Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF meliputi Ashton Thomas Securities, Llc, ENDW - Cambria Endowment Style ETF, Empowered Funds, LLC, Merit Financial Group, LLC, Simplicity Wealth,LLC, Hrt Financial Lp, Wiley Bros.-aintree Capital, Llc, L2 Asset Management, LLC, Inspire Advisors, LLC, Manning & Napier Advisors Llc, Johnson Financial Group, Inc., Garde Capital, Inc., dan Rossby Financial, LCC .
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 | Comerica Bank | 24,850 | 19.27 | 639 | 21.48 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 62,396 | 23.82 | 1,605 | 26.18 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 49,055 | 225.84 | 1,262 | 232.11 | ||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 460,951 | 9.99 | 11,860 | 12.03 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 53,320 | 86.81 | 1,372 | 90.42 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 9,440 | 12.15 | 243 | 14.15 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 66,849 | 4.70 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 14,709 | 3.63 | 378 | 5.59 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 339,077 | 140.72 | 8,724 | 145.19 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 266,136 | 6,848 | ||||||
| 2025-07-28 | 13F | Innova Wealth Partners | 78,643 | 158.81 | 2,023 | 163.75 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,680,823 | 13.59 | 68,978 | 15.70 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 69,008 | 1.78 | 1,776 | 3.68 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 31,336 | 25.78 | 806 | 28.14 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 48,641 | 25.96 | 1,252 | 28.31 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 131,305 | 16.23 | 3,378 | 18.40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 633,318 | 6.89 | 16,295 | 8.89 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 75,884 | 35.22 | 1,953 | 37.76 | ||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 958,053 | 218.89 | 24,651 | 224.81 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 31,508 | 940.21 | 811 | 965.79 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 24,044 | 14.35 | 619 | 16.38 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10,527 | 271 | ||||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 104,896 | 9.97 | 2,699 | 12.00 | ||||
| 2025-06-24 | NP | TNMAX - 1290 Multi-Alternative Strategies Fund Class A | 88,890 | 16.71 | 2,245 | 11.41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10,785 | 0 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 559,759 | 23.93 | 14,335 | 25.31 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 474,820 | 19.04 | 12,217 | 21.26 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 293,140 | 7,542 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 36,690 | 944 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 28,097 | 5.26 | 723 | 7.12 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 414,567 | 19.85 | 10,667 | 22.08 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 362,965 | 42.58 | 9,339 | 45.24 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 181,056 | 19.21 | 4,659 | 21.43 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36,954 | 951 | ||||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 585,899 | 3.96 | 15,075 | 5.89 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 17,684 | 5.51 | 455 | 7.57 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 94,873 | 2,393 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 18,949 | 3.27 | 0 | |||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 21,460 | 80.32 | 552 | 84.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 171,614 | 2.51 | 4,416 | 4.42 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 28,924 | 744 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 179,591 | 8.41 | 4,621 | 10.42 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 44,052 | 1.69 | 1,133 | 3.56 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 10,321 | 4.81 | 266 | 6.85 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 9,574 | 246 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 11,846 | 305 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 199,414 | 25.73 | 5,131 | 28.06 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 16,874 | 24.03 | 434 | 26.53 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 60,221 | 33.02 | 1,550 | 35.52 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 10,342 | 266 | ||||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 71,213 | 2 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 12,985 | 0.64 | 334 | 2.77 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 490 | 0.62 | 13 | 0.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 20,387 | 46.69 | 525 | 49.29 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 156,034 | 8.03 | 4,015 | 10.03 | ||||
| 2025-06-27 | NP | TRTY - Cambria Trinity ETF | 171,263 | 4,326 | ||||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 492 | 14.95 | 13 | 20.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB | 42,840 | 1.73 | 1,102 | 3.67 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 259,877 | 2.61 | 6,687 | 4.52 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 94,873 | 2,441 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 18,891 | 6.61 | 486 | 8.72 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 25,841 | 5,088.96 | 665 | 5,007.69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 129,462 | 3.31 | 3,331 | 5.24 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 30,905 | 0.31 | 795 | 2.19 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 25,986 | 21.54 | 669 | 23.70 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5,156,988 | 5.09 | 132,689 | 7.04 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 176,400 | 356.99 | 4,539 | 365.44 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 64,115 | 32.37 | 1,650 | 34.91 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 27,384 | 1.36 | 705 | 3.23 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,285,564 | 54.95 | 33,078 | 57.83 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 14,785 | 7.01 | 381 | 8.88 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 71,699 | 4.46 | 1,845 | 6.41 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 133,968 | 3,447 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 248,279 | 3.75 | 6,388 | 5.67 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 108 | 0.93 | 0 | |||||
| 2025-04-28 | 13F | Rossby Financial, LCC | 0 | 0 | ||||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 115,778 | 0.01 | 2,979 | 1.85 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 339,371 | 9.16 | 8,732 | 11.21 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 26,999 | 1 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 76,306 | 0.39 | 1,963 | 2.29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 97,613 | 334.24 | 2,512 | 342.86 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8,933 | 8.48 | 230 | 10.10 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 164 | 4 | ||||||
| 2025-08-06 | 13F | Entrewealth, Llc | 90,668 | 8.40 | 2,333 | 10.42 | ||||
| 2025-08-07 | 13F | Nwam Llc | 31,991 | 19.32 | 820 | 20.97 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 217,648 | 31,171.26 | 5,600 | 32,835.29 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,495 | 596.93 | 64 | 611.11 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 14,128 | 57.34 | 366 | 61.50 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 44,928 | 73.47 | 1,156 | 76.76 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 704,535 | 54.00 | 18,128 | 56.86 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 37,316 | 2.39 | 960 | 4.24 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 88,500 | 11.88 | 2,277 | 13.96 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 13,392 | 9.73 | 345 | 11.69 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 353,804 | 17.72 | 8,937 | 12.34 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 29,355 | 1 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 8,032 | 207 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 100 | 3 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 66,857 | 0.09 | 1,720 | 1.96 | ||||
| 2025-08-14 | 13F | Css Llc/il | 205,764 | 2.02 | 5,294 | 3.93 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 45,872 | 2.62 | 1,180 | 4.52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39,125 | 75.22 | 1,007 | 78.37 | ||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 8,541 | 0.31 | 216 | -3.15 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 27,880 | 7.11 | 718 | 8.97 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 10,994 | 4.32 | 283 | 6.02 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 32,487 | 29.58 | 836 | 31.91 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 888 | 23 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 426 | 9.79 | 11 | 11.11 | ||||
| 2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 92,434 | 0.01 | 2,378 | 1.89 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 222,129 | 2.48 | 5,715 | 4.40 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 33,263 | 3.99 | 856 | 5.95 |
