Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF meliputi Kera Capital Partners, Inc., Cornerstone Planning, LLC, Hamilton Capital Partners, Llc, Brookstone Capital Management, Prosperity Consulting Group, LLC, OCIO - ClearShares OCIO ETF, Citigroup Inc, Rareview Capital LLC, RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF, Traub Capital Management LLC, Hutchinson Financial Advisors, INC, One Capital Management, LLC, Wealth Advisors of Iowa, LLC, Gibbs Wealth Management, Darden Wealth Group Inc, RFG Advisory, LLC, Perennial Investment Advisors, LLC, Midwest Trust Co, Consolidated Portfolio Review Corp, dan Csenge Advisory Group .
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 | Hrt Financial Lp | 53,600 | 5 | ||||||
| 2025-08-06 | 13F | Miller Investment Management, LP | 1,108,066 | 0.03 | 110,175 | -0.03 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 19,744 | 29.19 | 1,963 | 29.14 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 2,111 | 210 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15,104 | 8.25 | 1,502 | 8.14 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 13,835 | 28.93 | 1,376 | 28.87 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 25,589 | 319,762.50 | 2,544 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 126,120 | 82.75 | 12,540 | 82.64 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 27,895 | 7.81 | 2,774 | 7.73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 800 | 80 | ||||||
| 2025-08-08 | 13F | Creative Planning | 5,500 | 35.37 | 547 | 35.15 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11,753 | 1.52 | 1,169 | 1.48 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 11,930 | 78.41 | 1,186 | 78.35 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 4,171 | 415 | ||||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 10,300 | 51.47 | 1,024 | 51.48 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 488,069 | 24.31 | 48,529 | 24.24 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 120,402 | 2.04 | 11,972 | 1.98 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 9,490 | 56.09 | 944 | 56.13 | ||||
| 2025-04-15 | 13F | Collier Financial | 12,432 | 4.61 | 1,237 | 4.92 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10,870 | 130.25 | 1,081 | 130.28 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 600,218 | 3.32 | 59,548 | 3.03 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 129,475 | 19.43 | 12,874 | 19.36 | ||||
| 2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 22,830 | 2,270 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1,000 | 99 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3,682 | 56.61 | 366 | 57.08 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12,002 | 10.44 | 1,193 | 10.36 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 49,727 | 116.10 | 4,944 | 115.99 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 3,823 | 380 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 79,190 | 8.62 | 7,874 | 8.55 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 51,855 | 5,156 | ||||||
| 2025-07-17 | 13F | Hamilton Capital Partners, Llc | 52,178 | 5,188 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 9,935 | 7.22 | 988 | 7.17 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 64,426 | 30.97 | 6 | 50.00 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 2,119 | 211 | ||||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 274,348 | 2.36 | 27 | 3.85 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 2,168 | 216 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,031 | 1.65 | 202 | 1.52 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 478,109 | 19.29 | 47,538 | 19.21 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5,464 | 14.19 | 542 | 13.66 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 452 | 45 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 181,239 | 7.43 | 18,021 | 7.37 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 172,723 | 13.51 | 17,174 | 13.44 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 50,000 | 4,972 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 18,199 | 8.87 | 1,810 | 8.78 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 4,395 | 437 | ||||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 11,594 | 22.16 | 1,153 | 22.03 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 30,838 | 0.98 | 3,067 | 0.92 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 13,121 | 2.36 | 1,305 | 2.27 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 250,650 | 28.60 | 24,922 | 28.53 | ||||
| 2025-08-14 | 13F | UBS Group AG | 403,026 | 8.38 | 40,073 | 8.31 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 1,933 | 192 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 23,522 | 2,339 | ||||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 400 | 40 | ||||||
| 2025-08-04 | 13F | One Day In July LLC | 257,744 | 40.90 | 25,628 | 40.82 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 218,687 | 26.21 | 21,744 | 26.13 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 38,768 | 6.06 | 3,857 | 6.43 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 4,111 | 6.97 | 409 | 6.81 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 51,843 | 5,155 | ||||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 7,194 | 10.85 | 715 | 10.85 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 126,532 | 15.44 | 12,581 | 15.38 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 52,618 | 3.96 | 5,232 | 3.89 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 4,909 | 488 | ||||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 46,655 | 14.33 | 4,639 | 14.26 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 49,095 | 4,882 | ||||||
| 2025-08-14 | 13F | Napa Wealth Management | 80,409 | 2,118.18 | 7,995 | 2,120.83 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 61,864 | 200.47 | 6,151 | 200.34 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4,975 | 8.03 | 495 | 7.86 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 7,064 | 19.45 | 702 | 19.39 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 91,438 | 7.98 | 9,092 | 7.92 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 266,033 | 61.97 | 26,452 | 61.87 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 14,829 | 9.78 | 1,474 | 9.75 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 33,748 | 107.41 | 3,356 | 107.35 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 59,276 | 34.17 | 5,894 | 34.08 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 4,258 | 423 | ||||||
| 2025-07-14 | 13F | Caitlin John, LLC | 47,906 | 25.06 | 4,763 | 24.98 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4,311 | 6.84 | 429 | 6.73 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 20,229 | 6.31 | 2,011 | 6.23 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 73,464 | 106.38 | 7,305 | 106.27 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 11,112 | 6.15 | 1,105 | 6.05 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 142,431 | 37.25 | 14,162 | 37.17 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 6,671 | 139.28 | 663 | 138.99 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 21,126 | 1.57 | 2,101 | 1.50 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 123,761 | 36.38 | 12,303 | 36.28 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Ultra-Short Bond ETF | 143,702 | 3.64 | 14,290 | 3.61 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 69,739 | 6,915 | ||||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 25,313 | 27.64 | 2,517 | 27.52 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 198,943 | 1.29 | 19,781 | 1.23 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 41,168 | 0.43 | 4,093 | 0.37 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3,316 | 0 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 42,148 | 21.49 | 4,191 | 21.41 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 53,384 | 54.36 | 5,308 | 54.30 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 9,811 | 976 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 229,093 | 72.76 | 22,779 | 72.65 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 33,732 | 99.73 | 3,354 | 99.58 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 28,461 | 8.52 | 2,830 | 8.81 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 75,373 | 118.00 | 7,494 | 117.91 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 40,007 | 101.82 | 4 | 200.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,276,982 | 14.16 | 325,830 | 14.09 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 174,125 | 169.14 | 17,313 | 169.00 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 20 | |||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 458,535 | 7.32 | 45,592 | 7.26 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 10,588 | 66.82 | 1,053 | 66.72 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 51,347 | 18.46 | 5,105 | 18.39 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 44,824 | 1,084.57 | 4,457 | 1,085.11 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 11,401 | 393.34 | 1,134 | 394.76 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 10,224 | 2,034.45 | 1,017 | 2,061.70 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 75,902 | 98.86 | 7,547 | 98.74 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 23,825 | 75.77 | 2,369 | 75.67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,133,420 | 32.23 | 112,749 | 32.30 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 44,286 | 10.73 | 4,403 | 10.68 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6,844 | 51.05 | 680 | 51.11 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 14,329 | 297.26 | 1,425 | 297.77 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 8,763 | 7.01 | 871 | 7.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 46,544 | 7.93 | 4,628 | 7.86 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 82,190 | 110.15 | 8,172 | 110.02 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 426 | 123.04 | 42 | 133.33 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 2,970 | 295 | ||||||
| 2025-07-30 | 13F | Patten Group, Inc. | 12,788 | 37.64 | 1,272 | 37.55 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 61,041 | 23.94 | 6,069 | 23.86 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 106,711 | 298.61 | 10,610 | 298.42 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 3,364 | 334 | ||||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 3,420 | 47.16 | 340 | 47.19 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 2,924 | 291 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3,275 | 38.13 | 326 | 38.30 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 448,581 | 63.54 | 44,602 | 63.44 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 80,546 | 24.49 | 8,009 | 24.41 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 534 | 2.10 | 53 | 1.92 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 463,841 | 2.68 | 46 | 4.55 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 20,715 | 0.06 | 2 | 0.00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 352 | 590.20 | 35 | 580.00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 37,703 | 3,749 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 26,153 | 2,600 | ||||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 76,339 | 7,590 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 255,113 | 88.30 | 25,366 | 88.18 | ||||
| 2025-07-25 | 13F | MOKAN Wealth Management Inc. | 111,071 | 7.51 | 11,044 | 7.45 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 4,063 | 6.14 | 404 | 6.05 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8,449 | 840 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 18,822 | 1,871 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 26,384 | 80.66 | 2,623 | 80.65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 216,762 | 58.14 | 22 | 61.54 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 2,445 | 243 | ||||||
| 2025-08-14 | 13F | Pecaut & Co. | 376,756 | 0.14 | 37,461 | 0.08 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 6,425 | 639 | ||||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 70,141 | 116.71 | 6,974 | 116.58 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 120,933 | 1.19 | 12,024 | 1.14 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 44,841 | 4,459 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 96,355 | 9.12 | 9,581 | 9.06 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 3,790 | 377 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 46,932 | 18.06 | 4,666 | 18.01 | ||||
| 2025-08-14 | 13F | Acas, Llc | 19,286 | 3.40 | 1,915 | 3.52 | ||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 44,841 | 4,459 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 12,536 | 2.28 | 1,246 | 2.21 | ||||
| 2025-06-26 | NP | WLTG - WealthTrust DBS Long Term Growth ETF | 75,347 | 763.87 | 7,496 | 763.59 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 9,968 | 5.51 | 991 | 5.54 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 88,368 | 99.53 | 8,786 | 99.41 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 121,631 | 4.24 | 12,094 | 4.17 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 22,980 | 0.26 | 2,285 | 0.18 | ||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 71,734 | 51.17 | 7,133 | 51.07 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 108,203 | 20.09 | 10,759 | 20.01 |
