Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di VanEck ETF Trust - VanEck Emerging Markets High Yield Bond ETF meliputi GDMA - Gadsden Dynamic Multi-Asset ETF, SIRAX - Sierra Tactical All Asset Fund Class A, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, Uhlmann Price Securities, Llc, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, First Horizon Advisors, Inc., Nova Wealth Management, Inc., Kiker Wealth Management, LLC, dan Allworth Financial LP .
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/A | Rockefeller Capital Management L.P. | 40,639 | 805 | ||||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 21,910 | 31.51 | 434 | 32.72 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 42,744 | 2.24 | 842 | 3.06 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 10,603 | 210 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 153,654 | 1.96 | 3,045 | 2.84 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 7,671 | 152 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 200 | 2.04 | 0 | |||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 235,400 | 4,666 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 31 | 1 | ||||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 131,400 | 2,582 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 159,555 | 18.07 | 3,158 | 18.95 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 10,720 | 212 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 138,776 | 19.34 | 2,751 | 20.40 | ||||
| 2025-07-07 | 13F | Verde Capital Management | 59,618 | 2.79 | 1,182 | 3.69 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 20 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16,489 | 327 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 30,097 | 55.18 | 597 | 56.43 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 100,182 | 1.11 | 1,986 | 2.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 99,633 | 30.94 | 1,975 | 32.04 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 254,263 | 8.20 | 5,039 | 9.14 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 144,847 | 4.65 | 2,871 | 5.55 | ||||
| 2025-07-28 | NP | FXED - Sound Enhanced Fixed Income ETF | 42,275 | 1.12 | 828 | -0.48 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 33,745 | 0.84 | 669 | 1.67 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 61,372 | 6.14 | 1,216 | 7.04 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 53,635 | 84.55 | 1 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 78,070 | 101.83 | 1,548 | 105.03 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 27,291 | 21.07 | 541 | 22.17 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 94,435 | 1,856 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 179 | 4 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 81 | 2 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 188 | 22.88 | 0 | |||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 112,713 | 6.09 | 2,221 | 6.93 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 81,607 | 14.30 | 1,617 | 15.34 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 108,238 | 13.03 | 2 | 100.00 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 1 | -100.00 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 233,674 | 4,631 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14,281 | 283 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,102,616 | 11.42 | 21,854 | 12.38 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 58,000 | 1,140 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,111 | 42 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 94,324 | 6.14 | 1,870 | 7.04 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 16,930 | 0.01 | 336 | 0.90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 17,681 | 120.46 | 350 | 122.93 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 46,500 | 17.57 | 922 | 18.53 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 11,463 | 10.47 | 227 | 11.82 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 39,134 | 776 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,121 | 33.77 | 22 | 37.50 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 63,227 | 8.36 | 1,253 | 9.34 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 323 | 6 | ||||||
| 2025-08-05 | 13F | Rareview Capital LLC | 66,617 | 253.99 | 1,320 | 257.72 | ||||
| 2025-08-28 | NP | RTRE - Rareview Total Return Bond ETF | 47,777 | 33.80 | 947 | 36.12 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 11,312 | 224 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 172,570 | 4.45 | 3,420 | 5.36 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 94 | 2 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1,907 | 0.53 | 38 | 0.00 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 21,506 | 426 | ||||||
| 2025-05-30 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 237,235 | 4,662 | ||||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 73,796 | 0.68 | 1,463 | 1.53 |
