Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Capitol Series Trust - Fairlead Tactical Sector ETF meliputi Williams & Novak, LLC, D.a. Davidson & Co., 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | HighTower Advisors, LLC | 91,773 | 74.02 | 2,590 | 80.74 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7,411 | 211 | ||||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 26,230 | 740 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 335,416 | 2.83 | 9,468 | 6.75 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 433 | 12 | ||||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 58,043 | 2.06 | 1,638 | 5.95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,987,922 | 52.17 | 56,113 | 57.98 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 712,927 | 30.50 | 20,124 | 35.48 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 89,952 | 178.40 | 2,539 | 189.18 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10,873 | 307 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 7,101 | 200 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 155,350 | 377.60 | 4 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 325,242 | 6.62 | 9 | 12.50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 200 | 6 | ||||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 277,686 | 0.43 | 7,838 | 4.27 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 32,008 | 62.33 | 903 | 68.47 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13,652 | 385 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 41,523 | 183.26 | 1,172 | 194.47 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 19,714 | 6.89 | 556 | 10.98 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2,618,251 | 0.29 | 73,905 | 4.12 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 13,986 | 5.88 | 399 | 11.14 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 51,044 | 3.49 | 1,441 | 3.60 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 466 | 13 |
