Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di ETF Series Solutions - Aptus Defined Risk ETF meliputi Wealth Advisory Team LLC, Wealthcare Advisory Partners LLC, Uniting Wealth Partners, LLC, Betterment LLC, Independent Advisor Alliance, Gladstone Institutional Advisory LLC, Creekmur Asset Management LLC, O'shaughnessy Asset Management, Llc, Jones Financial Companies Lllp, dan FSA Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | Advisory Services Network, LLC | 665,809 | 47.91 | 18,962 | 54.48 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 337,108 | 9,688 | ||||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 276,504 | 0.30 | 7,947 | 5.71 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 11,549 | 332 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 62 | 1.64 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 309 | 9 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5,889,912 | 32.18 | 169,276 | 39.31 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 75,311 | 29.89 | 2,164 | 36.88 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 692,381 | 26.36 | 19,899 | 33.17 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 849 | 58.99 | 24 | 71.43 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,691,093 | 3.71 | 48,602 | 9.30 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 314,267 | 1.24 | 9,032 | 6.70 | ||||
| 2025-07-23 | 13F | Gerber, Llc | 152,256 | 84.96 | 4,376 | 94.96 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 529,746 | 5.22 | 15,225 | 10.89 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 178,927 | 5.05 | 5,156 | 11.00 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 696,714 | 10.01 | 20,024 | 15.94 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 3,948,757 | 6.14 | 113,487 | 11.87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | SWS Partners | 139,249 | 13.12 | 4,002 | 19.25 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 75,958 | 2,183 | ||||||
| 2025-08-05 | 13F | Code Waechter LLC | 127,784 | 0.81 | 3,673 | 122,300.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 | 100.00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 19,593 | 1.02 | 563 | 6.63 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 185,083 | 5,319 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 942 | 27 | ||||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 790,059 | 44.76 | 22,762 | 50.95 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 266,739 | 4.61 | 7,666 | 10.25 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 7,474 | 215 | ||||||
| 2025-08-08 | 13F | Renasant Bank | 133,219 | 11.00 | 3,829 | 16.99 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 23 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 391 | 11 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 310,229 | 10.90 | 8,916 | 16.44 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 1,163,855 | 9.71 | 33,449 | 15.63 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 13,229,192 | 12.05 | 380,207 | 18.09 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 1,419,615 | 5.55 | 40,800 | 11.24 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 27,929 | 803 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 13,180 | 376 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 51,374 | 2,458.47 | 1,477 | 2,633.33 | ||||
| 2025-08-12 | 13F | Bokf, Na | 23,712 | 15.58 | 681 | 21.82 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 397,185 | 11,415 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,813 | 57.93 | 52 | 67.74 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 14,790 | 199.27 | 425 | 214.81 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 867,479 | 10.70 | 24,931 | 16.66 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 567,477 | 7.36 | 16,201 | 12.40 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 556 | 16 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 18,466 | 531 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 18,655 | 536 | ||||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 110,336 | 1.86 | 3,171 | 7.38 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 261,886 | 25.38 | 7,527 | 32.13 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 43,405 | 18.58 | 1,247 | 24.95 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 212,099 | 176.04 | 6,098 | 191.03 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 243,832 | 6.78 | 7,008 | 12.53 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 1,259,871 | 2.62 | 36,209 | 8.15 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 10,800 | 3.92 | 310 | 9.54 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 166,475 | 18.61 | 4,784 | 25.01 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 1,000,441 | 2.46 | 28,753 | 7.98 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 412,087 | 12.30 | 11,843 | 18.36 | ||||
| 2025-08-14 | 13F | Betterment LLC | 19,824 | 1 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,348,845 | 2.27 | 96,246 | 7.78 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1,068,085 | 1.58 | 30,697 | 7.05 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 407,274 | 14.99 | 11,705 | 21.19 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 1,619,018 | 4.26 | 46,531 | 9.88 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 433,292 | 12 |
