Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Strategy Shares - Eventide US Market ETF meliputi Legacy Wealth Asset Management, LLC, Geneos Wealth Management Inc., Kestra Advisory Services, LLC, SageOak Financial, LLC, Susquehanna International Group, Llp, First Heartland Consultants, Inc., Strategic Blueprint, LLC, OneAscent Wealth Management LLC, Citadel Advisors Llc, Atria Investments Llc, Advisor Group Holdings, Inc., AdvisorNet Financial, Inc, GeoWealth Management, LLC, dan Jpmorgan Chase & 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 221,970 | 5,769 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 30,918 | 289.89 | 804 | 329.41 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 68,859 | 1,790 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 53,179 | 1,382 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 96,322 | 2,503 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 37,297 | 969 | ||||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 57,230 | 1,487 | ||||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 24,965 | 1 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 224 | 6 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 1,392,152 | 5.92 | 36,184 | 16.61 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 13,016 | 33.05 | 338 | 46.96 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 43,255 | 3.45 | 1,124 | 13.88 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 28,269 | 19.22 | 735 | 31.31 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41,873 | 142.24 | 1 | |||||
| 2025-08-11 | 13F | Strategic Equity Management | 473,532 | 637.95 | 12,308 | 712.34 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 14,201 | 10.95 | 369 | 22.19 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 35,994 | 936 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,427 | 37 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 22,758 | 128.77 | 1 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4 | 0 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 34,627 | 900 | ||||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 493,521 | 2,499.81 | 13,036 | 2,809.82 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 45,223 | 3,333.79 | 1,175 | 3,690.32 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Moneywise, Inc. | 222,365 | 274.18 | 5,780 | 311.90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13,979 | 0.94 | 369 | 13.19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21,348 | 555 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 8,103 | 211 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6 | 0 |
