Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF meliputi Merit Financial Group, LLC, Mariner, LLC, SCS Capital Management LLC, Two Sigma Securities, Llc, Soundwatch Capital LLC, Mercer Global Advisors Inc /adv, ENDW - Cambria Endowment Style ETF, dan Adirondack Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | IFP Advisors, Inc | 47,491 | 0.64 | 2,629 | 2.70 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2,020 | 0.35 | 112 | 1.83 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 124,719 | 3.53 | 6,903 | 5.65 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 25,477 | 14.99 | 1,410 | 17.40 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 220,693 | 0.04 | 12,215 | 2.08 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 70,261 | 3,889 | ||||||
| 2025-08-11 | 13F | Berkeley, Inc | 401,045 | 9.43 | 22,198 | 11.67 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 276,377 | 1.75 | 15,298 | 3.84 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 236,184 | 10.31 | 13,073 | 12.56 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 203,772 | 0.82 | 11,279 | 2.88 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1,668,041 | 2.39 | 92,326 | 4.49 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 73,229 | 0.89 | 4,053 | 2.95 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 51 | 0 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 65,897 | 0.33 | 3,647 | 1.11 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 138,031 | 32.68 | 8 | 40.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3,630 | 201 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 3,923 | 1,807 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 420,618 | 1.20 | 23,281 | 3.27 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 626 | 35 | ||||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 474,625 | 0.03 | 26,270 | 2.08 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 204,363 | 0.07 | 11,312 | 2.11 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,643 | 5,565.52 | 91 | 8,900.00 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 985,505 | 5.71 | 54,548 | 7.88 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 18,868 | 1.34 | 1,044 | 3.47 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 5,892 | 0.22 | 326 | 2.52 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 7,185 | 398 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 9,916 | 0.33 | 558 | 13.88 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 6,900 | 11.29 | 382 | 13.39 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 7,310 | 405 | ||||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 360,414 | 4.02 | 19,949 | 6.15 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 107,252 | 405.00 | 5,936 | 415.73 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,258,144 | 55.65 | 127,111 | 61.53 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 175,635 | 0.62 | 9,721 | 2.68 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 44,727 | 9.10 | 2,476 | 11.34 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2050 Fund Class I | 100,329 | 0.03 | 5,553 | 2.08 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 74,153 | 6.39 | 4,104 | 8.57 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3,076 | 3.57 | 170 | 5.59 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 34,746 | 20.34 | 1,923 | 22.88 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 66,990 | 1.63 | 3,587 | 7.20 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 18,265 | 1,011 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 9,805 | 8.90 | 543 | 11.07 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 86 | 11.69 | 0 | |||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 2,164 | 116 | ||||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 13,665 | 17.80 | 768 | 21.94 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8,281 | 458 | ||||||
| 2025-07-11 | 13F | Adirondack Trust Co | 849 | 47 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4,583 | 254 | ||||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I | 98,548 | 1.33 | 5,455 | 3.41 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 454 | 10.19 | 25 | 13.64 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5,403,637 | 2.71 | 299,091 | 4.81 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 801,110 | 3.67 | 44,341 | 5.79 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 464,826 | 1.12 | 25,728 | 3.19 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1,232 | 2.07 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 5,407 | 7.62 | 299 | 9.93 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 23,396 | 100.21 | 1,295 | 104.42 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 136,512 | 1.86 | 7,556 | 3.95 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 959,896 | 0.70 | 53,130 | 2.77 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5,125 | 0 | ||||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 155,720 | 17.51 | 8,619 | 19.92 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 82 | 1.23 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 81,214 | 154.46 | 4,495 | 159.68 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 7,528 | 0 | ||||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 606,155 | 1.92 | 33,551 | 4.00 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 35,291 | 1.47 | 1,953 | 3.55 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 17,085 | 0.86 | 946 | 2.94 |
