Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF meliputi SSIZX - Sierra Tactical Core Income Fund Class A Shares, BNGLX - Ubs Global Allocation Fund Class A, rebel Financial LLC, Rakuten Investment Management, Inc., Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, TT Capital Management LLC, MeadowBrook Investment Advisors LLC, Mascagni Wealth Management, Inc., Hoey Investments, Inc, Glenmede Investment Management, LP, Total Investment Management Inc, DecisionPoint Financial, LLC, Evolution Wealth Management Inc., Wolff Wiese Magana Llc, dan CENTRAL 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Hsbc Holdings Plc | 281,807 | 0.23 | 6,031 | 6.86 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 57,487 | 1,230 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7,341 | 50.80 | 157 | 61.86 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 144,386 | 37.41 | 3,090 | 46.54 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 29,340 | 587 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 39,469 | 7.92 | 845 | 14.99 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 10,478 | 216 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 174,244 | 59.46 | 3,729 | 70.00 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 44,983 | 1.99 | 963 | 8.70 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 48,111 | 3.44 | 1,030 | 10.29 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 82,535 | 195.31 | 1,766 | 215.36 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 348 | 7 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 10,511 | 0.04 | 225 | 6.67 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 126 | 0.80 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3,029 | 14.26 | 65 | 20.75 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 49,483 | 1.75 | 1,059 | 8.40 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 290,665 | 4.31 | 6,220 | 11.23 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 101,793 | 11.89 | 2,178 | 19.34 | ||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 1,036 | 20 | ||||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 17 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 303,319 | 19.70 | 6,491 | 27.65 | ||||
| 2025-08-07 | 13F | Varma Mutual Pension Insurance Co | 700,000 | 250.00 | 14,980 | 273.19 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 379 | 8 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 48,783 | 101.34 | 1,044 | 114.61 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 44,754 | 1.63 | 958 | 8.38 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 62 | 1 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 6,317 | 135 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 26,242 | 4.51 | 562 | 11.53 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6,202 | 70.67 | 133 | 83.33 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 10,136 | 217 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 346,600 | 31.44 | 7,417 | 40.15 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 43,782 | 937 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 143,152 | 5.20 | 3,063 | 12.16 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 220 | 5 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 41,968 | 33.26 | 898 | 42.09 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 24,148,386 | 3.77 | 516,775 | 10.64 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 183,145 | 3.78 | 3,919 | 10.67 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 53,274 | 5.47 | 1,140 | 12.54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-28 | NP | GAL - SPDR SSGA Global Allocation ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 182,180 | 0.61 | 3,899 | 7.26 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 279 | 6 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 54,983 | 2.53 | 1,177 | 9.29 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 20,819 | 1.37 | 446 | 8.01 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 10 | |||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 14 | 0 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1,618 | 1,738.64 | 35 | 3,300.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 76,668 | 343.65 | 1,578 | 355.78 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 212 | 5 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 9,460 | 464.44 | 202 | 512.12 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 414 | 546.88 | 9 | 700.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 791,121 | 15,659.38 | 16,930 | 16,829.00 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 10,600 | 227 | ||||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 209,014 | 27.23 | 4,473 | 35.68 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 50,340 | 3.52 | 1,078 | 10.56 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 20,332 | 49.05 | 435 | 59.34 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 33 | 1 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 16,459 | 352 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 86,875 | 10.28 | 1,859 | 17.58 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 483 | 10 | ||||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 11,838 | 7.46 | 253 | 14.48 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 6 | 0 | ||||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 46,538 | 3.66 | 996 | 10.43 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 266 | 0.38 | 6 | 0.00 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 86 | 2 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,401 | 5.18 | 30 | 11.54 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 47 | 1 | ||||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 348,300 | 7,454 | ||||||
| 2025-07-31 | 13F | City State Bank | 205,414 | 0.01 | 4,396 | 6.62 | ||||
| 2025-08-26 | NP | BNGLX - Ubs Global Allocation Fund Class A | 274,954 | 5,884 | ||||||
| 2025-07-29 | NP | SGPGX - SGI Prudent Growth Fund Class I Shares | 33,790 | 14.00 | 706 | 18.69 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 209,403 | 96.36 | 4,481 | 109.39 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 1,176 | 25 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 231 | 0.43 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 487,775 | 29.86 | 10,438 | 38.47 | ||||
| 2025-08-12 | 13F | Ci Investments Inc. | 3,325,253 | 305.61 | 71 | 343.75 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 12 | 0 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 14 | 0 | ||||||
| 2025-08-12 | 13F | Summit Global Investments | 228,442 | 6.40 | 5 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9,913 | 0 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 405 | 63.97 | 9 | 100.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 478,821 | 4.34 | 10,247 | 11.25 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,198 | 4,784.44 | 47 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 122 | 3 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 804,720 | 7.28 | 17,221 | 14.39 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 48,390 | 4.49 | 1,036 | 11.41 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 215 | 0.47 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 415 | 134.46 | 9 | 166.67 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 19,886 | 13.48 | 426 | 21.08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21,050 | 12.38 | 450 | 19.68 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 14,832 | 9.13 | 317 | 16.54 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 336 | 86.67 | 7 | 133.33 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 232 | 5 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 45,603 | 197.71 | 976 | 217.59 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 230,338 | 4,929 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 141 | 3.68 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 85,757 | 1.05 | 1,835 | 7.75 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6,762 | 23.46 | 145 | 32.11 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 45,692 | 978 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 34,331 | 12.31 | 735 | 19.74 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,397 | 95.11 | 30 | 107.14 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 85,140 | 9.48 | 2 | 0.00 |
