Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di EA Series Trust - Alpha Architect 1-3 Month Box ETF meliputi Fischer Investment Strategies, Llc, Castellan Group, LLC, IronOak Wealth LLC., Hershey Financial Advisers, LLC, Private Advisory Group LLC, Us Bancorp \de\, Integrity Investment Advisors, LLC, Mercer Global Advisors Inc /adv, Integrated Advisors Network LLC, Schiavi & Co LLC, Sax Wealth Advisors, Llc, KKM Financial LLC, Innealta Capital, Llc, Avantax Advisory Services, Inc., Revisor Wealth Management LLC, Centaurus Financial, Inc., Concurrent Investment Advisors, LLC, SFI Advisors, LLC, OneAscent Financial Services LLC, dan Encompass More Asset Management .
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 | Wells Fargo & Company/mn | 184 | 21 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 49,715 | 3.18 | 5,602 | 4.28 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 1,782 | 201 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 41,554 | 0.66 | 4,682 | 1.74 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 17,769 | 2,002 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 194,367 | 3.06 | 21,901 | 4.16 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 34,105 | 10.57 | 3,843 | 11.75 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 2,256 | 254 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 47,985 | 29.58 | 5,407 | 30.96 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 4,422 | 41.64 | 498 | 43.10 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 26,935 | 305.10 | 3,034 | 309.45 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 13,577 | 125.27 | 1,530 | 127.87 | ||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | 2,723 | 4.77 | 307 | 5.88 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 172,112 | 29.41 | 19,394 | 30.80 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 4,654 | 1.90 | 524 | 2.95 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 206,620 | 23,282 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 70,734 | 38.03 | 7,996 | 39.94 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 3,681 | 5.35 | 0 | |||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 12,000 | 1,352 | ||||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 17,000 | 6.25 | 1,916 | 7.40 | ||||
| 2025-07-30 | NP | LENS - Sarmaya Thematic ETF | 1,618 | 63.43 | 182 | 64.55 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 15,287 | 5.43 | 1,723 | 6.56 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 211 | 24 | ||||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 183,194 | 12.59 | 21 | 11.11 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 44,581 | 20.94 | 5,023 | 22.24 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1,917 | 109.05 | 216 | 111.76 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 9,000 | 1,014 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 30,407 | 7.10 | 3,426 | 8.25 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 37,246 | 18.25 | 4,197 | 19.51 | ||||
| 2025-08-14 | 13F | Acas, Llc | 79,686 | 16.87 | 9,022 | 18.26 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 17,548 | 0.83 | 1,979 | 1.75 | ||||
| 2025-07-28 | 13F | Innova Wealth Partners | 67,269 | 6.84 | 7,580 | 7.98 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24,035 | 199.50 | 2,708 | 202.91 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6,030 | 180.47 | 679 | 184.10 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 16,839 | 242.40 | 1,897 | 246.17 | ||||
| 2025-08-12 | 13F/A | Castellan Group, LLC | 44,400 | 5,003 | ||||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 4,396 | 39.64 | 495 | 41.43 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 21,695 | 860.81 | 2,445 | 873.71 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 21,952 | 30.84 | 2,474 | 32.25 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 9,514 | 10.41 | 1,072 | 11.67 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,679,613 | 4.07 | 189,301 | 5.20 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 135,442 | 3.80 | 15,262 | 4.91 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 1,925 | 217 | ||||||
| 2025-08-13 | 13F | Epacria Capital Partners, Llc | 56,822 | 9.14 | 6,403 | 10.30 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 38,775 | 4,369 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 12,605 | 14.97 | 1,420 | 16.20 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 18,825 | 10.30 | 2,121 | 10.88 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 16,580 | 160.12 | 1,868 | 163.10 | ||||
| 2025-08-11 | 13F | Schiavi & Co LLC | 9,000 | 1,014 | ||||||
| 2025-08-06 | 13F | Smart Money Group LLC | 11,618 | 18.05 | 1,309 | 19.33 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 81,610 | 2.70 | 9,196 | 3.79 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 7,375 | 831 | ||||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 77,393 | 8,721 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4,137 | 466 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9,405 | 34.26 | 1,060 | 35.77 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 6,244 | 47.13 | 704 | 48.63 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 5,250 | 10.53 | 592 | 11.72 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 10,023 | 239.30 | 1 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 9,911 | 1,117 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 35,396 | 7.92 | 3,988 | 9.08 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 62,861 | 20.27 | 7,102 | 21.46 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 5,062 | 571 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 23,252 | 38.05 | 2,620 | 39.58 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6,726 | 1 | ||||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 8,905 | 141.52 | 1,003 | 144.04 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 4,797 | 0.86 | 541 | 1.89 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 5,153 | 63.12 | 1 | |||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 15,708 | 98.61 | 1,770 | 100.91 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2,242 | 15.21 | 253 | 16.67 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 202 | 59.06 | 23 | 57.14 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 53,116 | 3.66 | 5,985 | 4.78 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 43,263 | 63.16 | 5 | 100.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,360 | 153 | ||||||
| 2025-08-14 | 13F | Napa Wealth Management | 56,557 | 103.38 | 6,373 | 105.55 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 13,595 | 46.26 | 1,532 | 47.78 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 430,894 | 73.23 | 48,553 | 75.09 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 9,466 | 0.49 | 1,055 | 1.64 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 33,773 | 17.70 | 3,806 | 18.94 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 3,574 | 2.67 | 403 | 3.61 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 95,093 | 104.80 | 10,715 | 107.01 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 62,355 | 5.35 | 7,026 | 6.49 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 16,123 | 20.32 | 1,816 | 21.55 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 3,823 | 431 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9,959 | 5.87 | 1,122 | 7.06 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5,688 | 641 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 327,386 | 24.21 | 36,890 | 25.54 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 57,729 | 14.66 | 6,505 | 15.87 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 9,560 | 0.63 | 1,077 | 1.70 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 11,544 | 1,301 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 3,948 | 445 | ||||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 26,110 | 2.76 | 2,942 | 3.88 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 19,936 | 4.16 | 2,246 | 5.30 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 492 | 173.33 | 56 | 175.00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2,018 | 227 | ||||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 38,150 | 36.84 | 4,299 | 38.29 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 9,016 | 49.87 | 1,019 | 51.49 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4,692 | 1 | ||||||
| 2025-07-29 | 13F | Swan Global Investments, LLC | 10,500 | 75.00 | 1,183 | 77.10 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 26,969 | 67.99 | 3,039 | 69.82 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 2,118 | 239 | ||||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 43,276 | 2.75 | 4,876 | 3.86 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 11,169 | 19.39 | 1,258 | 20.73 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,575 | 173.91 | 177 | 176.56 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 214,134 | 4.07 | 24,129 | 5.18 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 49,279 | 8.03 | 5,553 | 9.18 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 5,563 | 47.83 | 627 | 49.40 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 6,944 | 782 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 888 | 238.93 | 100 | 244.83 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 10,272 | 16.93 | 1,157 | 18.18 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 32,233 | 90.83 | 3,632 | 92.88 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45,304 | 6.49 | 5,105 | 7.63 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 92,758 | 212.83 | 10,452 | 216.25 | ||||
| 2025-08-08 | 13F | Creative Planning | 22,389 | 709.73 | 2,523 | 718.83 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 1,896 | 214 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 3,154 | 4.30 | 355 | 5.34 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 7,200 | 213.04 | 811 | 216.80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 70,965 | 3.01 | 7,996 | 4.11 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 32,384 | 3,649 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 24,572 | 19.96 | 2,769 | 21.24 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 1,608 | 31.37 | 181 | 33.09 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 13,475 | 129.32 | 1,518 | 131.76 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 138,836 | 10.64 | 15,644 | 11.83 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,780 | 21.01 | 539 | 22.27 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 15,203 | 56.31 | 1,713 | 58.03 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 21,789 | 7.49 | 2,455 | 8.68 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 57,630 | 40.81 | 6,494 | 42.33 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 3,795 | 0 | ||||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 37,240 | 61.91 | 4,196 | 63.65 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 2,344 | 264 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 40,380 | 51.68 | 4,550 | 53.30 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 65,760 | 2.23 | 7,410 | 3.32 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 32,564 | 53.73 | 3,669 | 55.40 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9,308 | 12.48 | 1,049 | 13.67 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 39,789 | 4,483 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 66,298 | 27.74 | 7,470 | 29.10 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 160,525 | 1,368.80 | 18,088 | 1,384.98 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 105,226 | 19.72 | 12 | 22.22 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 7,873 | 887 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 91,484 | 51.45 | 10,308 | 52.76 |
