Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF meliputi Duncan Williams Asset Management, LLC, Truist Financial Corp, Symphony Financial, Ltd. Co., Concurrent Investment Advisors, LLC, Crews Bank & Trust, Assetmark, Inc, Hantz Financial Services, Inc., Qube Research & Technologies Ltd, Mount Yale Investment Advisors, LLC, dan Total Investment Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Mason & Associates Inc | 124,832 | 2.71 | 5,394 | 5.62 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 36,178 | 6.60 | 1,563 | 9.61 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 50,446 | 74.73 | 2,180 | 79.64 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 7,608 | 10.69 | 329 | 13.89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 583,401 | 14.31 | 25,209 | 17.54 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 19,134 | 0.44 | 827 | 3.25 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2,330 | 101 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 11,633 | 0.43 | 503 | 3.29 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 126,623 | 10.48 | 5 | 25.00 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 16,326 | 706 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 52,566 | 21.27 | 2,271 | 24.71 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 79,551 | 1.61 | 3,437 | 4.50 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 21,729 | 1.26 | 939 | 4.11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7,355 | 38.33 | 318 | 42.15 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,758 | 0.57 | 77 | 4.05 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 7,408 | 14.37 | 320 | 15.11 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 21,139 | 913 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 123,650 | 14.66 | 5,343 | 17.90 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 554,954 | 3.39 | 23,980 | 6.32 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,072 | 46 | ||||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 18,124 | 0.03 | 783 | 2.89 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,602,812 | 2.23 | 69,258 | 5.13 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,013 | 0.20 | 44 | 2.38 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 76,192 | 33.16 | 3,294 | 37.38 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 3,291 | 67.40 | 142 | 73.17 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 107,934 | 4,664 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 596,483 | 4.89 | 25,774 | 7.86 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 38,235 | 19.40 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 232,347 | 15.66 | 10,040 | 18.93 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,641,689 | 8.07 | 70,934 | 11.15 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 83,936 | 11.39 | 3,627 | 14.53 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 49,656 | 2 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 91,505 | 12.00 | 3,954 | 15.15 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8,984 | 388 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 28 | 1 | ||||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 97,362 | 4.08 | 4,207 | 7.05 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 28 | |||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 902,661 | 9.44 | 39,004 | 12.54 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 149,413 | 15.08 | 6,456 | 18.35 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 32,244 | 35.29 | 1,393 | 39.16 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 6,079 | 263 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 7,926 | 5.04 | 342 | 7.89 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 367,545 | 4.56 | 15,882 | 7.52 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 9 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 110,166 | 47.98 | 4,760 | 52.17 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1,000 | 0 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 15,918 | 5.50 | 688 | 8.53 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 19,060 | 23.38 | 837 | 32.49 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 7,659 | 4.06 | 331 | 6.80 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 12,713 | 5.52 | 554 | 9.29 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 5,645 | 8.72 | 244 | 11.47 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 12,738 | 19.57 | 550 | 23.04 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 23,883 | 9.46 | 1,032 | 12.55 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,276 | 55 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 7,831 | 338 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 40 | 25.00 | 2 | 0.00 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 | 0 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 59,423 | 39.36 | 2,568 | 43.33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,615 | 3.48 | 113 | 5.66 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 239,493 | 13.08 | 10,348 | 16.28 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 199 | 1.02 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 49,313 | 93.13 | 2,131 | 99.25 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 45,420 | 1,973 | ||||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 27,933 | 36.86 | 1,207 | 40.72 | ||||
| 2025-08-07 | 13F | PFG Advisors | 6,907 | 6.99 | 298 | 9.96 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 12,439 | 18.16 | 537 | 21.49 |
