Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF meliputi Hershey Financial Advisers, LLC, Capitolis Liquid Global Markets LLC, CMIAX - Curasset Capital Management Limited Term Income Fund Class A, CMBEX - Curasset Capital Management Core Bond Fund Founders Class, Optivise Advisory Services LLC, TT Capital Management LLC, Strathmore Capital Advisors, Inc., Quadrature Capital Ltd, Brookwood Investment Group LLC, Meridian Financial, LLC, Atlantic Union Bankshares Corp, dan Rothschild Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | David J Yvars Group | 8,115 | 1.44 | 238 | 3.04 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 128,359 | 4.52 | 3,758 | 6.04 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 15,149 | 0.79 | 444 | 2.31 | ||||
| 2025-07-24 | 13F | Conning Inc. | 97,267 | 91.83 | 2,848 | 94.60 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 215,943 | 6.64 | 6,295 | 7.81 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 65,226 | 0.70 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Deseret Mutual Benefit Administrators | 60,645 | 1.63 | 1,776 | 3.14 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 328,556 | 8.74 | 9,620 | 12.55 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 12,111 | 0.27 | 355 | 1.72 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 83,558 | 7.82 | 2,447 | 9.39 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 28,140 | 1.17 | 824 | 2.62 | ||||
| 2025-08-14 | 13F | UBS Group AG | 165,772 | 3.01 | 4,854 | 4.50 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 111,827 | 4.63 | 3,274 | 6.16 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38,368 | 3.38 | 1,123 | 4.86 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 7,289 | 0.04 | 213 | 1.43 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 10,785 | 0.66 | 316 | 3.62 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 143,719 | 22.72 | 4,208 | 24.53 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 17,776 | 10.77 | 520 | 12.31 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 118,351 | 7.31 | 3,465 | 8.89 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 14,593 | 9.83 | 426 | 10.97 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7,806 | 229 | ||||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 55,647 | 0.97 | 1,629 | 2.45 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 186,146 | 6.56 | 5,372 | 7.27 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 10,725 | 314 | ||||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 17,397 | 6.10 | 509 | 7.61 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 12,983 | 86.81 | 380 | 90.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 20,834 | 4.21 | 610 | 5.90 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 16 | 6.67 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 58,847 | 297.35 | 1,723 | 304.46 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 51,344 | 3.12 | 1,503 | 4.67 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 48,684 | 0.74 | 1,425 | 2.22 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,501 | 2.17 | 73 | 4.29 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 13,779 | 8.40 | 403 | 10.71 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 9,043 | 7.09 | 265 | 8.64 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 7,515 | 6.76 | 220 | 8.37 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 160,960 | 4.88 | 4,713 | 6.39 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 11,654 | 13.24 | 341 | 15.20 | ||||
| 2025-07-29 | 13F | Creekside Partners | 38,326 | 18.91 | 1,122 | 20.65 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 710,526 | 20,804 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 29,974 | 39.45 | 878 | 41.45 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 768 | 22 | ||||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 11,150 | 11.53 | 326 | 13.59 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 78,876 | 1.05 | 2,309 | 2.53 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 53,514 | 1,202.68 | 1,567 | 1,227.12 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 343 | 2.39 | 10 | 11.11 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 287,201 | 5.14 | 8,409 | 6.67 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 7,172 | 210 | ||||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 349,545 | 1.91 | 10,235 | 3.39 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 9,076 | 16.21 | 266 | 17.78 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 3,904 | 11.00 | 114 | 12.87 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 36,259 | 11.09 | 1,062 | 12.75 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 19,056 | 19.47 | 558 | 21.09 | ||||
| 2025-08-07 | NP | CMBEX - Curasset Capital Management Core Bond Fund Founders Class | 72,926 | 2,135 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 1,033,582 | 2.72 | 30,263 | 4.22 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 34,194 | 1.23 | 1,001 | 2.77 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 634 | 46.08 | 19 | 50.00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,535 | 5.28 | 45 | 4.76 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 97,500 | 2,855 | ||||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 209,211 | 1.34 | 6,099 | 2.37 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 35,050 | 1.02 | 1,026 | 2.50 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 135,319 | 3,962 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 131,216 | 3,842 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 127 | 1.60 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 29,388 | 253.43 | 860 | 259.83 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-11 | 13F | LPF Advisors LLC | 107,454 | 9.67 | 3,101 | 10.40 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 30,095 | 881 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 25,961 | 738 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 152,588 | 27.36 | 4,468 | 30.04 | ||||
| 2025-08-07 | NP | CMIAX - Curasset Capital Management Limited Term Income Fund Class A | 91,788 | 2,688 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 534 | 6.37 | 16 | 7.14 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 19,455 | 565 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 310 | 9 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 5,093 | 4.95 | 149 | 6.43 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 67,073 | 2.38 | 1,964 | 3.86 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 87,860 | 7.56 | 2,570 | 9.08 | ||||
| 2025-07-28 | 13F | Essex LLC | 177,449 | 2.28 | 5,196 | 3.78 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 110,234 | 0.37 | 3,228 | 1.83 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 86,806 | 2.20 | 2,542 | 3.67 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 189,323 | 5.87 | 5,543 | 7.40 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Bond Fund Investor Class Shares | 1,049,200 | 14.87 | 30,721 | 16.54 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 95,164 | 3.93 | 2,786 | 11.53 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 8,210 | 0.54 | 240 | 2.13 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 155,219 | 1.79 | 4,545 | 3.25 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 13,001 | 4.63 | 381 | 6.15 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 196,024 | 0.63 | 5,740 | 2.10 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 58,007 | 31.35 | 1,698 | 33.28 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 17,708 | 516 | ||||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 1,225,643 | 4.00 | 35,887 | 5.51 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 375,580 | 1.42 | 10,997 | 2.89 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 386,113 | 0.40 | 11,305 | 1.87 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 28,068 | 3.89 | 822 | 5.39 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 38,911 | 0.92 | 1,139 | 2.52 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 10,522 | 27.83 | 308 | 29.96 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 9,386 | 10.35 | 275 | 11.84 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 73,531 | 2.93 | 2,153 | 4.42 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 11,756 | 323.49 | 339 | 329.11 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 8,870 | 260 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 45,904 | 1.55 | 1,344 | 3.07 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 50,783 | 48.21 | 1,487 | 51.32 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 7,746 | 227 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 370,272 | 109.57 | 10,805 | 111.88 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 14,297 | 0.41 | 419 | 1.95 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 552,880 | 6.42 | 16,188 | 7.96 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 35,572 | 84.83 | 1 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 7,823 | 229 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 16,005 | 469 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 489 | 409.38 | 14 | 600.00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 3,106 | 3.50 | 90 | 4.65 | ||||
| 2025-08-14 | 13F | Betterment LLC | 103,556 | 2.35 | 3 | 50.00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 305 | 0.99 | 9 | 0.00 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 18,251 | 0.47 | 534 | 1.52 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 14 | 0 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 281,572 | 8,244 | ||||||
| 2025-08-08 | 13F | Wrapmanager Inc | 299,114 | 8.46 | 8,758 | 10.04 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 48,646 | 47.20 | 1,424 | 49.42 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9,843 | 288 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 17,715 | 519 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 196,901 | 6.20 | 6 | 0.00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9,412 | 276 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 627,875 | 3.22 | 18,384 | 4.72 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3,046,620 | 3.25 | 89,205 | 4.75 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20,590 | 5.66 | 603 | 7.12 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 45,193 | 6.56 | 1,323 | 8.18 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 877 | 26 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 282,609 | 8 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 26,539 | 7.39 | 777 | 8.98 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 257,623 | 7,543 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 57,061 | 25.46 | 1,671 | 27.29 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 32 | 3.23 | 1 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 17,631 | 7.05 | 516 | 8.63 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 174,471 | 14.90 | 5,109 | 16.57 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 6,907 | 202 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 31,041 | 909 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 59,623 | 13.95 | 1,746 | 16.26 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 27,175 | 5.17 | 796 | 6.71 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 4,192 | 19.63 | 123 | 20.79 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 31,092 | 19.47 | 910 | 21.17 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3,188,119 | 4.66 | 93,348 | 6.18 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5,218 | 19.90 | 0 | |||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 14,897 | 0.51 | 436 | 2.11 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 62,095 | 6.51 | 1,818 | 8.09 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 37,508 | 41.17 | 1,098 | 43.34 | ||||
| 2025-08-08 | 13F | Creative Planning | 9,202 | 269 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 129,002 | 0.62 | 3,777 | 2.08 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1,605 | 11.54 | ||||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 411,103 | 6.48 | 12,037 | 8.03 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 125,226 | 0.70 | 3,667 | 2.17 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 54,257 | 32.71 | 1,589 | 34.69 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 9,453 | 3.00 | 277 | 4.55 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 119,164 | 0.43 | 3,489 | 1.90 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 91,830 | 15.60 | 2,689 | 17.28 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 88,692 | 125.55 | 2,597 | 128.92 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 25,745 | 32.93 | 754 | 34.95 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 39,821 | 28.36 | 1,161 | 29.75 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | 0 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 121,060 | 0.93 | 3,545 | 2.40 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 298,978 | 3,103.79 | 8,846 | 3,200.37 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 159,581 | 24.35 | 4,673 | 26.17 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1,540 | 0.33 | 45 | 2.27 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 219,168 | 3.32 | 6,417 | 4.84 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 192,341 | 3.49 | 5,632 | 5.00 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 36,640 | 29.42 | 1,073 | 31.21 |
