Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Strategy Shares - Eventide High Dividend ETF meliputi O'Connor Financial Group LLC, Geneos Wealth Management Inc., Susquehanna International Group, Llp, SageOak Financial, LLC, AIFG Consultants Ltd., Financial Advocates Investment Management, OneAscent Investment Solutions LLC, Raymond James Financial Inc, Advisor Group Holdings, Inc., Royal Bank Of Canada, dan GeoWealth 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.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,023 | 97.32 | 77 | 100.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 334,248 | 20.35 | 8,491 | 22.83 | ||||
| 2025-08-12 | 13F | OneAscent Investment Solutions LLC | 9,195 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 37,178 | 944 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 510,605 | 3,276.12 | 12,971 | 3,349.47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 123,502 | 190.22 | 3,137 | 196.22 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 264,553 | 10.63 | 7 | 20.00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 273,505 | 4.17 | 6,948 | 6.30 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 10,457 | 266 | ||||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 6,192 | 12.64 | 157 | 15.44 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 44,958 | 1,142 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 131,359 | 13.66 | 3 | 50.00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 68,351 | 143.75 | 1,736 | 149.07 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 27,762 | 6.92 | 705 | 9.13 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 209,941 | 5,381 | ||||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 31,609 | 803 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 869 | 21.37 | 22 | 29.41 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 17,054 | 8.60 | 433 | 11.03 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 37,770 | 22.79 | 959 | 25.36 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 900,997 | 27.29 | 23 | 29.41 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 31,242 | 37.77 | 794 | 40.60 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 35,159 | 3.43 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,247 | 32 | ||||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 29,518 | 750 | ||||||
| 2025-07-16 | 13F | Moneywise, Inc. | 30,295 | 4.86 | 770 | 6.95 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6,423 | 163 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 907,915 | 5.89 | 23,064 | 8.07 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 21,105 | 1,910.00 | 536 | 1,961.54 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 542 | 14 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 32,798 | 1.26 | 833 | 3.35 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 52,276 | 48.59 | 1,328 | 51.66 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 169,778 | 19.14 | 4,351 | 22.70 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 10,113 | 0.76 | 257 | 2.81 |
