Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Tidal Trust I - SP Funds Dow Jones Global Sukuk ETF meliputi rebel Financial LLC, Franklin Resources Inc, CIBC World Markets Inc., dan Raymond James Financial 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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Franklin Resources Inc | 29,869 | 544 | ||||||
2025-06-27 | NP | SP Funds Trust - SP Funds 2040 Target Date Fund Investor Shares | 5,225 | 10.21 | 95 | 11.90 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 32,549 | 9.58 | 592 | 10.86 | ||||
2025-08-08 | 13F | SageOak Financial, LLC | 13,129 | 4.21 | 239 | 5.29 | ||||
2025-07-25 | 13F | Cwm, Llc | 77,094 | 1.36 | 1 | 0.00 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 10,826 | 2.86 | 197 | 4.23 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 26,152 | 0.45 | 476 | 1.49 | ||||
2025-04-25 | 13F | Wall Street Financial Group, Inc. | 10,211 | 1.24 | 184 | 2.79 | ||||
2025-08-14 | 13F | UBS Group AG | 44,486 | 9.21 | 811 | 10.35 | ||||
2025-07-23 | 13F | Shariaportfolio, Inc. | 1,655,373 | 3.99 | 30,161 | 5.15 | ||||
2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 77,840 | 11.11 | 1,418 | 13.53 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 34,188 | 0.25 | 623 | 1.14 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 15,959 | 17.53 | 291 | 18.85 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 26,735 | 0.37 | 487 | 1.46 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 127,572 | 15.16 | 2,324 | 16.43 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 80,785 | 44.25 | 1,472 | 45.79 | ||||
2025-06-27 | NP | SP Funds Trust - SP Funds 2030 Target Date Fund Investor Shares | 109,868 | 8.32 | 1,990 | 10.32 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 76,077 | 0.53 | 1,386 | 1.69 | ||||
2025-07-29 | 13F | Regions Financial Corp | 22,936 | 1.24 | 418 | 2.21 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 108,467 | 55.20 | 1,976 | 56.95 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 10,173 | 0.53 | 185 | 1.65 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 4,535 | 6.41 | 83 | 7.89 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 57,429 | 0.32 | 1,046 | 1.45 | ||||
2025-08-14 | 13F | Ubs Asset Management Americas Inc | 1,099,763 | 5.60 | 20,038 | 6.77 | ||||
2025-07-24 | 13F | rebel Financial LLC | 212,431 | 3,870 | ||||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 16,223 | 3.65 | 296 | 4.61 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 15,876 | 289 | ||||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 48,129 | 336.39 | 877 | 342.42 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 539,483 | 52.81 | 9,829 | 54.52 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 12,687 | 6.52 | 231 | 7.94 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 15,339 | 3.09 | 279 | 4.10 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 5,604 | 102 | ||||||
2025-08-14 | 13F | Mariner, LLC | 21,029 | 0.49 | 383 | 1.59 | ||||
2025-08-12 | 13F | LPL Financial LLC | 46,288 | 38.55 | 843 | 40.03 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 21,000 | 56.09 | 383 | 57.85 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 1,523 | 24.23 | 28 | 22.73 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 29,898 | 14.00 | 545 | 15.25 | ||||
2025-08-14 | 13F | Fmr Llc | 1 | 0 |