Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF meliputi Total Investment Management Inc, Heritage Wealth Architects, Inc., Mirae Asset Global Investments Co., Ltd., Baird Financial Group, Inc., SAMT - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF, OHSHX - Oakhurst Short Duration High Yield Credit Fund Institutional Shares, Millennium Management Llc, Sterling Group Wealth Management, LLC, Clear Creek Financial Management, LLC, Trilogy Capital Inc., Traynor Capital Management, Inc., Wedbush Securities Inc, StoneX Group Inc., Ausdal Financial Partners, Inc., PenderFund Capital Management Ltd., Astoria Portfolio Advisors LLC., Williams Jones Wealth Management, LLC., Stephens Inc /ar/, Summit X, LLC, dan CFS Investment Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 192,814 | 148.39 | 9,640 | 148.30 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1,022,473 | 4.30 | 51,119 | 4.26 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3,961 | 198 | ||||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 156,066 | 4.38 | 7,803 | 4.36 | ||||
| 2025-07-29 | NP | OHSHX - Oakhurst Short Duration High Yield Credit Fund Institutional Shares | 44,015 | 2,201 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 46,798 | 136.86 | 2,340 | 136.74 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 5,000 | 250 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 202,151 | 10,107 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 30,217 | 0.09 | 1,511 | 0.07 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 74,773 | 25.86 | 3,738 | 25.82 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 5,540 | 277 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 4,265 | 213 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2,846 | 219.78 | 142 | 222.73 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,098,489 | 3,844.87 | 54,919 | 3,845.26 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 5,962 | 298 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 9,994,024 | 0.71 | 499,651 | 0.68 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 124,184 | 0.26 | 6,209 | 0.23 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 88,014 | 4,400 | ||||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 133,289 | 13.68 | 6,664 | 13.64 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 11,299 | 565 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 124,228 | 2.02 | 6,211 | 1.99 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 189,728 | 188.93 | 9,485 | 188.91 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 11,195 | 37.36 | 558 | 37.19 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 38,193 | 171.95 | 1,909 | 171.94 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 33,032 | 25.38 | 1,651 | 25.36 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 968,882 | 4.21 | 48,439 | 4.18 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 162,135 | 3.30 | 8,106 | 3.26 | ||||
| 2025-07-24 | 13F | Strong Tower Advisory Services | 206,975 | 564.70 | 10,348 | 566.69 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 70,214 | 11.93 | 3,510 | 11.89 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 69,086 | 16.42 | 3,454 | 16.77 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31,915 | 164.15 | 1,596 | 164.07 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 6,644 | 331 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6,915 | 0 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 5,000 | 0 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 9,000 | 106.90 | 450 | 106.91 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 94,300 | 4,715 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 692,063 | 7.29 | 34,600 | 7.26 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 175,044 | 7.64 | 8,751 | 7.61 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 4,705 | 13.43 | 235 | 13.53 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 35,825 | 10.23 | 1,791 | 10.22 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 13,435 | 93.92 | 672 | 93.93 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12,082 | 154.04 | 604 | 154.85 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 54,228 | 26.14 | 2,711 | 26.15 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 72,662 | 4.86 | 3,633 | 4.85 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 61,128 | 9.87 | 3,056 | 9.85 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 6,661 | 408.09 | 333 | 412.31 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 95 | 5 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 5,498 | 33.19 | 275 | 33.01 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 103,080 | 11.15 | 5,153 | 11.18 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 112,175 | 3.49 | 5,608 | 3.47 | ||||
| 2025-04-29 | NP | LFSC - F/m Emerald Life Sciences Innovation ETF | 17,962 | 26.27 | 898 | 26.30 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8,588,384 | 27.22 | 429,376 | 27.18 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 21,272 | 51.99 | 1,064 | 52.07 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 96,142 | 5.64 | 4,807 | 5.60 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 36,396 | 21.65 | 1,817 | 21.86 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 9,473 | 76.57 | 474 | 76.49 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4,729 | 236 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 15,421 | 771 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 31,707 | 1,584 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1,560 | 108.00 | 78 | 108.11 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 22,141 | 159.11 | 1,107 | 159.02 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 14,063 | 0.45 | 703 | 0.43 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 10,355 | 4.41 | 518 | 4.44 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 4,045 | 1.05 | 202 | 1.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 26,197 | 3,685.69 | 1,310 | 3,750.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 703,865 | 31.96 | 35,190 | 31.92 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,422,449 | 31.61 | 70,909 | 31.19 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 51,461 | 0.34 | 2,573 | 0.31 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6,000 | 300 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 156,894 | 5.16 | 7,844 | 5.13 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 19,699 | 65.14 | 985 | 65.10 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 45,070 | 42.09 | 2,253 | 42.50 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 61,609 | 3,080 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 268,750 | 291.13 | 13,436 | 291.04 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 6,034 | 1.02 | 302 | 1.01 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10,614 | 7.64 | 531 | 7.51 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 4,964 | 248 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 151,383 | 49,050.32 | 7,568 | 50,353.33 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 136,026 | 41.26 | 6,801 | 41.23 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 128,401 | 1.38 | 6 | 0.00 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 23,744 | 19.11 | 1,187 | 19.18 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 5,750 | 287 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 17,049 | 65.40 | 852 | 65.44 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 9,798 | 78.05 | 490 | 77.82 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 32,122 | 1,606 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 103,059 | 0.19 | 5,152 | 0.16 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 217,068 | 982.74 | 10,852 | 983.03 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 137,848 | 81.37 | 6,868 | 81.28 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 62,867 | 51.94 | 3,143 | 51.91 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 53,475 | 4.66 | 3 | 0.00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 901 | 45 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,003,941 | 18.06 | 50 | 19.05 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,248 | 15.88 | 112 | 16.67 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 111,571 | 32.36 | 5,578 | 32.31 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2,300 | 115 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 231,062 | 17.21 | 11,552 | 17.17 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 255,061 | 24.04 | 12,752 | 24.00 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 28,323 | 4.21 | 1,416 | 4.12 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 31,247 | 26.23 | 1,562 | 26.27 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 2 | 0 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 13,758 | 2.21 | 688 | 2.08 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 34,218 | 10.50 | 1,711 | 10.47 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2 | 0 | ||||||
| 2025-08-14 | 13F | PenderFund Capital Management Ltd. | 6,000 | 300 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 363,963 | 26.35 | 18,196 | 26.32 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 1,021,520 | 30.82 | 51,070 | 30.79 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 104,610 | 72.69 | 5,230 | 72.63 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 486,487 | 0.04 | 24,322 | 0.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 18,016 | 10.88 | 901 | 10.84 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4,446 | 222 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 16,063 | 1.69 | 803 | 1.77 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4,611 | 231 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 44,891 | 0.61 | 2,244 | 0.58 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 22,642 | 5.00 | 1,132 | 4.92 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 13,509 | 9.95 | 675 | 9.93 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 174,778 | 23.21 | 8,707 | 22.75 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 109,288 | 3.79 | 5,464 | 3.78 | ||||
| 2025-08-14 | 13F | Betterment LLC | 26,705 | 4.18 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 65,522 | 41.26 | 3,276 | 41.22 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1,023,870 | 51,188 | ||||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 34,541 | 110.24 | 1,727 | 110.23 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 47,612 | 294.50 | 2,380 | 294.69 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 2,868 | 6.18 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 4,280 | 214 | ||||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 18,238 | 106.80 | 912 | 106.58 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 10,680 | 5.95 | 534 | 5.75 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 115,747 | 5,787 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 25,672 | 12.80 | 1,283 | 12.74 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 52,456 | 151.52 | 2,623 | 151.39 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 358,151 | 16.17 | 17,906 | 16.14 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 6,556 | 21.68 | 327 | 22.01 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 16,833 | 11.87 | 842 | 12.13 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 104,240 | 1.96 | 5,213 | 1.96 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 23,190 | 1,159 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 21,257 | 69.23 | 1,063 | 69.11 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 187,924 | 4,270.33 | 9,395 | 4,269.77 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 268,531 | 8.10 | 13,425 | 8.07 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 797,860 | 14.18 | 39,889 | 14.15 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 136,385 | 150.16 | 6,819 | 150.11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 54,708 | 70.63 | 2,735 | 70.62 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 125,954 | 28.62 | 6,297 | 28.59 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 24,580 | 2,229.86 | 1,229 | 2,261.54 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 500 | 0 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 504,477 | 5.42 | 25,221 | 5.39 | ||||
| 2025-08-28 | NP | SAMT - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | 87,751 | 4,387 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 887,973 | 5.09 | 44,394 | 5.06 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 260,015 | 13.13 | 12,999 | 13.09 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 60 | 3 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 54,561 | 14,646.22 | 2,728 | 15,050.00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1,200 | 60 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 474,058 | 5.59 | 23,701 | 5.56 | ||||
| 2025-08-14 | 13F | Comerica Bank | 47,568 | 70.07 | 2,378 | 70.10 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 23,533 | 1,177 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 7,074 | 352 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 160,665 | 8,032 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 140 | 7 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 4,748 | 31.31 | 237 | 31.67 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 12 | -82.54 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 11,776 | 38.98 | 1 |
