Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Strategic Trust - Running Oak Efficient Growth ETF meliputi Boulay Financial Advisors, LLC, Sykon Capital Llc, Integrated Wealth Concepts LLC, Mount Yale Investment Advisors, LLC, Soundwatch Capital LLC, dan EverSource 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 12,514 | 14.30 | 423 | 19.15 | ||||
| 2025-08-14 | 13F | UBS Group AG | 59,666 | 11.75 | 2,019 | 16.58 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 11,000 | 10.00 | 372 | 14.81 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 11,438 | 387 | ||||||
| 2025-07-17 | 13F | Financial Designs Corp | 245,615 | 4.31 | 8,311 | 8.84 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 50,862 | 15.03 | 1,721 | 20.10 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 800,425 | 52.40 | 27,085 | 59.02 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 122,123 | 7.60 | 4,130 | 12.20 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 88,617 | 12.82 | 2,999 | 17.71 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,247,530 | 7.21 | 42,214 | 11.86 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 9,099 | 308 | ||||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 5,610 | 218 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 8,326 | 282 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 64,098 | 1.42 | 2,179 | 9.56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 85,564 | 0.16 | 2,895 | 4.51 | ||||
| 2025-07-17 | 13F | Boulay Financial Advisors, LLC | 3,377,504 | 114,289 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 234,559 | 1.92 | 8 | 0.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 30,724 | 37.27 | 1,040 | 43.31 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 37,708 | 1,276 | ||||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 267,943 | 3.25 | 9,067 | 7.74 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 205,175 | 16.41 | 6,943 | 21.47 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 139,127 | 7.59 | 4,708 | 12.26 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 77,040 | 2,607 | ||||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 6,352 | 2.77 | 215 | 7.50 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 114,132 | 5.66 | 3,862 | 10.22 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 60,880 | 233.37 | 2,060 | 247.97 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 442,237 | 3.17 | 14,965 | 7.65 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 122,547 | 6.55 | 4,147 | 11.18 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 200,088 | 187.85 | 6,771 | 200.35 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 245,585 | 4.47 | 8,310 | 9.01 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 45,758 | 228.30 | 1,548 | 242.48 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 26,332 | 6.39 | 891 | 11.10 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 9,266 | 13.06 | 314 | 18.11 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 61 | 2 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 20,232 | 685 |
