30 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 1,014 | 50 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33,006 | 19.10 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 167,322 | 8,137 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1,998 | 450.41 | 97 | 470.59 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 24,259 | 3.81 | 1,180 | 1.90 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 483 | 49.54 | 23 | 53.33 | ||||
| 2025-04-10 | 13F | Contravisory Investment Management, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 10,674 | 519 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4,994 | 23.16 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 75,431 | 8.85 | 3,668 | 6.88 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 7,927 | 0.06 | 385 | -1.79 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 10,048 | 489 | ||||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 7,921 | 11.45 | 385 | 9.38 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 135 | 7 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 101,005 | 9.16 | 4,912 | 7.16 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 104,484 | 63.88 | 5,081 | 60.94 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 7 | 0 | ||||||
| 2025-07-28 | 13F | Fairman Group, LLC | 57,727 | 1.08 | 2,807 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 10,412 | 13.68 | 506 | 11.70 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6,680 | 0.72 | 325 | -1.22 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 382,091 | 147.68 | 18,581 | 143.21 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 26,663 | 61.11 | 1,297 | 58.24 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 7,300 | 355 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 19,251 | 936 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 33,629 | 1,635 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 32,127 | 2.33 | 1,562 | 0.45 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 5,651 | 275 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 249 | 24.50 | 12 | 33.33 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 7,396 | 0.34 | 360 | -1.64 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 186,639 | 3.07 | 9,076 | 1.20 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5,722 | 275 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 6,096 | 296 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 8,299 | 404 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 19,017 | 925 | ||||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 10,205 | 11.76 | 496 | 9.73 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 11,841 | 1.79 | 576 | -0.17 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,473 | 95.99 | 363 | 93.09 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 176,981 | 1.29 | 8,607 | -0.55 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 13,547 | 9.14 | 659 | 7.17 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 211 | 10 | ||||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 30,184 | 1,468 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 52,067 | 2,532 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 22,290 | 6.68 | 1,084 | 4.74 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,105 | 0.64 | 54 | -1.85 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 5,517 | 268 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 5,233 | 1.47 | 254 | -0.39 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7,213 | 351 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 16,625 | 39.58 | 808 | 37.18 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 17,929 | 872 | ||||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 3,209 | 0.91 | 156 | -0.64 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 8,104 | 4.29 | 392 | 2.35 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 433,471 | 11.55 | 21 | 10.53 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 9,038 | 439 | ||||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 147,842 | 8.98 | 7,190 | 7.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 286,815 | 5.91 | 13,948 | 3.98 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 6,908 | 336 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 290,296 | 43.05 | 14,117 | 40.45 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 24,964 | 38.87 | 1,214 | 36.29 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 16 | 1 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,912,072 | 12.35 | 92,984 | 10.31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,547,678 | 48.31 | 74,981 | 45.42 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 511,887 | 1.08 | 25 | -4.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 983,310 | 38.15 | 47,818 | 35.64 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 31,177 | 37.42 | 1,516 | 35.00 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 51,337 | 2,481 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 6,259 | 51.48 | 304 | 49.02 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18,140 | 29.47 | 882 | 27.27 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 71,750 | 3,489 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 51 | 96.15 | 2 | 100.00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2,078 | 5.43 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4,275 | 208 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 10,164 | 8.99 | 494 | 7.16 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 12,405 | 86.18 | 603 | 82.73 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13 | 1,200.00 | 1 | |||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 7,755 | 0.65 | 377 | -1.05 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,350 | 212 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 9,323 | 1.22 | 453 | -0.66 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 8,708 | 22.42 | 423 | 20.17 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 44,209 | 62.38 | 2,150 | 59.42 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 25,160 | 7.89 | 1,224 | 5.89 | ||||
| 2025-08-08 | 13F | Creative Planning | 5,483 | 2.05 | 267 | 0.00 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 11,401 | 31.73 | 554 | 29.44 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 509 | 25 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 36,971 | 167.15 | 1,797 | 163.10 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 26,562 | 22.46 | 1,268 | 18.19 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 109,979 | 5,348 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 44,967 | 43.77 | 2,187 | 41.12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14,871 | 723 | ||||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 16,559 | 0.72 | 805 | -1.11 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 27,344 | 4.45 | 1,330 | 2.55 |
