Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di ALPS ETF Trust - Alerian Energy Infrastructure ETF meliputi Brinker Capital Investments, LLC, Lavaca Capital Llc, Brasada Capital Management, Lp, Northeast Financial Consultants Inc, Newbridge Financial Services Group, Inc., Custom Index Systems, Llc, Bank of New York Mellon Corp, Jones Financial Companies Lllp, Global Retirement Partners, LLC, dan Principal Securities, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 96,186 | 30.40 | 3,013 | 24.36 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 40,916 | 2.89 | 1,319 | 1.23 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 65,791 | 0.38 | 2,121 | -1.21 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 63 | 2 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 84,794 | 11.11 | 2,734 | 9.32 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 76,103 | 6.45 | 2,426 | 3.59 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 202 | 7 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 8,707 | 8.07 | 281 | 6.06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7,943 | 9.59 | 256 | 8.02 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 7,800 | 2.63 | 251 | 0.80 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 11,825 | 381 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 19,392 | 6.17 | 625 | 4.52 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5,215 | 0.38 | 168 | -1.18 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 8,055 | 0.81 | 260 | -0.77 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 13,483 | 7.91 | 435 | 6.11 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,648 | 185.62 | 53 | 194.44 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 233 | 8 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 27,943 | 901 | ||||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 27,745 | 10.81 | 889 | 13.68 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3,809 | 9.30 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 23,404 | 755 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 390 | 13 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39,350 | 25.15 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 9,733 | 45.10 | 314 | 42.92 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 38,866 | 8.68 | 1,253 | 6.91 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 9,943 | 0.25 | 321 | -1.23 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 162,798 | 34.55 | 5,249 | 32.83 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 19,392 | 625 | ||||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 29,004 | 5.05 | 935 | 3.43 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 496 | 1.22 | 16 | -6.25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 323,169 | 15.02 | 10,419 | 13.15 | ||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | 0 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 8,217 | 1.05 | 265 | -0.75 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 6,835 | 220 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 59,033 | 70.78 | 1,903 | 68.11 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 632 | 49.41 | 20 | 53.85 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 101,088 | 38.79 | 3,259 | 36.59 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 152,281 | 35.49 | 4,910 | 33.29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 56,503 | 65.33 | 1,822 | 62.73 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 105 | 0.96 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24,477 | 8.58 | 789 | 6.91 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 158,647 | 356.17 | 5,199 | 379.96 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 40,302 | 92.33 | 1,299 | 89.36 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 125 | 56.25 | 4 | 100.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1,438 | 0.14 | 46 | -2.13 | ||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | Call | 27,200 | 1,329 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,177 | 370.80 | 38 | 428.57 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 11,550 | 35.09 | 372 | 32.86 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31,625 | 1,020 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 21,023 | 106.57 | 678 | 103.30 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 22,021 | 0.92 | 1 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 7,038 | 68.33 | 226 | 64.96 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 423,503 | 11.53 | 13,654 | 9.72 | ||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 23,850 | 760 |
